Microsoft Dynamics 365 Business Central Gives Sales Managers Powerful Insights
It’s not easy being a sales manager. Trying to keep track of potential sales opportunities, manage inventory, and forecast future inventory needs can be a challenge.
Sales managers need the right software tools to succeed. With Dynamics 365 Business Central, sales managers can inspect overdue sales opportunities, track inventory quantity, forecast future inventory needs, and review sales opportunities via integration with Power BI -- all from one convenient interface.
Inspecting Overdue Sales Opportunities
There’s nothing worse than missing out on a major sales opportunity. But particularly for larger organizations, keeping track of all upcoming and overdue opportunities can be difficult. From the Business Central dashboard, however, a sales manager can quickly access a list of all overdue sales opportunities. By drilling down into a particular opportunity, it’s easy to view a sales rep’s comments and evaluation of the opportunity, allowing the sales manager to make smarter decisions about whether an opportunity ought to be pursued.
Reviewing Inventory Quantity
With Dynamics 365 Business Central, sales managers can quickly review inventory numbers and forecasts. The Forecast chart provides an overview of both upcoming inventory estimates as well as expected sales numbers. With just a couple of clicks, sales managers can quickly generate a variety of reports offering graphical representations of inventory and sales numbers.
Sales Opportunities in Power BI
Business Central integrates seamlessly with other powerful Microsoft tools, including Power BI. From the Business Central dashboard, it’s easy to switch to the Power BI Workspaces dashboard. From here, you can drill down into individual inventory items or access spreadsheets that have been published directly into Power BI.
Learn More about Dynamics 365 Business Central for Sales Managers
Want to find out more about what Business Central can do for sales managers? Check out our detailed guide here:
Make the Switch to Business Central
Ready to transition to Dynamics 365 Business Central? As the Microsoft 2019 US Partner of the Year for Dynamics 365, JourneyTEAM has the expertise you need.
Article by: Dave Bollard - Head of Marketing | 801-436-6636
JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more.
|
More Posts By JourneyTEAM
- Change Management and the Change Curve for Dynamics 365 Business Central Implementation
- Microsoft Teams, D365 Business Central Updates in May 2020
- Microsoft Dynamics 365 Commerce | Overview and Insights
- Microsoft Dynamics 365 Business Central and Power Automate — Filtering API Query Results in HTML Table
- Extended End of Support Date for SharePoint Server 2010: April 13, 2021 Great Solutions for ERP and Old Versions of SharePoint
Related Posts
- Get More in the Cloud with Dynamics 365 Business Central
- Dynamics 365 for Sales & Business Central Integration: Quote to Cash
- Does Putting Dynamics ERP in the Cloud Increase Service Costs?
- Microsoft NAV 2016 Version Upgrade! Never Worry!!
- Data Management for Bookkeepers in Dynamics 365 Business Central
