What is Microsoft Dynamics 365 Sales?
Dynamics 365 Sales allows you to bring greater insight into the sales and marketing pipeline. It gives you the power to forecast demand and deliver the personalisation which is so crucial to building valuable and lasting relationships.
Designed to integrate seamlessly with Microsoft Dynamics 365 Business Central, Microsoft Teams and Microsoft Outlook, Dynamics 365 Sales allows you to perform numerous sales tasks directly from apps you are already familiar with, increasing productivity and minimising disturbances to your workflow.
Accessible wherever you are
With Dynamics 365 Sales you have a CRM solution compatible with all devices. Whether you’re in the office, at home or commuting, you can pick up wherever you left off at any time.
Target the right prospects
Dynamics 365 Sales will help you identify the right leads for your business, with real-time insights on existing and potential customers, their preferences and their place in the marketing pipeline.
Improved customer service
Integrated data analytics and user dashboards in Dynamics 365 Sales allow you to align your strategy with each customers’ unique needs.
AI as a revenue enhancer
Sellers use up valuable time identifying the best customers in their market and analysing multiple sources to choose their future engagements. The Sales accelerator in Dynamics 365 provides a tailored experience for sellers by minimising the time they spend on their search for their next customer.
Improve customer calls through feedback
Quickly review past calls with customers and view relevant topics and commitments in the call summary page, while noting new agendas and keywords for future action.
Win new customers through collaboration
Integrating the existing powerful capabilities of Microsoft Teams with Dynamics 365 Sales provides significant opportunities to solidify effectiveness by bringing together all necessary stakeholders and leveraging CRM data for users’ collaborative activities.
How to use Microsoft Dynamics 365 Sales to accelerate sales
Across the business world, sales teams must often focus on high-velocity selling. The need to know exactly who to engage with and how best to pitch to them requires valuable time, with team members navigating across multiple sources to identify prime targets.
To overcome this challenge, the Sales accelerator in Dynamics 365 Sales provides a tailored experience for sellers by minimising the time needed to spend on the search for the best next customer. The Sales accelerator returns information from across a variety of channels, leaving sellers to focus on what they do best – engaging with customers and building relationships.
The accelerator also encourages smart selling by facilitating the creation of a structured and priority-bases pipeline which provides context for each stage of the sales process.
Speak to a Dynamics expert about simplifying and targeting your sales strategy
Use Microsoft Dynamics 365 Sales to gain advantage
Building meaningful relationships with clients has been the bedrock of excellent customer engagement since business began. With Dynamics Sales 365 the process is streamlined and simplified for every organisation, meaning you can sell faster.
Dynamics Sales 365 allows you to generate more leads, engage with clients where they are, collaborate seamlessly across the Microsoft ecosystem and make your sales reporting completely autonomous – all based around an intuitive and context-sensitive suite of marketing tools.
Insights provided by LinkedIn Sales Navigator offer a unified experience within Dynamics 365, with contextual LinkedIn profiles and insights as part of account, contact, lead and opportunities records.Talk to us today about automation and opportunities
Using embedded Microsoft Teams chats in Dynamics 365 for real-time collaboration with sales teams delivers a flexible and adaptable method of communication to save time and reduce workflow drag.
Viewing an intuitive and personalised workspace to view deals in context allows you to act swiftly and with confidence when opportunity presents itself. With one-click actions and built-in productivity and collaboration tools with Microsoft 365, Dynamics 365 Sales offers a holistic way of getting a foot in the door and keeping hold of the advantage.Dynamics 365 Sales helps you gain an edge over the competition. Speak to an expert today
How to use Microsoft Dynamics 365 Sales to get ahead
Dynamics 365 Sales provides opportunities to modernise your data handling across every business process. Here are a few ways that Sales could optimise your workflow and boost productivity and efficiency.
Microsoft Dynamics 365 Sales: six key functionalities
Import data easily
Categorise external data as a single import, or transfer it in batches as you need it with Excel integration
Seamlessly integrates with Microsoft Office suite to send emails and track quotes while enabling constant collaboration.
Track by stage
Set up rules to track opportunities. Progression to the next stage is dependent on the rules being met, with Lead scoring rules also available.
Track your competitors
Identify who your competitors are and create detailed profiles on their sales, opportunities, strengths and weaknesses.
Live sales dashboards
Dynamics 365 presents sales dashboards in real time along with KPI graphics, charts, statistics, and more to help you make informed decisions and meet deadlines.
Close deals faster
By embracing the automative capabilities in Dynamics 365 Sales, your people can boost their sales efficiency to complete and close deals in record time.
Why choose Content+Cloud to discover Microsoft Dynamics 365 Sales?
Dynamics 365 is a leading global business applications platform. As the UK’s most trusted Microsoft partner, our goal is to help our clients work smarter and more efficiently, taking full advantage of Dynamics’ modular design and user-focused AI.
Our experts have a wealth of experience and are exceptionally well-placed to answer any questions about how to use Microsoft Dynamics 365 Sales, and can support and implement the right solution for our clients.