When you break down the name of Microsoft Dynamics CRM (Customer Relationship Management) it might sound like just another generic tool to help a business manage relations between their clients and make operations more efficient. It is almost like a virtual secretary that logs all the contact you have made with customers, to make sure nothing falls between the cracks.

Dynamics CRM allows you to manage customer information, sales, and marketing campaigns all in one package. It gives you visibility into the tastes and behaviors of your customers This in return enables you to provide a more customized and efficient service which contributes towards increased customer satisfaction and loyalty.

Ultimately, Microsoft Dynamics CRM connects people through processes around customer technology to bring you closer to your customers and grow opportunities. A full-service solution built for stronger relationships, increased productivity, and business growth all with one goal in mind – to keep your practice both organized and efficient.

Access Dynamics 365 CRM

1. Login: Open your web browser and navigate the Dynamics 365 CRM login page. Enter your credentials to access the system – login.microsoftonline.com
2. Navigate to Sales Hub: Select the “Sales” application from the home screen. This will take you to the Sales Hub where you can manage leads, opportunities, accounts, and contacts.

When you first log into Dynamics 365 CRM, you are greeted by the home screen, which serves as the central hub for navigating the system. Key components include:

1. Navigation Pane: Located on the left side, this pane allows you to switch between modules like Sales, Marketing, and more.
2. Dashboard: The central area of the home screen displays dashboards, which provide a visual overview of important metrics and data. You can customize dashboards to show charts, graphs, and lists relevant to your role.
3. Quick Create: This allows you to quickly create new records from anywhere in the system. This feature is accessible via the command bar.
4. New Look: The new look of Dynamics 365 CRM focuses on a modern, intuitive, and user-friendly interface.
5. Global Search: Use the search box to find records across all entities in the system. This helps you locate information quickly without navigating through multiple screens.

Moreover, Dynamics CRM integrates seamlessly with other Microsoft products, such as Outlook and Excel, etc making it easier for your team to adopt and use.

Marketing Module

Microsoft Dynamics CRM provides powerful tools for managing marketing campaigns to help companies improve their marketing efforts. Here are the steps to create a campaign:

From the main dashboard, click on the navigation menu and select the “Marketing” module.

1. Create New Campaign:
   • • In the Marketing module, click on Campaigns.
     • Click on “New” to create a new campaign.
2. Enter Campaign Information:
   • • Fill in the required fields such as Campaign Name, Campaign Type, Start Date, End Date, and Description.
     • “Save” the Campaign.

Contacts Module

Adding contacts in Microsoft Dynamics 365 CRM is a straightforward process. By following the steps below, you can ensure that your contact information is correctly entered and managed within your CRM system.

• • Under the Customers section, click on Contacts.
  • In the Contacts view, click the “New” button in the upper left corner of the screen.
  • A new contact form will appear. Fill in the necessary details for the contact. The key fields typically include:
    • First Name
    • Last Name
    • Account Name
    • Job Title
  • Fill out any additional fields that are relevant to your business needs. These may include:
    • Mobile Phone
    • Email
    • Website
    • Notes

Save the Contact

1. Once you have entered all the necessary information, click the Save & Close button at the top of the form.
2. Alternatively, if you want to save and continue editing, click Save.

After doing this, the contact will be saved in the CRM and we can now add the account to help us convert the potential customer into a lead.

Tips – Mandatory Fields: Make sure to fill in all mandatory fields marked with a red asterisk (*) to save the contact successfully.

Accounts Module

• Under the Customers section, click on Accounts.

Create a New Account

• New Account Button: In the Accounts view, click on the “New” button, typically located in the top ribbon.

• Fill in Account Information

A new account form will open. Fill in the required fields. The typical fields include:

• • Account Name
  • Phone Number
  • Email
  • Website
  • Address Information
  • Primary Contact

Fill in as many details as possible to have comprehensive information about the account.

Save The Account

1. Once you have entered all the necessary information, click the Save & Close button at the top of the form.
2. Alternatively, if you want to save and continue editing, click Save.

Tips – Mandatory Fields: Make sure to fill in all mandatory fields marked with a red asterisk (*) to save the account successfully.

Conclusion

Following the steps above, you can ensure that your account information is correctly entered and managed within the CRM system.

After doing this, we can convert the account and contact associated into the lead.

Leads Module

Lead generation is one of its core functionalities, which helps businesses track and nurture potential customers. 

1. Open Leads: In the Sales Hub, find the navigation pane on the left side of the screen. Click on “Sales” to expand the options and then select “Leads”
2. New Lead: In the Leads workspace, click the “+ New” button located on the command bar at the top of the page.
3. Fill in Lead Information: A new lead form will open. Fill in the necessary information:

• • Topic: Enter a brief description or name for the lead.
  • First Name and Last Name: Enter the lead’s details.
  • Company Name: Enter the name of the lead’s company.
  • Email, Phone, and Other Contact Details: Enter the contact information for the lead.
  • Lead Source: Select how the lead was generated (e.g., web form, phone inquiry, referral).
  • Status: By default, new leads are set to “New”. You can change this status as the lead progresses through your sales process.

Save the Lead

1. Save Lead: Once you’ve filled in all the necessary information, click the “Save” button.
2. Owner: Change owner to the salesperson.

Note

Inbound Leads from Marketing

The marketing team undertake activities to generate new leads and once they have gone through a qualification process, they are defined as Marketing Qualified Leads (MQLs).

Leads can come from:

• LinkedIn Ads
• Direct Marketing
• Someone downloads something from the website/social media

Conclusion

Generating and managing leads in Microsoft Dynamics 365 CRM involves a systematic approach, including data entry and qualification. 

Quote & Opportunity Module

When a lead is qualified, a quote & opportunity is created.

By following these steps, you can effectively manage and correlate quotes and opportunities in Microsoft Dynamics 365 CRM. 

This structured approach helps streamline your sales process, ensuring that all activities are tracked and managed efficiently.

• Go to Sales > Opportunities.
• Click on + New to create a new opportunity.
• Fill in the necessary fields such as Name, Description, Estimated Revenue, Sector, etc.
• Save the opportunity.

Create a Quote from an Opportunity

1. Navigate to Quotes:
   • In the opportunity record, click on the Quotes tab.
   • Click on + New Quote to create a quote linked to the opportunity.
   • The quote form will automatically fill in the customer information from the opportunity.
2. Fill in Quote Details:
   • Add products and services to the quote.
   • Set pricing details and any discounts.
   • Shipping and Billing addresses.
   • Save the quote.

Close the Opportunity

• Based on the customer’s response to the quote, update the opportunity status.
• If the quote is accepted, click Close as Won in the opportunity record.
• If the quote is rejected, click Close as Lost and provide a reason for the loss.

Post-Sale Activities

Create an Order:

• If the opportunity is won, create an order from the quote, by “Activating the Quote”
• Navigate to the quote and click on “Create Order”.

• Fill in any additional details required for the order and save it.
• Navigate to the Orders, and check for the status Reason.

• Once you click of any of the Order Name, you will see the Summary of the details.

Leveraging Microsoft Dynamics 365 can significantly streamline your sales funnel. Staffcloud’s expertise ensures that your campaigns identify high-potential leads and convert them into sales through seamless CRM integration. Utilizing these advanced tools to extract contacts and identify potential customers, Staffcloud offers expert guidance and seamless integration, maximizing the efficiency of your advertising efforts and boosting sales performance. With Microsoft Dynamics 365, we manage sales by tracking and qualifying leads, ensuring a smooth transition to order management with streamlined quoting and approvals.

Get in touch with us at: support@staffcloud.net to explore more about our services.