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. …
Author
Gini von Courter
Released
4/26/2019- 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
Duration
Views
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Introduction
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1. Dynamics 365 Data and Processes
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Dynamics 365: The basics4m 8s
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Records: The basics2m 55s
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Dynamics 365 user interface5m 12s
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2. Get Started
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Log into Dynamics 3652m 20s
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Create a new record4m 42s
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3. My Work: Dashboards and Activities
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Dashboards: The basics2m 40s
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Follow and pin records2m 20s
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Create an activity4m 30s
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Create and edit appointments3m 13s
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4. Qualify a Lead
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Create a lead4m 10s
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Edit a lead49s
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Assign and share leads3m 9s
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Qualify a lead5m 38s
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Disqualify a lead3m 35s
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5. Work on an Opportunity
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Develop an opportunity5m 17s
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Work on the proposal2m 45s
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Create a quote2m 39s
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Complete the closing stage2m 23s
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Conclusion
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Next steps2m 6s
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Video: Sales record types: The basics