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Can anyone advise me with resources to better understand and set up Dynamics 365 for B2B sales. We are SaaS company providing a software solution to organizations, not individuals. How can one tailor the system so that the "customer" is the company, not the individual?
Advise would be appreciated.
To tailor Dynamics 365 for B2B sales, you'll need to customize the system to treat the company as the customer instead of individuals.
Here are some key areas to focus on:
1. Modify the account and contact entities to capture company-level information. Add custom fields to capture details such as company size, industry, and hierarchy. You can also establish relationships between accounts and contacts to represent the organizational structure.
2. Customize the opportunity entity to reflect the sales process for B2B sales. Consider adding fields specific to B2B sales, such as deal size, contract duration, or data enrichment tools.
3. Configure the system to handle sales teams and their roles within an account or opportunity. This allows you to track team members' activities, responsibilities, and collaboration efforts.
4. Set up custom reports and dashboards to monitor B2B sales performance. Customize the reporting functionality to track metrics relevant to your business, such as revenue by account, sales pipeline, or customer retention rates.
Hello Julien.
D365 has 2 types of objects that you can work with: Contacts (that is, a person) and Accounts (that is, a company). An account can have several contacts associated. You can create Leads & Opportunities associated with accounts, and generate quotes to those accounts.
learn.microsoft.com/.../create-edit-lead-sales
Regards,
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