Dynamics 365 for Financials - The Sales Representative
Meet a prospective client at a trade show. You have a business card and it collects in a pile and you have a rubber band so you don't lose this one. It's a hot lead.
Office Lens (mobile app)
Scan business card
Uploads to OneDrive - Business
Covert to Opportunity/Contact
You returned from a trip, conference, and one of your customers confirms their desire to place an order. Your company prefers you log as an opportunity before you create the quote.
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Enter the details, such as opportunity number, description and the contact.
Before adding a line item, you must denote a sales cycle code.
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Enter the new sales quote which is automatically assigned to the opportunity.
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Update the details of the opportunity
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Review the new opportunity and the impact on the existing opportunities. Select Filter on any column, In Progress or Expected Close Date to drill deeper into the revenue.
OPTIONAL - All data in Dynamics 365 for Financials, can be quickly exported to Excel by selecting Open in Excel for deeper analysis.
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You call your customer, or your prospect calls in, and asks about specific attributes of a particular item they want to purchase. As you nurture the opportunity they tell you they/you have struck gold, your "Leather Chairs" are a huge hit for their top three clients.
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From the drop down menu, select appropriate attribute, Seat, and respective value, Leather.
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Review all inventory items which fit the description of Seat Type, Leather.
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Providing additional data for users to filter on attributes of inventory items can streamline search capabilities.
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