How to Demo Dynamics 365 CRM Sales

February 13, 2023

In this easy-to-digest presentation, we walk you through the essential steps needed for demonstrating Microsoft Dynamics 365 CRM Sales to prospective clients.

How-to-Demo-Dynamics-CRM-Sales Download

1. Start by explaining the purpose of Microsoft Dynamics 365 Sales, its features, and how it helps businesses streamline their sales processes.
2. Show how to set up the sales environment by creating accounts, contacts, opportunities, leads, and pipelines.
3. Explain how to use dashboards, charts, and reports to track sales performance and see real-time data.
4. Demonstrate how to create quotes, orders, and invoices, and how to manage the sales process from start to finish.
5. Show how to use the mobile app and how to access sales data from anywhere, anytime.
6. Explain how to use the integration with other Microsoft tools, such as Office 365 and PowerBI.
7. Provide a live demo by walking through a real-life sales scenario and show how Microsoft Dynamics 365 Sales can help streamline the process.
8. Highlight the security features and how to manage user access and permissions.
9. Finally, answer any questions from the audience and provide additional resources for further learning.