Supporting Sales with Dynamics 365

Let's learn about the basics of Dynamics 365.

In the last issue, we wrote an article about accessing Dynamics 365 from the admin center.

Let's take advantage of the sales functions of Dynamics 365.

So far, I have explained the features for administrators, but now I would like to introduce the features for sales and marketing.

Let's try to use Dynamics 365 leads.

Now, we will use the Dynamics 365 sales entity while weaving in the [previous scenario](#).

Creating a Sales Case from a Lead in Dynamics 365

In the [previous article](#), we talked about Leads in Dynamics 365. When a Lead becomes a Prospect, we will explain how to create a Client Company, a Client Representative, and a Sales Case from the Lead.

Use Dynamics 365 activities to conduct business meetings.

In the [previous article](#), we created a sales case from a lead, and we need to keep track of the progress of the negotiation in the sales case. In this case, we can use an entity called **activity**.

Leverage Dynamics 365 trading partners and trading counterparts

Now that I have told you about the sales projects and related activities, I will mention the parent entity, the **client company and the client representative.**

Use the email tracking feature

Dynamics 365 for Sales includes the ability to track opens, link clicks, and attachments to emails sent to customers, which is great because Salesforce requires you to purchase Pardot separately, but it's available at no extra cost!

Boost your sales force with Dynamics 365 product catalogs

So far, we have discussed how to manage sales deals that have been rated as "promising" by the lead.

Create Dynamics 365 product families and bundles

In the [previous article](#), we created a single product and even a discount table. In this article, we will configure a product family and associate a product to the family. We will now discuss how to use **product families**.

Manage properties of Dynamics products

The following is a continuation of the [previous article](#) on product properties.

Get the upper hand in negotiations with a Dynamics 365 discount table

With the product families we have created [previously](#), we can now manage our sales case records more efficiently.

Leveraging cross-selling and up-selling of Dynamics 365 products

In sales activities, up-selling and cross-selling are necessary activities to increase customer profitability.

Manage everything from estimates to invoices with Dynamics 365

So far, we have discussed sales projects and products in detail. If the business meeting goes well, we will prepare a quotation for the customer.

Using Graphs in Dynamics 365

By using Dynamics 365 and continuing to effectively manage your sales activities, you will accumulate enough data in Dynamics 365 to consider your sales strategy.

Managing Leads with Sales Funnels in Dynamics 365

In this article, I would like to talk about the "Sales Funnel", which I mentioned in the section ["Using Graphs in Dynamics 365"](#).

Managing Goals in Dynamics 365

In this article, we will talk about goals in Dynamics 365. In Dynamics 365, you can define goal indicators to manage your goals.

Visualize information in the Dynamics 365 dashboard

I have been informing you about the sales features of Dynamics 365. Now that you understand graphs, funnels, and goal management, let's touch on dashboards.

Analyze data with Dynamics 365 reporting functions

Dynamics 365 allows users to generate fetch-based reports using the Report Wizard. This feature can be used by users to collect and analyze data in a simplified manner.

Track the latest activity on your Dynamics 365 wall

When I introduced the Dynamics 365 dashboard, I mentioned the wall.

Create a quote with Word template

Here is a summary of the steps to create your own quote using the Word template.