Business Central

Sales & Marketing

An Introduction to Microsoft Dynamics 365 Sales & Marketing

Within the Dynamics 365 Business Central marketing and sales features you will be able to manage your emails and campaigns all from the central hub, allowing you to identify sales opportunities and pursue hot leads.

Having these features all in one place should help you to shorten the time from quote to cash by linking up your sales and accounting. Connecting the sales and marketing teams enables the teams to work collaboratively on sales-related enquiries as soon as they come in. 

The integration of apps within the software allows for easy handling of multiple ship-to and bill-to addresses per customer, including direct shipment and invoicing addresses.

Sales and marketing features of Dynamics 365 Business Central

  • Campaign Management 
  • Contact Management 
  • Document Management and Generation 
  • Email Integration
  • Mobile Sales
  • Opportunity Management
  • Sales Order and Process Management
  • Tasks/Interaction Management

What to expect from the sales and marketing functionality

You are able to keep track of customer interactions across multiple touchpoints, providing you with guidance on the best upsell, cross-sell and renewal opportunities available. This will help to align your content and use your processes to deliver engaging customer experiences, driving higher rates of engagement and better business results. 

There is flexibility with pricing structures within the feature, allowing you to negotiate and track special discount structures for individual customers, or groups of customers. This tool will help during special promotions, or for your customer service teams needing to give special discounts to individual customers. 

Another tool that will help to understand your customers better is the ability to track customer agreements quickly, accessing details about prices offered, discounts applied, delivery dates given, product availability and the fulfilment status of each individual order. Having a complete overview of interactions from email to order to invoice will help to avoid any delays in responding to order queries or requests.

The features will give you an insight into the revenue potential of leads, allowing you to make a decision on which leads to pursue and prioritising those that will provide bigger and better opportunities.

Key Benefits

  • Collaborative working among employees to respond to enquiries quickly 
  • More informed decisions on pursuing relevant leads
  • Tracking customer interactions on multiple touch points gives you a more accurate insight into their behaviours and needs
  • Provides an insight into the potential revenue of leads and opportunities
Microsoft Dynamics 365 Business Central

Make intelligent business decisions.