Microsoft Dynamics 365 for sales
Download as PPTX, PDF•6 likes•6,495 views
Dynamics 365 for Sales is an integrated CRM solution designed to enhance the entire sales process, making it easier for teams to track customer profiles, manage tasks, and analyze performance through real-time reporting. The platform includes various entities, such as leads, opportunities, and accounts, facilitating comprehensive sales management from lead creation to invoice completion. Additionally, goal management features allow organizations to set and monitor sales objectives, contributing to more effective planning and business growth.
Microsoft Dynamics 365 for sales
- 1. DYNAMICS 365 FOR SALES MS DYNAMICS 365
- 2. CONTENTS • Introduction • Why should we use it? • Entities • Sales process Flow • Goal Management • Conclusion
- 3. INTRODUCTION • Microsoft has rebranded Dynamics CRM as Dynamics 365 for Sales in Dynamics 365. it is design to support the record keeping of the entire sale process. Dynamics 365 for Sales is an easy, agile and integrated CRM solution that enables you and your employees to make well-founded decisions, increase your turnover and provide a superior service to your customers.
- 4. WHY WE USE IT ? • MS Dynamics Sales enables sales team to track down Customers complete profile i.e. Account or Contact. • MS Dynamics Sales benchmarks performances against key sales performance indicators to inform sales directors, managers and other sales professionals with easy to follow charts and reports for real-time monitoring of individual and team progress towards sales goals.
- 5. • By using MS Dynamics Sales, you can build out complete profile of your competitors including known accounts they work with and which active sales opportunities you are competing on. • By using MS Dynamics Sales you can easily assign tasks and responsibilities to sales individuals or teams giving them responsibility for ensuring a positive outcome.
- 6. ENTITIES • Dynamics 365 Entities are used to store and manage records. In Dynamics 365 Entities are similar to Tables available in Database. There are several entities available in different Dynamics Modules i.e. Account, Contact, Lead, Opportunity, Marketing List etc.
- 8. 1. Lead : A lead represents any person or organization that a company might have the potential to do business with. 2. Opportunity :When you qualify a lead, it becomes an opportunity, or a deal that you’re getting ready to close. 3. Account : Account contain information about the companies you do business with.
- 9. 4. Contact : Contact contain information about the people you know and work with. Usually, multiple contacts are associated with one account. 5. Quote : A quote is a formal offer letter for products or services proposed by a organizations at specific prices and related payment terms that is sent to a prospective customer. You can create a quote, save it as a draft, and specify whether it is active (presented to the customer) or closed (completed, either as an order or not). 6. Order : Whenever customer accept a quote its converted to sale order.
- 10. 7 . Invoice : An invoice is an sale order that has been billed. 8. Sales Literature : Sales Literature provides sales team a place to store sales information for your organization in Dynamics CRM. It gives sales team a place to store, access brochures, promotional materials, pricing structures and other related literature. By sales literature sale person can easily send leads and contacts information right from within Dynamics CRM. 9. Product : Products are the soul of your business. They can be physical products or even services—whatever your organization sells. The sales reps of your organization use the products you create in Microsoft Dynamics 365 to generate sales quotes, marketing campaigns, orders, and invoices.
- 11. 11. Goal : It gives you the actual figures, whether it is revenue or the number of opportunities won. 11. Goal metric. This tells you how your goal figure is being measured (number versus amount). 12. Rollup field. The goal metric contains rollup fields which are actual and estimated values of the goal being measured.
- 12. SALES PROCESS FLOW IN DYNAMICS 365 In Dynamics 365 sales process begins with creating a lead to closing the sale ( Invoice Paid ). Sales process flow give you a easy way to track down your sales activity status.
- 13. SALES PROCESS FLOW 1. Create a Lead : fill all the mandatory detail i.e. Topic, Name
- 14. 2. Qualify a Lead : when a lead qualify then Opportunity, Contact and Account get created.
- 17. 3. Create Quote
- 18. 4. Create An Order : when we create a order from active quote for opportunity than opportunity close as ‘Won’.
- 20. GOAL MANAGEMENT • Organization can set their sales, marketing and other business goals in goal management entities of Microsoft dynamics 365. With the help of this, organizations can effectively measure the results against the targets. The Goal management in dynamics 365 is helpful in motivating your work force, do batter planning and overall growth of your business.
- 22. CREATE A ROLLUP FIELD
- 23. CREATE A GOAL
- 24. CONCLUSION Dynamics Sales area Available in a web browser interface, embedded directly in Microsoft Outlook, or mobile apps, it can help your organization gain a 360-degree view of critical business development processes, maximize revenue opportunities, and more effectively collaborate across pursuit teams.
- 25. CONTACT HANDLES www.cynoteck.com Contact No: +1-612-800-9092,+918272014440, +918430155522s Website : www.cynoteck.com Email : [email protected]
- 26. THANK YOU