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Hi there,
I have a client that uses D365 Sales.
They currently are leveraging HubSpot to push leads into D365. From there (or a contact if the lead has been qualified) a sales rep will call the lead and try to sell them a product.
From there it gets a bit murky.... they are trying to side step having to create an opportunity and go right to submitting an order.
Any recommendations? Add a create order button on the lead/contact?
Use opportunities and add products; add a button to create an order and add those products from the opportunity to the order?
Other considerations are the need to generate quotes; and the fact some of these calls with a customer do not always end in a sale during the initial call. About 50% of them are closed the same day.
Hi,
Thank you for your query.
You can skip the Opportunity and directly create a Quote or Sales Order.
However, I suggest using Opportunities to capture deal size, closure dates and product related information for better reporting.
Most of the out-of-the-box sales reports are based on the Opportunities (forecasts, pipeline etc.). Secondly, opportunities can be converted to quotes or order with no additional effort.
However if you still feel Opportunity step is an extra in your scenario, instead of adding a button on the Lead or Contact to create an order, would suggest to create a Business Process Flow (with Lead and Sales Order stages only). Please note, Order entity do not have direct relation with lead, you need to create one. Or may be start your BPF with contact.
Let me know, if you need further clarification.
Best,
Wahaj
(if it answers your query, mark it verified please)
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