Dynamics 365 & Power Platform 2023 Release Wave 1, Customer Service and AI Builder

Making the most of your first Dynamics 365 consultation

Busy is an understatement! That spreadsheet that you have been using just isn’t cutting it, or – that software you purchased to help you keep track of clients and accounts was great at first but now its falling short of your growing – and industry specific – business needs. A flourishing new enterprise comes with its own growing pains. You need to get you and your team – streamlined, organized – and FAST. You are ready to take the plunge – and want to make the most of your Microsoft Dynamics 365 consultation.

How do you obtain your leads

Where are your leads coming from? Are your leads coming from your website, are your purchasing lists? Whatever the source, you want clean leads in your system for your sales team to tackle. It might be exciting to upload a huge Excel into your shiny new system, but talking with your consultant about adding origin ‘tags’ and other filter options, and ownership defaults will help your sales team churn through and get those opportunities started!

What is your sales lifecycle like?

What kind of customer engagement signals to you that the deal is moving forward? Do you require an NDA? Does your business draft unique contracts or do you have a standard template? Are the execution dates of those documents meaningful for your sale? Document Management is easy with Dynamics. Which bring us to another file type – Sales Collateral! You will want to notate what has been sent to the client, and potentially signed, to help you measure opportunity progress.

Activities! Notes! Oh my!

Dynamics really excels at activities management, but how you use it is power. Do you have activity ‘types’ – ex. Deck meetings. Are some of these activity types a signal that an opportunity is heating up? Maybe there’s specific outcomes that you need to track on that activity type, Dynamics can support this! Your Pre-Dynamics freeform notes may hold keys about patterns of information and those items might be worth extracting and reporting on.

What are the teams involved in your process?

When do you bring the other team into the sales process? What information do they need to know to get up quickly up to to speed on the client and next steps. What does that team need to know to come prepared to that onboarding meeting? Keeping your team in the loop, while keeping data security role specific, is achievable with Microsoft Dynamics 365.

What are you doing today that works, are you using a ‘master document’?

This is an excellent way to gauge what is unique to your business, but might there be things in your spreadsheet that can be managed differently? Keep an open mind! You might think your document is describing an account, but it might be just the start of building an opportunity, relationships for renewals, and future re-marketing!

Reach out to Beringer today!

We love to implement Microsoft Dynamics 365 solutions here at Beringer. We’ve been working with Microsoft Dynamics since its inception, and we’re always finding innovative ways to implement the latest tools and help automate business processes.

Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution also provides expert Managed IT ServicesBackup and Disaster RecoveryCloud Based Computing, Email Security Implementation and TrainingUnified Communication Solutions, and Cybersecurity Risk Assessment.