Overview

Microsoft Dynamics 365 for 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.


Sell smarter with embedded artificial intelligence                     

Know the next best step Optimize email engagement Keep a pulse on social trends
Strengthen relationships with personalized and relevant interactions based on contextual, embedded intelligence that helps sellers exceed the expectations of modern buyers. Elevate your email communications with embedded intelligence that lets you know when and how customers interact with your emails, so you can be more proactive and responsive in your communications. Find out what buyers are really thinking with social intelligence that reveals social sentiment and identifies potential competitive threats.

Foster relationships with authentic and personal engagement

Put buyers first with relationship selling Engage buyers with social media
Build trust with insights centered on specific needs and easily manage relationships at scale with integration between LinkdIn and Dynamics 365 that unifies data and processes.  Find opportunities and nurture relationships with embedded intelligence that highlights relevant conversations to join and recommends content to share.
Deliver personalized content
Get suggestions for relevant content based on what you are working on and who you are working with. Quickly create personalized sales documents with familiar Office 365 tools that enable simultaneous collaboration and editing.

Boost productivity and increase revenue by integrating best practices

Provide intelligent guidance Simplify sales execution
Increase user adoption and minimize training with rich, context-sensitive help and an intelligent, event-driven sales process that guides sellers to optimal outcomes. Accelerate deals with an end-to-end, immersive experience for opportunity management. Use familiar tools like Excel and Outlook for day-to-day sales activities. See the status of cases, all without the hassle of switching apps.
Stay informed Sell anytime, anywhere
 Enrich account, contact and lead data with contextual third-party firmographics, news and compelling events for both B2B and B2C business models.  Work on the go, even without connectivity, with modern mobile apps that provide contextual news, social data and task flows.
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 Increase sales effectiveness
Ease onboarding of new sellers. Align sales behavior   with best practices, interactive help and documentation. 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 Motivate your sellers
Go from data to insights with real-time dashboards that have interactive, drill-down capabilities and natural language queries. Energize 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 a modern and adaptable platform                     
Adapt quickly
 Extend and connect
 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 apps.  Automate processes across Dynamics 365 applications and third-party systems for a unified experience.
Invest with confidence  Drive innovation 
 Rely on the Microsoft cloud platform to reduce the cost and complexity of operating a global infrastructure. Trust our       state-of-the-art datacenters to safeguard your data. Transform your customer interactions with deep insights provided by embedded intelligence that guides your teams to the right business outcomes.

Features

Actionable insights

 

Empower your salespeople with predictive analytics, digital intelligence, and automated lead scoring. And with signals from both the Sales app and Office 365 to help them assess their customer relationships, they get all the tools they need to choose the next step.

 
 
















Sales performance

 


Motivate your sales team with the perfect mix of information and collaboration. Easy-to-use dashboards help you set smart goals and monitor results. Built-in Help helps you align your team’s actions with best practices. And gamification encourages healthy competition.


 
 


















Customer management

 

Help your salespeople zero in on the right leads, contacts, and opportunities as they build out your pipeline. Dynamics 365 for Sales provides social insights, up-to-date company information, and an embedded sales process—so your reps know how and when to engage.

 
 




Personal engagement

 

Tap into the wisdom and experience of your team with shared meeting notes, events, and custom sales documents created with real-time coauthoring. Use OneNote within the Sales management software to take notes and share your work.