Case studies

In the following section, we will go through case studies to understand the Sales module of Dynamics 365.

Scenario 1

Acme Ltd. utilizes Dynamics 365's out-of-the-box Sales module capabilities to capture leads from across three global sales offices and process them through lead qualification and the opportunity management life cycle.

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-capturing and qualification based on the location
• Opportunity management

The following steps explain the process...