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S.No 5650 Name repo Date/Time 18-Mar-2023 05:50:40 PM

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The First thing that will be impacted is our environment. Modules can not be installed in developers environment, so we have to setup in sandbox environment.

Steps

a) First created Sandbox Environment.

b) Second we have to configures sales module in that environment.

c) Import Pro equine Existing solution to this Sand Box Environment.

Two Approaches we can go with for the Solution.

1) Embedded Areas in sales hub for every company.


2) Other App which can include sales capabilities according to our specific company requirements.

 

How Sales Module Work



https://www.figma.com/file/7hYb8YSGcb1bV0NSZkFJcC/CRM-Sales-Module-x-Pro-Equine-Operation?node-id=0-1&t=Zh2VdJ50RR4JwgGw-0

Following diagram shows sales module workflow.


How we are going to integrate with our operations?


Pros & Cons of using Sales

Pros

1)  Sales process will be streamlined with the functionality Dynamics sales provide.

2) All the companies Can be integrated in one system.

3) Every company can have their own interface.

4) Can be customized according to our requirement.


Cons

1) Configuration can take time

2) Can face some roadblocks with the requirement.



Pricing :

Sales Professional License per user





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