Hi,
Anyone got any info how Sales can be used for real quoting - i mean with all tax calculations etc.
Also neccessary to choose product and variants.
At the moment cant see how Sales can make work much more efficient as basic sales process is not covered.
Its more like tool enablng sales persons to spam more but not neccesarily sell.
This is not so relevant. Its not question related to sales process.
My point is that in EU (most cases) sales quote is like "contract" especially with government customers. Quote must reflect final price including all taxes including VAT (and VAT must be shown). Sales has nothing in there related to taxes. Example: if we send out quote to government and no taxes on there. If quote is approved and we deliver then we cant add taxes by law - this means we pay 20% but we cant add it to quote/invoice - we get loss. So point is that Dynamic Sales ignores major requirement by law (in EU).
Sure there are more issues. Product variants - not sure how to get these, especially when working with Business Central.
Margin - how sales person can make profit if he/she cant even see margin on quote?
We try to avoid heavy customizations as in long term it crashes anyway making us lose tens if not hundreds of thousands. It in a way strange - we try to use software to make business more efficient but on the other side software itself is generating massive costs over long run (and inefficiency).
Its clear that Sales is for first level sales persons to track some communication and activities but I believe development path is bit lost and doesnt calculate where in real life most time is lost. It feels like that by Sales, only way to sell more is try to generate more random leads and opportunitites (spam) where as focus on data quality, ease of use and relevance to real business scenarios is fading.
Another example. Not all companies selling shampoo or fixed items. In many cases there is solurcing, manufacturing etc. - this means that related to 1 customer and opportuntity there can be communication with 10+ vendors, manufacturers - its 10 times more communication! but Sales doesnt cover anything.
Allot time is lost also in communicaiton between sales and purchasing. For example simple task - sales person makes sales, purchasing department is purchasing needed items. Now from sales perspective its good to have info about ETA, trackings etc. Instead of having these processes integrated - sales person has to check separately status of orders and not only - purchasing also has to track info - simple task actuall takes quite allot minutes. This could be solved if we cover not only sales process but there is one streamlined process includign sales and purchasing.
Someone needs to check some latest regulation when thinking of developments. I cant see whats the point of developing fancy bells and whistles (teams etc. integrations) when basic things doesnt even work (taxes, selling variations. margin calculation). its like developing car but forgetting to put wheels on.
From development side - someone needs to take stopwatch and see how businesses work in real life. Feels like someone develops something what looks nice in presentations but doesnt work in real life.
ps. have tried using different partners and developers. End result is that noone handles this perfeclty means that outcome of developments is literally poor. Even if companies try to claim opposite - most developers have no real clue what is MS intention with software and how it is correct way to handle developments. You first invest tens of thousands and after few years you discover its just mess.
Hey!
The typical dynamics 365 Sales process follows this flow:
Basically, a Lead is qualified, and an opportunity is created. Then you can create different quotes (with different price lists, etc). You have some interesting documentation on https://learn.microsoft.com/en-us/training/modules/manage-opportunities-dynamics-365-sales/.
Regards
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
290,353
Super User 2024 Season 2
#2
Martin Dráb
228,251
Most Valuable Professional
#3
nmaenpaa
101,148
Share
Report
All responses (
Answers (