When you prepare the sales funnel, the leads are the ones to top it. It is the beginning of a process, and therefore, any salesperson’s job is to gather leads for conversions. They perform multiple tasks to gather information and take it through the process to nurture the leads into loyal customers. Well, to turn a lead into a promise further down the funnel, you need categorization of opportunity, too.
Since then, you may have relied on manual processes or Excel sheets for each phase. However, Dynamics 365 for Sales is changing this for you. It emerges as a reliable partner, helping salespeople grow their business with every opportunity at hand.
At its core, Microsoft Dynamics 365 Sales is a powerful ERP and CRM platform tailored to your specific business requirements. This platform enables firms to reinvent their strategy, resulting in a more comprehensive approach to corporate operations. However, the true magic is in the customization.
But how is this magical tool in favour of your business? Let’s discuss the ways you can customize sales with it.
Ways to Customize the Sales Process in Dynamics 365 Sales
There are different steps to customize your sales process using Dynamics 365, and here are some of them to try:
Working with Templates
Dynamics 365 Sales includes a number of templates that you can utilize to construct unique solutions. These templates can be used to generate new entities, forms, views, and dashboards.
Creating Custom Entities
If you want to expand your entities, you may use Dynamics 365 Sales to create data tables containing business-specific information and leads, contacts, and opportunities.
You might create a separate organization to track industry-specific sales, project implementations, or warranties. This change ensures that your CRM system is tailored to your needs, making data handling more structured and efficient.
Creating a Lead
Leads can enter your organization in various ways, and it is critical to capitalize on every opportunity. Leads can be generated manually (for example, by word-of-mouth referrals) or captured via various methods, such as embedding forms on a D365 landing page, marketing emails, and so on.
Using Workflows
Dynamics 365 Sales uses workflows to automate multi-step procedures. For example, you may set up a workflow to produce a new assignment for a sales representative whenever a new lead is created.
Creating Opportunities
There are two ways we might generate opportunities in the system. The first approach is to create an Opportunity from scratch. This could happen if a new customer appears on your radar and is already invested enough to skip the Lead stage or if you have a current customer who is interested in other items.
The Opportunity List allows you to add new opportunities.
Using Business Rules
You can also use business rules to automate actions simply using Dynamics 365 sales. For example, if you want, you must create a rule to send emails to a client when a new opportunity is created. This can be your custom choice for each sales funnel you prepare.
Automating Workflow
Dynamics 365 Sales improves workflow automation, which reduces human labour while increasing efficiency. Automated workflows ensure that sales processes are followed.
Automation can be customized to send follow-up emails to leads, assign team jobs based on triggers, and qualify leads. It accelerates the sales cycle and provides a consistent client experience.
Integrating with Other Business Apps
Another advantage of Dynamics 365 Sales is the ability to integrate with other corporate applications. Customize your system by combining Dynamics 365 Sales with additional solutions like marketing automation, customer service, and finance systems. Teams may collaborate by consolidating customer data across sales, marketing, and customer service.
Furthermore, Microsoft Power Platform connectors effortlessly connect Outlook, Excel, and third-party apps. This ecosystem increases productivity and provides data-driven insights for decision-making.
Additional Customization Strategies for Custom Sales Process
Consider applying the following tactics to properly adapt and match your Microsoft Dynamics 365 Sales (CRM) system with your specific business needs:
- Begin with a clear understanding of business requirements.
- Engage key stakeholders in the customization process.
- Use Microsoft's support resources and documentation.
- Implement a phased approach.
- Continuously evaluate and refine.
Conclusion:
Customizing the sales process in Dynamics 365 Sales allows businesses to streamline operations and enhance efficiency. By leveraging templates, creating custom entities, automating workflows, and integrating with other apps, you can tailor the platform to meet your unique needs.
Begin by clearly understanding your requirements, engaging stakeholders, and refining your approach using available resources. This customization ensures a more effective sales strategy and drives growth in your business.
