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Dynamics 365 for Sales, CRM Software for Sales Management Overview

Take the next step in your CRM journey. Go beyond sales force automation with CRM software for sales management. Get the insight you need to better predict your buyers’ needs and deliver personal service that surpasses their expectations. Build relationships and boost revenue.

Attention Dynamics CRM Users: Dynamics 365 for Sales is replacing Dynamics CRM. Learn what this means for you.

 
Still using a past version of Dynamics CRM? Check out this page of great resources we’ve collected to help you make the most of your investment.
 
Need more than CRM software?  Dynamics 365 for Sales may still be an excellent choice for you. It is part of the Microsoft Dynamics 365 family, which Microsoft created to be a complete cloud-based, ERP and CRM solution.

Dynamics 365 for Sales, CRM Software for Sales Management Features at a Glance

 

Click any of the items below for more information.

Feature Rich CRM

Help your customer service and sales teams deliver excellent experiences. Track your leads in one centralized location and manage your pipeline from end to end.

Works wherever you have an Internet connection

Dynamics 365 is cloud-based, so you can access it anywhere you have an Internet connection. And, web apps make it easy to get work done on your mobile device.

Flexible and Scalable

Dynamics 365 for Sales is part of the larger Dynamics 365 ecosystem. Choose the modules you need now and add more when your business grows.

Actionable insights

Cut through the noise and focus on tasks that will help you make the sale.

Drawing of turning circle

Expandable

Visit AppSource for a variety of add-ons to help you make the most of Dynamics 365 for Sales. Or, build your own with minimal coding.

Boost sales performance

Real-time analytics show you where you’ve been and where you’re going. Motivate and coach your sales team to achieve more.

Office 365 integration

Connect your CRM data with the business productivity apps you use every day.

Feature Rich CRM

Give your sales and customer service teams the total customer relationship management solution they need to close more deals and deliver delightful experiences.

  • Track every phone call, meeting and email. Whenever a client or prospect contacts you with a question, you’ll have everything you need to know right at your fingertips.
  • Store leads in one convenient place. Find cross and up selling opportunities with ease. Give your clients the best possible experience and drive revenue.
  • Discover how to make the sale. Use Dynamics 365 for Sales’ guided sales procedure and automation tools.
  • Monitor sales performance at the company, group and individual levels. Create accurate forecasts and find gaps in your pipeline.

Works Wherever You Have an Internet Connection

Microsoft hosts Dynamics 365 for Sales in the cloud.  So, you can access it anywhere and never worry about software maintenance again.

The software updates and upgrades happen on their own.  So, your IT staff is free to focus on other projects that help your business meet its strategic goals.

Predictable billing makes budgeting easier. You pay for Dynamics 365 for Sales pricing on a per user, per month basis.

 

Mobile apps let you take Dynamics 365 for Sales everywhere you go. Use it to:

  • Manage quotes, orders, and invoices.
  • Track your progress towards your sales goals.
  • Manage accounts, leads, contacts, and opportunities.

Expandable

Need to go beyond the included features? Don’t worry. Microsoft and many of its partners have built add on apps for Dynamics 365 for Sales. Chances are, one of these will meet your needs A few of the options include:

  • Microsoft Dynamics 365 data export service.
  • Insights, Powered by InsideView
  • Live Assist for Dynamics 365, Powered by CaféX

Visit Microsoft AppSource for more information.

Flexible and Scalable

If the only thing you need right now is a user-friendly CRM tool, start with just Dynamics 365 for Sales. Then, as your business grows, add other selections from the Dynamics 365 family of modules. Integration is a breeze, Microsoft built them to work together. Other available apps include:

Actionable Insights

Stop wondering which action to take next. Extract meaningful intelligence from your data. Give sellers easy to understand, contextual, actionable insights.

  • Predict which prospects are most likely to buy.
  • Find competitive threats, spot buying signals, and keep an eye on what’s going on in the industry with social media.
  • Understand at a glance where to focus your effort with insights into relationship health and risk.
  • Use customer intelligence to engage people in more effective, personalized ways.

Encourage Sales Performance

Help your sellers close more deals, thanks to real-time analytics based on historical data and smart predictions.

  • Get answers fast with a variety of data analysis tools at your fingertips. Choose from dashboards, Power BI natural language queries and contextual charts.
  • Improve your sales teams’ chances of beating their quotas. Set goals, check results, and offer coaching and feedback in real time.
  • Use gamification to energize your sales team with fun and engaging competitions.
  • Simplify onboarding and set expectations with sales management tools and interactive help files.

Office 365 Integration

Microsoft built Dynamics 365 for Sales from the ground up to work with Office 365.  Use your CRM data in a variety of Office 365 applications.

  • Access customer information and act without leaving Outlook.
  • Work with your team to close deals.  Collaborate using a variety of Office 365 tools, such as OneNote, SharePoint, Teams and more.
  • Track and analyze key performance metrics in Microsoft Power BI.
  • Create workflows across each of your business apps using Microsoft Flow.

Important Information for Dynamics CRM Users

From this point forward, Dynamics 365 for Sales is replacing Dynamics 365.  But, the change won’t happen overnight.  Your Dynamics CRM admin will get emails and find messages in the Office 365 admin message center when they need to act.  For more information, read this Microsoft TechNet article.

Have questions?  No problem.  Our experts can help make the move a smooth one.  Contact us.

Dynamics 365 for Sales Helps Your Business

 

  • Focus on what’s important—Minimize distractions and learn where to focus your efforts to maximize performance.
  • Grow—Lower acquisition costs while increasing revenue thanks to smart data insights, CRM tools and a streamlined sales method.
  • Improve your win rate–Use Dynamics 365 sales management software to work smarter, collaborate more and improve productivity.

Click the Goals Beneath Your Role to Learn How Dynamics 365 for Sales Helps You Meet Them

Executive/Owner

Goal #1 Staying One Step Ahead of the Competition

How Dynamics 365 for Sales can help:

  • Stay focused—Don’t waste time chasing the wrong sales leads. Let data insights help you cut distractions, prioritize your efforts and maximize performance.
  • Leverage social media—Look for buying signals, and competitive threats, and keep your finger on the pulse of the industries you serve. Use that information to uncover your next big opportunity.
  • Improve customer loyalty—When customers are valued, they’re much less likely to switch to a competitor. Use Dynamics 365 for Sales, customer intelligence to connect on a more personal level. And, build trust with timely insights and recommendations based on their unique needs.
  • Use gamification—Don’t just encourage your sales team to meet their quotas. Engage them in friendly competition and let productivity soar.
Goal #2 Increase Revenue and Market Share While Reducing Costs

How Dynamics 365 for Sales can help:

  • Leverage social media—Find buying signals, identify competitive threats, and keep your finger on the pulse of the industries you serve. Use that information to uncover your next big opportunity.
  • Close deals quicker—Use predictive analysis to spot the prospects most likely to buy from you.
  • Avoid churn—Dynamics 365 for Sales data gives you insight into the health of each of your business relationships. Use that information to learn where you should focus your time and attention.
  • Engage with customers and prospects online—Share personalized and relevant content with them through social media.
  • Simplify on boarding of sales team members—Use Dynamics 365 for Sales to set expectations and make sure everyone follows the same sales procedure. Make it easy for your sales team to find the answers they need. Give them access to interactive help documents.

 

Sales or Marketing

Goal #1 Improve Customer Service and Loyalty

How Dynamics 365 for Sales can help:

  • Leverage social media—Discover buying signals, listen to online conversations concerning your company, and respond. Share personalized, relevant content with your customers through a variety of channels.
  • Avoid churn—Dynamics 365 for Sales data gives you insight into the health of each of your business relationships. Learn which relationships need TLC.
  • Detailed business intelligence—Dashboards, contextual charts and Power BI natural language queries give you a variety of ways to find the answers you need.
  • Access from anywhere—Use Dynamics 365 for Sales on the go. Mobile apps make sure you will never keep an important client waiting just because you’re away from your desk.
Goal #2 Close Deals Fast

How Dynamics 365 for Sales can help:

  • Predictive analytics–Uncover which prospects are most likely to buy.
  • Leverage social media—Identify buying signals from those important leads you are after.
  • Stay focused—Stop wasting time chasing the wrong leads. Let data insights help you cut distractions, prioritize your efforts and maximize performance.
Goal #3 Know Your Customers

How Dynamics 365 for Sales can help:

  • Avoid churn—Dynamics 365 for Sales data delivers insight into the health of your business relationships. Learn where you should focus your time and attention.
  • Build online relationships with your customers—Share relevant, timely information through a variety of social media channels.

Customer Service

Goal #1 Improve Response Time

How Dynamics 365 for Sales can help:

  • Easy access—Use Dynamics 365 for Sales on the go. Mobile apps make sure you never keep an important client waiting just because you’re away from your desk.
  • Business intelligence—Dynamics 365 for Sales data shows the health of each of your business relationships. Use this data to prioritize service requests.
Goal #2 Improve Customer Satisfaction and Loyalty

How Dynamics 365 for Sales can help:

  • Leverage social media—Listen to online conversations concerning your company and respond. Share personalized, relevant content with your customers through a variety of channels.
  • Avoid churn—Dynamics 365 for Sales data gives you insight into the health of your business relationships. Learn which relationships need TLC.
  • Detailed business intelligence—Dashboards, contextual charts and Power BI natural language queries help you find the answers you need.

Pricing

 
Boost sales without breaking the bank. Buy the Dynamics 365 for sales app starting at just $95 per user per month. Need a system to handle more than just sales? Dynamics 365 has you covered from finance, to operations, to HR and everything in between.

Learn more about Dynamics 365 pricing.

Not sure which will be most cost-effective option for you?  Contact us today.

Why Choose Dynamics 365 for Sales from Intelligent Technologies, Inc?

Experience

We’ve served the technology needs of SMBs for over 25 years. Since the beginning, ERP and CRM systems have been the focus of our business. No matter how complex your needs, chances are we have tackled something similar before. If you need customizations, our expert staff can help with those as well.

The human touch

Should you need help with Dynamics 365 for Sales, our friendly NC based staff will there for you. No more searching for an answer yourself, or wasting time trying to figure out who you should call.

Expertise

Be assured we have what it takes to meet your CRM needs now and as your business grows. Our team has been implementing and supporting Microsoft Dynamics CRM since 2009.

Resources

Want more information?

Getting around in Dynamics 365 for Sales

Driving digital transformation with Microsoft intelligent selling business applications

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Dynamics 365 for Sales Brochure

A printable overview of Dynamics 365 for Sales describing its features and benefits that you can easily share with your coworkers.

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What’s Next for Dynamics 365 for Sales?

Check out this regularly updated TechNet article for an inside look at the next wave of features to be added to Dynamics 365 for Sales.

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Dynamics 365 for Sales User Guide

Browse a variety of Dynamics 365 tutorials and get up and running fast.

Questions?  Lets talk.

25 years, hundreds of satisfied customers.  Get the tools you need to effectively manage leads, contacts, opportunities and accounts.  Take the first step.  Tell us a little bit about your organization.

Phone: (336)315-3935

Email: [email protected]

Address: 12 Oak Branch Drive Suite C, Greensboro, NC 27407

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