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Mastering Microsoft Dynamics CRM 2016

You're reading from   Mastering Microsoft Dynamics CRM 2016 An advanced guide for effective Dynamics CRM customization and development

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Product type Paperback
Published in Nov 2017
Publisher Packt
ISBN-13 9781786466617
Length 402 pages
Edition 1st Edition
Languages
Concepts
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Author (1):
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Deepesh Somani Deepesh Somani
Author Profile Icon Deepesh Somani
Deepesh Somani
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Table of Contents (13) Chapters Close

Preface 1. History of Dynamics CRM FREE CHAPTER 2. Working with Sales 3. Working with Services 4. Working with Marketing 5. Working with the XRM Framework 6. Analytics with CRM 7. Workflow Development with Dynamics CRM 8. Client-Side Scripting 9. Enhancements for Mobile 10. Plugin Development with Dynamics CRM 11. Business Process Flows and Business Rules 12. New Features in CRM 2016

Working with Sales

The main purpose of the Dynamics CRM Sales module is to support a typical sales cycle followed in any organization. It automates the entire process, starting with the acquisition of a new lead until its logical conclusion, in the form of either a lost or won opportunity.

The Sales module in Dynamics CRM helps organizations provide effective selling capabilities. It helps the organization track the sales activities and see their sales pipeline.

Some examples of sales are as follows:

  • Creating a lead for potential sales in an organization
  • Adding notes and activities to the lead while trying to sell a product or service to the customer
  • Qualifying a lead to opportunity
  • Generating quotations and orders
  • Capturing competitor information
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