© Sarah Critchley 2018
Sarah CritchleyDynamics 365 CE Essentialshttps://doi.org/10.1007/978-1-4842-3973-5_3

3. Sales

Sarah Critchley1 
(1)
Cambridge, Cambridgeshire, UK
 

Managing a sales pipeline can be challenging for organizations. Often, sales people need to have the latest information regarding their customers’ interactions readily available. They need to be able to easily update the system and advance opportunities to the next stage of development, as well as provide accurate quotes and correct product estimates. This is done while providing a great service to potential customers and collaboratively working with their sales team and company to get what they need at the right time in the lifecycle. Sales is not about just pipeline management, but ...

Get Dynamics 365 CE Essentials: Administering and Configuring Solutions now with O’Reilly online learning.

O’Reilly members experience live online training, plus books, videos, and digital content from 200+ publishers.