February 13, 2023
In this easy-to-digest presentation, we walk you through the essential steps needed for demonstrating Microsoft Dynamics 365 CRM Sales to prospective clients.
- Start by explaining the purpose of Microsoft Dynamics 365 Sales, its features, and how it helps businesses streamline their sales processes.
- Show how to set up the sales environment by creating accounts, contacts, opportunities, leads, and pipelines.
- Explain how to use dashboards, charts, and reports to track sales performance and see real-time data.
- Demonstrate how to create quotes, orders, and invoices, and how to manage the sales process from start to finish.
- Show how to use the mobile app and how to access sales data from anywhere, anytime.
- Explain how to use the integration with other Microsoft tools, such as Office 365 and PowerBI.
- Provide a live demo by walking through a real-life sales scenario and show how Microsoft Dynamics 365 Sales can help streamline the process.
- Highlight the security features and how to manage user access and permissions.
- Finally, answer any questions from the audience and provide additional resources for further learning.