What is Dynamics 365 Sales?
Dynamics 365 Sales is a CRM solution from Microsoft that helps sales teams improve productivity and close deals more effectively. Powered by AI, it uses tools like relationship analytics and guided workflows to streamline tasks, improve decision-making, and boost sales performance. By reducing repetitive work and providing actionable insights, it allows sales teams to focus on building stronger customer relationships and achieving better results.
What does Dynamics 365 Sales do?
Lead and opportunity management
Streamline the sales process with tools for managing leads and opportunities effectively. Use AI-driven scoring models and prioritized work lists to focus on high-value leads, while prebuilt workflows guide teams through the full sales cycle. Embedded dashboards provide real-time insights into pipeline progress and key performance indicators (KPIs).
Improve sales execution
Enhance customer interactions and close deals faster with actionable insights. AI-powered tools provide opportunity summaries, meeting prep notes, and email drafts tailored to each deal. Playbooks standardize best practices across your team and automate recurring tasks, ensuring a guided and consistent sales process from start to finish.
Sales performance and forecasting
Predict sales performance with powerful forecasting tools and visualized data. Prebuilt dashboards and reports provide insights into team metrics, sales activities, and revenue trends. Use predictive analytics to identify pipeline risks and guide resource allocation, helping sellers and managers meet their targets with confidence.
Build stronger relationships
Leverage tools to nurture customer relationships throughout the sales journey. Relationship analytics help track engagement, while a centralized platform organizes communication history, interactions, and notes. By focusing on relationship building, teams can foster trust and loyalty, driving long-term customer success.
Enhance team collaboration
Keep your team aligned with integrated collaboration tools. Work on records and documents directly from the Sales Hub or through mobile apps optimized for on-the-go access. With unified data across systems, teams can collaborate efficiently on opportunities and deliver a consistent customer experience.
Artificial intelligence with Copilot
Dynamics 365 Copilot, an embedded AI assistant, empowers sellers with real-time insights, predictive analytics, and natural language interaction. Quickly access summaries, updates, and guidance directly within the platform to make informed decisions. Automate repetitive tasks and focus on personalized customer connections to boost sales outcomes.
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Dynamics 365 Sales vs. Salesforce: Which CRM is right for you?
Choosing the right CRM can be challenging, especially when deciding between top-tier solutions like Dynamics 365 Sales and Salesforce. To help you make an informed decision, we’ve created a comprehensive guide comparing these two platforms. Discover how they stack up in areas like pricing, features, scalability, and integration. This resource will empower you to evaluate which solution best meets your unique business needs.
How is Dynamics 365 Sales licensed and priced?
Pricing is based on the number of users and the edition to make it affordable for organizations of all sizes. Dynamics 365 Sales is available in four editions: Professional, Enterprise, Premium, and Microsoft Relationship Sales.
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Need more details on licensing and pricing?
The pricing chart above provides a high-level overview, but Dynamics 365 Sales licensing can be more complex than it seems. From edition differences to add-ons and user types, there are important details to consider. Download our Definitive Guide to Dynamics 365 Sales Licensing and Pricing to get a complete breakdown of costs, features, and options to help you make the right choice.
How long does it take to implement Dynamics 365 Sales and how much does it cost?
Rand Group offers 3 different implementation options depending on the complexity of your business and your budget. Explore which option is the right fit for your organization.
Rapid Activation
Launch your CRM in weeks
Rand Group’s Rapid Activation approach is designed to help organizations implement Dynamics 365 Sales efficiently and effectively, delivering value in just 6 to 12 weeks. This methodology is ideal for businesses seeking a streamlined deployment with minimal customization or complex integrations. With a focus on core functionality and user adoption, our fixed-fee packages ensure cost transparency while enabling a faster time to value.
- Ready-to-go package
- Fixed fee
- Rapid user adoption
- Industry led best practices
- Core business functions
- Low maintenance
Starting at $25,000
Rand Group’s Rapid Activation methodology
Hybrid
Partner with Rand Group for a collaborative implementation
Rand Group’s hybrid implementation approach for Dynamics 365 Sales fosters a collaborative partnership between our consultants and your internal team. This method balances expert guidance with hands-on involvement, ensuring a solution that meets your unique business needs. Rand Group configures the initial legal entity and provides comprehensive training on system features, empowering your team to take the lead in testing, deployment, and end-user training. By combining our expertise with your internal knowledge, this approach delivers a cost-effective, tailored implementation.
- Rand Group configures one legal entity and trains your team for future configurations
- Training on system features and functions for your internal team; your internal team provides training to locations and users
- Rand Group builds a testing document; your team leads the testing and first-line support
- Rand Group creates the deployment plan; your team leads and executes deployment steps
Rand Group’s Hybrid implementation methodology
Digital Transformation
Tailored implementation for complex business needs
Rand Group’s Digital Transformation implementation of Dynamics 365 Sales is designed for organizations with complex business needs that require significant customization or integration with existing systems. Spanning 3 to 6 months, this approach is guided by best practices and includes a structured, step-by-step methodology. Each phase of the process ensures that your implementation is tailored to your unique needs, with clear deliverables, comprehensive system testing, and training to ensure smooth adoption.
- Audit of existing CRM system and user experience
- Clear list of deliverables to ensure no surprises
- Integration of Dynamics 365 Sales with your existing technology stack
- System testing and data migration
- End-user training to ensure system adoption
Rand Group’s implementation methodology
Case Study
Transforming sales and customer management with Dynamics 365 Sales
Sapphire Gas Solutions, a leader in LNG and CNG fuel solutions, was grappling with disjointed systems and inefficiencies in its sales operations. With a rapidly growing, project-driven business, their previous CRM, Salesforce, couldn't meet their needs, leading to siloed data, poor visibility, and lengthy sales processes. After partnering with Rand Group, Sapphire implemented Dynamics 365 Sales, seamlessly integrated with their ERP system, Business Central. This transformation streamlined their workflows, improved collaboration across departments, and enabled better decision-making.
See Dynamics 365 Sales in action
Discover how Dynamics 365 Sales can transform your sales process with a demo of this powerful solution. Discover how its intuitive features, automation capabilities, and data-driven insights can help streamline your sales process and boost efficiency. See the tools in action and learn how they can support your team’s success. Schedule your demo today and explore what Dynamics 365 Sales can do for your business!
Already using Dynamics 365 Sales? We’re here to support your success
Ensure your team gets the most out of Dynamics 365 Sales with Rand Group’s reliable and flexible support services. From minimizing downtime to enhancing system functionality, we’re here to help your sales operations thrive.
- User training
- Troubleshooting and issue resolution
- Business process automation
- New feature enablement
- System customizations
- Integrations
- Reporting and analytics
- System documentation and audit assistance
Why partner with Rand Group?
Decades of experience
With years of experience supporting Microsoft Dynamics 365 Sales (and its predecessor Dynamics CRM), Rand Group brings deep industry expertise to every project. Our team understands your unique business needs and leverages best practices to address challenges and ensure a smooth implementation.
Long-term partnership and support
Rand Group is committed to building long-term relationships with our clients, offering ongoing support and services to help your business grow and adapt with Dynamics 365 Sales. Our 90% client retention rate is a testament to our dedication and effectiveness.
All resources in the US and Canada
We pride ourselves on having a fully dedicated team of experts in the US and Canada. With no contractors involved, we provide consistently high-quality service and support, ensuring you get the attention and expertise needed for every phase of your Dynamics 365 Sales journey.
Certified Dynamics 365 Sales experts
Rand Group’s team consists of certified professionals—architects, developers, data scientists, and engineers—skilled in the implementation, customization, and support of Dynamics 365 Sales. With years of hands-on experience, our experts deliver results that drive business success.
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