Hello everyone!

From now on, among the business applications of Dynamics 365,
We will be explaining "Dynamics 365 Sales" in a series of articles.
As this is the first time, we will explain the overview and how to use it in general business operations.

Dynamics 365 Sales overview

As the name suggests, Dynamics 365 Sales is an application designed to support sales work.
It supports the entire customer-centric business process, from acquiring projects to receiving orders and invoicing.

General business usage

So, how can you use Dynamics 365 Sales in your business?
We will explain this using an example of a typical business process.

①Management of potential customers

Information on potential customers with whom you have exchanged business cards, etc.
You can register and manage it on Dynamics.

② Project development

When the potential customer registered in ① leads to a specific project,
You can convert potential customer data in Dynamics into sales opportunities, account data, and contact data.

③ Estimate creation

Create a quote for the opportunity.
You can create quotes linked to the target sales opportunity in Dynamics.

④ Orders

Once an order is confirmed, you can create an order record from the quote that led to the order.
Some of the quotation information can be carried over to the order data.

⑤Billing

When billing customers,
You can create an invoice based on the order.
Once you have paid your invoice, you can mark the invoice status as completed.
You can manage the invoice status of each order.

This completes the basic flow of general business operations.

Preview of the next episode

In future installments, we plan to cover the following:

- How to operate the workflow explained this time on the actual Dynamics screen
・Details of each feature of Dynamics 365 Sales
Frequently asked questions about Dynamics 365 Sales
etc ...

Thank you for reading this far!