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There are five out of the box attribute types provided as standard SAP Sales Cloud values:

• Attitude
• Level of influence
• Description
• Strength of influence
• Interaction frequency

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An Opportunity is a sales document that collects the customer (sales prospect), their requested products and services, the total volume of the customer project, the expected sales volume, and an estimated sales probability. 

This information becomes more and more concrete throughout the sales process and is updated regularly.

Collection of this data allows for the correct sales team to be formed in order to win the deal. Once the sales team has been formed, a sales methodology, or sales cycle, can be followed. A sales cycle is broken down into phases, each phase with specific tasks and activities that need to be performed in order to further the deal. 

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If a lead remains too long in a certain phase, then it is said to be aging. In this case, the system notifies the sales representative directly or manager of the sales representative who is responsible for the lead. This type of notification has high priority as a default. The default priority for these notifications is high and expires automatically after 10 days. Business tasks can be modified to control how the system behaves when fine tuning lead aging notifications. 

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Leads can be generated from different sources such as marketing campaigns, referrals, and social media.  Any unprocessed contract or company information you collect can become a lead.  Leads can be created in the following ways: Manually from the quick create icon or Sales Campaign work center, imported from Microsoft Excel, Uploaded through SAP Cloud for Customer APIs, by scanning a business on your mobile device, or by copying existing leads. Let’s look at how to create a lead.

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Defining a Lead

A lead is a potential sales contact. It can be for an individual (B2C) or organization (B2B). Leads are generated through a referral or through a direct response to an advertising or marketing campaign. ​

Duplicate Check on Leads can be performed, for data consistency. When duplicates are located, you’ll see separate tabs that contain duplicate information for, Leads, Account and Contacts and Accounts. After reviewing the duplicate check results, you can choose not to create the new lead, create the new lead if a similar one does not exist, or associate the new lead to an existing account and contact.  ​

Qualified leads can be converted to opportunities, with all the key information flowing automatically from lead to opportunity for further processing​

Linkage between the two documents is established for referencing as well as reporting. An audit trail of changes is logged automatically for key information updates.  Feeds are posted automatically for these changes, and key stakeholders and people following the leads are notified of the changes automatically. ​

Aging leads can be automatically tracked and monitored.  After they have been open too long, appropriate measures can be taken to qualify the lead.

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FHIR specification. Additionally, hands-on exercises in this module help you add new tables and extend the data model.

Learning objectives

This module explains the following concepts:

• Explore approach and conventions of relational data tables from FHIR to Dataverse tables.
• Design Dataverse tables from the FHIR Resource.
• Create a solution, tables, table references, and data maps.

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Microsoft for Healthcare provides capabilities to manage health data at scale and make it easier for healthcare organizations to improve the patient experience, coordinate care, and drive operational efficiency, while helping support security, compliance, and interoperability of health data.

In this Learning Path, you gain a foundational understanding of Microsoft for Healthcare and its core components. You’re guided through practical hands-on exercises as you configure, extend, and integrate healthcare applications deployed through Microsoft for Healthcare using Dynamics 365, Power Platform, Microsoft 365, and Azure in your own environment. You dive into various modules to explore the Microsoft for Healthcare applications, including Care Management, Patient Outreach, Home Health, Patient Access, Patient Service Center, Virtual Visits, and Azure Health Bot.

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Microsoft for Healthcare provides advanced integration and interoperability solutions. These solutions include Azure Health Data Services, Data integration toolkit, Dataverse Healthcare API, and Virtual Health Data Tables.

In this Learning Path, you gain a deeper understanding on the integration and interoperability solutions. You’ll be guided through practical hands-on exercises that help you tailor integration and interoperability solutions.

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This module explains integration and interoperability solutions that are available in Microsoft Cloud for Healthcare. It covers concepts about virtual health data tables and provides exercises for you to practice building a model-driven app by using the available virtual health data tables. Additionally, hands-on exercises in this module help you build solutions by using FHIR-based data elements.

Learning objectives

This module explains the following concepts:

• Azure Health Data Services workspace and FHIR API
• Complex features of Data integration toolkit and virtual health data tables
• Model-driven app connection to FHIR server by using virtual health data tables

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In this module you learn how to empower health team collaboration within a healthcare organization by using the Home Health application in the Microsoft for Healthcare. With the Home Health application, provider personnel can schedule appointments for the patient based on various factors. You can view patient information directly in context, and a guided business process flow ensures each measure is taken prior to and after booking the appointment. More information can be found at Use Home Health.

Learning objectives

After you complete this module, you’ll be able to:

• Create a bookable resource.
• Configure the schedule board.
• Use care management components with the Microsoft Dynamics 365 Field Service Mobile app.

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