Dynamics 365 Sales


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


Full Overview

Sales sits as one of the four applications that is currently inside of Dynamics 365. Its main functions include qualifying leads, preparing quotes and managing your pipeline. Dashboards are available pre- built in Sales, these can help you view your data in useful and clear ways. Reports on Sales goals, opportunity pipelines and open leads can all be inputted on your dashboard creating a unique view for each user. Leads contacts and customer records can be sorted, exported and edited through the Sales app. It also includes templates to export this information onto via Excel. Sales also helps you along your way with the “sales process bar”, this allows users to see exactly what information is needed from Leads or Opportunities to progress them in their sales process. Tasks, phone calls and emails can also all be tracked against Leads, Opportunities and accounts to keep track of the client’s conversation. Target profit expectations can also be tracked when qualifying these forms by adding in expected revenue and actual revenue.

Using embedded intelligence, Microsoft Relationship Sales solution helps sellers grow business faster by streamlining business processes and gaining insights. It combines the power of LinkedIn Sales Navigator with Dynamics 365 for Sales to help sellers focus on the right people and decision makers, right from the start. It tracks seller interactions, monitors relationship health, and helps sellers build credibility and trust, to optimize productivity and enable long-lasting, profitable relationships.

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

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