As the department in your company that maintains direct contact with customers and buyers, Sales is one of the most important interfaces in your entire business. Sales management with Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition (formerly Microsoft Dynamics AX) gives you access to all the information affecting your sales processes — from a detailed view of your sales pipeline to a real-time overview of the activities of individual employees, teams or your entire sales organisation.
The sales module is closely connected to the marketing and sales module, meaning that you are in the position to oversee sales processes in the context of your entire sales and marketing activities.
Sales management in Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition provides you with easy-to-use tools to help you to create graphic overviews of your sales processes and to freely filter relevant data freely according to parameters defined by you, such as margins for different customer groups, for discounts granted by individual members of the sales staff or for groups of products sorted according to sales. Furthermore, you can divide your sales processes into individual stages to identify areas where your sales performance is optimal and areas where there is potential for improvement.
With graphically prepared management statistics you can get a clear overview of your entire sales pipeline: At the click of a mouse you can see the average volume of your orders, the sales staff member with the highest volume of sales or the current status of quotations and sales in relation to your sales standards. So that you can maintain a complete understanding of long-term developments in your company, you can compare and analyse data from any desired period of time in your sales history.