Microsoft Dynamics 365 Sales
overview

Turn relationships into revenue

Go beyond sales force automation (SFA) with Dynamics 365 for Sales to better understand customer needs, engage more effectively, and win more deals.

Your sales transformation starts here

  • Enable smarter selling with embedded insights

    Exceed buyers’ expectations by empowering your sellers with actionable insights during every phase of the sales journey.

  • Empower sellers to build relationships with authentic and personal engagement

    Help your sellers find and build relationships with the right buyers through better connections. Achieve relationship selling with unified processes and data across LinkedIn Sales Navigator and Dynamics 365 for Sales.

  • Boost seller productivity with seamless tools

    Combine sales force automation with familiar and cohesive tools to streamline sales execution and support the way sellers work—even while they are on the go.

  • Get additional AI-driven insights to grow sales

    Empower your sales organization with actionable insights from Microsoft Dynamics 365 AI for Sales to drive personalized engagement and make proactive decisions.

  • Improve sales performance

    • With sales force automation, get visibility into sales performance with analytics dashboards based on historical and predictive data. Onboard and motivate sellers to improve their performance through sales contests that promote teamwork and accountability.

  • Innovate with sales solutions built to evolve

    Drive innovation with adaptable and scalable sales solutions that are easy to tailor, extend, and connect to other applications and services you already use.

Our Solutions will help your Business succeed. Let’s get started

Capabilities

Comprehensive Business Solutions include

Empower sellers to build relationships with authentic and personal engagement

Connect data and processes to enable relationship selling

Unify relationship data and processes with integration between LinkedIn Sales Navigator and Dynamics 365 for Sales, so sellers have the insights they need to build trust and easily manage relationships at scale.

Capture buying signals from social media

Provide insights that show relevant conversations to join and content to share, so sellers can seize opportunities to engage buyers on social media.

Personalize content

Enable your sales team to collaborate and personalize sales documents with embedded Office 365 tools that fit the way they work.

Boost seller productivity with seamless tools

Provide intelligent guidance

Increase user adoption and minimize training with rich, context-sensitive help and an intelligent, event-driven sales process that guides sellers to optimal outcomes.

Simplify sales execution

Accelerate deals with an end-to-end, immersive experience for opportunity management. Increase seller productivity with familiar tools like Excel and Outlook that work seamlessly with Dynamics 365 for Sales features.

Stay informed

Improve sales effectiveness by providing sellers with an enriched view of accounts, contacts, and leads that includes contextual third-party firmographics, news, and compelling events for B2B and B2C buyers.

Sell anytime, anywhere

Support work on the go, even when there’s no connectivity, with modern mobile applications that provide contextual news, social data, and task flows that increase usability.

Connect with your partners

Recruit, onboard, and strengthen your partner channel through deeper enablement and activation. Give partners a quick view of interactions across opportunities, cases, and other relevant information.

Accelerate sales performance

Shorten ramp-up time

Ease onboarding for new sellers. Align sales behavior with best practices and interactive help and documentation features from Dynamics 365 for Sales.

Increase sales effectiveness

Hit your numbers by setting goals, monitoring results, and providing timely feedback and coaching. Investigate deviations from plan and take corrective action using real-time analytic dashboards.

Gain visibility and insights

Go from data to insights in Dynamics 365 for Sales with real-time dashboards that have interactive, drill-down capabilities and natural language queries.

Motivate sellers

Energize your sellers with fun and exciting team-based sales contests. Improve sales performance and hold everyone accountable with a unique gamification solution that makes results highly visible.

Innovate with solutions built to evolve

Adapt quickly

Accelerate time-to-market and adapt the application to your needs with no-code visual editors and tools that make it easy to build and deploy web and mobile applications.

Extend and connect

Automate processes across Dynamics 365 applications and partner systems for a unified experience.

Invest with confidence

Rely on the Microsoft cloud platform to reduce the cost and complexity of operating a global infrastructure, and trust state-of-the-art Microsoft datacenters to safeguard your data.

Drive innovation

Transform your customer interactions with deep insights provided by embedded intelligence of Dynamics 365 for Sales that guides your teams to the right business outcomes.

Features

Range of features provided by Microsoft

Increase sales

  • Nurture sales from lead to cash
  • Create or edit a lead
  • Convert a lead to an opportunity
  • Reopen a lead
  • Create or edit an opportunity
  • Close an opportunity as won or lost

Keep track of your customers

  • Work with accounts and contacts
  • Deactivate or activate an account or contact

Create a marketing campaign

  • Create a marketing list using in-app marketing
  • Create a quick campaign
  • Add assets to a campaign
  • Create or edit a campaign
  • Add an activity to a campaign
  • Track a marketing campaign response

Reports, calendar, and printing

  • Run a report
  • Add or edit Power BI visualizations on your dashboard
  • Use the workplace calendar
  • Print leads, quotes, and other records

Sales Navigator

  • Learn the basics
  • Nurture sales from lead to order
  • Manage your leads
  • Qualify and convert leads
  • Manage your opportunities
  • Build quotes
  • Generate orders

Stop wasting time and money on technology. Let’s get started

ERP Services

Our services provide a unique range of benefits

Consulting
Implementation
Support Service
Upgradation
Outsourcing
Audit Service
Industry Experience

Our services provide a unique range of industries

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Discrete Manufacturing

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Process & Lean Manufacturing

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Retail, trading & distribution

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Public & Private organization

Pricing and Plan

Licencing Guide

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Microsoft Dynamics 365 Licencing Guide

Pricing

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Microsoft Dynamics 365 Pricing