This is a shortcoming compared to other CRMs which, for the most part, offer a “drag and drop” system by default. If you want to move a lead to another level in your sales pipeline, you will have to make several clicks, so it is not very practical.
In Microsoft Dynamics CRM, these opportunities will be displayed as a list. Once your salespeople start to attract new prospects, you need to ensure that they become “hot”, in other words, ready to close. This tool is also integrated with the other tools of the Office suite for a 365 vision. Task and appointment management, intelligent automation, real-time data, etc. Here, everything is centralised to give your salespeople the tools they need to perform. The CRM of Microsoft Dynamics 365 obviously offers a Sales part.
