Microsoft Dynamics 365 Basics For Sales Managers
Microsoft Dynamics 365Basics for Sales Managers1
Dynamics 365: Basics for Sales ManagersMicrosoft Dynamics 365 provides several ways to manage and help your Sales team get theresults your organization needs. To keep things simple, let’s look at 4 Dynamics 365 salesmanagement basics that will help you direct your team more effectively: Track sales-related activities of individuals and teamsReview, revise, and take action on sales pipelineAnalyze sales historyAccess Management ReportsSales-Related ActivitiesActivities are all the things your team does in pursuit of a sale. Things like phone calls,emails, appointments and so on. There are multiple ways to keep up with your team’s salesrelated Activities using Dynamics 365. Activity records “live” in your Lead, Opportunity, Contact, and Account records.Activities are displayed in chronological order. Look for open and completed sales activitieslike phone calls and appoints, for the entire sales team or for individual salespeople. Here’san example of Activities displayed in a Lead record.Microsoft Dynamics 365: Basics for Sales Professionals2
Use the collaboration tools in Microsoft Dynamics 365 get your team working together,communicating in a social-network style of interaction. Posts in the social pane resembleposts in familiar apps such as Twitter and Facebook. Following on the experience of socialsites your team members are used to, these posts display not just in the Lead record, but also in the individual User’s Social Dashboard.Users can easily schedule future tasks for themselves or other team members right within therelevant record. In this scenario, salesperson Veronica creates a task for her team memberSanjay, provides Sanjay with a description of what needs to done as well as a due date. ThisTask will appear in the related record as well as on Sanjay’s Activity view.Microsoft Dynamics 365: Basics for Sales Professionals3
Review and Take Action on Sales PipelineA key metric that Sales Managers routinely focus on is sales pipeline. Dynamics 365 providesmanagers with a complete view of forecasted sales, with the ability to segment the pipelineby product, by territory, by salesperson, or by sales stage. In this example the sales pipeline isdisplayed as a sales funnel segmented by sales stage. Potential sales in the blue portion ofthe funnel are in the Lead or Qualifying stage. The brown section represents Opportunities inthe Develop stage and the purple part represents opportunities in the Propose stage.Click on the funnel to uncover the underlying data and to view the individual deals that comprise the full pipeline. In this View the pipeline is displayed in a manner that is similar to anExcel spreadsheet. Resort or filter columns to narrow down the pipeline view. For instanceyou may only want to look at deals with a probability of 50% or higher, or deals closing inthe current month.Microsoft Dynamics 365: Basics for Sales Professionals4
Click on any single line item todrill down to an individual salesopportunity. Check on the mostrecent phone calls or appointments. Use this information totake action. Follow up with thesales rep that owns the opportunity, or reach out directly to thecustomer. As Sales Manager, you havethe permissions to change values inthe record such as estimated closedate or estimated revenue. Anychanges you make will roll up to thepipeline forecast in real time and bereflected in any view, dashboard, orreport.Analyze Sales HistorySales history can be accessed in multiple ways. Choose which way is most practical based onhow you want to analyze sales or manage your team. Select the Won Opportunities View tosee a spreadsheet-style display of previous sales sortable buy customer or sales revenue. Refer to the bar chart on the right to see total sales per customer.Microsoft Dynamics 365: Basics for Sales Professionals5
Click on an individual customer bar in the chart to pull up just their won opportunities.Export the report to Excel to reformat, print, or run “what if” scenarios.Microsoft Dynamics 365: Basics for Sales Professionals6
Run Management ReportsStock reports are available anytime featuring real-time sales data.You can group data in the sales reports to sort by month, owner, territory, etc.Microsoft Dynamics 365: Basics for Sales Professionals7
Click once more to pull up the detailed report, in this example sorted by Owner.ConclusionI hope you found Microsoft Dynamics 365 101: Basics for Sales Managers valuable, and itgets you on the way to making your team more productive and successful. There’s a lotmore to learn. Stay tuned for future Dyn365Pros E-books, webinars, videos and blogs.Contact InformationFor more information or help, contact Dyn365Pros:Email: info@Dyn365Pros.comTel: 760-585-4248Microsoft Dynamics 365: Basics for Sales Professionals8
A key metric that Sales Managers routinely focus on is sales pipeline. Dynamics 365 provides managers with a complete view of forecasted sales, with the ability to segment the pipeline by product, by territory, by salesperson, or by sales stage. In this example the sales pipeline is displayed as a sales funnel segmented by sales stage.
Business Ready Enhancement Plan for Microsoft Dynamics Customer FAQ Updated January 2011 The Business Ready Enhancement Plan for Microsoft Dynamics is a maintenance plan available to customers of Microsoft Dynamics AX, Microsoft C5, Microsoft Dynamics CRM, Microsoft Dynamics GP, Microsoft Dynamics NAV, Microsoft Dynamics SL, Microsoft Dynamics POS, and Microsoft Dynamics RMS, and
This guide is designed to improve your understanding of how to license Microsoft Dynamics 365, Business edition. This document does not apply to Dynamics 365, Enterprise edition, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Microsoft Dynamics AX 2012, or Microsoft Dynamics CRM 2016 or any other prior version.
Microsoft Dynamics 365 for Operations on-premises, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Microsoft Dynamics AX 2012 or prior versions, or Microsoft Dynamics CRM 2016 or prior versions. This guide is not intended to influence the choice of Microsoft Dynamics products and services or provide technical specification.
Microsoft Dynamics 365 for Operations on-premises, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Microsoft Dynamics AX 2012 or prior versions, or Microsoft Dynamics CRM 2016 or prior versions. This guide is not intended to influence the choice of Microsoft Dynamics products and services or provide technical specification.
Operations, on-premises, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Microsoft Dynamics AX 2012 or prior versions, or Microsoft Dynamics CRM 2016 or prior versions. This guide also does not apply to the Microsoft Dynamic CRM Online or Microsoft Dynamics AX online services. This guide is not intended to influence the .
Operations on-premises, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Microsoft Dynamics AX 2012 or prior versions, or Microsoft Dynamics CRM 2016 or prior versions. This guide also does not apply to the Microsoft Dynamic CRM Online or Microsoft Dynamics AX online services.
Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics AX, Microsoft Dynamics 365 for Operations on-premises, Enterprise edition, Microsoft Dynamics SL. This guide is not intended to influence the choice of Microsoft Dynamics products and services. The examples presented in this guide are illustrative.
Microsoft Dynamics 365 is the next generation of intelligent business applications . on Dynamics NAV, it is cloud only, optimised for 10 - 250 employees . implementing and supporting Dynamics CRM, Dynamics AX and Dynamics 365. Discover our Dynamics 365 services Phone: 01467 623 900 .
2012 R3 Server for Microsoft Dynamics 365 for Operations Server, and Dynamics CRM 2016 for Microsoft Dynamics Customer Engagement Server. Licenses for all supporting servers (e.g., Windows Server and CAL(s)) must be obtained separately. Users or devices licensed with the Dynamics 365 Plan, Dynamics 365 Customer Engagement Plan,
This licensing guide was updated to reflect licensing updates and new online service offerings as of November 2018. Introduction to Dynamics 365 Microsoft Dynamics 365 (Dynamics 365) is the next generation of intelligent business applications in the cloud. Dynamics 365 unifies Customer Relationship Management (CRM) and Enterprise Resource Planning
Dynamics GP, Microsoft Dynamics AX, Microsoft Dynamics 365 for Operations on-premises, Enterprise edition, Microsoft Dynamics SL, or prior versions of Microsoft Dynamics NAV. This guide is not intended to influence the choice of Microsoft Dynamics products and service
MB-901 Dynamics 365 Fundamentals Exam Identify Microsoft Platform Components for Dynamics 365 (30-35%) Understand AI and Mixed Reality for Dynamics 365 (10-15%) Understand Customer Engagement apps (25-30%) Understand Dynamics 365 Finance and Operations apps (25-30%) . Relationship Selling
Intune Device Intune Device 2 Enterprise Mobility Security E3 Intune 9 Enterprise Mobility Security E5 Intune 15 Microsoft 365 E3 Intune 34 Microsoft 365 E5 Intune 57 Microsoft 365 F1 Intune 10 Microsoft 365 Business Intune 20 Microsoft 365 Education A3 Intune for Education 6 Microsoft 365 Education A5 Intune for Education 11
Management Microsoft Forms Pro 1 Year Audit Log Retention. Microsoft 365 Common Features. Microsoft 365 Plans. Microsoft 365 Plans. Enterprise Mobility Security. Windows 10. Office 365 Enterprise. Microsoft 365 Plans. Advanced Threat Analytics. Intune Device Management & Application Management. Azure Information Protection Plan 1. CALs
Microsoft Dynamics 365 (On-Premises) software running on the server(s), which is (are) included with the purchase of the Microsoft Dynamics 365 (On-Premises) Client Access Licenses (CALs). Access to the Microsoft Dynamics 365 (On-Premises) software by users or devices, which is licensed through CALs.
Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics AX, Microsoft Dynamics 365 for Operations on-premises, Enterprise edition, Microsoft Dynamics SL. This guide is not intended to influence the cho
Bruksanvisning för bilstereo . Bruksanvisning for bilstereo . Instrukcja obsługi samochodowego odtwarzacza stereo . Operating Instructions for Car Stereo . 610-104 . SV . Bruksanvisning i original
replica for Ferrari 365 GTB 4 Daytona models. Part #:. 365 GT 2 2 365 GTB 4. FR-365-055 Set of air conditioning service valves for Ferrari 365 GT 2 2, . Cap screw heater valve for Ferrari 365 models. Part #: AR-GIU-064 365 GTB4 Daytona GTC4. FR-206-879-1 Pressureless radiator cap for Ferrari 365 GTB4 Daytona, and
In addition to the Blitz events, you can review the NEW Microsoft Dynamics 365 Licensing and Pricing videos! You can find these videos on the Dynamics Learning Portal on the . Microsoft Dynamics 365 - Licensing, Pricing, and Support topic page. . NAV, Dynamics GP, and Dynamics SL partner
Microsoft Dynamics Guide Dynamics GP vs. Dynamics 365 (NAV) vs. Dynamics SL . Dynamics 365 BC -1 Premium User 100/month/user (Subscription) 2000 (On-Premise) . Solomon's application became Dynamics SL. Dynamics SL is geared first and foremost for project-based businesses. This makes SL the
