D365 for Sales Demo

Getting started as a salesperson with Microsoft Dynamics 365 doesn’ have to be difficult – in fact, it should take away a lot of stresses!

Microsoft Dynamics 365 for Sales is an effective tool for your sales team. The core capabilities of this technology allow salespeople to manage their pipelines more efficiently and utilize mobile functionality to make using it even easier to use whether you’re in-office or on the road.

When you log in to Microsoft Dynamics 365, there is a Sales Module, known as Microsoft Dynamics 365 Sales. Out of the box, the following is included:

  • Reports
  • Dashboards
  • Activities
  • Accounts
  • Contacts
  • Leads
  • Opportunities

Additional entities that come with the Sales Module are quotes, orders, and invoices. Often times, an ERP (enterprise resource planning) software integration is done to provide this type of information.

Inside Microsoft Dynamics 365 Sales, there are some marketing capabilities, goals, and some customer service, but for the purpose of this post, we are looking at Microsoft Dynamics 365 Sales from the eyes and mind of a salesperson.

Microsoft Dynamics 365 for Sales

What does a day in the life of a salesperson look like in Microsoft Dynamics 365 Sales?

If I am a salesperson utilizing Microsoft Dynamics 365 Sales, I am probably going to start my day with Dashboards. Why? If you pull up a simple dashboard, there are four core takeaways that matter most to a salesperson to get the ball (workday) rolling.

  1. Tasks – Tasks show me what I need to be working on at any given time.
  2. Calendar – This shows me what my week looks like so I can optimize my schedule.
  3. Leads – Which leads require the most attention from me right now? Am I following up with the right people and prioritizing properly?
  4. Opportunities – Which opportunities are in my sales pipeline and ready to move forward into the next steps? Which opportunities should I prioritize with today?

When it comes to getting started as a salesperson with the technology, tasks are extremely beneficial.

Tasks are To-Dos so a salesperson can keep track of all follow-ups they need to do.  You can see what these tasks are related to (An Account, Opportunity, Lead, etc.), and see them appear on your schedule, such as if you need to follow-up with a specific client.

Opportunities are the salesperson’s pipeline.  Once you bring up an Opportunity, you can analyze the opportunity to see what stage it is on, the steps needed to move to the next stage and to see any previous conversations or activity others have had with the Opportunity.

Within the Opportunity, you can also identify the key stakeholders for this Opportunity, who your main competitors are for this Opportunity, and manage your notes and documents related to the Opportunity.

Once you know this information, you will be able to strategize the best sales approach.

Now that you know all about getting started as a salesperson with Microsoft Dynamics 365, next week, we will provide a specific use case scenario for Microsoft Dynamics 365 for Sales that you can duplicate and/or reflect onto your own sales strategies.

Learn more about Microsoft Dynamics 365 for Sales when you click here.

If you’d like help implementing a solution like Microsoft Dynamics 365 for Sales, discover what our experts can do for you via this page.

Contact Us Today

To learn more about Ledgeview’s Expertise

Related Articles