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💼 Opportunity Management in Dynamics 365 Sales | Create, Manage & Track Opportunities Like a Pro 🚀 

Affan's Dynamics Journey
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#dynamics365sales #dynamics365 #microsoftdynamics
In this video, I’ll show you everything you need to know about working with opportunities in Dynamics 365 Sales! Whether you're new to Dynamics 365 or looking to enhance your sales pipeline, this guide has you covered.
💼 Opportunity Management in Dynamics 365 Sales | Create, Manage & Track Opportunities Like a Pro 🚀
Here’s what we’ll cover:
What an opportunity is and how it differs from leads 🤔
Multiple ways to create opportunities (from leads, manually, or using quick create) ➕
Adding detailed information on the opportunity form 📑
Using the business process flow (BPF) to move opportunities through the sales cycle 🚶‍♂️
Exploring pipeline and Kanban views for better opportunity management 📈
Watch the full video to see how you can streamline your sales process and close more deals!
💬 Have questions or want to share your own experiences? Drop a comment below! Don’t forget to 👍 and 🔔 for more insights on Dynamics 365. See you in the next video! 👋🎥
Let’s grow the Dynamics 365 community together 👨‍👩‍👧‍👦
Stay Connected: / affan-ca
Subscribe to my channel: / @affansdynamicsjourney
#Dynamics365 #SalesOpportunities #CRM #SalesPipeline #MicrosoftDynamics #SalesManagement #KanbanView #PipelineView #BPF #OpportunityManagement"

Опубликовано:

 

20 окт 2024

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Комментарии : 1   
@shabbeer338
@shabbeer338 6 дней назад
Oh, I was not aware of the Controls thing. This is useful, Kanban looks cool as a proper Agile
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