welcome to XRM blog

Keep in touch with latest CRM/ERP articles

To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

image
Blog

About Dynamics 365 for Sales, Business Edition

By Himanshu on 9/11/2017

From last couple of years Microsoft has been pushing its business solutions very hard to cover as many areas as possible while keeping things simpler. To understand how the Dynamics 365 for Sales, Business Edition came to existence as a separate App.

Let’s take an example of a company who only wants to implement the “Sales Module” of Dynamics 365 for their organization but to do this in earlier days they need to purchase licenses for Dynamics CRM and the other modules like marketing and customer service leaved unused. Why should user pay for products they are not using it was waste of money.

Microsoft understood this that sometimes customers are only interested in some part of Dynamics, keeping this in mind Microsoft went with the decision of dividing main areas into “Apps.” So, if a company only requires a Sales Module they can purchase Dynamics 365 for Sales, Business Edition and it will fulfill their all requirements.

Dynamics 365 for Sales, Business Edition is tailored for small to medium-sized businesses. This solution ensures connecting people and processes like never before with built-in intelligence when and where you need it. This makes ordering, selling, invoicing, and reporting easier and faster. Efficiency is increase with automated tasks and workflows.

Let’s take a look at what’s available in this Business Edition of Dynamics 365 for Sales.

  • Accounts
  • Contacts
  • Leads
  • Opportunities
  • Opportunity products
  • Quotes
  • Quote products
  • Invoice
  • Invoice products
  • Activities
  • Products
  • Office 365 Integration
  • Mobile app availability
  • Availability of Dynamics 365 client for Outlook

 

Starting from Lead to converting it to Cash

As we all know with any version of Dynamics CRM before, we are familiar with the out-of-the-box sales process. Firstly, a lead is created then, if it’s qualified, it creates a contact and an account into the CRM and it’s transformed into an opportunity.

Once the opportunity is won, it goes on to create a quote, which itself will turn into an order and finally the invoice will be generated resulting into the cash.

Connector to link to LinkedIn Lead Gen Forms

These days lot of people are using LinkedIn to generate leads for their businesses. As we all know Microsoft have acquired LinkedIn in December 2016, now as the parent company of LinkedIn, Microsoft saw potential in integrating this with their business solution, Dynamics 365.

The connector to LinkedIn Lead Gen Forms allows users to effortlessly synchronize all the leads from his LinkedIn account to his Dynamics 365 organization. Sales team will receive all the leads and from this point take the matter into their hands and start making calls.

Quick Start Wizard

As we all know back in old days a Dynamics CRM installation and setup was a task that needed a lot of expertise, few time-consuming tasks like email configuration and CRM integration with SharePoint for document management.

In order to make this a hassle-free experience, Microsoft provided a Quick Start Wizard for Dynamics 365 for Sales Business Edition so user can complete these tasks easily.

With the help of this Wizard, companies can:

Companies can connect to their organization with Exchange Online to manage emails sent, received, and tracked in their Dynamics 365 instance.

  • Companies can Connect with SharePoint Online to manage all their documents.
  • Companies can Import all existing leads and contacts.

The Quick Start Wizard help businesses get up and running with Dynamics 365. With the existence of Office 365, configuration of email and SharePoint are simplified to be completed in a couple of clicks.

Conclusion

It’s been a long time for Microsoft and it has come a long way with its Dynamics family. It been a trend for Microsoft to keep running ahead of others and give their users the newest and fresh technologies to make their lives easier and excel in their businesses.

Dynamics 365 is becoming a complete product as it keeps providing updates for their product. So, the never-ending requirement of the companies can be catered. By introducing new features and improving their already existing feature. 

 

 

Dynamics CRM
Dynamics 365 Business Edition
Dynamics 365 for Sales
MS Dynamics 365 Sales
Author
Blog Calendar
Blog Calendar List
2022 Nov  206  2
2022 Jun  6  2
2022 May  3  2
2022 Apr  4  2
2022 Mar  1  1
2022 Feb  2  1
2022 Jan  1  1
2021 Dec  3  1
2021 Nov  2  1
2021 Oct  1  1
2021 Sep  10  1
2021 Aug  35  5
2021 Jul  34  4
2021 Jun  514  5
2021 May  25  3
2021 Apr  894  3
2021 Mar  88  5
2021 Feb  1024  7
2021 Jan  1135  9
2020 Dec  283  7
2020 Sep  61  3
2020 Aug  388  3
2020 Jul  90  1
2020 Jun  55  3
2020 Apr  37  3
2020 Mar  11  2
2020 Feb  26  5
2020 Jan  33  7
2019 Dec  17  4
2019 Nov  12  1
2019 Jan  33  3
2018 Dec  39  4
2018 Nov  68  3
2018 Oct  18  3
2018 Sep  829  11
2018 Aug  6  2
2018 Jun  11  1
2018 Jan  68  2
2017 Sep  576  5
2017 Aug  17  1
2017 Jul  17  2
2017 Jun  59  2
2017 May  21  1
2017 Apr  35  2
2017 Mar  120  4
2017 Feb  599  4
2016 Dec  192  3
2016 Nov  548  8
2016 Oct  278  10
2016 Sep  457  6
2016 Aug  39  1
2016 Jun  1827  6
2016 May  108  3
2016 Jan  71  2
2015 Dec  405  6
2015 Nov  4  1
2015 Oct  13  1
2015 Sep  1417  6
2015 Aug  14  1
2015 Jul  127  2
2015 Jun  10  1
2015 May  20  1
2015 Apr  30  3
2015 Mar  80  3
2015 Jan  5316  4
2014 Dec  17  1
2014 Nov  2252  4
2014 Oct  67  1
2014 Sep  106  2
2014 Aug  5122  1
2014 Jul  48  2
2014 Apr  2518  12
2014 Mar  302  19
2014 Feb  242  8
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  684  2
2013 Oct  256  3
2013 Sep  11  1
2013 Aug  40  3
2013 Jul  213  1
2013 Apr  56  6
2013 Mar  2143  10
2013 Feb  123  3
2013 Jan  288  2
2012 Nov  54  2
2012 Oct  490  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote