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BBCG.14.06.D365.2.PDF: Configuring the Sales and Marketing within Dynamics 365 SCM (Second Edition) - Module 6: Configuring Lead Management (Digital)

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The Waterdeep Trading Company is the purveyor of all the finest adventuring supplies to travelers, rogues, wizards, and clerics in all Faerûn and is headquartered in the great city of Waterdeep on the Sword Coast.

Recently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll-based financial system will not scale anymore. The manual supply chain management processes that they are using will not handle their forecasted future demand.

As a result, they have taken the step to modernize their finance and supply chain systems and implement Microsoft Dynamics 365 to manage all their legal (and not so legal) entities. And the following is a journal of how they set up their system and tweaked it to make it work perfectly.

The Sales and Marketing area within Dynamics 365 does much more than just track Customers, Sales Orders, and Invoices.  It has a whole lot of Customer Relationship Management functionality included that allows us to track Activities, Cases, Contacts, Prospects, Opportunities, Leads, Campaigns, and Telemarketing Call Lists

In most cases, it is just as good as (if not better than) any of the other stand-alone CRM systems, especially because we don’t need to buy any more licenses, or load any more software, because all the functionality is delivered with the system.

Suppose we are marketing through lists or feeding Sales and Marketing through a Lead Acquisition tool. In that case, we will probably want to take advantage of the Lead Management functionality in Dynamics 365 Sales and Marketing.  This allows us to create or import Leads and then pre-qualify them before they become Opportunities. They also have the added benefit of making corresponding Prospect records automatically, which we can update as the Lead is qualified.

This section will show how to configure and use the Lead Management functions within Dynamics 365 Sales and Marketing.

Topics Covered

  • Defining Lead Types
  • Defining Lead Priorities
  • Defining Lead Ratings
  • Configuring Lead Qualification Processes
  • Creating New Leads
  • Creating An Opportunity From A Lead

 

Series: Dynamics Companions Bare Bones Configuration Guides

Guide: Configuring Sales and Marketing within Dynamics 365 SCM

Digital: 193 pages

Publisher: Blind Squirrel Publishing (September 4, 2022)

Language: English

Product Dimensions:  8.5 x 11 inches


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