Dynamics Sales helps you zero in on the right leads, contacts, and opportunities as you build out your team's sales pipeline. Built-in processes guide you from one stage of the sales process to the next, and easy-to-use dashboards help you set goals and provide actionable insights to help you close more deals.
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Keep track of your customers
See training modules. Dismiss alert. Basics Overview of Sales and Sales Hub Learn the basics Start your day with a dashboard Assign a record to a user or team Work with activities What are business processes?
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Microsoft Dynamics AX - Tips And Techniques Tutorial
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Keep track of your customers Work with accounts and contacts Deactivate or activate an account or contact Organize contacts in live org charts for accounts. Increase sales Nurture sales from lead to cash Create or edit leads Qualify or convert leads Reopen leads Create or edit opportunities Close opportunities as won or lost.
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Create and work with collateral Create or edit quotes Create or edit orders Create or edit invoices. Create a marketing campaign Create a marketing list using in-app marketing 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.
Import and export data Import contacts Import accounts, leads, or other data Export data to Excel. Reports, calendar, and printing Run a report Use the workplace calendar Print leads, quotes, and other records.