Скачать или смотреть Dynamics 365 Sales | Ep 7 | Sales Process - Lead, Opportunity, Quote, Order, Invoice

Dynamics 365 Customer (Account and Contact) Management:
   • Dynamics 365 CE - Customer (Account and Co...  

Price List:
   • Dynamics 365 Sales | Ep 3 | Price List and...  

Welcome to my latest Dynamics 365 Sales tutorial! In this video, I'll walk you through the complete sales process in Dynamics 365 Sales, from lead to opportunity, quote, order, and finally, to invoice. This end-to-end guide will help you understand how to effectively manage your sales pipeline and close deals efficiently.

🔍 Lead to Opportunity: Learn how to capture and qualify leads, then convert them into opportunities to track potential sales.

📋 Opportunity to Quote: Discover how to create detailed sales quotes from opportunities, including product details, pricing, and terms, to present to your prospects.

🛒 Quote to Order: Find out how to convert approved quotes into sales orders, ensuring a seamless transition from prospecting to purchasing.

📄 Order to Invoice: Understand how to generate invoices from sales orders, manage billing, and track payment statuses to complete the sales cycle.