D365 for Sales Tips from the Experts

Microsoft Dynamics 365 Sales stands to help salespeople become more effective at their craft, improving their organization’s ROI while boosting productivity.

For today’s “Day in the Life” scenario, we will walk you through a specific use case for Opportunities in Microsoft Dynamics 365 Sales.

As we explained last week, you will want to open up Opportunities, identify and document key stakeholders and competitors you may have throughout the customer’s buying journey. Once you know this information, you will be ready to complete the following steps and act on a best-case sales approach…


First, look at what you’ll be proposing. So, for example, if your customer is looking to buy 3D printers from your company, you want to have a competitive edge. Based on the volume your customer wants from you, you may decide to offer a unique 10% discount to them.

Next, you will want to compare you cost estimate to the customer’s budget. For the purpose of this post, let’s imagine it’s a little off (higher than your customer anticipated).

Now, you will want to pull up their contact information to start a conversation with them and explain the proposed value of your estimate.


Navigate to the Contact Record in Microsoft Dynamics 365 Sales, and before you call your customer, review what previous conversations have taken place through the Timeline. After reviewing all previous conversations, you are able to make your call and have an intelligent conversation with your customer.  Microsoft Dynamics 365 Sales encourages and prompts you to log the call so that no touchpoint falls off the radar. This way, any salesperson managing the account now or in the future has every detail about the customer and past conversations/connections.

For this case, let’s say the customer liked the proposed solution, which means you’re ready for the next phase in this Opportunity.  You are able to update the date on when you feel the customer will close and move to the next stage of your Sales process.

Changes to this record will be automatically saved as you go.


Without Call Logs, these efforts might’ve been duplicated and caused dissatisfaction with the customer. This is just one major benefit of Microsoft Dynamics 365 Sales.

Next week, we will cover more about how you can leverage Opportunities to become a more effective salesperson and sales organization.

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.

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