CRM Processes for Digital Workflows in Dynamics 365 CE
Structured CRM processes create traceable workflows for sales, service, and field operations. Information and tasks interlock systematically within Dynamics 365 CE.
Typical Process Areas Sales, Service, and Field Operations
Sales Processes
Contacts, customers, and sales opportunities are brought together throughout the sales process.
Topics
- Customer information
- Contacts & leads
- Sales opportunities & pipelines
- Dealers and contacts
Quotation Processes
Quotes, prices, and status information form the basis for structured quote creation.
Topics
- Orders & invoices
- Quote templates
- Prices & terms
- Quote status & revisions
Service Processes
Inquiries, tasks, and customer information come together in a shared workflow.
Topics
- Service KPIs
- Customer information
- Service requests & tasks
- Knowledge base & portal
Field Service Processes
Service assignments are planned, documented on mobile devices, and closed directly in the CRM
Topics
- Service orders & assignments
- Assignment planning by qualification
- Mobile service completion
- Maintenance and IoT alerts
Visit Management
Visit management combines planning and documentation with meaningful analytics.
Topics
- Visit planning by territory
- Visit reports
- Appointments and agreements
- Reports by time period
Need to structure your processes?
Together, we analyze your existing workflows and structure processes in Dynamics 365 CE for sales, service, and field operations.