Oct 29, 2018 Overview of Sales and Sales Hub.; 2 minutes to read; In this article. Welcome to Dynamics 365 Sales! Dynamics 365 Sales enables sales people to build strong relationships with their customers, take actions based on insights, and close sales faster. The Sales Process in Microsoft Dynamics 365 Business Central Email Print Continuing Tensoft’s series of Microsoft Dynamics 365 Business Central training videos, here’s one that covers the sales process in Business Central.
Properties
Properties represent fields of data stored in the entity.Some properties are read-only.
Lookup Properties
Lookup properties are read-only, computed properties which contain entity primary key Edm.Guid data for one or more corresponding single-valued navigation properties. More information: Lookup properties and Retrieve data about lookup properties.
Single-valued navigation properties
Single-valued navigation properties represent lookup fields where a single entity can be referenced. Each single-valued navigation property has a corresponding partner collection-valued navigation property on the related entity.
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Collection-valued navigation properties
Collection-valued navigation properties represent collections of entities which may represent either a one-to-many (1:N) or many-to-many (N:N) relationship between the entities.
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Solutions
The following solutions include the opportunitysalesprocess entity type.
See also
A sales process is a standardized series of activities that occur during a sales cycle. As the sales cycle progresses and activities are completed, the probability of winning the deal gets greater. In Microsoft CRM v 3.0 the sales process functionality was displayed graphically on the Opportunity form (as shown below) with the ability to skip stages in the Actions menu.
Microsoft Dynamics Sales Process Management
As CRM activities are completed or canceled (configurable) the sales process would continue and update the opportunity sales stage and probability accordingly (configurable). The 'Sales Pipeline' report (as shown below) graphically displays all opportunities by sales stage.
In Microsoft Dynamics CRM v 4.0, Windows Workflow Foundation has been incorporated into the core product to provide robust automation capabilities. This highly configurable workflow tool/engine has eliminated the need for the v 3.0 Sales Process functionality. To reproduce the v 3.0 Sales Process functionality in CRM v 4.0 you need to perform the following tasks:
The following screenshot provides an overview of how the sales process can be implemented in Microsoft Dynamics CRM v 4.0. Fate stay night episode 21. This is a very simple, three stage sales process where the pipeline phase is set and the probability is incremented from 20 to 40 to 95% as activities are completed or canceled.
Click here to download this sales process example. Now that you see how easy it is to configure an automated sales process that dynamically updates your opportunity, think about what else you can do..
UPDATE: I have created an instructional video on this specific post that walks you through the process beginning to end.
- Eric Boocock
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