Microsoft Dynamics 365 for Sales enables salespeople to build strong relationships with their customers, take actions based on the insights, and close sales faster. Use Dynamics 365 for Sales to keep track of your accounts and the contacts, nurture your sales from lead to order, create sales collateral, create marketing lists and campaigns, and even follow the service cases associated with specific accounts or opportunities.
Here are the flavors Microsoft Dynamics 365 for Sales is available in:
- The Sales module in Dynamics 365 for Customer Engagement is the full-featured, desktop-optimized module for the sales scenarios.
- Sales Pro app is similar to the Sales module, but the entities included in the app are a subset of the entities included in the Sales module.
- The Sales Hub app is built on Unified Interface framework. The Unified Interface framework uses responsive web design principles to provide optimal viewing and interaction experience for any screen size, device, or orientation. With Dynamics 365 for Customer Engagement apps version 9.0.2, the Sales Hub app is optimized to work on the mobile devices as well as desktops.
Microsoft Dynamics 365 for Sales and Customer Engagement Apps
1. Microsoft Dynamics 365 for Sales, Dynamics 365 for Customer Engagement apps, version 9.1
Dynamics 365 for Sales introduces Playbook, a new capability to help the organizations automate repeatable sales activities and respond to external events. It provides proactive and predictive event-driven guidance that can suggest the next best actions and the surface relevant activities to successfully respond to external events.
2. Microsoft Dynamics 365 for Sales, Spring 2018 (Dynamics 365 for Customer Engagement apps version 9.0.2)
- Sales admin settings: With the Dynamics 365 for Customer Engagement apps version 188.8.131.522, all the sales settings are now available in the Sales Hub app. An administrator doesn’t have to use the web application to configure the price lists, units, product catalog, and goal settings right from the Sales Hub app.
- View hierarchical data: With the Dynamics 365 for Customer Engagement apps version 184.108.40.2062, you can see how info is related or grouped by viewing accounts, products, or users in hierarchical charts in the Sales hub app. You can click the tile in the chart to get the full details and then navigate to the info you’re interested in.
- Sales app is built on Unified Interface framework for consistent user experience: The new Sales Hub app delivers a consistent, uniform, user interface, and follows responsive design principles for optimal viewing on any screen size or device. Entities used in the sales process, including the products, goals, and sales literature, run on this responsive platform and conform to common data model standards.
Microsoft Dynamics 365 for Sales Playbook
Playbooks in Microsoft Dynamics 365 for Sales provides guidance to team members on actions to take on events such as a decision maker leaving the organization while the team is working on a deal with the decision maker. It can also streamline and automate recurring tasks and responses to external events.
For example, playbook can automate the steps for renewing the contracts or it can define the activities a team member must carry out if the team member is working with to close the deal leaves the organization.
To start, anyone with a Playbook manager role or the equivalent permissions creates playbook categories to classify the playbooks. Then, the playbook manager creates the playbook templates that define a set of best practices based on past experiences and their organization standards.
Business users such as a salesperson or the service rep with the Playbook user role then can launch one of these playbook templates while they work on their records to ensure that the best practices are applied consistently at every step.
Microsoft Dynamics 365 for Sales Hierarchical View
You can see how info is related or grouped by viewing the accounts, products, or users in hierarchical charts. You can click the tile in the chart to get the full details and then navigate to the info you’re interested in.
For example, from the hierarchical charts view for the accounts, you can:
- See how an account is doing in the overall revenue
- Drill into the tiles for accounts to see where the deals are coming from and how revenue is distributed across sub-accounts
- Find out who is working an account and enlist help from others by sending the email or sharing the account with other sales people right from within the chart view
- View the important details about each account, such as credit limit and latest activity posts for the account
From the hierarchical charts view for the products, you can see all the products available to sell, and how they’re related in bundles or families. Salespeople can avoid missing a potential sale because they can see all the related products in one view.
From the hierarchical charts view for the users, you can find out who another team member’s boss is, or who else is on their team without switching to another app. Hierarchical views are also available on mobile.
To see the hierarchies that show the relationships between records, on the list of accounts, contacts, products, or users, select a record, and on the command bar, choose View Hierarchy.
The hierarchy of the related records is shown in a Tree view and the Tile view:
You can take the following actions from the hierarchical view:
- In the Tree view, select the Open this record icon to open the record.
- In the Tile view, select the record name.
- Expand or collapse the items in Tree view.
- In the Tile view, select the down arrow to see the record’s child records of the existing record.
The number before the arrow denotes the number of child records for that record.
- Use the command bar options to take action on selected records. You can select a record by selecting the checkbox in the top-right corner of the tile in the Tile view.