• Michael Intravartolo

Dynamics 365 for Financials - Advanced Opportunity Management


Ask any SMB owner today, one of their greatest challenges, and a continuing priority is targeting new business opportunities. How do they target clients?

*Quick Tip - This blog post is designed to leverage the integration between Dynamics 365 for Financials and Microsoft Dynamics CRM. For some SMB companies, the embedded Customer Relationship Management will be sufficient based on their sales process and target marketing needs. In other, more complex scenarios you will rely on Microsoft Dynamics CRM to address the customer needs.

Click: Open Microsoft CRM | Accounts | Account Statistics

Review balance. Link back to Dynamics 365 for Financials for additional information.

Click: CRM Statistics in Dynamics 365 for Financials | Select Opportunities

This provides users with a complete picture of their customer. Access to opportunities, Cases and Quotes with seamless interaction between the systems.

Click: Opening | Open CRM Sales Orders

Shared information and efficient order processing. Syncing items, prices, etc. enables salespeople to create an up to date sales order in CRM where the invoicing is updating the financial system.

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