Case studies

In the following section, we will use case studies to go through and understand the Sales module of Dynamics CRM.

Scenario 1

Acme Ltd utilizes Dynamics CRM's out-of-box Sales module capabilities to capture leads from across three global sales offices and process them through lead qualification and the opportunity management lifecycle:

The following are the three global offices:

• New York head office, USA
• London sales office, UK for Europe
• Mumbai sales office, India for Asia

The requirements of Acme Ltd are as follows:

• Central reporting of opportunity management at the New York head office
• Lead capture and qualification based on the location
• Opportunity management

The following steps explain the process...