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Documentation Resources for Dynamics 365 for Sales

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Documentation Resources for Dynamics 365 for Sales Empowering Competitive Advantage As a Microsoft Dynamics partner, we strive to be a valuable resource for the business community. Our customers have found this third-party resource helpful, and we think you will, as well. As always, if you have any questions, contact us. We’re here to help. 888.876.5393 www.turnkeytec.com Contents Dynamics 365 for Sales Overview What's new Administrator & Sales Manager Guide Sales and product catalog management Set up sales territories Sales settings Set up product catalog Create a product Create a product family Create product bundles Publish a product or bundle Create price lists Create unit group Set up discount list Define related products Translate product names Use properties to describe a product Revise a product Clone a product Retire a product Delete family, product or bundle See relationships in a hierarchical view Add editable products grid on forms Goal management Goal settings Create a goal Create a goal metric Create a rollup query Dynamics 365 for Sales & GDPR Upgrade from Dynamics 365 for Sales Professional Move from Dynamics 365 for Sales Enterprise to Professional User Guide Learn the basics Nurture sales from lead to order Manage your leads Qualify and convert leads Manage your opportunities Build quotes Generate orders Generate invoices Add products to quote, order, or invoice Reopen a lead Close an opportunity Track competitors Manage sales literature Manage org charts for accounts Enforce best practices with playbooks Playbook manager guide Define playbook categories Manage playbook templates Playbook user guide Launch a playbook to carry out activities consistently Mark playbook as completed Track playbook activities Embedded intelligence Administrator guide User guide Guide customer communications with relationship assistant Stay updated with Action cards View message interactions with email engagement Display related emails with auto capture Create custom cards in Relationship assistant Sample: Extend Relationship assistant card type (custom card) Privacy notice Mobile guide for Sales Hub Troubleshooting Troubleshooting guide for sales people Troubleshooting guide for administrators Get started with in-app marketing Create a marketing list Create a quick campaign Add assets to a campaign Create or edit a campaign Add an activity to a campaign Track a marketing campaign response Dynamics 365 AI for Sales Sales Help & Training 12/10/2018 • 2 minutes to read • Edit Online Get started Administer the system Dynamics 365 for Sales Overview Set up the product catalog Learn the basics Define Sales settings Use Sales Hub on Dynamics 365 for phones and tablets Define Goals settings Embedded intelligence Overview Create goals to track progress Set up sales territories to organize business markets Administer Embedded intelligence Increase sales Analyze customer-interaction data Nurture sales from lead to cash Use relationship assistant to guide customer Create or edit a lead communications Convert a lead to an opportunity View message interactions with email engagement Create or edit an opportunity Display related emails with auto capture Create or edit a quote Create or edit an order Create or edit an invoice AI for Sales Develop Dynamics 365 AI for Sales Create custom cards in Relationship assistant Sample: Extend Relationship assistant card type (custom card) GDPR Troubleshooting Dynamics 365 for Sales & GDPR Troubleshooting guide for administrators Troubleshooting guide for sales people In-app marketing Create a marketing list Create a quick campaign Add assets to a campaign Create or edit a campaign Add an activity to a campaign Track a marketing campaign response Overview of Sales and Sales Hub 12/10/2018 • 2 minutes to read • Edit Online Applies to Dynamics 365 for Customer Engagement apps version 9.x Welcome to Dynamics 365 for Sales! Dynamics 365 for Sales enables sales people to build strong relationships with their customers, take actions based on insights, and close sales faster. Use Dynamics 365 for Sales to keep track of your accounts and contacts, nurture your sales from lead to order, create sales collateral, create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities. The following image shows the menu for the Sales module in Dynamics 365 for Customer Engagement. Available anywhere, on any device Here are the flavors Dynamics 365 for Sales is available in: The Sales module in Dynamics 365 for Customer Engagement is the full-featured, desktop-optimized module for sales scenarios. The Sales Pro app is similar to the Sales module, but the entities included in the Sales Pro app are a subset of the entities included in the Sales module in Dynamics 365 for Customer Engagement. The Sales Hub app is built on the Unified Interface framework. The Unified Interface framework uses responsive web design principles to provide an 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 mobile devices as well as desktops. NOTE For mobile devices, you'll also need to install Dynamics 365 for phones and tablets. If you're using a desktop browser, you'll see the Sales Hub app in the app switcher as shown in the following image. If you're using a mobile device with Dynamics 365 for phones and tablets installed, you'll see the Sales Hub in the app switcher as shown in the following image. The following image shows the Sales Hub app screen on a tablet. What Dynamics 365 for Sales offers Dynamics 365 for Sales offers great benefits, whether you're using a desktop, phone, or tablet. Benefits for sales people Follow guided business processes, so you know which steps to take next to close deals faster. You can tailor these business processes for your organization's needs. Manage customers and deals wherever you are, on any device (phone, tablet, PC, or Mac). Get productive faster by using familiar tools. Dynamics 365 for Sales is tightly integrated with Office 365 apps, which makes it easier to get going more quickly: Use SharePoint to store and view documents like presentations or notes in the context of a record, such as an opportunity, so anyone working on the opportunity can view them. Open sales data in Excel, make changes, and save the changes back to Dynamics 365 for Sales—all without switching between applications. Get actionable insights and suggestions based on how you work. For example, if you have an opportunity closing next week, the Relationship Assistant will send you a reminder to connect with your customer. Find all activities (appointments, phone calls, and so on) related to a customer or opportunity in one central place, so you have the context you need to do your job. Benefits for sales managers Accelerate your team's performance by using real-time analytics based on historical data and predictive information. Monitor results, and provide feedback and coaching, in real time. Use immersive Excel and prebuilt templates to do quick analysis without leaving Dynamics 365 for Sales. See also User Guide (Sales and Sales Hub) Business process flows overview Set up a product catalog Set up sales territories What's new in Dynamics 365 for Sales 12/10/2018 • 2 minutes to read • Edit Online Welcome to Dynamics 365 for Sales! Visit this page to see what’s added or updated recently. Dynamics 365 for Sales, Dynamics 365 for Customer Engagement apps, version 9.1 Dynamics 365 for Sales introduces Playbook, a new capability to help 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 surface relevant activities to successfully respond to external events. More information: Enforce best bractices with playbooks NOTE The playbook capability is currently available only in the Sales Hub app in Dynamics 365 for Customer Engagement. It is being released with Dynamics 365 for Sales application version 9.0.1810.4006 or later and the server version 9.1.0.0263 or later, as part of weekly release of the product to individual geographies. To learn about updating an app solution, see Install, update, or remove a preferred solution. Dynamics 365 for Sales, Spring 2018 (Dynamics 365 for Customer Engagement apps version 9.0.2) Sales admin settings: With Dynamics 365 for Customer Engagement apps version 9.0.2.2082, all the sales settings are now available in the Sales Hub app. An administrator doesn't have to use the web application to configure price lists, units, product catalog and goal settings right from the Sales Hub app. View hierarchical data: With Dynamics 365 for Customer Engagement apps version 9.0.2.2082, 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 a tile in the chart to get the full details and then navigate to the info you’re interested in. More information: See relationships in a hierarchical view Sales app is built on the 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 products, goals, and sales literature, run on this responsive platform and conform to common data model standards. Administrator and Sales Manager Guide 12/10/2018 • 2 minutes to read
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