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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Dynamics 365 sales
Customer experience | Sales, Customer Insights,...
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Dynamics 365 sales

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Posted on by Charlie1908 2
Hi all please to meet you.
 
we are an SME that are looking to utilise dynamics 365 sales for our CRM system with a plan to also utilise business central to help us grow our business.
 
We are new to sales 365 and have started to modify the layout and the information that we required to capture, We have lots ideas about how to utilise the CRM system to help grow our business but are looking for help wit the follow:-
  • where can we learn about 365 sales development
  • what are the tips.
  • dataverse, we are looking to collect a lot of data can we utilise this through dataverse
  • how do we design a process flow.
  • we have 2 companies can we utilise the data across multiple email address?
  • are 3rd part's worth getting involved as they seem the charge very high fee?
  • can we create email quote acceptance systems
  • can you create an online form that auto populates clients account details?
  • that we create a customer portal with links the CRM?
  • how do we design a process flow.
 
as you can see I am only just starting out so any help would be greatly appreciated?
 
KR
Charles 
I have the same question (0)
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Dynamics 365 sales
    Hi Partner,
    1.Sales Microsoft documentation:
    2.Dataverse:
    --Dataverse lets you securely store and manage data that's used by business applications. 
    3.A process flow:
    You mean business process flow：
    4.In sales, you can store customer data in the Account and Contact table, these two table can store multiple email address through email column:
    5.create email quote acceptance systems?
    Not sure of detailed design logic, but there are OOB Email and Quote tables in sales app, you can do some customizations to suit your needs.
    6.In sales, you can populate account details in the form manually:
    Automatically? Consider using workflow or power automate.
    7.Portal
    Now, it is named power pages.
    If you create one in the same environment containing sales app, they are linked automatically.
    Also, it provides Dynamics 365 template:
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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