Skip to main content

Sales Module

The Sales Module in MS Dynamics CRM is a framework for organizations to track, store the data, manage and analyse the parts of their sales cycle.

In a simple a way, it’s designed to support your organizations sales process, starting from lead generation to sales closure.

You can store your leads', contact' and accounts' information, from where you can track the follow-ups (Emails, Phone calls and Appointments) been done so far and qualifying those leads.

Let's get into the Sales Module, starting with what is Lead....

Generally those who does business with us are known as customers, right. There are different types of customers.
1. Existing Customer
2. New Customer.
3. Prospect (Lead).
Existing customer is the existing one, New customer is the one who is novel to our business and there would be some people who are interested to do business with us right? Well, here Lead comes into picture. People who are interested in your Services/ Products called Lead (Prospect).

Lead is a Potential Customer (Standard Definition). And a Lead can be an Account/Contact.

Account: It’s a group of people. We can say Account could be an Organization/ Partners/ Distributors/ Resellers, etc.,

Contact: A person can be called as contact.


Sales Process

Management of Contacts:

It deals with managing the data across and within the Organization. Enables to maintain the Notes on specific contacts for salespeople handy.

Here are some useful points on Contacts Management.

1. Who's the Contact person for an Organization?
2. Whom to be contacted from each department (point of contact)?
3. What is their Address?
4. What is their Email address and Phone Number?
5. Recent interactions done on that particular record (Specific Contact) and about upcoming calls      information.

Comments

Post a Comment

Popular posts from this blog

Validate an email input in a Canvas Application | PowerApps

Validate an email input in a Canvas Application | PowerApps In this post let us see, how to Validate an email input in a Canvas Application UI Validations helps us to ensure, valid data is received from the End User to complete an operation helps end user to provide right information the validation action depends on the type of the input control for Text Input Control - mostly we go with "OnChange" for check box control - "OnCheck and On uncheck" for Drop Down and Combo Box Controls - "OnChange" or "OnSelect" etc., Now, let us see how can we validate an email input, a phone number input and a name input. How to validate an email input value is valid? We can leverage "Regex" (Regular Expressions) to valid user inputs. Let us consider the Email Input Control Name as -  txtEmail.Text. OnChange of this Control let us i...
Post a Comment
Read more

Success confirmation on a record submission - Canvas Application

In this post let us see, how to show a successfully submitted record's data back on to the form, as a confirmation. Take two screens  Home Screen Success Screen On Home Screen: Take a Form Control on the Home Screen and map it to respective entity. In this post we are mapping it to Registrations entity. Take a Button Control and input the below expression, to create records into Registrations Entity. SubmitForm( frmRegistration ) Now, let us implement how to redirect the user to Success Message screen to successful record submission. In order to achieve this, we are going to make use of one of the Form Control's properties - OnSuccess. So, OnSuccess we are going to implement Success Screen navigation as below Navigate(' Success Screen ')   Success Screen Take a label to show - success message, as below "Registration was successful. Registration Id: " & frmRegistration .LastSubmit.'Registration Number' LastSubmit  property of a From Control helps u...
Post a Comment
Read more

Convert an array to string in Power Automate (MS Flows)

converting an array value to a string using Power Automate out of the box function. " how to convert an array to string " in MS Flows. Basically, we can use "split" function to convert an array into string but we may end up having extra comma to the last value. To remove that we have to use another expression which checks for the string length and removes the last character [ substring(variables('varListOfRequestIDs'),0,sub(length(variables('varListOfRequestIDs')),1)) ]. To avoid this round about process rocess, we can leverage Power Automate's simple and out of the box function -  join Here is an to show how can we convert an array to string. for instance let's consider, we have an array [796759,933436,926050,1388108,762632,764554]. But as per the requirement, we need to convert it to string and send that value as 796759,933436,926050,1388108,762632,764554.  varListOfRequestIDs = [796759,933436,926050,1388108,762632,764554] varStringListOfRe...
Post a Comment
Read more