By integrating Business Central and Dynamics 365 Sales, you can give your sales people that insight by enabling them to view information in Business Central while they are working in Dynamics 365 Sales. For example, when preparing a sales quote it could be useful to know whether you have enough inventory to fulfil the order. By using Dynamics 365 Sales for customer engagements, you can enjoy seamless integration in the lead-to-cash process by using Business Central for backend activities such as processing orders, managing inventory, and doing your finances.
Sales data anywhere and everywhere. Get all your customer and sales data right on your mobile device or tablet. Whether you are visiting a customer or on the road, you can quickly pull out your device to update the opportunity with information. What’s more—you get the same consistent experience regardless of the device you use.
The out-of-the-box dashboards and charts have almost everything that you need to get insight into your business.
Once in the app, quickly get an overview of what’s happening with a customer, such as communications with them, progress of individual deals, and much more, all in one place.
The guided process flows on the Lead and Opportunity form tell you exactly what to do next. You can quickly find out the steps you must take to increase the likelihood of a successful sale and an increased sales count. The process bar can be docked to the right side of the screen for an omnipresent experience while you work on the opportunity.
All the appointments you schedule while you work on an opportunity, the emails that you send or the phone calls you make are available in one place, giving you all the context you need to do your job.
Do you have presentations or documents for an opportunity all over the place? Store them all in one place, so anyone who’s working on the opportunity can view them!
It is easy to move a customer through the Sales funnel. Just generate a quote right from the opportunity you’re working on, and activate it. Use the same quote to quickly generate an invoice and mark the deal as won. You can also email the quotes and invoices to your customer in just one click.
Word and Excel templates ensure that the documents that you’re sending out to your customers align with you company’s brand.