Sales Pro 365 is a powerful sales application designed to integrate seamlessly with Microsoft Dynamics 365 Finance & Operations (D365 F&O) developed using Power Apps. The app offers a comprehensive solution for managing the entire sales cycle, from creating customer profiles to generating invoices. It streamlines your sales processes, ensuring efficiency and accuracy while providing your sales team with the tools they need to succeed.

Key features:

Customer creation: Easily add new customer profiles directly into the app, keeping your database up-to-date and synced with D365 F&O.
Quote creation: Create and manage quotes quickly, allowing sales teams to respond to customer inquiries faster.
Convert quote to order: Simplify the sales process by converting approved quotes directly into sales orders, reducing manual effort.
Add multiple lines under a single header: Consolidate multiple items for a customer under one header for streamlined management and easier tracking.
Generate invoices via sales orders: Create invoices directly from sales orders, ensuring consistency and accuracy.
View product catalogue: Browse a comprehensive product catalogue, making it easy to find and select products during order creation.
Dashboard & analytics: Gain insights with a user-friendly dashboard that provides key metrics and analytics to track sales performance.
Sync with Dynamics 365 F&O: Keep all sales data in sync with D365 F&O, ensuring real-time updates and data integrity.
Add comments & attachments for invoice proof: Attach documents or add comments to invoices for better transparency and record-keeping.

Benefits of using Sales Pro 365

Enhanced sales efficiency
Improved decision-making with data insights
Faster sales cycle
Better customer management
Increased flexibility for sales teams
Transparency and accountability

Integration:

The app seamlessly integrated with Microsoft Dynamics 365 Finance & Supplychain

Support:

Break-fix support after product deployment will be provided and separate contract will be signed
Customers will be able to use our Self-service Portal to log their tickets and additional related materials
Hotfixes will be provided to the customers without any cost via email
For further add-ons, advanced features, deployment or customization, reach out to us at info@kaispe.com

More info:

Explore KAISPE to learn more about our products and services, including Microsoft D365, Power Platform, and SaaS & PaaS offerings.

Sales Pro 365

by KAISPE LLC