Faster Quotation and Order Accuracy with Dynamics 365 Sales

Faster Quotation and Order Accuracy with Dynamics 365 Sales

Faster Quotation and Order Accuracy with Dynamics 365 Sales Santosh

A sales team knows that an order can arrive in multiple formats, from phone calls and emails to online customer e-commerce sites and electronic data interchange (EDI) portals. A sales representative could even take an order while in the field. These orders are often re-entered manually into an ERP solution and could result in multiple errors and delays. With Microsoft Dynamics 365 Sales these errors and delays could easily be worked out.

In Microsoft Dynamics 365 Sales, A Sales Representative wants to be able to easily identify and add products from the catalog to quotes, orders, or invoices. With the enhanced experience of adding products, users can:

  • Quickly find products from the catalog, based on a free-text search.
  • See matching products as you enter text in the search field.
  • Pick products from the categorized list of product families.
  • See the most recently used list of products while you add multiple products.
  • View product details inline and compares products before selecting any, which helps you find the right product.
  • Select and add multiple products at one go.
  • Add write-in products by using as few clicks as possible.
  • Specify price, quantity, and any other required information as configured by your system administrator.

Most sales begin with a price quote in Microsoft Dynamics 365 Sales. A quote is a formal offer for products proposed at specific prices and related payment terms, which users send to an opportunity, account, or contact. Quotes in Microsoft dynamics 365 Sales could be easy created from the opportunity. In Microsoft Dynamics 365 Sales, when an opportunity is created, users add their customers’ products. Microsoft Dynamics 365 lets users create a quote from the opportunity and since all the products are already added to the opportunity it reduces the errors.

When users create a draft, they need to activate it when it is ready to go to a customer. After the quote is accepted by the customer, an order is generated from the quote. The order is used to fulfill the agreement of goods or services that were offered in the quote. Finally, after the order for the goods or services is shipped, an invoice is generated. This results in less delay of orders. Users can probably edit a quote multiple times as sales progress.

Handling sales orders is just one of many processes within a company, but it touches many other areas. An accurate sales forecast allows the company to properly plan for impending sales. A sales forecast is a projection of what your sales team will close at the end of a given period. When done correctly, it can play a significant role in your company’s success.  When a company has developed an accurate understanding of how their business’ sales naturally increase and decrease over the year, they can plan to keep appropriate levels of stock, Hiring of staff, and Plan production. With Proper sales for casting company gets a clear view of the funds available to wisely invest in growth without sacrificing much-needed capital from day-to-day business expenses.

Managers can track individual sales performance against quotas to proactively provide coaching. Directors can use the forecast trends to anticipate departmental sales and reallocate resources and company leaders can use those forward-looking numbers to change the product strategy or convey updated projections to investors. The forecast capabilities of Microsoft Dynamics 365 Sales allow organizations to be able to model their sales process in an intuitive experience, allowing them to identify the performance metrics that matter most and visualize them across reporting and territory hierarchies.

Sellers and managers with the forecasting capabilities of Microsoft Dynamics 365 Sales will be able to effectively keep track of their progress, easily manage their pipeline to update their numbers, and adjust as needed. Using AI-driven models, organizations will also be able to take the guesswork out of forecasting and help sellers and managers with their projections. As a result, organizations improve their order accuracy and avoid errors and delays.

At Dhyey Consulting Services we have been working with Microsoft partners from all around the globe. We have been acting as their extended arm and providing our Center of Excellence Services. We have worked with their customers across different industrial verticals and have implemented Microsoft Dynamics 365 Sales. To know more about our Center of Excellence email us at