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| Feature | Functional Description | Technical Description |
|---|---|---|
| Lead Management | Capture, qualify, nurture, and disqualify leads with scoring and conversion to opportunities. | Lead table in Dataverse with business rules, duplicate detection, Power Automate, and AI scoring. |
| Account Management | Maintain organization-level customer data with hierarchy and rollups. | Account table with parent/child relationships, rollup & calculated fields. |
| Contact Management | Manage individuals linked to accounts with full activity history. | Contact table with activity, opportunity, and relationship mappings. |
| Opportunity Management | Track deals through stages, estimate revenue, and guide sales execution. | Opportunity table with Business Process Flows (BPF), forecasting models. |
| Opportunity Products | Manage line items and pricing for deals. | Opportunity Product table linked to Product & Price List entities. |
| Quotes | Create, revise, and manage customer quotes. | Quote entity with revision control and workflow support. |
| Orders (Sales Orders) | Manage confirmed sales transactions. | Order table integrated with products, pricing, and ERP systems. |
| Invoices | Record billing information post-order fulfillment. | Invoice table with extensibility and ERP integration. |
| Activities | Track emails, calls, tasks, appointments, and notes. | Activity tables using Dataverse activity framework. |
| Feature | Functional Description | Technical Description |
|---|---|---|
| Sales Accelerator | Streamline seller workflows using prioritized worklists and next best actions. | Role-based worklists powered by Dataverse, AI signals, and sequences. |
| Sequences | Automate repeatable outreach steps for sellers. | Sequence engine with activity automation and Power Automate integration. |
| Email Integration | Track emails and appointments within CRM. | Server-side synchronization with Exchange Online. |
| Microsoft Teams Integration | Collaborate on sales records within Teams. | Embedded Teams chat using Graph APIs and Dataverse linking. |
| Outlook App | Access and update sales data directly from Outlook. | Dynamics 365 App for Outlook with contextual record tracking. |
| Feature | Functional Description | Technical Description |
|---|---|---|
| Product Catalog | Centralized product definitions across sales processes. | Product table with unit groups and lifecycle states. |
| Price Lists | Define pricing per market or customer segment. | Price List and Price List Item tables. |
| Discounting | Apply manual and automatic discounts. | Pricing rules and calculated fields. |
| Multi-Currency Support | Support global selling with currency conversion. | Transaction Currency table with exchange rate management. |
| Feature | Functional Description | Technical Description |
|---|---|---|
| Lead Scoring | Prioritize leads based on AI-driven engagement and fit. | AI models using Dataverse and Microsoft AI services. |
| Opportunity Scoring | Predict deal win probability and revenue outcomes. | Machine learning models embedded in opportunity forms. |
| Relationship Analytics | Track relationship health using engagement data. | Email, meeting, and activity signal analysis. |
| Conversation Intelligence | Analyze sales calls for sentiment, keywords, and KPIs. | Azure Cognitive Services with Teams/telephony integration. |
| Predictive Forecasting | Forecast revenue using AI-based predictions vs manual rollups. | Forecast configuration with predictive modeling. |
| Sales Forecasting | Visualize pipeline, quotas, and commitments. | Forecast tables with hierarchy, rollups, and security trimming. |
| Who Knows Whom | Identify internal relationships to accelerate deals. | Microsoft Graph relationship data analysis. |
| Feature | Functional Description | Technical Description |
|---|---|---|
| SharePoint Integration | Store and collaborate on sales documents. | Server-based integration with SharePoint Online. |
| Word Templates | Generate documents like proposals using CRM data. | Server-side Word templates bound to Dataverse tables. |
| Email Templates | Standardize outbound sales communications. | Activity templates stored in Dataverse. |
| Feature | Functional Description | Technical Description |
|---|---|---|
| Dashboards | Real-time visual summaries of sales data. | Interactive dashboards using Dataverse views and charts. |
| Power BI Integration | Advanced analytics and visual reporting. | Native Power BI connector to Dataverse. |
| Personal Views & Charts | Customized data views for sellers and managers. | User-defined system views and charts. |
| Feature | Functional Description | Technical Description |
|---|---|---|
| Business Process Flows | Guide users through standardized sales stages. | BPF engine layered on Dataverse tables. |
| Workflows | Automate internal sales processes. | Classic workflows and Power Automate flows. |
| Power Automate | Trigger automation across M365 and third-party systems. | Cloud flows using Dataverse connectors. |
| Feature | Functional Description | Technical Description |
|---|---|---|
| Mobile App | Access CRM data on iOS and Android. | Dynamics 365 mobile app with offline synchronization. |
| Feature | Functional Description | Technical Description |
|---|---|---|
| Custom Entities & Fields | Extend data model to meet business needs. | Dataverse extensibility with custom tables and columns. |
| APIs & Integration | Integrate with ERP, marketing, and external systems. | REST APIs, Webhooks, Azure Service Bus, Dual-write. |
| Feature | Functional Description | Technical Description |
|---|---|---|
| Role-Based Security | Control access by role and hierarchy. | Dataverse security roles and field-level security. |
| Auditing & Compliance | Track data changes for compliance. | Dataverse auditing and Microsoft Purview integration. |
