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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?

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. Microsoft 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:

  • Help your sales team win more deals
  • Increase team productivity
  • Enhance existing customer relationship

It also provides a 360-degree view of your business to help you:

  • Refine critical business development processes
  • Maximise revenue opportunities
  • Collaborate more effectively across sales and marketing teams
Dynamic Sales Screen

Choose the edition that fits your needs

Here are the different Microsoft Dynamics 365 Sales offerings to fit every need of a business:

  • Sales Premium: Ideal for enterprises that need a sales automation solution, along with AI-driven insights powered by conversation intelligence, relationship intelligence and more.
  • Sales Enterprise: Ideal for enterprises that need a sales automation solution with contextual insights and advanced customization capabilities.
  • Relationship sales: Ideal for enterprises that need to connect sales records with LinkedIn to enhance business processes with data about people, organisations, and relationships.
  • Sales Professional: Ideal for enterprises that need a sales automation solution.

Microsoft Dynamics 365 Sales Integration with Business Central

Sales teams need to have access to the most up-to-date and relevant customer data in order to make informed decisions. By integrating Microsoft 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 and Business Central

Microsoft Dynamics 365 Sales and Business Central Workshop

Cloud Factory holds complimentary and personalised workshops for companies looking to implement Cloud Solutions covering ERP, Sales, Service and Integration.  If you are ready to ready to revolutionise your business processes then book a workshop today to learn how Cloud Solutions can be tailored to your business’s unique needs.


Microsoft Dynamics 365 Sales Dashboards

Microsoft 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.

Dynsamics 365 Sales Visual Insights
Dynsamics 365 Sales Customer 360


Microsoft Dynamics 365 Sales Customer View

Microsoft 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.


Microsoft Dynamics 365 Sales Workflow

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.

Dynamics 365 Sales Busienss Flow
Dynamics 365 Sales Activities


Microsoft Dynamics 365 Sales Activities

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.


Microsoft Dynamics 365 Sales Document Management

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.

Dynamics 365 Document Management
Dynamics 365 Sales Opportunity to Invoice


Microsoft Dynamics 365 Sales Opportunity to Invoice Process

You will love how quickly you can move customers through the sales funnel with Microsoft 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.


Microsoft Dynamics 365 Sales Document Templates

Easily develop Word and Excel templates to ensure that everything your customers receive aligns with your brands.

Dynamics 365 Sales Document Templates