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Dynamics 365 Business Central for Sales Representatives

Dynamics 365 Business Central: A Full Suite of Tools for Sales Reps

Whatever the industry, sales representatives have a lot of information to track. In addition to the task of increasing sales revenue, sales reps are also responsible for ensuring customer satisfaction. Sales reps need access to the right tools in order to do their job effectively, and not all software solutions are up to the task.

With Dynamics 365 Business Central, sales reps can take advantage of a full suite of sales tools, including pipeline management and sales analysis. Thanks to Business Central’s role-tailored capabilities, sales representatives can easily access the features they need.

Below, we’ll take a look at some of the most common tasks that a sales representative might perform with Dynamics 365 Business Central, including:

● Reviewing current sales numbers

● Entering sales quotes

● Viewing customer issues and concerns

Is it time to make the switch to Business Central? JourneyTEAM is here to help. To find out more, take a look at our Dynamics 365 Business Central page.


Want to learn more about what Business Central offers sales representatives? Watch the video below, or continue reading this post.


Reviewing Sales Numbers with Business Central

Imagine you’ve logged into Business Central as a sales rep, and you want to enter in a new sales quote. First, however, you need to review your existing sales numbers.

This is easy to accomplish in Business Central, thanks to its seamless integration with other Dynamics 365 apps like Power BI. From the role-tailored dashboard, you can simply click on an individual customer within the embedded Power BI Reports to drill down into current sales numbers. You can also click and view Trailing Orders for an overview of your trailing sales orders.

Enter a Sales Quote with Dynamics 365 Business Central

Once you’ve taken a look at your current orders, you’re ready to enter in a sales quote.

From the Business Central dashboard, you can select the appropriate customer directly from the My Customers pane. This takes you directly to the corresponding customer card, which displays all of the data you need as a sales rep. You can click on the customer’s balance to drill down into balance details. This is particularly helpful in situations where a customer might have outstanding balances on existing orders -- something that a sales rep ought to know before contacting that customer about a new order.

Entering a sales quote is easy. From the customer card, click Quotes on the right-hand side of the screen. Click Create Quote at the top of the next screen, and you’ll be taken directly to the Dynamics 365 Sales Hub. Select the plus sign located in the top menu bar and click Quote from the drop-down menu. In the Quick Create Quote window that pops up, you can enter the name of the opportunity, select the appropriate Price List, and choose which customer to assign the quote to.

Once you’ve clicked Save, you can select View Record next to the newly created quote in the Dynamics 365 Sales Hub. This will open the quote, allowing you to add individual products and sales information. You can easily add existing products to the quote, but you also have the option of adding write-in products. Thanks to Dynamics 365’s powerful integrations, any write-in products entered here will be directly imported into Business Central as well.

When you’re done entering in products, click Activate Quote in the top ribbon. That’s it: you’re done!

Reviewing Customer Issues

Sales reps aren’t just tasked with generating sales: they’re often responsible for ensuring customer satisfaction, too. As a result, it’s important for sales representatives to be able to quickly and easily review any existing customer issues, particularly before reaching out to a customer about a new sale.

Doing so is simple thanks to Dynamics 365’s integrations. From the Dynamics 365 Sales Hub, simply click the Dynamics 365 drop down menu in the top left corner of your screen and select the Customer Service Hub. Here, a sales rep can quickly review any existing customer service issues for the customers they’re assigned to.

When you’re finished reviewing any customer service issues, simply select the Dynamics 365 drop down menu and click Business Central to return to the customer card in Business Central. You’ll see that the new quote is immediately reflected, demonstrating the seamless integration between Business Central and other Dynamics 365 apps.

Managing Customer Relationships and Sales with Dynamics 365 Business Central

As you can see, Business Central gives sales reps the tools they need to increase revenue and manage customer relationships. Business Central allows for increased productivity and data accuracy, all while reducing time spent on data entry. With easy access to customer history and outstanding customer issues, sales reps can make improved decisions.

Are you considering making the switch to Dynamics 365 Business Central? As the 2019 Microsoft US Partner of the Year for Business Central, JourneyTEAM can help you get started. Contact us now to learn more.

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