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Activate Digital Selling with Microsoft Dynamics 365 Sales

Provide your salespeople with the insights and action plans they need to bring in new clients, build strong relationships and close sales quickly.

Why Dynamics 365 Sales

Microsoft Dynamics 365 Sales is an intelligent platform that offers best-in-class sales automation capable of managing your entire business development process end-to-end. This provides your sales team with the tools required to support them in winning more deals, enhancing productivity, and fostering existing relationships. Microsoft Dynamics 365 Sales is Class Leading Sales Management Software designed to help your organisation gain a 360-degree view of critical business development processes, maximize revenue opportunities and more effectively collaborate across sales and marketing teams.

Dynamic Sales Screen

Why Dynamics 365 Sales for Business Central

By integrating Business Central and Dynamics 365 Sales through Microsoft Dataverse (formally known as Common Data Services) you can give your sales people the insight they require by enabling them to view information in Business Central while they are working in Dynamics 365 Sales. For example, when preparing a sales quote it could be useful to know whether you have enough inventory to fulfil the order.  By using Dynamics 365 Sales for customer engagements, you can enjoy seamless integration in the lead-to-cash process by using Business Central for backend activities such as processing orders, managing inventory, and doing your finances.

Dynamics 365 Sales and Business Central

Dynamics 365 Sales: Key Functionality

Sales data anywhere and everywhere. Get all your customer and sales data right on your mobile device or tablet. Whether you are visiting a customer or on the road, you can quickly pull out your device to update the opportunity with information. What’s more—you get the same consistent experience regardless of the device you use.

Dynamics 365 Sales Dashboards

Visual Insights

The out-of-the-box dashboards and charts have almost everything that you need to get insight into your business.

Dynsamics 365 Sales Visual Insights
Dynamics 365 Sales Customer View

Customer 360 View

Once in the app, quickly get an overview of what’s happening with a customer, such as communications with them, progress of individual deals, and much more, all in one place.

Dynamics 365 Sales Customer 360
Dynamics 365 Sales Workflow

Business Process Flow

The guided process flows on the Lead and Opportunity form tell you exactly what to do next. You can quickly find out the steps you must take to increase the likelihood of a successful sale and an increased sales count. The process bar can be docked to the right side of the screen for an omnipresent experience while you work on the opportunity.

Dynamics 365 Sales Business Flow
Dynamics 365 Sales Activities

Activities Timeline

All the appointments you schedule while you work on an opportunity, the emails that you send or the phone calls you make are available in one place, giving you all the context you need to do your job.

Dynamics 365 Sales Activities
Dynamics 365 Sales Document Management

Store and View related Documents

Do you have presentations or documents for an opportunity all over the place? Store them all in one place, so anyone who’s working on the opportunity can view them!

Dynamics 365 Document Management
Dynamics 365 Sales Opportunity to Invoice process

Simplified Opportunity to Invoice Process

It is easy to move a customer through the Sales funnel. Just generate a quote right from the opportunity you’re working on, and activate it. Use the same quote to quickly generate an invoice and mark the deal as won. You can also email the quotes and invoices to your customer in just one click.

Dynamics 365 Sales Opportunity to Invoice
Dynamics 365 Sales Document Templates

Word and Excel Templates

Word and Excel templates ensure that the documents that you’re sending out to your customers align with you company’s brand.

Dynamics 365 Sales Document Templates

Microsoft Dynamics 365 Sales and Business Central Workshop

Cloud Factory holds many complimentary and personalised workshops for companies looking to implement Cloud CRM & ERP Solutions. Why not review Dynamics 365 Sales Integrated to Business Central? To find out about a workshop that suits you, please click below!