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Hi I am just wondering if you could give an outline for D365 For sales in terms of the process
E.g you get a lead convert to an opportunity> that is then closed as won> then create a contact/account> then create a quote > is the quote then manually sent to the customer or automatically(any out of the box way to do that) then after that you create an order > then an invoice? is that everything, how do products/ bundles come in to this > were does products come in to this and can product bundles be added to a quote if so how?
To summarize the Sales Process, please see below -
1. It starts with Lead. Once you Quality a Lead, three records are created - Account, Contact and Opportunity.
2. Products, Price Lists are presumed to be setup before you even start the Sales Process implementation. Usually, it's a part of the initial setup to get all Products, Price Lists in place.
3. Once you have an Opportunity created out of Lead qualified in point #1 above, you can add Opportunity Products (a grid on the Opportunity) to describe what all Products were a part of the Opportunity you won. Even if you don't have anything, that's fine.
4. You can either chose to Close the Opportunity as Won or simply keep it open.
5. Even if you have your Opportunity open, you can go ahead and create a Quote from the Opportunity (a grid for the Quotes exist on Opportunity form too)
6. Once you create a Quote, you can have more Quote Products added as a part of the offering. In this scenario, any type of email that should go out to the client is additional configuration like creating an email etc built around some logic, typically to go out once the Quote is Activated.
7. Once you Activate the Quote/Close the Quote as Won, you can Create Order (from the button on the Ribbon)
8. Once you create your Order, you can create Invoice from the same (again, button on the Order entity itself).
Despite all this process, you can chose to customize or take a slightly different route in the sales process you wish to implement.
Hope this summarizes the Sales Process.
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