Keeping track of sales prospects is important regardless of the industry you are working in. You must be able to quickly determine where your business is in terms of sales. You furthermore should be able to develop sales quotes rapidly and send them to your customers.
This is where Dynamics 365 Business Central can help, it will never let you lose out on a sale. Sales teams have access to the right tool at the right time with the help of Business Central. It seamlessly fits into the category of office productivity tools that sales teams are used to using but adds a user-friendly interface.
This results in no difficulty with new features like business analytics, reporting, screen search, and other features. With the help of simple-to-read graphs and charts, Business Central enables you to keep track of sales prospects and quickly convert them into sales.
Sales representatives have access to a comprehensive set of sales tools, such as sales analysis and pipeline management. They can maintain inventory levels, forecast future inventory requirements, inspect overdue, review sales possibilities via integration with Power BI —all from a single convenient interface.
To understand how these sales executives are utilizing this technology to achieve their goals, let us take a closer look at Microsoft Dynamics 365 Business Central and how it helps increase sales.
How can Dynamics 365 Business Central be a great tool for sales managers?
Using Microsoft Dynamics 365 Business Central, many problems and difficulties faced by sales teams are resolved. While giving sales representatives a higher chance of advancing toward closing the deal with the correct combination of tools, it further unifies the various functions of these departments.
1) Easily Analyzing Overdue Sales Opportunities
It can be challenging to keep track of all upcoming and past-due opportunities, especially for larger organizations. However, a sales manager can easily view a list of all past-due sales prospects through the Business Central dashboard.
Drilling down on a specific opportunity makes it simple to read a sales rep’s comments and assessment of the opportunity, providing the sales manager with more information with which to decide whether to follow the opportunity or not.
2) Opportunities for Sales in Power BI
Power BI enables you to quickly generate interactive reports and dashboards as well as display the metrics that are important to your team and organization as well. And here the advantage is that Business Central can seamlessly integrate with Power BI.
It is simple to switch from the Business Central dashboard to the Power BI Workspaces dashboard. From here, you can retrieve spreadsheets that have been directly published into Power BI or drill down into individual inventory items.
3) Easily Review Inventory Quantity
It is easy for sales managers to review inventory numbers and forecasts with Dynamics 365 Business Central. Forecast charts provide a quick snapshot of both upcoming inventory numbers and sales numbers.
Sales managers can easily generate a variety of reports that display graphical representations of inventory and sales numbers with a few clicks.
How can Businesses use Dynamics 365 Business Central to improve their Sales?
With Dynamics 365 Business Central, your business will never miss a potential sale. It is as simple to adapt and use. Business Central helps you in business collaborations and lets you make smart decisions. It allows you to keep track of sales opportunities with easy-to-read graphs and charts.
1) Business Central AI and Forecasting
An AI engine is included in Microsoft Dynamics 365 Business Central for sales teams to help with productivity. When you are completing a record, it can propose extra tasks to do and automate simple tasks to save you time. AI searches queries more intuitively.
Additionally, it can help by auto-filling forms, offering suggestions to improve workflows and more.
For example, if a sales representative adds a low-volume inventory item to a contract, the AI will alert the supply chain to place an order for more. However, it will also notify you of additional products from the same vendor that is getting low so you may add them to the purchase order.
2) Quick Access
Instant access to customer data is made possible using Dynamics 365 Business Central. You can easily open D365 BC by tapping a link in an email when a client asks to see a proposal before the meeting. Then you can immediately form an estimate and submit it to the client.
3) Power BI
Business Central now includes Microsoft’s Power BI application for some nice data analytics. Sales teams will benefit from the capabilities of more refined data visualization tools that can display activities, prospects, closed transactions, and a broad sales forecast that will provide a reliable and precise picture of cash flow.
You will not need to exit the application to open another program, input data, or export data because Power BI information is displayed right in Business Central. Power BI can even gather data from all platforms, providing you with a complete picture of completed transactions, fulfillment, and billing.
Outlook has been used for years by your sales teams, but Business Central is now a built-in feature of Outlook. Sending a quote directly from Outlook means that you never have to leave your inbox. There is no need to manually enter data into different systems or switch between them.
5) Creating Sales Quotes from Opportunities
You can quickly and easily keep track of everything going on with your sales opportunities with the Dynamics 365 Business Central dashboard. It is simple to activate the sales stage once you have a sales opportunity that you are tracking in Business Central and convert the opportunity into a quote.
It only takes a few clicks while evaluating the opportunity to activate the sales stage, turn it into a quote, and specify item and quantity requirements.
6) Improved Presentations
Similar to how Dynamics suggests products, it also recommends supporting documents that can be quickly added to a sales presentation.
And due to Dynamics 365 BC flawless integration with PowerPoint, presentations can now be more engaging than ever. You can quickly access all the documents for a certain customer and give outstanding presentations.
7) Sending Sales Quote to Customers
Sending quotes to clients and connections is quick and simple with the help of Business Central’s email integration. The sales quote screen already has the “Send by Email” feature. Additionally, Dynamics 365 Business Central automatically creates an appealing, simple-to-read quote for your customers.
8) Streamlined Sales Process
You can precisely determine the next steps to take to close deals rapidly with the help of an inbuilt and flexible guided sales process.
Dynamics provides sales leaders with a comprehensive picture of the organization’s overall sales performance and illustrates the effectiveness of individual sellers. The performance of the seller is visible, along with any pipeline gaps that need to be filled.
As you have seen above, Dynamic 365 Business Central provides sales representatives with the resources they need to boost sales and maintain client relationships. While reducing the amount of time spent on data entry, Business Central furthermore enables better productivity and data accuracy. Sales representatives can make better decisions if they have simple access to customer history and outstanding customer complaints.
Using Business Central, the monotonous process of downloading data and uploading it to another platform is eliminated because all functionalities are incorporated into a single software package. As a result, your sales team will close more deals and save time.
Additionally, it includes powerful business intelligence that provides you with a 360-degree picture of your sales team, ensuring that nothing is skipped from the front end to the back end.
If you are considering switching to Dynamics 365 Business Central, Cynoteck has the expertise you need. Contact us now to learn more.
Also, watch our video on: Maximizing Sales with Dynamics 365 Business Central: A Comprehensive Guide
FAQs (Frequently Asked Questions)
The capabilities of Dynamics 365 Business Central include reporting and analytics, multi-currency, multi-language, multi-company, and data migration. It also covers financial management, supply chain, and inventory management, sales and service management, and project and operations management.
Applications for Dynamics 365 are all accessible via the cloud, including the Azure Cloud. Dynamics 365 Business Central is only available through a Cloud Service Partner (CSP), such as Technology Management Concepts, and is not sold directly by Microsoft.
Through extensions, you can personalize your Dynamics 365 Business Central solution. These enable your developers to modify the product without altering its core code, so customizations have no impact on automated updates. Additionally, you can increase the functionality of your solution by acquiring specialized applications and add-on services developed by Business Central Partners or obtained via the Microsoft AppSource.
The depth of first-party business solutions as well as fully integrated analytics and productivity on the cloud scale can only be provided by Microsoft. True SaaS business apps that seamlessly integrate business processes are necessary to deliver this capability.
With no user minimums, the suggested retail price for the Dynamics 365 Business Central app is $70 per user per month. Team member licenses are offered for $8 a month for firms with roles that do not require full user access.
Microsoft Dynamics 365 Business Central is an all-in-one ERP business management solution that helps you connect your financials, sales, service, and operations to streamline business processes. Connect our team if you are interested in implementing Dynamics 366 business central in your business.