Frequently Asked Questions

Do you have some doubts? Here are the answers to the FAQ to help you understand more about Dynamics 365 Sales. 

Yes, connecting Dynamics 365 Marketing and Dynamics 365 Sales is possible. Both are part of the Dynamics 365 suite of business applications, and they are designed to work seamlessly together to help organizations manage customer relationships and sales processes.

 

You must have both solutions set up and configured in your business. After that, you can connect them by following these steps:

 

  1. Go to the Dynamics 365 Sales app and then the "Connections" tab in the main menu.
  2. Click on "New" to create a new integration.
  3. Select "Dynamics 365 Marketing" from the list of available connection types.
  4. Follow the prompts to configure the connection and authorize your Dynamics 365 Marketing data access.

 

Once you have connected the two solutions, you can access and use data from Dynamics 365 Marketing within Dynamics 365 Sales and vice versa. This allows a more complete view of your customer interactions and sales processes while making managing and tracking your customer relationships easier.

Yes, Dynamics 365 does use artificial intelligence (AI) in its processes, for example:

 

  1. Predictive analytics: Dynamics 365 offers different predictive analytics features that use machine learning algorithms to analyze data and make predictions about future outcomes. For instance, you can use predictive analytics to forecast sales trends or identify potential loss of customers.
  2. Customer service chatbots: With a chatbot feature that uses natural language processing (NLP), you enable customers to have seamless conversations with a virtual assistant to get answers, support, or resolve issues.
  3. Automated workflows: This workflow automation feature uses AI to automate repetitive tasks and processes, saving time for employees to focus on what's more important.
  4. Personalization: The personalization feature also uses AI to tailor the customer experience based on individual preferences and behaviors.

The sales pipeline in Dynamics 365 is a visual representation of the numerous sales process stages, from lead generation to closing the sale, to track the sales opportunities progress and manage the sales process more efficiently by working in the following way:

 

  1. Leads: First, the stage begins with lead generation, where potential customers are identified and contacted. Leads can arrive from different sources, such as marketing campaigns, subscriptions, web inquiries, or referrals.
  2. Qualification: Second, once the lead is generated, it is commonly qualified to decide if it is a viable sales opportunity. It could require reviewing the lead's profile, examining their needs and budget, and discussing their fit with your services or products.
  3. Proposal: Third, having a qualified lead for a sales opportunity, a proposal is normally created and presented to them. The proposal may include details about the offered product or service, pricing, and other relevant information.
  4. Negotiation: Fourth, when the lead is interested in the proposal, negotiations start to conclude the terms of the sale. This stage may include discussing pricing, delivery, and other information that must be agreed upon.
  5. Closing: Finally, when the negotiation is successful, the sale is typically closed, and the lead is transformed into a customer. The customer is generally added to the customer database and may receive follow-up communication, newsletter, or support.

Modulos

What kind of processes can I automate with Dynamics 365 Sales?

Among the several processes you can automate with Dynamics 365 Sales, here are some of the most relevant ones: 

  • Lead management:

    Automate the process of qualifying and routing leads to the appropriate sales reps. You can use rules and workflows to automatically assign leads to agents based on criteria such as location, product interest, or budget.

  • Sales forecasting:

    This feature uses predictive analytics to help you forecast future sales trends and identify potential risks or opportunities. You can use it to automate the sales forecast creation process and track the sales goals' progress.

  • Sales reporting:

    Automate the process of tracking and analyzing sales data. You can use these features to create dashboards, custom reports, and visualizations that help you understand your sales performance and identify areas for improvement.

  • Lead generation:

    Automate the process of identifying and contacting potential customers. You can use this one to create targeted marketing campaigns, analyze the effectiveness of your lead generation efforts, and track results.

  • Customer segmentation:

    Automate the process of grouping customers into specific segments based on shared behaviors or characteristics. You can use this feature to create targeted marketing campaigns and tailor the customer experience based on individual preferences.

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Key features

Dynamics 365  <br> Sales 1

Develop sales from lead to cash

  • Control, monitor, and record your entire sales lifecycle from lead to cash while gaining insights and improve customer engagements, using a step-by-step guide in Dynamics 365 Sales.
Dynamics 365  <br> Sales 2

Leads

  • Unify multichannel leads into a single place. Manually or automatically categorize or qualify them according to their interaction to improve strategic future engagements and improve sales operations.
Dynamics 365  <br> Sales 3

Opportunities

  • Turn leads into customers by identifying and creating opportunities using detailed records such as potential revenue, timelines, and product and service information. With this feature, companies can forecast revenue and track interactions from start to finish.
Dynamics 365  <br> Sales 4

Embedded intelligence

  • Find the right customer and build long-lasting relationships with them by understanding their needs and keeping constant communication. With Relationship Assistant, take better actions; with Email Engagement, improve email approach; and with Auto-capture, find significant emails to use as sales insights for your team.
Dynamics 365  <br> Sales 5

Manage product catalog

  • Define and manage products according to hierarchical structures that include a family of products, SKUs, bundles, kits, collections, and others. Define pricing and discount models to apply for each product, bundle, collection, or kit and manage price lists according to your needs.
Dynamics 365  <br> Sales 6

Process sales orders

  • Many companies have different sales processes depending on their products; you can set them up in real-time to manage, track, and automate sales orders efficiently for leads and contacts. You can also create and send quotes automatically when your customer is ready for a formal proposal.
Dynamics 365  <br> Sales 7

Manage relationships

  • Utilize Microsoft Social Engagement and LinkedIn Sales Navigator to build better, personalized relationships that ensure customer satisfaction. Gain significant AI-based and data-based insights for personalized content to predict and prioritize engagement while keeping up with your customer's activities.
Dynamics 365  <br> Sales 8

Analyze sales data

  • Drive more strategic decisions by using multiple analytical tools within Dynamics 365 Sales. With easy-to-analyze views, lists, charts, reports, and dashboards, you can identify your department's strengths, weaknesses, results, customer trends, and competitor comparisons.

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