- Advanced Sales Processes. The products, quotes, orders, and invoices in Microsoft Dynamics 365 are designed to mirror and integrate with financial software or ERP systems. Consequently, they incorporate some complexities of ordering processes that sales people usually do not touch.
- KEY FEATURES OF DYNAMICS 365 FOR SALES. Sales management → direct your sales process at all stages, organize your sales activity using automated processes to boost performance Pipeline management → understand at what stage each of your deals is, measure your sales effectiveness effortlessly Integration with other platforms → get.
- Microsoft Dynamics CRM Sales Process. A sales process is a standardized series of activities that occur during a sales cycle. As the sales cycle progresses and activities are completed, the probability of winning the deal gets greater. In Microsoft CRM v 3.0 the sales process functionality was displayed graphically on the Opportunity form.
A sales process is a standardized series of activities that occur during a sales cycle. As the sales cycle progresses and activities are completed, the probability of winning the deal gets greater. In Microsoft CRM v 3.0 the sales process functionality was displayed graphically on the Opportunity form (as shown below) with the ability to skip stages in the Actions menu.
The Sales Process in Microsoft Dynamics 365 Business Central Email Print Continuing Tensoft’s series of Microsoft Dynamics 365 Business Central training videos, here’s one that covers the sales process in Business Central. 13:59 Watch the chatbot answer sales questions and create a new lead in Dynamics 365 for Sales. 15:57 Sales process optimization within Dynamics 365 for Sales 23:00 Financial Accounting, ERP in.
As CRM activities are completed or canceled (configurable) the sales process would continue and update the opportunity sales stage and probability accordingly (configurable). The 'Sales Pipeline' report (as shown below) graphically displays all opportunities by sales stage.
In Microsoft Dynamics CRM v 4.0, Windows Workflow Foundation has been incorporated into the core product to provide robust automation capabilities. This highly configurable workflow tool/engine has eliminated the need for the v 3.0 Sales Process functionality. To reproduce the v 3.0 Sales Process functionality in CRM v 4.0 you need to perform the following tasks:
- Add the Pipeline Phase (schema name: stepname) field to the Opportunity form and publish the customizations
- Create a new workflow called Sales Process
- Entity: Opportunity
- Start when: Record is created (possibly On demand if you will need to run it against existing opportunity data)
- Insert a Stage
- Update Record: Opportunity (manually set the Pipeline Phase and Probability)
- Create Record: Add an activity such as a Discovery Phone Call
- Wait Condition: Wait until the previous activity is completed or canceled
- Continue to build the remaining stages of your sales process
- Publish the Sales Process workflow
The following screenshot provides an overview of how the sales process can be implemented in Microsoft Dynamics CRM v 4.0. This is a very simple, three stage sales process where the pipeline phase is set and the probability is incremented from 20 to 40 to 95% as activities are completed or canceled.
Click here to download this sales process example. Now that you see how easy it is to configure an automated sales process that dynamically updates your opportunity, think about what else you can do...
UPDATE: I have created an instructional video on this specific post that walks you through the process beginning to end.
- Eric Boocock
-->- Entity Set Path
- [organization URI]/api/data/v9.0/opportunitysalesprocesses
- Base Type
- crmbaseentity
- Display Name
- Opportunity Sales Process
- Primary Key
- businessprocessflowinstanceid
Marketing Process
- Primary Key Attribute
- name
- Operations Supported
- POSTGETPATCHDELETE
Properties
Properties represent fields of data stored in the entity.Some properties are read-only.
Name | Type | Details | ||||||||
---|---|---|---|---|---|---|---|---|---|---|
activestagestartedon | Edm.DateTimeOffset | Date and time when current active stage is started. Display Name: Active Stage Started On | ||||||||
businessprocessflowinstanceid | Edm.Guid | Unique identifier for Opportunity Sales Process bpf entity instances Display Name: Opportunity Sales Process Instance Id | ||||||||
completedon | Edm.DateTimeOffset | Date and time when Business Process Flow instance is completed. Display Name: Completed On | ||||||||
createdon | Edm.DateTimeOffset | Date and time when the record was created. Display Name: Created On Read Only | ||||||||
duration | Edm.Int32 | Duration the business process flow was active. Display Name: Duration Is Computed | ||||||||
exchangerate | Edm.Decimal | Shows the conversion rate of the record's currency. The exchange rate is used to convert all money fields in the record from the local currency to the system's default currency. Display Name: Exchange Rate | ||||||||
importsequencenumber | Edm.Int32 | Sequence number of the import that created this record. Display Name: Import Sequence Number | ||||||||
modifiedon | Edm.DateTimeOffset | Date and time when the record was modified. Display Name: Modified On Read Only | ||||||||
name | Edm.String | Process Name. Display Name: Process Name | ||||||||
overriddencreatedon | Edm.DateTimeOffset | Date and time that the record was migrated. Display Name: Record Created On | ||||||||
statecode | Edm.Int32 | Shows whether the Delve action record is pending, completed, or tracking. Display Name: Status | ||||||||
statuscode | Edm.Int32 | Select the delve action record status. Display Name: Status Reason Default Options
| ||||||||
timezoneruleversionnumber | Edm.Int32 | For internal use only. Display Name: Time Zone Rule Version Number | ||||||||
traversedpath | Edm.String | Comma delimited string of process stage ids that represent visited stages of the Business Process Flow instance. Display Name: Traversed Path | ||||||||
utcconversiontimezonecode | Edm.Int32 | Time zone code that was in use when the record was created. Display Name: UTC Conversion Time Zone Code | ||||||||
versionnumber | Edm.Int64 | Version Number Display Name: Version Number |
Lookup Properties
Lookup properties are read-only, computed properties which contain entity primary key Edm.Guid data for one or more corresponding single-valued navigation properties. More information: Lookup properties and Retrieve data about lookup properties.
Name | Single-valued navigation property | Description |
---|---|---|
_activestageid_value | activestageid | Unique identifier of the active stage for the Business Process Flow instance. |
_bpf_quoteid_value | bpf_quoteid | |
_bpf_salesorderid_value | bpf_salesorderid | |
_createdby_value | createdbyname | Unique identifier of the user who created the record. |
_createdonbehalfby_value | createdonbehalfbyname | Unique identifier of the delegate user who created the record. |
_modifiedby_value | modifiedbyname | Unique identifier of the user who modified the record. |
_modifiedonbehalfby_value | modifiedonbehalfbyname | Unique identifier of the delegate user who modified the record. |
_opportunityid_value | opportunityid | Unique identifier of the workflow associated to the Business Process Flow instance. |
_organizationid_value | organizationid | Unique identifier for the organization |
_processid_value | processid | Unique identifier of the workflow associated to the Business Process Flow instance. |
_quoteid_value | quoteid | Unique identifier of the workflow associated to the Business Process Flow instance. |
_salesorderid_value | salesorderid | Unique identifier of the workflow associated to the Business Process Flow instance. |
_transactioncurrencyid_value | transactioncurrencyid | Choose the local currency for the record to make sure budgets are reported in the correct currency. |
Single-valued navigation properties
Single-valued navigation properties represent lookup fields where a single entity can be referenced. Each single-valued navigation property has a corresponding partner collection-valued navigation property on the related entity.
Name | Type | Partner |
---|---|---|
activestageid | processstage | processstage_opportunitysalesprocess |
bpf_quoteid | quote | bpf_quote_OpportunitySalesProcess |
bpf_salesorderid | salesorder | bpf_salesorder_OpportunitySalesProcess |
createdbyname | systemuser | lk_opportunitysalesprocess_createdby |
createdonbehalfbyname | systemuser | lk_opportunitysalesprocess_createdonbehalfby |
modifiedbyname | systemuser | lk_opportunitysalesprocess_modifiedby |
modifiedonbehalfbyname | systemuser | lk_opportunitysalesprocess_modifiedonbehalfby |
opportunityid | opportunity | opportunity_opportunitysalesprocess |
organizationid | organization | organization_opportunitysalesprocess |
processid | workflow | workflow_opportunitysalesprocess |
quoteid | quote | quote_opportunitysalesprocess |
salesorderid | salesorder | salesorder_opportunitysalesprocess |
transactioncurrencyid | transactioncurrency | transactioncurrency_opportunitysalesprocess |
Collection-valued navigation properties
Collection-valued navigation properties represent collections of entities which may represent either a one-to-many (1:N) or many-to-many (N:N) relationship between the entities.
Name | Type | Partner |
---|---|---|
opportunitysalesprocess_AsyncOperations | asyncoperation | regardingobjectid_opportunitysalesprocess |
opportunitysalesprocess_BulkDeleteFailures | bulkdeletefailure | regardingobjectid_opportunitysalesprocess |
opportunitysalesprocess_MailboxTrackingFolders | mailboxtrackingfolder | regardingobjectid_opportunitysalesprocess |
opportunitysalesprocess_PrincipalObjectAttributeAccesses | principalobjectattributeaccess | objectid_opportunitysalesprocess |
opportunitysalesprocess_ProcessSession | processsession | regardingobjectid_opportunitysalesprocess |
OpportunitySalesProcess_SyncErrors | syncerror | regardingobjectid_OpportunitySalesProcess_syncerror |
workflowlogs_opportunitysalesprocess | workflowlog | OpportunitySalesProcess_asyncoperationid |
Solutions
The following solutions include the opportunitysalesprocess entity type.
Name | Description |
---|---|
Sales | Dynamics 365 workload for sales. |
Project Service Automation | Microsoft Dynamics 365 for Project Service Automation is an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. Project Service gives you the tools you need to: Estimate, quote, and contract work; Plan and assign resources; Enable team collaboration; Capture time, expense, and progress data for real-time insights and accurate invoicing. |