Publication
Microsoft Dynamics 365 Sales
With the Sales app in Dynamics 365, you can optimize sales process management, boost sales team productivity and improve customer relationships.
Dynamics 365 Sales in brief
From customer relationship and sales process management and advanced reporting, to predictive insights, workflow automation, and more. With the Sales app, which is part of the ERP and CRM platform Microsoft Dynamics 365, not only does your sales team understand and manage your sales processes better, they can also use the tools and insights to improve your sales performance, strengthen customer relationships and boost profits.
The power of the Sales app
The Sales app provides numerous ways to optimize and automate your sales processes, including:
Customer relationship and sales process management
Sales offers a range of functionality in the areas of customer relationship management (CRM) and sales process management. It also logs and organizes all interactions with customers and leads, which improves relationships. The app optimizes and automates management of the entire sales process, from generating leads and monitoring sales opportunities, to closing the deal.
Reporting and analysis
Dynamics 365 Sales gives you access to extensive reporting and analysis functions, which help your sales team identify trends and plot out successful tactics. AI-based insights in the areas of predictive scoring, predictive forecasting, relationship analytics and pipeline intelligence help you respond to and anticipate new trends and developments. Customized dashboards show real-time data and KPIs. Thanks to these insights, combined with data-driven recommendations, your sales professionals always know the next move.
Modular design
Dynamics 365 Sales is a modular solution within Dynamics 365. It offers easy and seamless integration with other Dynamics 365 modules such as Marketing and Customer Service, as well as with other Microsoft software like Power Platform, Microsoft 365 and Microsoft Teams. Sales is an excellent stand-alone solution, but combined with other software, you can also deploy it as part of a full-fledged CRM system.
Close contact with prospects and customers
Microsoft Dynamics 365 Sales helps sales and marketing professionals maintain intensive contact with prospects and customers. Integrating apps like Outlook and Teams lets them perform direct mailing and set up chats and tasks. Information like complete communication histories, notes from past interactions, and past customers purchases is all at your fingertips, so your communication is always personalized.
The benefits of Dynamics 365 Sales
The main benefits of Dynamics 365 Sales are:
- Your sales team has all the tools they need to optimize and automate your sales processes.
- Integrated data and accurate (predictive) insights give you a better understanding of your customers and trends.
- Improve your sales performance, strengthen customer relationships, and boost both efficiency and profits.
- Sales can be used as a stand-alone solution, but thanks to its modular design and easy integration options, you can also expand it into a full-fledged CRM system.
A future-proof solution
Dynamics 365 Sales is a future-proof digital sales solution. The scalability of the software lets it grow (or shrink) along with your organization, such as in the numbers and types of licenses. Modular architecture means flexibility: you always have the right functionality for your current needs and desires. Plus, with Microsoft’s regular updates to this SaaS solution, your sales team always has access to the latest functionality and technologies.
Microsoft Dynamics 365 Sales: FAQ
Is Dynamics 365 Sales the same as a CRM system?
It’s more like a part of CRM. CRM systems includes a wide array of functions, like customer data and sales management, marketing automation and customer service. These are typically modular: you only purchase the apps you need. This is also true of Dynamics 365. The Sales app is specially designed for your sales processes. You can seamlessly integrate it with other Dynamics 365 apps, like Customer Insights, Customer Service and Field Service, to create a complete CRM system.
What’s the difference between Dynamics 365 Sales and Microsoft Sales Viva?
Microsoft Viva is an integrated platform to improve the employee experience within Microsoft 365 and Microsoft Teams. If you have the right license, your sales team will have access to Microsoft Sales Viva. This adds the Viva functionality to Dynamics 365. The main benefit is less administrative workload for sales professionals when they use the sales functionality in Dynamics 365. For instance, they consistently receive relevant contextual information on the customer, as well as suggestions for direct updates to data in the CRM system and for actions to take. What’s more, Sales Viva can use generative AI to automatically create meeting content and summaries.
Want to learn more about Dynamics 365 Sales?
Please email or call Jan-Douwe.
