Navigating in Dynamics 365 Sales involves understanding key elements such as accounts, contacts, and activities. Accounts represent businesses or organizations, often linked with contacts and activities.
Activities track interactions like emails and appointments, while the Assistant provides actionable insights to streamline daily tasks. Business process flows guide data collection, ensuring consistency. Opportunities and product catalogs manage potential sales and product information, respectively. Quotes, orders, and invoices formalize transactions, with sequences and timelines helping sellers follow best practices.
By mastering these terms, users can efficiently manage their sales processes in Dynamics 365 Sales.
| Term | Definition |
|---|---|
| Account | Represents a business or organization, often with related contact records. |
| Activities | Tracks and schedules options like emails, appointments, and phone calls. Custom activities can be added. |
| Assistant | Monitors actions and communications, providing actionable insights through insight cards. |
| Business process flow | Offers guidance and a predictable action plan for data gathering, placed on an entity form. |
| Contact | Represents an individual, often linked to multiple records like accounts and activities. |
| Customer | Can be an account or a contact, depending on the business context. |
| Opportunity | A potential sales transaction, more viable than a lead, tracked over a longer period. |
| Product catalog | Manages products, price lists, discounts, and product families for sales transactions. |
| Quote | A formal offer for products or services, including prices and payment terms. |
| Order | A confirmed request for goods and services based on specified terms or a quote. |
| Invoice | A record of sales, detailing purchased products or services billed to the customer. |
| Sequence | Enforces best practices with consecutive activities for sellers. |
| Timeline | Provides a chronological view of activities related to the current record. |