Microsoft has re branded Dynamics CRM as Dynamics 365 for Sales in Dynamics 365. it is design to support the record keeping of the entire sale process. Dynamics 365 for Sales is an easy, agile and integrated CRM solution that enables you and your employees to make well-founded decisions, increase your turnover and provide a superior service to your customers.

1. DYNAMICS 365 FOR SALES
MS DYNAMICS 365

2. CONTENTS
• Introduction
• Why should we use it?
• Entities
• Sales process Flow
• Goal Management
• Conclusion

3. INTRODUCTION
• Microsoft has rebranded Dynamics CRM as Dynamics 365 for Sales in
Dynamics 365. it is design to support the record keeping of the entire sale
process. Dynamics 365 for Sales is an easy, agile and integrated CRM
solution that enables you and your employees to make well-founded
decisions, increase your turnover and provide a superior service to your
customers.

4. WHY WE USE IT ?
• MS Dynamics Sales enables sales team to track down Customers complete
profile i.e. Account or Contact.
• MS Dynamics Sales benchmarks performances against key sales performance
indicators to inform sales directors, managers and other sales professionals
with easy to follow charts and reports for real-time monitoring of individual
and team progress towards sales goals.

5. • By using MS Dynamics Sales, you can build out complete profile of your
competitors including known accounts they work with and which active sales
opportunities you are competing on.
• By using MS Dynamics Sales you can easily assign tasks and responsibilities
to sales individuals or teams giving them responsibility for ensuring a
positive outcome.

6. ENTITIES
• Dynamics 365 Entities are used to store and manage records. In
Dynamics 365 Entities are similar to Tables available in
Database. There are several entities available in different
Dynamics Modules i.e. Account, Contact, Lead, Opportunity,
Marketing List etc.

7. SCREENSHOT OF ENTITIES

8. 1. Lead : A lead represents any person or organization that a company
might have the potential to do business with.
2. Opportunity :When you qualify a lead, it becomes an opportunity, or a deal
that you’re getting ready to close.
3. Account : Account contain information about the companies you do business
with.

9. 4. Contact : Contact contain information about the people you know and work
with. Usually, multiple contacts are associated with one account.
5. Quote : A quote is a formal offer letter for products or services proposed by
a organizations at specific prices and related payment terms that is sent to a
prospective customer. You can create a quote, save it as a draft, and specify
whether it is active (presented to the customer) or closed (completed, either
as an order or not).
6. Order : Whenever customer accept a quote its converted to sale order.

10. 7 . Invoice : An invoice is an sale order that has been billed.
8. Sales Literature : Sales Literature provides sales team a place to store sales
information for your organization in Dynamics CRM. It gives sales team a place to store,
access brochures, promotional materials, pricing structures and other related literature. By
sales literature sale person can easily send leads and contacts information right from within
Dynamics CRM.
9. Product : Products are the soul of your business. They can be physical products or even
services—whatever your organization sells. The sales reps of your organization use the
products you create in Microsoft Dynamics 365 to generate sales quotes, marketing
campaigns, orders, and invoices.

11. 11. Goal : It gives you the actual figures, whether it is revenue or the number
of opportunities won.
11. Goal metric. This tells you how your goal figure is being measured
(number versus amount).
12. Rollup field. The goal metric contains rollup fields which are actual and
estimated values of the goal being measured.

12. SALES PROCESS FLOW IN DYNAMICS 365
In Dynamics 365 sales process begins with creating a lead to
closing the sale ( Invoice Paid ). Sales process flow give you a
easy way to track down your sales activity status.

13. SALES PROCESS FLOW
1. Create a Lead : fill all the mandatory detail i.e. Topic, Name

14. 2. Qualify a Lead : when a lead qualify then Opportunity, Contact and Account get created.

17. 3. Create Quote

18. 4. Create An Order : when we create a order from active quote for opportunity than
opportunity close as ‘Won’.

19. 5. Create Invoice:

20. GOAL MANAGEMENT
• Organization can set their sales, marketing and other business
goals in goal management entities of Microsoft dynamics 365.
With the help of this, organizations can effectively measure the
results against the targets. The Goal management in dynamics
365 is helpful in motivating your work force, do batter planning
and overall growth of your business.

21. CREATE GOAL METRIC

22. CREATE A ROLLUP FIELD

23. CREATE A GOAL

24. CONCLUSION
Dynamics Sales area Available in a web browser interface,
embedded directly in Microsoft Outlook, or mobile apps, it can
help your organization gain a 360-degree view of critical
business development processes, maximize revenue
opportunities, and more effectively collaborate across pursuit
teams.

25. CONTACT HANDLES
www.cynoteck.com
Contact No: +1-612-800-9092,+918272014440,
+918430155522s
Website : www.cynoteck.com
Email : sales@Cynoteck.com

26. THANK YOU