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BBCG.14.07.D365.2.PDF: Configuring the Sales and Marketing within Dynamics 365 SCM (Second Edition) - Module 7: Configuring Opportunity Management (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 huge 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 does much more than just track Customers, Sales Orders, and Invoices.  It has a whole lot of Customer Relationship Management functionality included that allows us to track Activities, Cases, Contacts, Prospects, Opportunities, Leads, Campaigns, and Telemarketing Call Lists

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

Once we are tracking Prospects within the system, the next area we should look at configuring is Opportunity Management. This will allow us to create Opportunity records, track the Competition, and create Quotations that we can convert automatically into Sales Orders without having to rekey in any additional information.

This section will show how we can easily configure the Opportunity Management features of Dynamics 365 Sales and Marketing.

Topics Covered

  • Defining Opportunity Probability
  • Defining Opportunity Prognosis
  • Defining Opportunity Reasons
  • Configuring Sales Processes For Opportunities
  • Assigning Default Activities to Sales Processes
  • Specifying Exit Criteria For Sales Process Stages
  • Creating Opportunities for a Prospect
  • Defining Competitors
  • Creating Sales Quotations
  • Creating Collaboration Workspaces For Opportunities 


Series: Dynamics Companions Bare Bones Configuration Guides

Guide: Configuring Sales and Marketing within Dynamics 365 SCM

Digital: 476 pages

Publisher: Blind Squirrel Publishing (November 23, 2022)

Language: English

Product Dimensions:  8.5 x 11 inches

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