Especially in the sales area, employees are dependent on software that supports all typical sales processes and links them to the corresponding information. With Microsoft Dynamics 365 Sales, salespeople get a tool that covers all functions from a single source. We took a look at what a typical workflow for a sales employee looks like – and how it is supported by Microsoft Dynamics 365.

What do I have on my to-do list today? The morning to-do list is not only filled automatically with Microsoft Dynamics 365: If the data is entered accordingly, the Sales CRM is the linchpin and the basis of daily work. Important data on customer contacts and business processes are centrally documented in the system. However, this is not a static list: Contacts, their history and the corresponding offers are stored with all leads and opportunities and can be displayed and used there. The overview helps to prioritise and not to miss any opportunity.

A centrally organised CRM has other advantages besides the unbeatable overview: The traceability of the individual process steps and entered data helps to quickly see through connections. In this way, the CRM helps to ensure that the right decisions can be made quickly. Holiday replacements or transitions from sales to delivery are thus transformed from a game of chance into a controllable process.

In daily work, the all-in-one solution also pays off in customer communication: all applications are integrated. Make an appointment? The calendar is on board, you don’t have to open Outlook in another window. Send an offer? That too can be done directly from the CRM – because the price lists are stored individually. Call, write a message, send an email? No problem either, even Teams is integrated in Microsoft Dynamics 365. Automated mailings such as newsletters are sent automatically.

For contacts and accounts, conversation notes, mail and chat histories as well as tasks and reminders can be stored. This ensures that customised solutions can always be offered, even with a large portfolio. Attributes further refine the offer: Which product is the customer interested in? What is the company working on? Which solution could fit? In addition to the classic functions of such an overview (“Where am I at, when do I need to follow up there?”), the system can also support planning and forecasting with this information. Planned sales closings can be given a probability – this allows other departments and management to calculate with the corresponding figures even before the closing.

It becomes even more convenient when Power Automate is integrated. Self-programmed tasks simplify rule processes and routines even further.

In summary, the CRM is not only its own ecosystem that never has to be left to work efficiently: In a way, it is a digital sales assistant that handles logistical, technical and even communicative tasks with flying colours and is available everywhere.