From the course: Microsoft Dynamics 365 Fundamentals (CRM) (MB-901) Exam Tips

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The Dynamics 365 Sales lifecycle

The Dynamics 365 Sales lifecycle - Dynamics 365 Tutorial

From the course: Microsoft Dynamics 365 Fundamentals (CRM) (MB-901) Exam Tips

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The Dynamics 365 Sales lifecycle

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- [Tutor] For the exam, you'll need to understand the Dynamics 365 Sales Lifecycle. Let's start with a high level overview of the sales lifecycle. It's broken down into five sections. The first is qualify. This is when a potential lead is qualified. The next step is developed. It's here, an opportunity is created from that qualified lead. The opportunity includes details about the lead and what they're looking for. Propose is when a quote is presented. Close is when the quote is accepted, and the order is processed, and our last step fulfill is when the order is fulfilled and the customer is invoiced. Let's explore each of these stages in more detail. And we'll start off with qualifying leads. You want to ensure you are focusing on leads that will move through the sales pipeline and end with the lead becoming a paying customer. We can use the following tools in Dynamics 365 Sales to help you turn a lead into a…

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