You can prioritize sales leads based on revenue potential. Keep track of all customer interactions and get
guidance on best upsell, cross-sell, and renewal opportunities throughout your sales cycle. The CRM series accelerates the quote to cash process. Act quickly on sales-related inquiries, manage service requests, and process payments—all from within Outlook! Moreover, you can gain a comprehensive overview of your service tasks, workloads, and employee skills to effectively assign resources and accelerate case resolution.
Contact Management – Maintain an overview of your contacts and record your contact information for all business relationships.
Campaign Management – Organize campaigns based on segments of your contacts that you define.
Opportunity Management – Keep track of sales opportunities, section your sales processes into different
stages, and use this information to manage your sales opportunities.
Dynamics 365 for Sales – This integration synchronizes your data, including sales orders, item availability, units of measure, and currencies.
Interaction/Document Management – Record all the interactions that you have with your contacts— for example, telephone calls, meetings, or letters. Attach documents to interactions, such as sales orders or quotes.
Outlook Integration – Synchronize with Outlook to record email correspondence with contacts, customers, or leads. Manage business interactions with your customers and vendors, directly in Outlook. See financial data related to customers and vendors, as well as create and send financial documents, such as quotes and invoices.
Advanced CRM – Dynamics 365 Customer Engagement Business Central can also integrate with this more robust CRM alternative from Microsoft. Dynamics 365 Customer Engagement.