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Dynamics 365 Sales Professional

R1,155.96 user

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Dynamics 365 Sales Professional has the following features:

Visual insights. The out-of-the-box dashboards and charts have almost everything that you need to get insight into your business.

Customer 360° view. Once in the app, quickly get an overview of what’s happening with a customer, such as communications with them, the progress of individual deals, and much more, all in one place.

Business process flow. The guided process flows on the Lead and Opportunity form tell you exactly what to do next. You can quickly find out the steps you must take to increase the likelihood of a successful sale and an increased sales count. The process bar can be docked to the right side of the screen for an omnipresent experience while you work on the opportunity.

Activities timeline. All the appointments you schedule while you work on an opportunity, the emails that you send, or the phone calls you make are available in one place, giving you all the context you need to do your job.

Store and view documents in the context of records. Do you have presentations or documents for an opportunity all over the place? Store them all in one place, so anyone who’s working on the opportunity can view them!

Simplified opportunity-to-invoice process. It is easy to move a customer through the sales funnel. Just generate a quote right from the opportunity you’re working on, and activate it. Use the same quote to quickly generate an invoice and mark the deal as won. You can also email the quotes and invoices to your customer in just one click.

Document templates. The Word and Excel templates ensure that the documents that you’re sending out to your customers align with your company’s brand.

Sales data anywhere and everywhere. Get all your customer and sales data right on your mobile device or tablet. Whether you are visiting a customer or on the road, you can quickly pull out your device to update the opportunity with information. What’s more—you get the same consistent experience regardless of the device you use.

Product of Microsoft

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