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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
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