Microsoft Dynamics 365 for Sales: Key Features
Follow guided business processes to help you progress through your sales cycle
Manage engagements from lead to close with guided business process flows, tailored to your organisation’s needs.
Connect your apps to provide deeper insights
Export to Excel, edit and save changes back to Dynamics 365. Surface relevant documents and notes from SharePoint, so everyone working on the opportunity can view them.
Use Relationship Assistant to get actionable insights based on your relationship with customers.
Get notifications and suggested next steps based on leads and opportunities associated to your accounts.
Manage your customers and deals wherever you are
Get the information you need at any time, by using the Dynamics 365 app on any device (phone, tablets, PC or Mac).
Track all interaction with accounts in one place
Store all phone calls, emails and appointments related to a customer or opportunity in one central record to provide all context you need.
Monitor pipeline and performance to increase results
Accelerate your sales team’s pipeline and performance using historical data, real time analytics and predictive information.
“We are much more informed about our brokers now, the information we have at our fingertips is priceless.”
Broker Strategy & Performance Director
LV= Insurance
Microsoft Relationship Sales: Dynamics 365 and LinkedIn
Microsoft Relationship Sales brings the power of LinkedIn to Microsoft Dynamics 365 for Sales, enabling your sales team to identify and target prospective customers, as well as connecting with others in the buying committee to increase relationships and win rates.
Receive notifications when buyers move roles or are mentioned in the news, and utilise embedded insights to see the best next action based on your interaction with them across Office 365, Dynamics 365 and LinkedIn.
Equip your sales team with the tools to succeed
Capture insight across all touchpoints
Microsoft Forms Pro
Gain valuable insight and act on what your customers think of your services and products with Microsoft Forms Pro. Easily set up and distribute customised, on-brand surveys. View your survey responses directly from within Dynamics 365 to build a bigger picture of your customers and how they value the service you deliver. Automatically send trigger-based surveys allowing you to engage with respondents at the right time. Response rates are increased with personalised questions based upon integrated data from your CRM.
Deliver a more personalised service, faster
Learn more about Dynamics 365 for Customer Service
Some of the organisations we’ve worked with
