Dynamics 365 Sales

Unlock Full Sales Potential with Dynamics 365 Sales

Empower your sales team with AI-driven analytics, contextual insights, and seamless collaboration for stronger customer relationships, enhanced productivity, and accelerated revenue growth. Experience Dynamics 365 Sales effortless integration with your ERP and service management systems, optimizing every step of your sales cycle.

Features

Contact and Account Management

Maintain a comprehensive view of your customers and prospects, track interactions and drive personalized engagement.

Sales Pipeline Management

Effectively track and prioritize leads and opportunities, with intuitive visualizations and customizable stages that allow you to close deals faster.

Activity Tracking and Collaboration

Capture all sales activities, share and assign tasks to your team, ensuring a complete record of customer interaction and driving effective follow-ups.

Marketing Campaign Management

Create targeted lists based on specific criteria and gain real-time visibility into campaign progress, allowing you to maximize your marketing impact.

Territory Management

Define territories based on geographic regions, industry segments, or other criteria, allowing for better resource allocation and targeted sales strategies.

Sales Forecasting and Analytics

Make data-driven decisions with real-time data and visual dashboards that provide visbility into revenue projections and team performance.

AI-driven Sales Insights

Leverage AI for predictive analytics, recommendations for lead scoring, and indentifying upsell and cross-sell opportunities.

Low-code/No-Code Customization

Tailor Dynamics 365 Sales to your unique business needs by creating custom apps, forms, and workflows that enhance user experience.

Mobile Sales Enablement

Access customer data and critical information, update records and collaborate on the go - anywhere and anytime.

Microsoft Dynamics 365 Business Central Integration

Synchronize customer data, sales orders, and financial information between Dynamics 365 Sales and Business Central, providing a unified view of customer relationships and streamlining the quote-to-cash process for improved efficiency and collaboration between your sales and finance teams.

Microsoft Office 365 Integration

Dynamics 365 Sales seamlessly integrates with Microsoft Office 365. The Dynamics 365 Sales Outlook Integration, for example, allows you to synchronize contacts, calendars, and tasks. You can access and update customer information directly from Outlook, ensuring a unified view of customer interactions across both platforms.

Microsoft Power BI Integration

The Dynamics 365 Sales Power BI Integration empowers your sales team to turn data into actionable insights. Create interactive reports and dashboards to track key metrics and share these visualizations across your organization for collaborative success.

LinkedIn Sales Navigator Integration

Enhance your prospecting and lead generation efforts by integrating Dynamics 365 Sales with LinkedIn Sales Navigator. This integration provides access to LinkedIn's vast network of professionals, enabling you to gather valuable insights, identify potential leads, and nurture relationships directly within the CRM platform.

Microsoft Teams Integration

Dynamics 365 Sales integrates with Microsoft Teams, facilitating collaboration and communication within your sales team. You can easily access sales records, initiate team discussions, and share information directly within the Teams interface, fostering a cohesive sales environment.

Custom API Integration

Dynamics 365 Sales supports custom API integration, allowing you to connect with external systems, applications, or third-party services. This flexibility enables you to integrate with other business-critical tools or leverage specialized solutions that cater to your specific business needs.

Microsoft Power Platform Integrations

As part of the Microsoft Power Platform, Dynamics 365 Sales integrates with Power Automate and Power Apps. This integration enables you to automate workflows, create custom business processes, and visualize sales data with interactive dashboards and reports.

Our services

Proof of Concept and Preparation Workshops

We evaluate the feasibility and benefits of implementing Microsoft Dynamics 365 Sales into your business processes and provide insights to guide your decision-making.

Business Consulting and Project Implementation

To ensure a smooth integration that aligns with your business objectives, we offer expert advice, conduct thorough business process analyses, and deliver end-to-end tool implementation.

Customization with Power Plattform

We leverage Power Apps, Power Automate and Power Pages to create apps, forms, workflows and process automations tailored to your business needs, or to optimize your existing customizations.

Training Services

We offer training for basic user, administration, and customizing to enable you to efficiently use and manage the system, and to undertake future customizations independently.

Additional Consulting and Ongoing Support

We provide additional consulting services to address your specific needs and challenges, and offer long-term guidance and assistance to ensure continuous success.

Want to learn more about Dynamics 365 Sales?

Free Dynamics 365 Sales webcasts powered by Singhammer

Watch now

Which Dynamics 365 Sales plan & pricing suits your needs?

Find out now

Our Expert Team

We are a passionate team of experienced consultants and skilled developers who specialize in implementing Dynamics 365 Sales and its integration into your business processes.

With a deep understanding of the IT industry, we work closely with you to ensure a successful implementation that aligns with your unique business needs. We are strongly committed to providing exceptional service and delivering tangible results.

Let's embark on an exciting sales transformation journey together!