Microsoft Dynamics 365 Sales
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.
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.
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.
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.
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
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.
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.
Range of features provided by Microsoft
- 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
- Learn the basics
- Nurture sales from lead to order
- Manage your leads
- Qualify and convert leads
- Manage your opportunities
- Build quotes
- Generate orders