GYDE365-Design : Sales and Marketing Summary

SUPPLY CHAIN MANAGEMENT: SALES AND MARKETING

Dynamics 365 Supply Chain Management empowers business users to control supply chain information and business processes with accurate insights and information, at any time. This level of control available across all integrated business areas empowers businesses to drive efficiencies and eradicate risks. The Sales and Marketing chapter supports the order-to-cash cycle and empowers businesses to market and sell products and services to a global set of consumers.

Sales and Marketing Overview

Sales and Marketing supports the order-to-cash cycle and empowers businesses to market and sell products and services to a global set of consumers. From contacts, leads, prospects and opportunities, functionality exists to manage the transparent transition through to the creation of sales orders. Marketing activities can be managed and promoted to maintain and grow the customer base in line with business objectives.

Sales and Marketing Sections

Sales management and setup
Marketing
Leads, prospects and opportunities
Sales quotations
Sales ordering
Commissions and rebates

GYDE365-DESIGN: SURVEY NAVIGATION

Review the information below to understand how the GYDE365-Design application is structured. This will allow users to navigate and complete the application content with ease and maximise the value of the Solution Design Output.

GYDE365-Design Survey

GYDE365-Design is built to empower users with an easy to navigate survey structure that identifies key requirements to influence a gold standard Dynamics 365 implementation.

The application is built using a hierarchical structure whereby each template consists of chapters, sections and questions. Prior to answering the questions, investing the time to review the help content available is invaluable to gaining the most out of the application.

Question Structure

The questions present within each section are displayed systematically. Answers to a question may trigger additional questions to appear in the survey. This provides a unique structure based upon the requirements of the end user.

Questions adopt an answer type of Grid, Numerical, String, Date or List. Each must be answered in accordance with the relative format.

The typical features found within the question format are detailed below.

Best Practice

When navigating through a survey template, chapter, section or question within GYDE365-Design, following each recommendation detailed below will ensure the experience is optimised for the end-user and the output value is maximised.

Assign ownership to a user or group of users for completing each Chapter.
Read each question carefully and hover over the small blue question mark to receive a short informative overview.
Review the help URL linked to each question to establish a comfortable level of understanding prior to answering.
Where video links are present, follow the link to view the content, again, this will benefit users in answering each question.
Communicate and track correspondence using the comments functionality.
Highlight any gaps or functionality concerns using the additional comments text box at the end of each section.

Navigating the Help File

Each question is presented with a help file that details the context and content required to answer the question.

The help file can be found by clicking a link found on the question as demonstrated below.

Each help file is structured into a series of titled accordions to help users navigate to the type of help they require. Each accordion can be opened and closed by selecting the arrow on the right hand side.