Dynamics Sales Process

It is widely known and recognized that no two companies have the exact same sales process. However, you can use the Dynamics 365 Sales Process to create efficiencies and aid in your own sales process steps.

This follows a Leads>Accounts>Contacts>Opportunities flow.

Your Microsoft Dynamics 365/CRM System Admins can customize these Entities to fit your Sales Process.

The Dynamics 365 Sales Process will reduce your data entry, enhance reporting capabilities, and, in general, make your day-to-day easier so you can focus on what matters most to you, getting back to your top priorities.


Leads create Accounts, Contacts, and Opportunities.

It’s important not to bypass the “Lead” section.

This is someone who can also be considered a prospect. They are someone you want to sell through. You are going through the vetting process with them.

When you create a “Lead” in Dynamics, and they are a fit, you only have to input the information one time on the Lead, and this information will spread onto your Accounts, Contacts, and Opportunities.

Microsoft Dynamics 365/CRM


When you create one record in “Lead”, you get three records out of it.

This is where your major efficiency comes into play.

Reporting capabilities stem from your Lead Source, meaning where your lead comes from.

You can identify how they became aware of your company and its product or services as a result, and start to generate higher quality leads thereafter.

It enhances your reporting capabilities as a result.

When you add “Company Information” in your “Lead” fields, it leads to creating a new Account.

You can also add the lead’s website, address, etc. You can fill in all the relevant information you have at the time, or fill it in as you go.

You will want to be sure to add their description, industry, and annual revenue if you have it.

The more you have it, the more your lead will be developed, and move across the “progress” (green) bar near the top of your screen.

Microsoft Dynamics 365 Leads


When you hit “Qualify” after you’ve finished completing your “Lead” record, you may see alerts appear that you can respond to.

Microsoft Dynamics 365/CRM

After the alerts have completed (duplicate detection records or missing fields) and you’ve remedied them, you will see your Opportunity record appear and know the Qualify process has finished.

The qualification process should only take 5-10 seconds unless you need to research missing field information you want to input now instead of later.


This is just the start of the efficiencies you will see while using Microsoft Dynamics 365/CRM.

Get more information from Ledgeview’s latest, “Dynamics 365/CRM 101” session when you click replay here.

You can also sign up for our next Dynamics user group webinar by clicking here or on the image, below.

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