Dynamics 365 Sales Training September 2024

Accelerate your sales and increase your productivity with Dynamics 365 Sales! With Dynamics Edge’s help, you can learn to do this even more effectively, and our Dynamics 365 Sales Training offerings in May 2023 and all year long in 2023, can help you succeed. Enroll now!

Dynamics 365 Sales

Dynamics 365 Sales is a cloud-based customer relationship management (CRM) software that helps organizations to manage their sales activities. It provides a unified platform for sales teams to manage leads, opportunities, and customers, and helps them to streamline their sales processes. With Dynamics 365 Sales, sales teams can access real-time data, insights, and analytics, and can collaborate with their colleagues to close deals faster.

Sales Accelerator

Sales Accelerator is a feature within Dynamics 365 Sales that helps sales teams to prioritize their sales activities and improve their productivity. It provides intelligent insights and recommendations based on customer behavior, sales history, and other data, and helps sales reps to focus on the most promising leads and opportunities. Sales Accelerator also provides tools for managing email campaigns, tracking customer engagement, and analyzing sales performance, which can help sales teams to improve their effectiveness.

Activities

Dynamics 365 Sales provides several activity types that sales teams can use to track their interactions with customers:

• Task: A to-do item that needs to be completed, such as following up with a customer or updating a record.
• Email: An email message that is sent to a customer or received from a customer.
• Appointment: A scheduled meeting or event with a customer.
• Phone Call: A phone call made to a customer or received from a customer.
• Letter: A physical letter that is sent to a customer.
• Fax: A fax message that is sent to a customer or received from a customer.
• Service Activity: A service-related activity, such as a customer support request or a product return.

Task

A task in Dynamics 365 Sales is a to-do item that needs to be completed by a sales rep. Tasks can be used to track follow-up actions, schedule meetings or calls, and keep track of important deadlines. One key problem that tasks can solve is ensuring that sales reps follow up on leads and opportunities in a timely manner. The important fields in a task include the due date, priority level, and related record (such as a lead or opportunity). For example, a sales rep might create a task to follow up with a lead that expressed interest in a product, and set the due date for the following week.

Email

An email in Dynamics 365 Sales is a message that is sent to or received from a customer. Emails can be tracked and associated with specific leads or opportunities, and sales reps can use email templates to streamline their communication. One key problem that emails can solve is keeping track of customer communication history, which can help sales reps to personalize their interactions and build stronger relationships. The important fields in an email include the sender, recipient, subject, and body of the message. For example, a sales rep might send an email to a lead introducing a new product, and track the email in Dynamics 365 Sales to see if the lead opens or clicks on any links in the message.

Appointment

An appointment in Dynamics 365 Sales is a scheduled meeting or event with a customer. Appointments can be used to track sales meetings, product demos, and other types of events. One key problem that appointments can solve is scheduling conflicts and ensuring that sales reps are available to meet with customers at the right time. The important fields in an appointment include the start and end date/time, location, attendees, and related record (such as a lead or opportunity). For example, a sales rep might schedule an appointment with a lead to give a product demo, and include the lead and any relevant colleagues as attendees.

Phone Call

A phone call in Dynamics 365 Sales is a call made to or received from a customer. Phone calls can be logged and associated with specific leads or opportunities, and sales reps can use call scripts to guide their conversation. One key problem that phone calls can solve is quickly connecting with customers and building rapport. The important fields in a phone call include the start and end time, caller ID, call duration, and related record (such as a lead or opportunity). For example, a sales rep might make a phone call to a lead to discuss a recent proposal, and use a call script to ensure that they cover all relevant points during the conversation.

Letter

A letter in Dynamics 365 Sales is a physical letter that is sent to a customer. Letters can be tracked and associated with specific leads or opportunities, and sales reps can use letter templates to streamline their communication. One key problem that letters can solve is reaching out to customers who prefer physical mail or who are difficult to reach by phone or email. The important fields in a letter include the recipient address, sender address, date sent, and related record (such as a lead or opportunity). For example, a sales rep might send a follow-up letter to a lead after a recent meeting, and track the letter in Dynamics 365 Sales to see if the lead responds.

Fax

A fax in Dynamics 365 Sales is a message that is sent to or received from a customer via fax. Faxes can be logged and associated with specific leads or opportunities, and sales reps can use fax templates to streamline their communication. One key problem that faxes can solve is reaching out to customers who prefer fax communication or who are difficult to reach by other means. The important fields in a fax include the recipient fax number, sender fax number, date sent, and related record (such as a lead or opportunity). For example, a sales rep might send a proposal to a lead via fax, and track the fax in Dynamics 365 Sales to see if the lead responds.

Service Activity

A service activity in Dynamics 365 Sales is an activity related to customer service, such as a customer support request or a product return. Service activities can be tracked and associated with specific customers, and sales reps can use them to manage customer issues and provide better service. One key problem that service activities can solve is ensuring that customer issues are resolved quickly and efficiently. The important fields in a service activity include the customer name, related record (such as a case or opportunity), status, and priority level. For example, a sales rep might create a service activity to follow up with a customer who reported a problem with a product, and escalate the issue to a higher priority if necessary.

Summary

Overall, Dynamics 365 Sales provides a comprehensive set of tools for sales teams to manage their sales activities and improve their productivity. The Sales Accelerator feature helps sales reps to prioritize their work and focus on the most promising leads and opportunities, while the various activity types allow them to track their interactions with customers and provide better service. By using Dynamics 365 Sales, sales teams can access real-time data, insights, and analytics, and can collaborate with their colleagues to close deals faster and provide better customer experiences.