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BBCG.14.01.D365.2.PDF: Configuring the Sales and Marketing within Dynamics 365 SCM (Second Edition) - Module 1: Configuring the Sales Management Controls (Digital)

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The Waterdeep Trading Company is the purveyor of all the finest adventuring supplies to travelers, rogues, wizards, and clerics in all Faerûn and is headquartered in the great city of Waterdeep on the Sword Coast.

Recently they have been experiencing a massive upswing in the traffic through their store and have realized that the old quill and scroll-based financial system will not scale anymore. The manual supply chain management processes that they are using will not handle their forecasted future demand.

As a result, they have taken the step to modernize their finance and supply chain systems and implement Microsoft Dynamics 365 to manage all their legal (and not so legal) entities. And the following is a journal of how they set up their system and tweaked it to make it work perfectly.

The Sales and Marketing area within Dynamics 365 Supply Chain Management allows us to manage and track customer contact information and marketing activities.  It also allows us to manage all your sales order activities within your organization.  It is where we can configure our sales hierarchies, enabling us to organize all your products into more manageable groups.  We can also initiate sales orders, manage the changes to the orders, and manage all our standard pricing and discount masters. These transactions then feed into the Accounts Receivable module, making the whole sales cycle seamless.

The Sales and Marketing area within Dynamics 365 Supply Chain Management does more than just track Customers, Sales Orders, and Invoices.  It has a lot of Customer Engagement functionality that allows you to track Activities, Cases, Contacts, Prospects, Opportunities, Leads, Campaigns, and even Telemarketing, Call Lists, and Questionnaires

In most cases, it is just as good as (if not better than) any other stand-alone Customer Engagement system, mainly because you don’t need to buy any more licenses or load any more software because all the functionality is delivered with the system.

Before we start tracking Activities, creating Prospects, Leads, and Opportunities, and using any of the other cool features that are available within the Sales and Marketing area of Dynamics 365, you will want to configure some of the Sales Management features so that you can track and report of everything that you will be doing.  The Sales Management functions include the definition of your Sales Units, and the configuration of Transaction Logging.

This module will show you how to configure the Sales Management controls within the Sales and Marketing area of Dynamics 365 Supply Chain Management.

Topics Covered

  • Defining Responsibilities
  • Configuring Sales Units
  • Configuring Transaction Logging


Series: Dynamics Companions Bare Bones Configuration Guides

Guide: Configuring Sales and Marketing within Dynamics 365 SCM

Digital: 327 pages

Publisher: Blind Squirrel Publishing (May 8, 2022)

Language: English

Product Dimensions:  8.5 x 11 inches

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