Lead to Quote Training Manual

Sales Process Automation

Prepared by: PTCL Operations Team

Preface

Training Manual – Dynamics 365 Unified Interface Implementation

It is beauty of the Microsoft Dynamics CRM 365 that it captures the eyes of its users from the first step of
a process till the end result. This training manual is written with the core concept of ‘Train the trainer’.
You will be directed from system overview to the scope of this document and introduction of basic core
features of the updated version of system. The training items are based on scenario based and roles based
use cases. This document will provide you 360 o opportunity to learn and master the overall updated
version of Dynamics 365 implementation of end to end solution of PTCL sales process.

User Manual for Unified Interface

Transition
Lead to Quote

Training Manual – Dynamics 365 Unified Interface Implementation

Old Home page New Home Page

Figure 1: Old vs New Home page

Step 1: Create Lead

Path: Home -> Lead -> New

Training Manual – Dynamics 365 Unified Interface Implementation

 Figure 2: Create Lead

OLD UI:

Figure 3: Old UI Lead

Training Manual – Dynamics 365 Unified Interface Implementation

Step 2: Enter Lead Details

Figure 4: Lead Summary

OLD UI:

Figure 5: Old UI Lead Details

Training Manual – Dynamics 365 Unified Interface Implementation

 Figure 6: Teams Involved

OLD UI:

Figure 7: Old UI Teams Involved

Step 3: Drag down and add customer, you can either add existing
customer or create new customer
Path: Customer -> New Customer

Training Manual – Dynamics 365 Unified Interface Implementation

 Figure 8: Add Customer(a)

Figure 9: Add Customer(b)

OLD UI:

Figure 10: Add Customer

Step 4: Add Customer Details and Save using save icon at the bottom
Note: All mandatory fields need to be filled to move successfully to next stage.

Training Manual – Dynamics 365 Unified Interface Implementation

 Figure 11: Save Customer Details

OLD UI:

Figure 12: Customer Details

Step 4: Save and Close the customer from navigation bar at the top
Note: Customer has been added successfully and customer id has been created.

Training Manual – Dynamics 365 Unified Interface Implementation

 Figure 13: Customer Created

OLD UI:

Figure 14: Customer Created OLD UI

Step 5: Add Products to the Lead

Path: Click on Products

Training Manual – Dynamics 365 Unified Interface Implementation

 Figure 15: Add Products

OLD UI:

Figure 16: Add Products Old UI

Step 6: Select Product from System

Training Manual – Dynamics 365 Unified Interface Implementation

 Figure 17: Select Product

Step 7: Add products from product lookup

Figure 18: Product Lookup

Training Manual – Dynamics 365 Unified Interface Implementation

OLD UI:

Figure 19: Product Lookup

Step 8: Save Product

Figure 20: Save Product

OLD UI:

Figure 21: Save Product Old UI

Training Manual – Dynamics 365 Unified Interface Implementation

Step 9: After saving product, Product identified field will be set to “Yes”

Figure 22: Product Added

OLD UI:

Figure 23: Product Added Old UI

Training Manual – Dynamics 365 Unified Interface Implementation

Step 10: Add Customer Site and Site details

Figure 24: Add Site

OLD UI:

Figure 25: Add Site Old UI

Training Manual – Dynamics 365 Unified Interface Implementation

 Figure 26: Site Details

Figure 27: Site Details 2

Training Manual – Dynamics 365 Unified Interface Implementation

OLD UI:

Figure 28: Site Items Old UI

Figure 29: Site Added

Step 11: Add Customer Site then move to next stage

Training Manual – Dynamics 365 Unified Interface Implementation

 Figure 30: Next Stage

OLD UI:

Figure 31: Next Stage Old UI

Step 12: Summary of Lead Visible after entering Sites and Products

Training Manual – Dynamics 365 Unified Interface Implementation

 Figure 32:Lead Summary

OLD UI:

Figure 33: Lead Summary Old UI

Step 13: Summary of Product Entered

Training Manual – Dynamics 365 Unified Interface Implementation

 Figure 34: Product Summary

OLD UI:

Figure 35: Product Summary Old UI

Step 14: Call Feasibility for entered Site and Product

Description: Call feasibility at this stage by opening site.

Training Manual – Dynamics 365 Unified Interface Implementation

 Figure 36: Call Feasibility (1)

Description: Call feasibility to concerned team

Figure 37: Parent Feasibility

Training Manual – Dynamics 365 Unified Interface Implementation

OLD UI Parent Feasibility:

Figure 38: Parent Feasibility Old UI

Description: Select the target date for feasibility and submit.

Figure 39: Call Feasibility (2)

Training Manual – Dynamics 365 Unified Interface Implementation

OLD UI:

Figure 40: Submit Feasibility Old UI

Step 15: 1st level Feasibility has been called

Figure 41: Call Feasibility(3)

Figure 42: Call Feasibility(4)

Training Manual – Dynamics 365 Unified Interface Implementation

OLD UI:

Figure 43: Parent Feasibility Old UI

Step 16: Move to next stage

Figure 44: Next Stage 2nd Level Feasibility

Training Manual – Dynamics 365 Unified Interface Implementation

Step 17: Call 1st Child feasibility:
Description: Click on feasibility-> select respective team-> select date->submit

Figure 45: Call Feasibility (4)

Figure 46: Call Feasibility Old UI

Training Manual – Dynamics 365 Unified Interface Implementation

Description: Child FR will be visible in child feasibilities grid

Figure 47: 2nd level Feasiblity

Step 18: Move to next level to call feasibility to Regional teams

Description: Click on feasibility-> select respective team-> select date->submit

Figure 48: Call Feasibility (5)

Training Manual – Dynamics 365 Unified Interface Implementation

OLD UI:

Figure 49: Regional Feasibility Old UI

Description: Child FR to regional team will be visible in child feasibilities grid

Figure 50: 3rd level Feasibility

Training Manual – Dynamics 365 Unified Interface Implementation

ssStep 19: Now finish the lead

Figure 51: Finish Lead

OLD UI:

Figure 52: Finnish Lead Old UI

Training Manual – Dynamics 365 Unified Interface Implementation