Dynamics 365 for Sales
Better understand customer needs, engage more effectively and close more deals with Microsoft Dynamics 365 for Sales
Get a better view into your customers and opportunities
Today’s customers are more informed and have higher expectations than ever before. With Dynamics 365 for Sales, you can transform your team with smarter selling beyond standard automation.
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Thanks to infused AI, you can understand your customer needs better, engage more effectively and ultimately, win more new business deals.
Sell smarter with infused artificial intelligence
Predictive lead scoring, artificial and social intelligence gives you a better view into your customers and opportunities.
- Predictive lead scoring allows you to increase conversions and win rates by finding and prioritising prospects with the highest likelihood to buy based on predictive intelligence
Identify the health of a relationship – prioritising customers with a single relationship score based on artificial intelligence (AI) and machine learning signals from Office 365 and Dynamics 365 that reveal relationship health, risk, and the next best action
If that wasn’t enough, you can find out what buyers are really thinking with social media insights that reveals sentiment, identifies potential competitive threats, helping you keep a pulse on market trends
Real relationships, social engagement and AI
With Dynamics 365 for Sales, you can foster relationships with authentic and personal engagement due to LinkedIn integration, social engagement with AI, an AI-integrated sales assistant and content personalisation.
Identify and connect with buyers by tapping into the power of the LinkedIn network, including those of your colleagues, allowing you to easily manage relationships at scale with unified data and processes
Find opportunities and engage buyers on social media with artificial intelligence that highlights relevant conversations to join and recommends content to share to build seller credibility, allowing you to stay on step ahead
Get alerts and reminders that help you build on your customer relationships, enabling you to reach out to a contact who has been inactive or follow up with a prospect who opened your email
Quickly create personalised sales documents with familiar Office 365 tools that enable simultaneous collaboration and editing. Get suggestions for relevant content based on what you’re working on and who you’re working with
Best practice integration
By having integrated best practices, such as a guided sales process, opportunity management, sales mobility and partner management, you can boost productivity and increase revenue.
By guiding the sales process process, not only does it enable a smoother, faster sales cycle but enables you to increase user adoption with rich, context-sensitive help and guidance across the web and mobile apps
- The integration with Office 365 means that sellers can use familiar tools such as Excel and Outlook, without the hassle of switching applications
- A partner dashboard gives partners a quick view of their interactions across opportunities, cases, and other relevant information, enabling you to recruit, onboard and strengthen your partner channel
The rich, modern mobile apps that provide contextual news, social data and task flows enable the team to sell anytime, anywhere – even offline
Accelerate Sales Performance
Dynamics 365 for Sales allows you to accelerate the performance of the sales team throughout the entire sales cycle – you can also have a bit of fun with built-in gamification!
Ease staff onboarding and align sales behaviour with best practices by using business process management and interactive help and documentation
Hit your numbers by setting goals, monitoring results, and providing feedback and coaching in real time. More easily set goals, monitor results, investigate deviations from plan, and take corrective action through quota setting and analytic dashboards
Go from data to insights fast with real-time dashboards that have interactive, drill-down capabilities and natural language queries
Energise sellers with fun and exciting team-based sales contests. Hold everyone accountable by making results highly visible with web, mobile, and TV monitors
Modern, intelligent sales
Dynamics 365 for Sales has simple configuration, is an extensible platform and has powerful AI, all of which allows you to innovate your business with a modern, intelligent sales platform.
- Easily adapt the application to suit your specific business processes without writing any code. Just configure it once and then deploy to multiple platforms with a common framework and responsive design
- Connect composite applications that work with Dynamics 365 or external data; seamlessly integrate additional business applications such as marketing and customer service—unifying systems and connecting teams to support your growing business
- Transform your business with deep insights provided by artificial intelligence and machine learning algorithms, making sense out of vast amounts of data to guide your teams towards the right business outcomes
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