Explain The Modules of Dynamics 365 CRM

 In This Post We are going to " Explain the Modules of Dynamics 365 CRM : Sales, Service, & Marketing." 

Modules in Dynamics 365 CRM :

❖ Sales Module:
Sales module are used to sales the Products to the customers. by using this module you can track all the process of the sales activities. The Sales module focuses on converting leads into customers (Contacts or Accounts) and managing opportunities associated with them.

Opportunities typically go through various stages in the sales process. Within an opportunity, you can create related quotes, orders, and invoices to facilitate the sale of products or services.

This module streamlines the entire sales lifecycle, helping businesses close deals efficiently Sales module are used to sales the Products to the customers. by using this module you can track all the process of the sales activities.

➢ Capture Lead → Follow Up → Qualify or Disqualify Lead 

1) Contact Setup 

2) Account setup 

3) Competitor Setup 

4) Opportunity management 

5) Product CatLog 

6) Quote Management 

7) Order Management 

8) Invoice Management

 9) Goal management 

❖ Service Module:
This Service module are used to provide the services to the customers. The Service module is used when your company provides after-sales services or maintenance for your products.

It allows you to create service contracts for customers, defining the terms under which they will receive support. Customer issues are managed as cases, which are tracked and resolved based on the service agreement. This module ensures efficient case management and enhances customer satisfaction. 

➢ Log Case → Assign Case → Resolve Case → Collect Feedback → Close Case → Analyze & Improve 

1) Case Creation 

2) Case Assignment 

) Case Investigation 

4) Case Resolution 

5) Case Feedback

 6) Case Closure 

7) Case Analytics

 ❖ Marketing Module:
The Marketing module is designed for promoting your products or services. It enables the creation of marketing lists (for leads, accounts, or contacts) and distributing marketing activities through campaigns.

Each campaign involves planning, budgeting, and executing marketing activities. The results of these campaigns often generate new opportunities with existing customers or attract new leads.
Essentially, the output of the marketing process feeds into the sales process. 

❖ Create Audience → Plan Campaign → Run Campaign → Track Results → Capture Leads → Qualify Leads → Analyze and Improve

 ❖ Marketing List 3

 ❖ Campaign 

❖ Campaign Activities 

❖ Targeted Products 

❖ Sales Literature 

❖ Campaign Response 

❖ Lead Capture / opportunity Creation