Plaza 365
Plaza 365

No results found for your search

RegisterLog in

5

Where is the limit in Business Central CRM capability when integrating it with D365 Sales? (part 2)

Visit article

#contacts

#lead

#salesprofessional

Dynamics 365 Business Central

Category

Nov 30, 2022

Published date

Text

Article Type

AI Summary

  • The article discusses the key differences between Microsoft Dynamics 365 Business Central and Dynamics 365 Sales Professional.
  • In Business Central, the focus is on financial transactions with clients, while Sales Professional is customer-centric and focuses on improving client relationships.
  • Contacts in Business Central can be both companies and individuals, but in Sales Professional, contacts are only based on individuals.
  • Sales Professional provides salespeople with essential data such as recent opportunities, client information, and a timeline of communication.
  • Accounts (customers/vendors) in Business Central and Sales Professional have a similar focus, but Sales Professional also includes company-specific data such as annual revenue and industry.
  • Lead management is not available in Business Central, but in Sales Professional, leads are used as the first contact with an account or contact before qualifying them for further negotiations.
  • Sales Professional offers the ability to create quotes, orders, and invoices, but it is recommended to provide quotes from Sales Professional or create them in Business Central.
  • The timeline feature in Sales Professional allows users to track all communication with clients, including account/contact communication, opportunity/sales communication, and integration with Outlook and Teams for seamless collaboration.

Registered users can view the full text for FREE!

Sign In Now!

Cookies Consent

We use cookies to enhance your browsing experience, serve personalized ads or content, and analyze our traffic. By clicking "Accept All", you consent to our use of cookies.