How To Create a Lead in Dynamics 365 for Sales
Leads are generated through many different sources, and it can be hard to keep track of them all. To be qualified or disqualified as a future sale a lead must go through the sales process. Dynamics 365 for Sales makes it easier to monitor leads and automate parts of the follow-up process. Get started by learning how to add a lead into Dynamics 365 for Sales.
1.Login to your Dynamics 365 for Sales System
2. Ensure that your Dynamics 365 for Sales dashboard has the sales module open. On the right-hand side, under the sales header, click on Leads.
3. After the leads screen has loaded, on the top navigation pane, click on the +New button.
4. To create a lead, start by filling in the appropriate fields. Start with the lead’s contact and company information. It’s only mandatory to add the topic and the last name on the lead record. The lead can be updated later with the other information if needed.
5. After saving the lead record, the timeline section will be editable. Notes can be added to the record. Click on the Add Note button to save the note.
Dynamics 365 Unified Interface: Are you ready?
Hold on to your hats because the Unified Interface for D365 is taking us on an exciting and wild ride of new layouts, features, and functionality. If you have not heard the standard web interface of D365 will soon be a thing of the past and will be replaced with the Unified Interface, providing Users across all devices the exact same experience.
Join us for this free webinar which will cover the following topics:
- What is the Unified Interface
- Changes to Navigation, Forms, and Business Process Flows
- New Features being introduced which are only available on the Unified Interface
Date: Thursday December 5, 2019
Time: 11:00AM - 12:00PM EST
Dynamics 365 Business Central Manufacturing Series Part II: Manufacturing Orders.
This new Manufacturing Webinar Series will provide you with an in-depth view of the extensive functionality contained within the Microsoft Dynamics 365 Business Central Manufacturing Module. Besides learning the functionality, you will also learn tips and techniques that will help make your implementation successful.
Topics of focus include:
•Routings and BOMs
•Production Orders and Statuses
•Produce Finished Products
•Reporting for Variance Analysis
•Consume Components and Charge Labour to Production (Data Collection)
Date: Wednesday March 27, 2019
Time: 2:00PM EST – 3:00PM EST
Dynamics Integration With O365 Productivity Tools Webinar
Join our webinar on “Dynamics Integration with O365 Productivity Tools“ happening on Wednesday June 27, 2018 at 11:00AM – 11:30AM EST. See how your business can become more productive using the O365 suite and integrating it within Microsoft Dynamics 365 Business Central. Seamless communication with out of the box solutions including,
Date: Wednesday June 27, 2018
Time: 11:00AM - 11:30AM EST
CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!
Since Microsoft has released an update to its Dynamics CRM Online software, they decided to add a new capability to its system. Skype is a service that allows back and forth communication with people by voice and video using a microphone and a webcam, and instant messaging over the Internet.
Users could make Skype calls when using Dynamics CRM. Microsoft has said that this new feature will "Guide sales and service professionals through predefined lead, opportunity and case-management processes."
But users aren’t forced to use the Skype application. You have the option of “opting in or out” of this new feature. Microsoft understands that their users might prefer to use the Outlook interface instead.
Microsoft has also stated that this new update includes support for Firefox, Chrome Browsers on Windows PC and Safari on Macs. The update also includes more integration with Bing Maps that will create addresses and other information about prospects and leads. In mid-2013, Microsoft is preparing to run a mobile version of CRM on Windows 8 and iPad devices.
Microsoft is moving in the right direction integrating customer relationship management with social media. This is a great way to stay connected and to maintain relationships, whether it’s a B2B or B2C relationship.
Natalie Williams, Marketing Coordinator, WebSan Solutions Inc., a Canadian Certified Microsoft Partner