Clearly defining and enforcing consistent business sales processes is one of the main reasons for choosing Dynamics 365 for Sales. Consistent processes help make sure people using the system can focus on their work and not on remembering to perform a set of manual steps. Processes can be simple or complex and can change over time.
Developing a strong sales process provides the platform for more quality & quantity sales activity. It is essential for on-boarding new staff, and is truly the way forward for team sales collaboration.
Your environment includes several ready-to-use business process flows for common sales and marketing tasks that you can use with little or no changes required. Or, you can create your own. Examples of some ready- to-use Business Sales Processes ….
| This ready-to-use process | Helps you… |
|---|---|
| Phone sales campaign | Call prospects. create and qualify leads. develop opportunities and then close deals. |
| Email sales campaign | Email prospects create and qualify leads. develop opportunities and then close deals. |
| Multichannel sales campaign | Contact prospects by phone and email. create and qualify leads and then close deals. |
| Marketing list builder | Create targeted marketing lists for accounts. contacts. or leads. add prospects. and gain manager approval. |
| Opportunity to invoice (Business-to-Business) | Follow a standard process for assessing needs. negotiating outcomes. fulfilling orders. and closing opportunities when selling to other businesses. |
| Contact to order | Target sales by using a consistent method to interact with customers. |
Power Apps - developing Dynamics 365 for Sales business processes.
Improve your sales processes
There are a number of ways to further improve your sales processes, all without the need for coding …
- Business Process further development , carried out in PowerApps, from within your Dynamics 365 Portal
- Workflows to automate tasks behind the scenes, automate common tasks, respond to user actions.
- Power Automate – create automated workflows that perform actions between your Dynamics 365 and other apps or services, such as Dynamics apps, Twitter, Dropbox, Google services, Office 365, and SharePoint.
An example of some workflow automated tasks.