Microsoft Dynamics 365 Sales

Ready to activate your digital selling? Microsoft Dynamics 365 Sales provides your salespeople with the insights and action plans they need to bring in new clients, build strong relationships and close sales quickly.  

What is Dynamics 365 Sales?

Microsoft Dynamics 365 Sales is an intelligent platform that offers best-in-class sales automation capabilities. It is a powerful solution that will manage your entire business development process end-to-end. The solution will provide your sales team with

  • The tools required to help them win more deals,
  • Increase productivity,
  • and enhancing existing relationships.
Microsoft Dynamics 365 Sales will help you  gain a 360-degree view of your business. It will help you with:
  • Critical business development processes,
  • Maximizing revenue opportunities and
  • More effectively collaborate across sales and marketing teams.
Dynamic Sales Screen

365 Sales Integration with 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

Get insights into your business using these out-of-the-box dashboards and charts. 

Dynsamics 365 Sales Visual Insights
Dynamics 365 Sales Customer View

Customer 360 View

The solutions allow you to quickly access an overview of a customer. Interactions with the customer, progress of 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!