Summary
As you've seen, Microsoft Dynamics 365 Sales helps organizations better manage potential sales by providing a wide range of opportunity management capabilities. Whether sales staff need more efficient ways to create sales opportunity records, or sales managers need better visibility into and management of the opportunity lifecycle, the opportunity management tools in Microsoft Dynamics 365 can help throughout the whole sales process.
We looked at several of the main features that Dynamics 365 provides for opportunity management. Here are some examples:
The different options that are available for creating opportunities. For example, sales staff can create opportunities manually, activity records like emails or phone calls can be converted to opportunities, or opportunities and supporting records can be created directly from opportunities that were previously qualified.
How team-based selling models can be used to define team members and assign opportunity records to the whole team, or how access teams can be used to dynamically share opportunity records with people who are helping with specific deals.
The different pricing and revenue calculation options that are available for opportunities. For example, revenue can be manually entered, or the system can calculate pricing by using existing products that are defined in it.
The opportunity management options that are available. For example, you can add supporting activities, and business process flows (BPFs) can guide sales staff through the whole lifecycle of an opportunity record.
Copilot helps sellers be more productive by providing important information related to their opportunities.
From here, the next steps are to learn more about the Dynamics 365 product catalog, and how to define the products and pricing options that opportunities can use. It's also a good idea to examine the remaining options for sales order processing that are available in Dynamics 365, like quotes, orders, and invoices.