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This demo video offers a high level understanding of the ability to capture your sales process around an opportunity. Opportunity management in Microsoft Dynamics 365 CRM gives you a clear way to understand a particular pursuit, be able to pull products in from various systems, whether it’s ERP, or products that are inside CRM and add them to the opportunity, and then to ultimately quote that opportunity.
All this information is extremely powerful when it comes time for reporting, because you’ll be able to report on the product items that you’re quoting, you’ll be able to report on the quotes and then certainly on the opportunities and where you are in the sales process. Meaning, “We’ve been working on this deal for 51 days, but we’re now in this particular sales stage, and we’ve been working it for 15 minutes.” The ability to laser focus into an opportunity to understand where things sit is extremely powerful.
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