Microsoft Dynamics 365 Sales

Dynamics 365 Sales is Microsoft’s solution for pipeline management, client contact and managing your sales team’s activities day to day. Through real-time sales reporting, the Sales Hub will provide you with all the right information to drive your business forward.

Maximise Sales

Dynamics 365 Sales is one of a vast catalogue of Dynamics applications, which focuses primarily on maximising your sales potential through a variety of tools.

Increase Efficiency

With accounts and contact storage, lead and opportunity management, pipeline reporting and forecasting, client contact and more.

Integrate Sales Activity

Dynamics 365 Sales can be joined up with Dynamics 365 Marketing for an integrated, 360° view of your sales and marketing activity.

Key features

  • Account and contact tracking to store all your client information, so your salespeople only see the information which is most relevant to them.
  • Customisable business process flows to effectively manage your pipeline and nurture your leads and opportunities to close.
  • Manage all your activities, as well as synchronisation with your Outlook Calendar, to add structure to your schedule and your sales team’s diaries – freeing up time to generate more revenue.
  • Outlook synchronisation allows you to view your tracked emails right from your client’s profile in Dynamics 365, or even create or update Dynamics 365 information from within Outlook.
  • Native reporting tools and dashboards allow you to instantly deep dive into your data, with tools like Power BI at your disposal for an even deeper experience.

What are your challenges?

Dynamics 365 Sales is right for you if:

You have inefficiencies in your current sales reporting, with information spread across spreadsheets, emails, notes and more.

Your sales team is taking too much time to find and access accurate information on a given client or opportunity.

You need to consolidate all your information into a single-source-of-truth system, accessible by anyone from anywhere at any time.

You want to link your sales hub to your existing Microsoft tools – such as Outlook, Office, Teams and SharePoint, as well as LinkedIn and other tools.

You are in a position of growth as a business so you need a scalable system that will support you through this time and into the future.

You may have an existing Dynamics 365 system you need to link with a common database – this is easily done with Dynamics 365 Sales, and with plenty of available APIs, we can connect to any system.

What will Dynamics 365 Sales bring to your business?

  • With the flexibility of the cloud, Dynamics 365 Sales can be accessed from anywhere at anytime, including via mobile, creating a truly collaborative environment and allowing you to adapt to the modern hybrid working world.
  • Free up time for your sales team to allow more time for selling, maximising your pipeline and driving your business forward.
  • Make informed decisions on your business with access to real-time reports and dashboards, giving you a competitive edge with insightful, intuitive data.
  • Increased collaboration through native links to Teams and Outlook, as well as greater visibility through a shared database, will result in a more united workforce working towards your common business goals.
  • Use your imagination to create a system comprising a vast array of customisation tools. With the capability of the Power Platform – Power Apps, Power BI and Power Automate – the possibilities are endless!
  • Make use of the wider Microsoft catalogue, with links to LinkedIn Sales Navigator giving you enhanced views of your clients and prospects.

Why Dynamics 365?

Microsoft ecosystem

Dynamics has the unique advantage of being part of the Microsoft ecosystem, with the benefit of native linkups to applications such as Outlook, Excel, LinkedIn, and more.

Knowledge of millions

With a community of literally millions using the product, there is always a solution to any problem as there is always someone who has been there before.

Power apps

Power Platform is a powerful tool which can fill any gap in functionality by creating a Power App, providing deeper analysis of your data using Power BI, or creating automated pathways between all your applications using Power Automate.

Partner network

Microsoft’s partner network will ensure you find the right partner that is suited to your needs with a wealth of experience when it comes to delivering Microsoft Dynamics 365 and the complete range of Microsoft solutions.

Find out what Microsoft Dynamics 365 Sales can do for your business

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