Explore Dynamics 365 Sales Part 2 - Microsoft Business Application Live Show - Ep.6
Nov 1, 2023
Join this live session with Mahender Pal and Venkata Subbarao for the next episode of Microsoft Business Application on May 12, Friday at 10:00 PM (IST).
Part 1: https://www.youtube.com/live/82PMqBQI8OY?feature=share
In this introductory session, we will be giving a walkthrough on the following topics.
• Opportunity Management
• Create an opportunity
• Add Products to an opportunity
• Add Stakeholders, sales team, competitors
• Move Opportunity to different stages
• View and manage records in a focused view
• Prioritize opportunities through scores
• Close opportunities as won or lost
• Create or edit competitor records
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0:30
Hello everyone, thanks for joining us today on another episode for the business application
0:40
show. So as you know that we are running two tracks here. So first track is basically where
0:50
we are discussing about the first party apps and in the second track we are discussing about the
0:57
our platform okay so here so let me so in this so this is our second session
1:07
where we will be discussing about the sales uh you know app so today we are going to talk about
1:14
that opportunity so let's see what is the agenda for today so we will start with a quick review
1:20
about the sales process which we discussed in our last session then we will start discussing
1:25
about what is all about the opportunity management in sales apps and how we can you know create
1:31
opportunity what are the different ways of creating opportunity and then we will discuss that what type
1:36
of detail we normally capture when we create opportunity you know for our customers and then
1:42
we will discuss about the opportunity product so that's basically new things you know added to the
1:47
opportunity starting from this you know when we start from the lead and cover to the opportunity
1:52
and then we will have a quick overview of the opportunity life cycle so once these are done
1:57
then we will jump over the demo so let's start with a quick introduction about ourselves so
2:04
myself mahinder and i have my friend venketa with me and we both are microsoft and c sharp
2:10
corner mvp and we have a couple of experience in dynamics 365 and in dot net so here uh let's
2:20
jump into that our first topic so let's uh we discussed this uh in our last session for that
2:29
sales app so i want to do a quick uh you know revision on that so this is a complete sales
2:36
process of that dynamics 365 sales app so which start from the you know lead which is basically
2:44
the basic information that we capture from the customer or you know from the different sources so
2:50
it could be an email it could be a over you know some event where we capture these details so all
2:56
these details are basically captured into the lead and then every company have their own criteria
3:02
that you know if this lead is qualified to go to the next stage and they are definitely going to
3:07
give us some kind of you know business or we want to you know close it and disqualify this lead at
3:12
this moment only okay so once the lead is qualified then it is converted to the opportunity and that's
3:19
what we are going to discuss today and after that opportunity we have the other object or tables you
3:26
can see here we have the quote and orders and invoices so this object we will be covering into
3:31
you know our coming sessions so we are covering taking one topic at a time so that it will be easy
3:37
for that you know audience to understand that if you are a refresher or you know college pass out
3:42
or you're just uh you know dotnet developer and wanted to start your career in dynamics 365
3:47
So keeping that in mind, we are taking, you know, short topics and so that we can give that, you know, much detail on the short topics and not completing, you know, the complete sales process or sales app in just one session
4:00
Okay, so that's the high level sales process. And so the main topic today have this opportunity management
4:12
So where we discuss about that, what are all the activities, what are all things that is involved in the opportunity management
4:23
So as I said, that opportunity, basically the before stage of the opportunity is the lead
4:28
where we capture some basic details from the customer and we had some kind of basic interaction with the customer
4:34
And when we have this kind of feeling that yes, this customer is definitely going to give us some business
4:40
and they are really interested in our services or in the product so based on the qualified you know
4:46
criteria that this criteria that is available on the lead depending on the you know company to
4:53
company lead is moved to the opportunity right and then here we start working on that opportunities
5:02
to get some more details and you know normally in the opportunity it's not just one person
5:08
okay we have team of people who are working you know on that opportunity so whether it's a like
5:13
salesperson whether it's a stakeholders whether it's a you know other team members so all all
5:19
this basically people work on that collectively on that opportunity and want to make it you know
5:25
successful so that okay that interaction started with the customer and then you know they want to
5:30
convert this to that next stage which is basically code so they want to take it to the next stage so
5:36
there they work everybody you know do their part on that opportunity management okay so we do that
5:43
sharing and assigning that opportunity if and when required so we track our product and services so
5:50
that comes into the picture in the opportunity only in the lead we just had the basic information
5:55
so when we convert lead into the opportunity we add the opportunity line items so line item
6:02
basically are product or services okay so depending on that if you are a product based
6:07
company which you know you sell your product to the customer or you are a service based company
6:12
you provide some kind of services so for example maybe you provide dynamics 365 training
6:17
okay or you provide some kind of you know bike service car service so these type of things can
6:23
be you know as a product they act as a product in the opportunity okay so during this opportunity
6:30
management we also provide some kind of literature about our services about our products to the
6:35
customers so that they get to know like you know more details about our services and the products
6:40
okay and we do uh you know interactions we already had some interaction in the lead so that
6:46
interaction will come here in the opportunity so we will that we can see here under that our
6:51
timelines and then we can further do more communication with our customer we send that
6:56
email we do the phone calls you know so all the interactions are basically captured here and we
7:02
that can be seen here under the timeline control okay so that that's the thing we capture in the
7:10
opportunity apart from this we also capture some of the information which is about our competitors
7:16
right so every business have some kind of competitors which are doing you know working
7:22
on the same kind of space they are selling same kind of products they are providing same kind of services So we kind of keep the detail of those competitors as well So that you know at the later stage whenever you know in any for any region if this
7:39
opportunity is lost, so we capture those type of details and provide that, okay, this opportunity
7:44
is basically won by that kind of the competitor. That's basically the other competitor won this opportunity and we lost this opportunity
7:52
Right. So these type of things that we capture here under the opportunity management
7:57
Okay. So most of the things that we want to capture that is already there out of the box
8:04
Microsoft has provided that, you know, all the fields, all that, you know, sections are there on the forms where we capture all this information
8:14
But still, as we said earlier as well, this is a highly customizable product
8:18
if you want to add some kind of new attribute if you want to capture some new information
8:23
which you see that okay that's not there in the opportunity we can always go ahead and create
8:28
some new attribute and add to the forms and create a new list on that opportunity and that
8:34
that can be easily done in the opportunity okay so now we we have that idea about that opportunities
8:41
that what are that activity and what are the things that we do in the opportunity the next
8:46
thing is basically how we create that opportunity okay so by so far we know that there is a one way
8:53
that we create opportunity basically which is the from lead to opportunity right so in the lead we
8:59
have a qualified button when we click on the qualify that lead is converted into the opportunity
9:05
so that's the one way the another way is let's say for example you already have some you know
9:10
customers which you know you already have done business in past with them and you want to create
9:16
a new opportunity for that customer so you maybe you got a phone call and you said you know they
9:21
are saying okay we are looking for this product and you provide these products so you know let's
9:26
discuss more on details so you go there and you see here we have the global quick create option
9:31
available in the global quick create when you click on that you see the list of that entities
9:36
so these entities are basically enabled for the quick create okay so when we click on that
9:42
opportunity we see that a small form is open and there we have a very limited information that is
9:49
required to create that opportunity so you provide that you know basic details maybe the topic okay
9:54
they are looking for this this product okay and you provide that customer information the contact
10:00
and customers these are if the existing customers so you can select that you know look up and you
10:06
can use those existing customers or if they are new customers you can also create there is a you
10:11
you know under the lookup there is your option to create the new customers as well so you can
10:15
create new contact or the account and those can be associated here in the opportunity okay then
10:22
you capture that other details here so where we can you know provide like some kind of idea about
10:27
that okay what is the budget amount what is the estimated revenue you know what is all these things
10:33
and then you go and create a you know opportunity quickly so that's the one way where we can create
10:39
our opportunity with a very quick options and you don't need to provide much details later on you
10:44
can provide all these details when you will have more interaction with the customers okay so that's
10:50
now the another thing that is here so just like this you know as i said that you got some phone
10:57
call maybe you got that email okay and some some customers sent it email to you and they said that
11:04
okay they are interested on this service and product or maybe other you know other person you
11:10
got that email from them so you can also convert that activity into the opportunity so under that
11:16
activity we have an option so if you click on that and there is an option that you know convert to
11:21
so you can see that we have an option to create that opportunity from there itself okay so when
11:27
you will click on that so it will capture some of the information that is coming from that email and
11:31
will create that opportunity with the basic information that is available on the email
11:36
okay and then further you can do more interaction with the customer and you can capture more details
11:42
on that opportunity okay so that's how we have that option that we can create our you know opportunity
11:53
so now we have that opportunity created okay so you will be landed on this page
11:59
so here we can see we have different options available so so basically you can see we have
12:03
the different tabs available where we have the summary tab in the summary tab we capture the
12:08
basic details and the basic summary of that what they are looking for okay so under topic we provide
12:13
that some kind of description okay what is their uh you know interest on that some product or
12:19
service whatever it is and then we have that you know customer details and the contact all these
12:24
budget informations and what is their purchase timelines okay they want to purchase it immediately
12:30
or they have some time so they are looking for you know particular time duration and all those so we
12:38
you know capture all these details so we have this year purchase process as well so there are
12:43
like options though you know is there any decision maker uh you know single person is there who will
12:49
be going to decide yes okay we want to go with this opportunity or there is a committee of the
12:54
the people that you know who will be you know influencing that okay we want to you know take
12:59
this you know opportunity we want to buy the product or services all those informations are
13:04
available here and you can see here under the timeline so we have all that you know communication
13:10
that activity that we work with so that all is tracked here so that you can see it here
13:14
and then we have that you know assistant available if there is any kind of notification or any kind
13:21
reminder is there so that will be visible here you can see them and then you can see here under
13:27
the stakeholders so we have that you know person so who are basically going to influence your
13:32
opportunity so you know you add those people here so you have you know it could be context so you
13:37
can say that let's say stakeholder on that you know will be involved in that decision making of
13:43
this opportunity okay so here on the top we see that we have a business process flow okay so these
13:51
are basically different different stages that you know we do on that opportunity so under that
13:56
sales process we have here and then we have the qualified and you know develop and the propose
14:03
so these are basically standard sales process but you can always go ahead and do their changes and
14:09
you can you know modify it if you want to add something or you want to modify existing one you
14:16
can you know easily do that okay so it here you can see that indication which will tell you that
14:21
where is your right now okay so you can see that these are two tick mark means these process are
14:27
already completed from the lead right so this is the detail that is here and on the top we can see
14:36
that we have the customer information then we have that you know our estimated
14:40
closed it where we have this pricing as well that we can do right sorry so now we have these details that we capture here and so apart from these basic details
15:08
there are you know some more details that we capture so first thing as I told this there
15:13
is a stakeholder so there are you know list of the people that we capture on that opportunity
15:19
which basically are the decision makers and stakeholders so there could be a different
15:24
type of people like they are you know managers or board members of that company or whatever you know
15:30
there could be different type of people sales teams basically who are you know collectively
15:35
working on this opportunity you know they are doing their own you know work maybe the communication
15:39
with the customers or providing that the you know that's sales literature and all these things
15:44
negotiations all these things basically you know is have the different type of people that basically
15:49
part of the sales team the next we have is the competitor so where we capture the competitor
15:59
details uh you know who is the other uh competitor and who are also providing that you know
16:04
customer their service and their product and they are also sending details to the customer
16:10
so customer is going to take the decision so they want to go with us or they want to go with them
16:15
right the other very important part is the pricing information so as i said that in the
16:21
opportunity we have the product and service information is added so based on that the pricing
16:27
part is also calculated here so we have two different options the pricing that is calculated
16:32
so i will tell you that in the next slide and then opportunity line items are basically the
16:39
product and services so these are basically the very uh main uh important very important
16:44
information that we capture into the opportunity so here you can see that we have a product subgrid so here we add our products
16:56
so there is a add product button so we add our product and services depending on that what you
17:00
are doing so we have the price list information so this price list is basically where the pricing
17:06
is defined for these products okay so how you are going to sell this product on the what what will
17:12
be the unit measuring unit how much you know per unit you will be going to charge that customer so
17:18
all these details are basically part of this price list okay then there is an option for the revenue
17:27
so these these are basically two options so system calculated or the manual one so when you say the
17:32
system calculated so as soon as you will add the product based on their you know pricing here you
17:38
see that this you know revenue or all these are basically calculated based on this okay so but if
17:45
you will do the manual then this calculation won't be done automatically so you need to manually you
17:49
can set that okay i'm saying that this much is that estimated revenue for this opportunity okay
17:56
but if you are saying system calculated so this will be automatically calculated based on the
18:01
pricing of your product that you have set up under the price list okay so this is how so we
18:07
have uh you know mainly uh we have two type of product that we add so we have one product that
18:13
is part of our inventory so we add these products here the other products are basically writing
18:19
product which is not part of our inventory so maybe they are very coming very soon to our
18:24
inventory or maybe we want to do some kind of adjustment so there is some kind of due you know
18:30
know to the customer and we want to do the adjustment so that can be also handled in the
18:34
write-in products okay so these are the two products that we include here on the opportunity
18:41
so now we know that you know what we capture in that opportunity and what type of
18:48
things mainly you know captured and work with that opportunity so let's now discuss what is
18:55
basically the opportunity life cycle so this is a high level you know opportunity life cycle so we
19:01
have that opportunity that's basically coming from the lead so we that is on the open opportunity
19:06
means we are capturing some details there and we are discussing with the customer about their
19:12
requirements and we are providing that okay this is the what product we have which will you know
19:18
going to fulfill your requirement so based on all that interaction with the customers and
19:24
you know we come to know that okay they are interested in you know giving us the business
19:31
and they are also interested into our product and services so definitely we are going to get this
19:36
business so we do that you know qualify opportunity as well just like the lead this is the second
19:42
stage of the sales we qualify the opportunity so if we are going to get that business we won it and
19:49
we move to the next stage so there we basically you know revenue are calculated that how much
19:55
revenue we are going to get from this opportunity and what date is closed or that is captured by
20:01
the system and we close that opportunity and behind the scene there is a activity created
20:06
that is a resolution activity created for that opportunity okay but if we are not going to get
20:14
this business then this opportunity is basically lost okay so we close this opportunity and there
20:20
we provide that you know competitor information so if this opportunity is basically owned by the
20:25
other competitors which other vendors and you know doing same kind of business what we are doing
20:31
so we provide all these details and then the opportunity is closed and we also again the
20:37
behind the scene that there is a resolution activity is created okay so all this information
20:43
whatever we are this competitor or the revenue that is basically later on used in the reporting
20:49
part okay so when we build the sales report we utilize this information and we draw that or
20:54
whether you know when we are providing insights or we are doing the reporting or dashboards so we
21:00
provide all the visuals there so that we can see that how much you know opportunity we just won
21:05
during this time frame or how much opportunity is lost and when it is lost who was the competitor
21:11
so those kind of thing is basically used in the reporting part okay so that's what we have that
21:18
opportunity life cycle so now let's you know switch to the demo and we will see all these
21:23
things that we discussed today so my friend venkata is going to give the demo on that and
21:27
there we can discuss more on that okay venkata over to you yeah
21:36
hope you can see my screen yeah we can see it okay hi everyone so as uh my hander said about the opportunities right so
21:49
let us quickly go back uh to the demo part of it so yes so i am in this particular sales module
21:59
like a sales app you can say in this sales app if you observe uh in the pipelines that we do have
22:08
Here, the menu kind of representation is present where you can see the area like my work activities
22:15
and the pipeline. So here, as in the last sessions, we saw about the lead, right
22:23
So lead when it gets qualified it turns into an opportunity So just in this particular opportunity we do have in the dashboard uh there are different views that are present there are all opportunities
22:38
closed opportunities lost opportunities my open opportunities and one opportunities so by default my open opportunities will be selected if needed if you wanted to see other
22:52
opportunities that are being selected by given by others you can select that one as well
22:58
so if you observe this deal tracker and sales funnel this is a modern way of representation
23:05
it is an enriched way of showing how it will give an helicopter view of how our opportunities that
23:13
are present so in our deal tracker of all the opportunities how in this particular today on 5 12
23:20
2023 where the this particular opportunity that has been selected how my things are happened or
23:29
else for a selected time from 4 10 2023 to 6 12 2023 how what are what kind of opportunities that
23:36
are present and how they are in good shape so if you observe right this red one is an opportunity
23:43
where it has a low score that means it is having a kind of uh okay we have to be very much uh
23:51
concentrated on this one otherwise there are more chances that we will lose this opportunity if you
23:56
observe the score is uh 42 and that is in red if you observe right this is the green which shows
24:03
the score is 84 that means the probability of uh winning this particular opportunity was more
24:09
okay and there are few other opportunities that are present but they are marked as one before we
24:15
get that particular score as well so these are all the enriched features that are present uh which
24:21
were not uh been uh dot not that much uh covered in that earlier discussion just i would like to
24:29
see about it but these are all the look and feel part of it when coming to this particular topic
24:34
right so opportunities if you see this enriched away these are all the list of opportunities that
24:41
are present if you observe we do have the different kinds of statuses that are present
24:47
one is open one and lost that's it any opportunities opportunities can have three status
24:54
whether it can be open whether it can be won or whether it can be lost that means that these three
25:00
status are only present. So let us go from the scratch. Let us quickly create an opportunity
25:10
So what was the scenario? I received one particular call saying that, okay, I have that
25:16
DEF product is there. So DEF product, one customer has called to me and his name was
25:26
alex so this he said that i need a def product so this particular def product is with this
25:34
adatum corporation and so i am making this budget amount estimate and revenue and estimated close
25:42
date these are all not i'm not going to fill it but alex what he said right i wanted to take this
25:48
by today. Okay. So just I am going to update here saying that
25:55
Alex need to get this DEF product ASAP
26:06
So now just I am going to save and close it. Which at the background what will happen
26:12
right? An opportunity gets created and then if you observe right the recording
26:18
is getting the record was created and let me zoom it out so if you observe here
26:35
def product has been created let us open it out so if you click on here and
26:43
And okay, let us do that one. So what will happen right at the back, the right side, this DEF product is also present
26:52
See the beautification of here in the dynamic sales. If you select this particular any product in the grid without navigation, you can get all these details here as well
27:01
So it will have the summary and all the connections, everything that is present
27:06
So for to get more information of this particular DEF product, right
27:12
So just I have opened this particular DEF product. As mentioned earlier, so the main important thing here, right, the estimated revenue, estimated close date
27:23
If you observe the estimated revenue, this one we need to be going to get it as in system calculated
27:31
So for any particular product, first we need to have this particular price list should be present
27:37
If you observe, I don't have any particular price list that is present
27:41
example what is this particular price list exam so for this particular company that is for a datum
27:49
corporation it it has the list of all products so there is no need for you to go and search it every
27:56
time that you you have to go it and see it so if you observe it i have selected the abc price list
28:04
and if you open this particular abc price list then i will have all the price list of items that
28:09
are already present so here what i am going to do right just i am going to create a new place list
28:15
item uh so which uh what is this product is def which is a new product so because this def product
28:26
as we are doing it for the first time right so def
28:57
okay okay so unit group this is a mandatory thing here so you can provide this particular
29:05
new unit group so before doing that right just we can save this so this is the new unit
29:12
group so let me discard the changes we have to provide this new unit group name uh
29:27
Saving and closing it here. And I'm going to select here my DEF UG and decimal supported is 1
29:43
So that's it. So the product is as again DEF product. DEF UG
29:54
I'm going to give the valid one because the first thing unit group should be created
29:58
So that's why these things are present so i am fine with this one our default unit
30:08
def basic unit so i am not going to give in here so just i am saving and closing it
30:15
so now abc pride list is present and here which product i wanted to have it is def product
30:27
so i'm going to save here if you wanted to have discounted list in the way like example i have
30:36
hundreds of products then i can select the price list where all the products will be present in the
30:42
same way for all i have number of discounted lists are present then i can select this particular
30:48
discount and quantity selling option i can keep it as a no control whole and whole fractional
30:55
I am not controlling anything so required fields are present so okay let me keep it as whole save
31:04
okay amount fields that is also present here save and continue
31:15
okay let me do like that one more time so example this abc product is present so just i am going to
31:26
save and close it abc price list it has this add product so let me add the product on the abc
31:33
uh so this is the abc that is present just i am adding to this opportunity so if you observe
31:40
an abc product has been added here for this abc price list and if you observe right the detailed
31:49
amount it is 100 so let me zoom it for clear so what i am doing right just i wanted to give
31:57
five percent of discount and you observe the total tax the total amount is the five percent
32:06
and let me save this if you observe automatically as i have given five percent of the discount
32:14
system itself it has calculated so out of hundred percent five percent is the five rupees so out of
32:21
which just 95 percent 95 rupees is the total amount that i have to uh given okay so now this
32:30
particular product has been created uh now if i go here right for this particular product
32:35
the main important thing here right so why if you observe the notifications right
32:42
this opportunity is closing soon why because the customer requires this particular product
32:51
on today itself that's why i got the reminder so what i am doing just i have just given this
33:00
feedback and the stakeholder who is working is the Alex Baker. That means the person who
33:06
wants this particular product is called the stakeholder. In the same way, if you wanted
33:10
to keep it another person as well, then we can keep that particular person as stakeholder
33:17
And if you wanted to change this particular Peter Parker, he is nothing but an influencer
33:24
like the person who can do any kind of follow up for this particular opportunity, then
33:29
we can give this one so stakeholders are nothing but the customer as well as the other people who
33:36
are present with the different roles like the champion decision maker economic user technical
33:41
buyer like that okay these are all the predefined that things are present so let me refresh okay
33:49
so now the sales team is let me add one particular sales team here so
33:57
so i have my sales team that is present let me add it so it will take some time to reflect so
34:10
venkat is there i am the sales professional this is how you can do it if you wanted to
34:15
create another one right then you can add some other people as well okay so next come to the this particular competitors so who are the competitors that means the same kind of def product might be
34:30
given or might be produced by some other competitors as well so those competitors
34:37
details will also be seen here so therefore i can have different competitors that are present
34:45
where I have used this one because if you can ask the question or like why do we need any
34:53
competitors in case if this opportunity got lost right then that means the customer might have
35:02
went to these competitors to get that particular product. Okay so that's why this particular
35:10
competitors are present now as i mentioned for any particular opportunity right so the customer
35:20
lx needs to be contacted so as in venker what i have said right just i have scheduled in phone call
35:29
and uh pf product details so just it is an outgoing call from my side so and its duration
35:42
was 30 minutes and today only priority was very high regarding def product okay so description is
35:51
def product related information discussion to close the deal so just i have called to that
36:04
particular customer and that particular customer if you observe right it is showing as overdue so
36:12
So as I have completed this particular call, and I have called to that particular customer, Alex, and he confirmed he wanted to take that one
36:26
So what I am doing, just I made this particular call, and the state was completed
36:31
So I have closed the phone call, and I am going to enter a note saying that, so..
36:42
So customer interested to buy the product. So had a conversation with customer with Alex and he was interested to take this product
37:11
So let me zoom it for you
37:26
So just I am going to add a note. Okay, so now I have my assistant is there, stakeholders are present, sales team is also
37:37
present, my competitors are also present. a sales person i called this particular customer alex and got his confirmation saying that yes
37:47
he was more interested to take this particular one then what i am going to do right just i am going
37:52
to qualify so purchase time frame is immediate the estimated budget you don't have any budget
37:59
so purchase process is an individual so identify decision maker i am identifying it capture summary
38:06
uh so these are not mandatory field so i'm going to uh the next stage that is qualified
38:12
so customer needed proposed solution uh he needs lx need product to identify stakeholders and
38:21
identify competitors as i have identified both then i am going to the next stage
38:29
so if you observe a proposing uh the sales team it has been present develop proposal
38:35
and complete internal review and present proposal so now i am going to to the next stage now if you observe right so for this particular def product i have my sales team and they have worked for it and they have verified
38:51
all the details of it and then so just complete final proposal present present from send thank
38:58
you note and the file deep refit as well so it is now i have finished it okay so the process was
39:07
finished now what was happen so i as this particular customer alex showed his interest
39:14
and he was very much keen to take our product then during that particular case right so what
39:22
i am going to do right just i am closing as one so once we do this we will get this one so actual
39:35
revenue uh we don't have any particular actual revenue that is uh present so what is the actual
39:43
revenue that we are getting here so so if you observe right how we will get this particular
39:48
actual revenue so if you go to the product line items uh so so 100 br is the currency that are
39:57
present so i am getting this particular 100 so what i am going to do here the closing and opportunity
40:32
product by so now i have closed this particular opportunity if you observe this particular record status was
40:47
shown as one okay in case if you wanted to reopen the opportunity you can also reopen this particular
40:55
opportunity. Now this is how quickly how we can create any particular opportunity. Now
41:04
these are the I don't have any particular my open opportunity if you observe this DEF product it has
41:12
so Alex Baker is there and he has all these details now let us go with an existing opportunity
41:25
that is present where I would like to I would like to show you like how the product line items
41:34
that are present so if you observe like this is an revenue where system was calculated if you
41:41
observe just look at here the estimated revenue so if you observe I do have three products which was
41:50
giving the detailed amount as 25 544 and with the total tax of one so the total cost is on 25 545
42:00
so what I am going to do right just I am going to add one particular product so
42:05
here some cave care code kerto this is a dummy data you can see you can add to an opportunity
42:14
in case if you wrongly selected right just you can remove that one which is a new feature that
42:23
has been introduced during the recent times so you can add it now here so 21,000 21,900 cave
42:31
BU automatic and just I am adding to the opportunity. So if you observe right the amount
42:37
itself also changed to 47,000444. I have not done anything but by the time of adding this particular
42:48
product here as I said the revenue as in system calculated so it has been it has calculated. So
42:56
I wanted to provide a 5% discount here. So if you observe if you save this record then a 5 discount you will be seeing it if you observe that the pre the pre amount and the total tax this one so it cost around 45 072 okay so this
43:18
is how we can work on this particular one and also if you observe right you can ask me a question
43:25
okay vengat i want i don't want to save this particular record uh then in that case so if i
43:31
wanted to remove this particular record then what you can do just you can go to this particular
43:37
product line items and you can also do this one otherwise you can what i want to do right just
43:45
okay just i am here so delete this particular opportunity product so just delete this one
43:52
and now if you observe automatically it has been calculated but still the detail element was showing
44:02
here so let me if I click on this particular recalculate then all my details that will come
44:10
and see here let me let us save here as well so if you observe sale the detailed amount is this one
44:17
and 21.326 and BR1 is this one. So actual amount is this one 5% 21.326 that is also it's been created
44:28
So this is how if you observe a few of the other things like by default this particular opportunities
44:35
score based upon the conversations that we are having it that it will get as an Intel sense
44:42
details okay so as a list we can get to know about all these particular details here
44:54
so with this right this is how we can how quickly we can create an opportunity
45:04
or else we can work on any particular opportunity as well So with this particular opportunity creation with an existing and a new one, you can be doing it
45:20
Okay. So as Mahinder said, like through lead, you can create an opportunity or directly you can create an opportunity
45:29
Like this, create opportunity. So Mahinder, do you wanted to add anything
45:37
No, I think you have covered all the things. we have seen the new visuals that is added to that opportunities view where we can see
45:49
that summary of all the opportunities that is available into the system
45:54
So that's good. I think that's what we wanted to cover and we covered different opportunity sections
46:04
and how we can capture these details. so yeah i think that's uh that's a good uh you know make it i think that's what we wanted to
46:13
cover today so so uh you know as for that uh just want to include like all all of our sessions are
46:20
basically you know recorded and available on the youtube so you can check our all the past sessions
46:26
there and you know we are running two tracks so in this track we discuss about the first party app
46:33
and the next track that is there we discuss about the power platform so so normally we have the
46:40
second friday that is basically you know book for the first party apps and then we have the fourth
46:45
friday where we discuss about the power platform so next you know fourth friday we are going to
46:51
discuss about the power automate so you know join us on that and we will be discussing about the
46:57
power automate and we will discuss the basics and how we can utilize power automate to do our
47:03
workflow jobs and do our workflow logic and automate our process and business you know
47:08
process based on the requirements yeah so thanks thanks you again thank you very much see you soon thanks
47:27
Thank you
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