Dynamics 365 CE has several ready-to-use business processes for common sales, service, and marketing scenarios – to help you ensure that staff follow consistent steps every time they work with customers.
Before you can use these processes, you need to add them to the system.
The following table shows a list of ready-to-use business processes and what they help you do.
|Phone sales campaign||Call prospects, create and qualify leads, develop opportunities, and then close deals.|
|Email sales campaign||Email prospects, create and qualify leads, develop opportunities, and then close deals.|
|Multichannel sales campaign||Contact prospects by phone and email, create and qualify leads, and then close deals.|
|Marketing list builder||Create targeted marketing lists for accounts, contacts, or leads, add prospects, and gain manager approval.|
|Service appointment scheduling||Schedule service appointments, set up reminders, and make sure service activities are completed.|
|Service case upsell||Upsell additional products or services while resolving a customer’s service request.|
|Guided service case||Make sure that data is entered consistently for service cases, and that required activities are completed to resolve a case.|
|Opportunity to invoice (Business-to-Business)||Follow a standard process for assessing needs, negotiating outcomes, fulfilling orders, and closing opportunities when selling to other businesses.|
|Contact to order||Target sales by using a consistent method to interact with customers.|
|Upsell after service interaction||Turn a good service experience into an opportunity to upsell more products and services to the customer.|
|In store excellence||Suggest orders for store owners and field personnel and gain acceptance from store managers for those orders.|
How to add ready-to-use business processes?
Make sure that you have System Administrator, or System Customizer security role.
Go to Settings > Data Management.
Select Add Ready-to-Use Business Processes.
I hope this blog post helps you. If you are interested to know more on this topic then, I encourage you to check out my blog on this.