Introduction
Microsoft Dynamics 365 Sales provides a powerful array of tools that help organizations take control of their entire sales process. It helps organizations automate common tasks, provide insights, and deliver personalized recommendations to sellers based on how they work. It helps sellers identify which customers or sales leads that they should focus on and take the most appropriate actions based on your organization's sales methodology.
Dynamics 365 Sales provides many out-of-the-box features that support sales functions, such as lead qualification and sales opportunity management, to build and manage your pipeline. You can set up these tools to support your sales organization's unique or changing needs, ensuring that your organization can use modern selling tools and technology with your proven sales practices.
In addition to lead and opportunity management, Dynamics 365 Sales helps make it easier for organizations to generate and deliver quotes to customers and then turn those quotes into sales orders and invoices. Dynamics 365 Sales can act as a standalone sales order processing solution, or you can integrate it with enterprise resource planning (ERP) applications, such as Microsoft Dynamics 365 finance and operations apps.
Dynamics 365 Sales helps make the goal of winning deals easier by providing multiple sales delivery and collaboration tools, such as:
Embedded Microsoft Office 365 tools - With embedded tools, such as Microsoft Excel and Microsoft Word, you can use tools that you use daily to help build details, analyze deal details, and communicate with customers.
Microsoft Teams integration - Engage subject matter experts (SMEs) and collaborate with colleagues across business functions and geographies. You can access Dynamics 365 data, such as records and views, directly from within a Teams workspace, providing access to all collaboration abilities of Microsoft Teams.
Product catalog - A dedicated product catalog can function as a standalone, or you can integrate it with ERP applications, such as Dynamics 365 finance and operations apps. You can quickly build sales quotes by adding products directly from the product catalog. Automated pricing options can update pricing details automatically.
Customized pricing and discounting - With multiple price lists, you can attach the most appropriate pricing based on who the customer is, current promotions, or specific sales scenarios.
Product families - Product families extend the product catalog functionality by providing a central area to define common properties, such as sizing and coloring options, for all products in a family. You can link products together to provide greater support in common sales scenarios, such as cross selling, product substitution, or upselling.
Microsoft Power Platform - You can implement business processes and speed up daily activities, such as approval processes across line of business applications, with automation powered by Microsoft Power Automate. This application provides you with a richer overall experience and simplified implementation of business tasks by embedding automation of these items directly into Dynamics 365 forms.
SharePoint and OneDrive integration - Use the document storage and versioning capabilities of SharePoint and OneDrive to help with document collaboration. As a result, you can view who's working on documents and what changes are being made. It also provides deeper insights for you to determine which documents that customers are accessing when you use them to store shared attachments.
Quote management - Generate quotes directly from details that are stored in a sales opportunity. You can manage the entire sales negotiation process with quote revisions and quote delivery by using familiar formats, such as Microsoft Word documents of PDFs.
Sales orders - Create sales orders directly from quotes when deals move forward. With Sales automation, you can open or close related supply chain items, such as opportunities, as the attached quote record is also closed.
Invoices - Create invoices from fulfilled sales orders, and the status of the invoice is tracked as the customer pays the invoice.
This module describes some different elements of Dynamics 365 Sales to help you get started working with the application.