Working with Sales

The main purpose of the Dynamics 365 Sales module is to support the typical sales cycle followed in any organization. It automates the entire process, starting with the acquisition of a new lead, until its logical conclusion, in the form of either a lost or won opportunity.

The Sales module in Dynamics 365 helps organizations provide effective selling capabilities. It helps the organization track sales activities and see its Sales pipeline.

Some examples of sales activities are as follows:

• Creating a lead for potential sales in an organization
• Adding notes and activities to the lead while trying to sell a product or service to the customer
• Qualifying a lead to opportunity
• Generating quotations and orders
• Capturing competitor information