In Dynamics 365 Sales, you have the pre-built list views available, which you can customize by changing filter and columns. This is one example (and some of our favorite parts) of the extreme customizability of the app’s interface. You can build your own views with only the data you want to see. Then you can save those views to use later, share them with your team, work with that data, and even export it.

This is part 2 of a series exploring the tools and records that guide you along the sales process within Microsoft Dynamics 365 Sales CRM system. In part 1, we covered Leads and their role in the sales process and within the system. If you haven’t read that part yet, you can catch up here: Exploring the sales process in Dynamics 365 Sales: Starting with Leads.

Manufacturers value efficiency, automation, and the ability to forecast orders, sales, inventory, and other important elements of their business. Considering these values, it’s perhaps a curious thing, or maybe not so curious, that many manufacturers use their enterprise resource planning (ERP) solution for customer relationships management (CRM) activities, or else they don’t use any solution for CRM at all. Considering the myriad benefits of CRM functionality—from lead and opportunity management, contact and account management, data analysis, automated marketing campaigns, event management, branded landing pages and forms, email creation, and so much more—it’s a wonder how a business could get by on the limited customer relationship functions a typical ERP provides.

Managing leads can feel like a failing juggling act. You keep in touch with most leads but fail to respond to a question one lead has about your proposal. Enhanced sales management applications like Dynamics 365 for Sales are great for keeping track of sales contacts, notes, and dates, but are limited by a user’s ability to complete manual sales tasks.