Go beyond basic sales force automation tools to better understand your customer needs, engage more effectively, and win more deals with a connected platform for sales. Dynamics 365 Sales integrates with Microsoft 365 and leverages the extensive capabilities of the Microsoft Power Platform.
Microsoft Dynamics 365 Sales is an integrated solution that offers best-in class sales automation capabilities. It's designed to manage your entire business development process end to end, including tools that will:
It also provides a 360-degree view of your business to help you:
Here are the different Dynamics 365 Sales offerings to fit every need of a business:
Sales teams need to have access to the most up-to-date and relevant customer data in order to make informed decisions. By integrating Dynamics 365 Sales with Business Central, your sales team will have all the insight they need.
For example, when preparing a sale quote, your team will know whether there is enough inventory to fill the order. With customer engagement features, you’ll also enjoy seamless integration with backend activities such as processing orders, managing inventory, or taking care of finances.
Dynamics 365 Sales allows you to keep your customer data up-to-date whether you are on the road or in the office.
You will always have your current customer and sales information right on your mobile device or tablet, so you can make better decisions about the opportunities at hand.
No more missed opportunities or outdated data.
Dynamics 365 Sales offers out-of-the-box dashboards and charts that give you insights into your business. You can use this information to make better decisions about where to focus your efforts.
As a bonus, you can easily see how well your team is performing and where they need improvement. This will help you get the most out of your sales team and increase your bottom line.
Dynamics 365 Sales is also the perfect CRM for managing your sales pipeline and deals. It provides an overview of all customer interactions, so you can quickly assess the progress of each deal. Plus, it’s easy to use and customizable, so it can be tailored to meet your specific needs.
Just think: you’ll have everything you need to close more deals and increase your sales productivity. It’s the perfect CRM for any business looking to improve their sales process.
Let the Lead and Opportunity form guide through the process, providing all the insights you need to close more deals. And, the process bar is always dockable so that you can work on other tasks without ever losing sight of your progress.
Take advantage of a robust sales activities timeline that centralises all communications and actions related to the sales process. Appointments, emails, phone calls – all are available in one place so that you never lose sight of the information you need.
Organise your presentations and other documents related to each sales opportunity, keeping them easily accessible so anyone working on the sale can view with them.
You will love how quickly you can move customers through the sales funnel with Dynamics 365 Sales. Activate a quote right from the opportunity, and use the same quote to generate an invoice and mark the deal as won. You can also email quotes and invoices in just one click.
Easily develop Word and Excel templates to ensure that everything your customers receive aligns with your brands.