Microsoft Dynamics 365 Sales Overview : Ledgeview Partners

Microsoft Dynamics 365 Sales Overview
by: Ledgeview Partners
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Explore our Microsoft Dynamics 365 Sales overview and demo. See how key features work and how you can improve the selling journey.

Microsoft Dynamics 365 Sales is a cloud-based web application that can improve the digital selling journey by keeping you connected and helping you better understand your customers. Discover what daily prep, pipeline management, and an onsite client visit can look like in Microsoft Dynamics 365 Sales.

Accessing the App

Microsoft offers a free 30-day trial or you can sign in to get started here. Use your Microsoft 365 username and password to access the app.

General Navigation

Your homepage Dynamics 365 dashboard is a great area of the site to get your day started. Here, you can get a holistic view of your activities. It can display daily work-related sales numbers, such as the activities you’re working on, your sales pipeline, your open opportunities and leads, and more. Use your homepage dashboard to see important data at a glance.

Sales overview

You also can drill down into any chart on your dashboard to get more information. For example, if you want to know where your seminar leads are from, you can click in to view the states.

Dynamics 365 Sales offers some prebuilt dashboards you can use to quickly get insights on your sales data and team performance. Custom charts and dashboards also can be set up to visualize each pipeline phase. Consult your Dynamics 365 administrator or CRM partner to set up custom charts.

A Day in the Life

In the Office

Within your activities chart, which may be included in your dashboard, you can view the activities you need to accomplish today. Watch how to follow up with a lead directly from CRM here.

Related article: How to Create Email Templates in Microsoft Dynamics 365

On the Road

Even on the road, Dynamics 365 Sales helps you stay on track with business process flows and more. With the mobile app, you can:

  • Plan your day: Before you start your day, you can see what’s in store through your dashboard and activities chart. You can see reminders about your customer meetings or insights for the day.
  • Do post-meeting work: After you’re out of a meeting, you can quickly add notes, create contacts, and update data in relevant records.
  • Find information and act accordingly: Find someone you want to contact, see records you recently updated, and more.

Let’s look at how to convert a lead into a contact after a meeting here.

Dynamics 365 Sales lets you track and analyze sales activities like associated emails, phone calls, notes, and more. It also can help you forecast sales revenue and track team performance. For more information, watch the full Microsoft Dynamics 365 Sales demo here.

If you’re ready for a personalized demo, let’s connect.

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September 07, 2022 at 06:15PM
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