Mastering Microsoft Dynamics CRM 2016

Working with Sales

The main purpose of the Dynamics CRM Sales module is to support a typical sales cycle followed in any organization. It automates the entire process, starting with the acquisition of a new lead until its logical conclusion, in the form of either a lost or won opportunity.

The Sales module in Dynamics CRM helps organizations provide effective selling capabilities. It helps the organization track the sales activities and see their sales pipeline.

Some examples of sales are as follows:

• Creating a lead for potential sales in an organization
• Adding notes and activities to the lead while trying to sell a product or service to the customer
• Qualifying a lead to opportunity
• Generating quotations and orders
• Capturing competitor information ...