Session 9 - D365 CRM Opportunity Management in Tamil
D365 CRM Opportunity Management helps businesses track, manage, and close sales opportunities efficiently within Microsoft Dynamics 365 CRM. It provides sales teams with tools to monitor the progress of potential deals from initial lead qualification to final sale, ensuring a structured sales process and improved forecasting.
Key features include:
Tracking opportunity stages in the sales pipeline
Associating opportunities with contacts, accounts, products, and activities
Estimating revenue, probability, and expected close dates
Customizable sales process flows and stage gating
Integration with quotes, orders, and invoices
Real-time dashboards and reports for sales performance and forecasting
This functionality empowers sales teams to manage prospects effectively, increase win rates, and gain deeper insights into their sales funnel.