Dynamics 365 for Sales is featured to manage sales process from lead generation to lead closer to sale. In another word it is called Dynamics 365 CRM. It has to track the follow up of customers via E-mails, Calls, meetings and appointments. There are various features to qualifying leads.
Tracking a database of prospects and leads, which can be qualified into an active opportunity to pursue it.
Revenue opportunities by tracking active pursuits and proposals, while easily analysing your sales pipeline.
Manage sales processes, gating activities, notifications and approvals using business process flows
Keep aware of sensible information about your customers and contacts, including integration with data.
Sales activities don’t slip through the cracks with integrated activity tracking and reminders.
Keep tracking competitors to help your firm build winning pursuit strategies
Make estimates and quotations for projects and services using companies unique roles, rates, and work plans
Quickly identify trends and analyse customer and sales data from dashboards and analytics
Easily access and update key information using purpose-built cross-platform mobile apps like Power BI and Power Apps.
The Dynamics 365 for Field Service business application helps organizations deliver onsite service to customer locations. The application combines workflow automation, scheduling algorithms, and mobility to set mobile workers up for success when they’re onsite with customers fixing issues.
The Field Service application enables you to:
Field service capabilities include:
The Project Service Automation (PSA) application helps organizations efficiently track, manage, and deliver project-based services, from the initial sale all the way to invoicing.
The PSA application enables you to:
Dynamics 365 for Marketing is a marketing-automation application that helps turn prospects into business relationships. The app is easy to use, works seamlessly with Dynamics 365 for Sales, and has built-in business intelligence.
The Marketing application enables you to:
Provides email marketing, customer journeys, behavior tracking, lead scoring, marketing pages, and more. These features form the core of the Marketing app and are unique to Dynamics 365 for Marketing.
Organize and promote in-person or webinar events, which include an online portal that attendees can use to review the event schedule and speakers, and to register for the event. This feature is currently available only with Dynamics 365 for Marketing.
Create online surveys and analyze the results. This feature is bundled with the Marketing app, but is also available separately as an add-on for other Dynamics 365 products.
Import leads generated with LinkedIn’s lead tools into Dynamics 365. This feature is bundled with the Marketing app, but is also available separately as an add-on for other Dynamics 365 products.
The Marketing app uses Dynamics 365 portals to publish its event, marketing pages, and online surveys. The portals feature is bundled with the Marketing app, but is also available separately as an add-on for other Dynamics 365 for Customer Engagement products. A ready-to-use, feature-rich event website is also included, and is unique to the event-management feature.