Microsoft Dynamics 365 Sales Module

The structure of Microsoft Dynamics 365 Sales Module is core sales oriented feature. Hence, it starts gathering information from any source and store as lead and more on convert it contact, account or opportunity.

Since, Microsoft Dynamics 365 is designed to support the sales process from acquiring a new lead through the close of a sale. CRM has a place to store the contact information for new leads, also a place to track the follow-up communications (such as Phone Calls, Emails, and Appointments), and the ability to qualify a Lead into an Account, Contact, and Opportunity.

In addition, there are any sale reports are available to do analysis or revenue generated and converted lead as per many factors in CRM which helps organization to drive business in right direction.


1. Account:  Organization; Includes Customer, Vendor, Partner, Affiliate or Other.

2. Contacts:  Individual; Associated with maximum one account (through contact form).

3. Leads:  Prospect (Potential Customer/ Potential Sale).

4. Opportunities:  Potential Sale (Created when lead is almost ready to buy product or service).

5. Quote:  Document for customer/prospect; Contains information about Product, Quantity, Pricing, Payment terms and other important details.

6. Order:  Confirmation from customer/ prospect on buying a product.

7. Invoices:  Document containing billing information.

8. Competitors:  Information about competitors. So that you can keep track of them and win.

9. Sales literature:  Centralized repository for sales related documents. Especially Contains Brochures, Product Guides, Competitors information, Pricing and Discounts, Sales documents, etc.

10. Product Catalog:  Collection of Products and their pricing information.

11. Goals:  Used to keep track of progress on achieving target revenue.

12. Goal Metrics:  Explains how the goal number or figure I measured.

Process Flow:

 1:  Capture Lead – First of all this is first step to Create Lead.

 2:  Account Creation – Information captured of a company or company details become Account after lead qualification process.

 3:  Contact Setup – Information captured of an individual in a lead becomes Contact after lead qualification process.

 4:  Opportunity management – Once Lead shows interest in product and ask for more information Qualify the lead. Therefor the Lead becomes an Opportunity.

 5:  Product Catalog – Add all the information about products and their pricing, therefore it more about e-commerce feature.

 6:  Quote Management – Create Sales Quote, hence it also part of start a sales lead to convert it real customer.

 7:  Order Management – Once the customer accepts everything mentioned in Sales Quote and confirms. Therefore convert quote to order.

 8:  Close Opportunity- Finally, it’s converted as a real customer. It can also close a lost or close as own.

 9:  Invoice Management – Create Sales Invoice and send it to the customer, as a result of lead converted and closed as won.

 10:  Sales Business Process – Business can define a process flow, furthermore sales user will follow the guided process without any confusion.


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