RSM · Dynamics 365 Sales & Finance

OK Produce — capability prototypes

Two working front-end prototypes showing how daily sales calling and customer self-service ordering would come together on Dynamics 365. Pick either to open it.

Inside sales

Daily call sheet

Prioritised calling list for the inside sales desk — account context, order history, and open items in one view.

Open call sheet →
Customer self-service

Customer portal

Buyer-facing ordering, invoices and payments, plus the internal credit review console behind it.

Open portal →