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Saiba maisSales literature entities in Dynamics 365 Sales
A sales literature item is the basic unit of the marketing encyclopedia in Dynamics 365 Sales. For example, a business unit might decide to create an article about a specific product. The article can contain multiple sales literature items (sales attachments) such as a brochure, detailed specifications, and a CAD file, together with appropriate search terms, for example, "bolt" or "stainless steel." Any PC-compatible file format can be uploaded and attached to an article in the marketing encyclopedia. Specific search terms can be specified for each item.
You can use the sales literature management entities to create a central repository for your organization's sales information (in the form of sales literature items (sales attachments)) that provides an easy way to distribute information to users, both online and offline. Sales literature can be organized into categories and types to provide easier management and searching. Dynamics 365 Sales also supports a subject manager and knowledge base.
A sales literature record can have one or more sales literature items (sales attachments) attached to it in various formats, such as .doc, .pub, and .pdf. An item cannot be shared between sales literature records.
Sales literature records can also be attached to competitors and products (both yours and your competitors').
The basic operations supported in the marketing encyclopedia include the following:
Create a sales literature item
View a sales literature item
Edit a sales literature item
Delete a sales literature item
Search for a sales literature item
Upload an attachment and attach it to a sales literature item
You can create a searchable marketing encyclopedia for storing various sales and marketing literature. As an example, a sales literature library might include the following:
Product information
Presentations and brochures
Policies and procedures
Sales literature
White papers
Competitive information
Price lists
Annual reports
Manuals
Sales Literature (SalesLiterature) table
Recursos adicionais
Treinamento
Módulo
Manage and organize your product catalog with Dynamics 365 Sales - Training
Microsoft Dynamics 365 helps organize and manage even the most complex product catalog to support your customers in customer engagement scenarios (for example, sales and column service). In this module, you learn how to define products, families, and bundles, take advantage of product properties, and define price lists. You also learn about pricing options for increased consistency and efficiency.
Certificação
Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate - Certifications
As a Microsoft Dynamics 365 customer experience analyst, you’re responsible for configuring, customizing, and expanding the functionality of Dynamics 365 Sales to create business solutions that support, automate, and accelerate the company's sales process.