Lead management with D365 Project Operations involves a streamlined process for capturing, nurturing, and converting leads into successful projects. Leveraging the capabilities of Microsoft Dynamics 365 Project Operations, organizations can effectively manage leads from initial contact to project delivery.
The platform offers robust lead tracking features, allowing users to capture leads from various sources and centralize them for easy access and management. With customizable lead qualification criteria, teams can prioritize leads based on their potential value and likelihood of conversion.
Through integrated communication tools, such as email and LinkedIn integration, users can engage with leads efficiently, nurturing relationships and guiding them through the sales pipeline. Real-time analytics provide insights into lead performance and conversion rates, empowering teams to make data-driven decisions and optimize their lead management strategies. Please note additional D365 CE license might be required to unlock additional functionalities.
Lead management with D365 Project Operations enables organizations to streamline their sales processes, improve conversion rates, and drive business growth by effectively identifying and capitalizing on opportunities.
Let's try this with hands on. In this task, you will create a new Lead for Anderson consulting firm that will include ERP and CRM Implementation
From the navigation pane, under Sales section, click Leads and then click +New.
1. On the New Lead page, complete the settings below and click Save.
Setting | Perform the following |
Topic | Type ERP and CRM implementation |
Type | Select Work based |
First Name | Type Lead Contact First Name |
Last Name | Type Lead Contact Last Name |
Company | Select Legal entity from drop down |
Account Name | Type Anderson consulting firm |
2. From the Ribbon, click on Qualify
This concludes "Lead Management" functionalities of D365 Project Ops. Let's deep dive on "Opportunity Management" Functionality - https://www.learningd365.blog/post/blog-3-opportunity-management-with-d365-project-operations
Comentários