Learn the basics of sales record types in this video. Accounts are organizations that your company does business with. Contacts are people within or possibly related to those companies, and you may have many contacts for one company. Leads are potential sales, and opportunities are leads that have been moved through a sales process and are now ready to commit to purchasing.
- [Instructor] There are many, many tables, … many, many record types in Dynamics 365, … but there are four record types … that are core to our sales process. … The first two are accounts and contacts … and this is something … you're going to understand intuitively. … Accounts are organizations. … They're companies. … In the dataset that I'll be using for my demonstration, … there's a company called Blue Yonder Airlines, for example. … That's an account. … And within that account, you might have just one contact … or you might have multiple contacts. … For example, for Blue Yonder, … there are three different contacts. … Jim Glynn, Brian LaMee, and Fabricio Noriega. … Contacts here in Dynamics … are very similar to contacts … that we would store in Microsoft Outlook … or any other contact management system. … There are people you want to stay in touch with … and be in relationship with, … so we keep track of their email addresses. … We have their Skype ID. … Their phone numbers, their physical addresses. …
AuthorGini von Courter
- Sales records types and business processes
- Navigating in Dynamics 365
- Creating records
- Creating, completing, canceling, and deleting activities
- Qualifying leads
- Assigning and sharing leads
- Viewing and creating opportunities
- Creating a quote
- Completing the closing stage
Skill Level Beginner
Migrating from Salesforce to Dynamics 365with Heather Severino1h 34m Intermediate
Microsoft Dynamics 365 and the Power Platformwith Gini von Courter1h 56m Intermediate
1. Dynamics 365 Data and Processes
2. Get Started
3. My Work: Dashboards and Activities
4. Qualify a Lead
5. Work on an Opportunity
Next steps2m 6s
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