© Sarah Critchley 2020
S. CritchleyDynamics 365 Essentialshttps://doi.org/10.1007/978-1-4842-5911-5_4

4. Sales

Sarah Critchley1  
Cambridge, Cambridgeshire, UK

Managing a sales pipeline can be challenging for organizations. Often, salespeople 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 also ...

Get Dynamics 365 Essentials: Getting Started with Dynamics 365 Apps in the Common Data Service now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.