Microsoft Dynamics 365 Simplified opportunity-to-invoice process

The Simplified Opportunity-to-Invoice process functionality of the Microsoft Dynamics 365 Sales module allows businesses to streamline their sales process from opportunity creation all the way to invoice generation. This provides teams with an efficient and consistent workflow that eliminates manual steps and human errors.

The Opportunity-to-Invoice Solution is offered to customers for a price of $25/user/month through an Enterprise Agreement or Cloud Solution Provider (CSP). With this solution, businesses can create, track, and manage their sales opportunities across the entire organization in one centralized system without having to jump between multiple programs.

Some of the major benefits associated with using the Simplified Opportunity-to-Invoice process include:

1. Streamlined Workflows – Automating processes such as lead assignment and follow up emails eliminates manual entry and wasted resources allowing users to focus on higher priority tasks.
2. Increased Efficiency & Accurate Data – By automating processes such as data entry, user accuracy is improved while also freeing up time for other tasks resulting in overall increased efficiency!
3. Reduced Risk & Improved Compliance – By ensuring that key activities are performed correctly in accordance with established policies & procedures, organizations reduce their risk exposure while also improving compliance standards!
4. Accessible from Anywhere – Teams can access pre-configured workflows regardless of their location enabling them to stay connected while on-the-go!
5. Real-Time Insights – Automated dashboards providing real-time insight into customer activities eliminating need manually analyse collected data points further saving personnel time & resources!
6. Cross Platform Integration – Teams are able integrate multiple platforms together via API making related operational areas streamlined again reducing manual input thus resulting improved productivity across board!
7. Customizable Settings – Administrators have ability define parameters when creating new workflows tailoring whole process according needs & desires specific department/individuals helping achieve desired outcomes faster than ever before!
8. Enhanced Security Protocols – Improved security protocols implemented within platform make sure data transmitted between integrated systems remains secure ensuring companies abide regulatory requirements all times!.

Overall, the Simplified Opportunity-to Invoice process functionality provided by Microsoft Dynamics 365 is a powerful tool for businesses looking to streamline their sales processes and gain visibility into customer activity in order to maximize ROI!