Microsoft Dynamics 365 Sales

A collaborative sales engagement solution that accelerates revenue by optimizing sales operations, personalizing customer interactions and building deeper relationships

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Nurture customer relationships and empower your sales team with insights

Connect with your customers on their preferred communication channels, streamline sales cycles, and predict revenue fluctuations. Leverage Microsoft Dynamics 365 for Sales to empower sales professionals with real-time insights on the market, competition, and customer sentiments.

  • Predict customer behavior and manage sales pipelines
  • Replace intuition with real-time sales insights
  • Improve sales performance with AI
  • Automate tasks to streamline sales processes
  • Get data and make sales from anywhere with native mobile apps

Microsoft Dynamics 365 Sales features and capabilities

Empower your sales teams with Microsoft Dynamics 365 for sales and scale your customer acquisition and retention strategy.

Leverage AI-driven recommendations of Sales accelerator for the next best actions to streamline your sales cycles. Invest your time and resources in high-priority business growth activities that can translate into sales.

Uncover top deals and confidently forecast revenue through predictive lead and opportunity scoring metrics. Use intuitive forecasting and pipeline analytics to highlight valuable prospects and improve resource allocation.

Allow your sales teams to quickly evaluate the conversations with their customers and highlight action items, future commitments, and competition. In addition, sellers can use in-the-moment insights into their customer’s emotions and sentiments to improve the quality of their future conversations.

Strengthen the connection between your sellers and customers by communicating through their preferred channels and collaborating effectively with the relevant stakeholders in the context of the deal through Microsoft Teams-embedded chat experience.

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Key Microsoft Dynamics 365 CRM applications

Dynamics 365 for Sales

Empower your sales team with actionable sales intelligence to improve customer relationships, sell at scale and serve customers intelligently.

Dynamics 365 for Marketing

Orchestrate personalized customer journeys across all touchpoints to transform the brand experience, strengthen relationships, and improve customer retention.

Dynamics 365 for Customer Service

Streamline customer support with a solution that simplifies processes, delivers personalized care, and improves customer experiences.

Dynamics 365 for Field Service

Streamline workflows, manage and optimize your field service operations, boost employee productivity, and offer better customer service onsite.

Dynamics 365 for Project Operations

Manage and optimize your project operations by connecting your sales, resourcing, project management, and finance teams to win more deals.

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Got more questions?

We are here with answers!

What Does Dynamics 365 Sales Include?

Dynamics 365 Sales is comprehensive Customer Relationship Management (CRM) software that is designed to help businesses manage their sales processes more efficiently. With the robust Dynamics 365 Sales features, you can create a centralized data hub to simplify sales pipeline analysis so your business can make smarter decisions.

How can I customize Dynamics 365 Sales to fit my organization's processes?

Dynamics 365 Sales is a modular app that can be tailored for sales professionals and sales managers to fit a business's unique needs. You can customize the forms, tables, dashboards, charts, and business processes.

You start by identifying the sales process unique to your organization and map them out in Dynamics 365 sales. Then, you customize the entities and forms to match your sales processes.

How do I get sales on Dynamics 365?

To get Sales on Dynamics 365:

  1. Sign into Dynamics 365
  2. Choose the Microsoft 365 app launcher
  3. Then select “Dynamics 365” and the apps page will open up
  4. Select “Sales Hub” from the options
  5. Then, follow the next prompts to get the sales module.

How can Confiz help with my Dynamics 365 Sales implementation?

Confiz, a trusted Dynamics 365 Sales consultant and implementation partner, can help ensure the successful implementation of the sales module. We assist you in configuring and deploying Dynamics 365 Sales to meet your business needs. In addition, we work to continuously monitor and improve sales module implementation to help achieve your sales goals and drive business growth.

What can Dynamics 365 Sales do?

Dynamics 365 Sales enables your sales team to build a strong relationship with customers, take actions based on insights, and close deals faster. In addition, businesses can use the sales module to keep track of their accounts, contacts, nurture sales, and create sales collateral.

What is the difference between Microsoft 365 and Dynamics 365 Sales?

Microsoft 365 is a comprehensive cloud-based productivity suite that includes a collection of apps such as Outlook, Excel, Teams, and PowerPoint. On the other hand, Dynamics 365 Sales is a CRM module in the Dynamics 365 suite designed to help businesses manage their sales process, improve customer relationships and boost sales revenue through customer data and insights.



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