Since the introduction of the Dynamics 365 for Sales Team Member app back in April of this year as part of the Unified Interface rollout, it is important to ensure that you are making the very most out of all the features that come as part of the Sales Team Member licence within your Dynamics 365 solution.
Before we get stuck into the practical benefits of the new app module for your business, lets discuss exactly what it is & what it does.
Sales Team Member is a new app module that will be available to users with the Team Member licence and is designed for users who are not tied to a particular function but require basic Dynamics 365 functionality within sales scenarios.
Now that we know what it is and what it does, let's discuss some of the practical benefits that this new app module can provide to your business.
The new app module can help support your business with the following sales use cases:
- Allowing you to view customer details
- Allowing you to view leads & opportunities related to a customer
- Allowing you to create & view activities for a customer or related leads or opportunities
Furthermore, this app is even more flexible as it allows admins to configure the app for a number of additional scenarios but not beyond those listed in the Dynamics 365 Licensing Guide.
Next Steps?
If you are a small and medium sized business looking to discuss the Sales Team Member app further, are looking to discuss how Dynamics 365 licensing works or anything Dynamics 365 related then please get in touch with our CRM experts today.
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