Dynamics 365 Sales capabilities
Dynamics 365 Sales brings together the entire sales team with process automation and AI-powered sales insights to facilitate and personalize the buyer journey. Deliver seamless collaboration, activate digital selling, manage opportunities, and forecast revenue through a single solution.
Connecting people and processes, Dynamics 365 Sales boosts seller productivity and helps build stronger relationships
- Lead and Opportunity Management
- Sales Execution
- Relationship Selling
- Sales Performance and Forecasting
- Team Collaboration
Nurture leads from first contact to close deal
The sales hub facilitates the full sales cycle starting with qualifying, then development, proposing, and closing. Create opportunities and attach products or services to the record. Use the price calculator tool to create quotes or invoices.
Custom settings for each salesperson
Use the deal manager workspace to organize opportunities and add tasks and notes. Give your salespeople the flexibility to choose which records to create—account, contact, or opportunity—when a lead is qualified.
Save time with business card scanning
Salespeople can scan business cards on the on-the-go as they meet prospects. The integrated business card scanner reads basic information and populates the data in lead or contact fields to save time on manual data entry.
Create playbooks and guided sales processes
Playbooks guide team members on how to respond to certain events and can streamline and automate recurring tasks. Playbooks also help ensure that best practices are applied consistently at every step in the sales process and guide new team members.
Enhanced email experience
Compose emails directly inside a record without switching over to Outlook to keep all notes and data in front of you. Open up to three email compose pop-up windows at a time. Search for and apply a predefined template to an email and insert attachments.
Build live organization charts
Salespeople can maintain external organization charts for their account for easy reference. Build hierarchies for existing accounts or use a template as a starting point for adding contacts to a new account.
Use the LinkedIn Sales Navigator to find leads
The LinkedIn Sales Navigator is a social selling tool that enables sales people to build and nurture customer relationships with over 500 million members on LinkedIn. Find the right people and companies with an advanced search experience that delivers the most relevant prospects.
Find the most up-to-date information in LinkedIn
View LinkedIn information for a contact or company directly in the Dynamics 365 Sales interface. Improve organizational data quality with automatic contact and company updates. Stay updated on company news that could impact opportunities.
Stay productive with a seamless integration
Create contact records in Dynamics 365 Sales straight from the Sales Navigator interface in LinkedIn. Maintain productivity as users do not need to interrupt workflows to create contacts and manually add notes. Messages with a contact in LinkedIn will automatically be logged in Sales.
Use reports and dashboards for quick insights on sales data
Sales Hub comes with prebuilt dashboards that show daily work-related sales numbers including activities, sales pipeline, and open opportunities and leads. Use the out-of-the-box sales pipeline chart to visualize revenue for an opportunity based on each phase.
Predict how much money your sales team will generate
Sellers can track their performance against targets and identify pipeline risks that could impact their ability to hit targets. Managers can track individual sales performance against quotas while directors can use forecast trends to allocate resources.
Process Analytics for Dynamics 365 Sales Power BI template
Use the powerful Sales Power BI template to track business process performance and create custom dashboards that focus on just one business process. Sales enablement managers can track the velocity of records through process stages to understand efficiency and fine-tune process definitions.
Integration with Microsoft Teams
Access customer records in Sales by adding a Dynamics 365 tab into the Microsoft Teams channel to collaborate on multiple records while chatting in Teams. Your sales team can also use Teams to collaborate on documents that will automatically sync in Sales.
Work on-the-go with the mobile app
Access Sales Hub data through the Sales app on your mobile device. The app is optimized for field sellers and helps them access the right data anywhere, anytime, and lets them log and share information quickly.
Connect data across the Microsoft stack
Co-author documents in Microsoft Word and PowerPoint, edit contact data directly in Excel, and save documents in OneNote, SharePoint and OneDrive. Work faster with the Outlook add-in to view Sales data directly in your email inbox.
Get co-funding from Microsoft to explore Dynamics 365 Sales
Discover the transformative power of Dynamics 365 Sales to streamline your sales process with co-funding from Microsoft. All or part of the cost of a workshop or pilot could be eligible for coverage by Microsoft. Rand Group offers a 3-day roadmap workshop or 3-week pilot to help you visualize your future state solution with Sales. Work with our team of operations specialists, integration engineers, and analytics consultants to identify high value initiatives to close more deals.
3-day workshop to build your sales roadmap
In this one-on-one workshop, Rand Group will guide you through prioritizing high-value transformation scenarios to help you boost your sales velocity and close more leads. At the end of the engagement, we deliver a roadmap to success and execution plan for next steps.
3-week pilot to visualize and evaluate Sales
Visualize how Dynamics 365 Sales can optimize your marketing pipeline with a 3-week personalized pilot. Rand Group will run a live simulation using your data, sales materials, and business processes to demonstrate to key stakeholders how Sales can help transform your business.
How much does Dynamics 365 Sales cost?
Dynamics 365 Sales is subscription-based and paid monthly, quarterly, or annually. Pricing is determined by the number of users or devices to make it affordable and flexible for every size organization.
How much does Dynamics 365 Sales cost?
Dynamics 365 Sales is subscription-based and paid monthly, quarterly, or annually. Pricing is determined by the number of users or devices to make it affordable and flexible for every size organization.
Choose your next step with Dynamics 365 Sales
Ready to take the next step with Dynamics 365 Sales? Rand Group is a certified Microsoft gold partner offering a variety of services to support your organization through the journey to digital transformation. Learn about our implementation methodology, get support for an existing implementation, or unlock a free Dynamics 365 Sales trial to see if this is the right solution for your business.
Free Trial
Unlock a 30-day Dynamics 365 Sales free trial to see how you can enable smarter selling and improve conversion rates with the cloud-based solution. Use your own sales data or a set of sample data in the trial environment, with Rand Group’s solution experts guiding you every step of the way.
Implementation
Rand Group has perfected the Dynamics 365 Sales implementation methodology from the initial Envisioning and Design phase to Deployment and User Adoption. Our best practices, documentation, and tools are designed to help you implement effective technology strategies.
Support
Already using Dynamics 365 Sales? A Rand Group support plan provides access to a dedicated team of experts committed to helping unlock the full potential of your investment. Support includes customization, user training, integrations, and reporting solutions.
Extend Sales to do more for your business
Dynamics 365 contains a range of purpose-built applications that all seamlessly connect together. Connect your data across the entire Microsoft stack to build on the power of Sales to transform your operations.
Dynamics 365 Marketing
Deliver the right message at the right time, increase lead generation, and drive demand to help cultivate prospects into customers. Build targeted campaigns, track and nurture prospects, and successfully transition qualified leads to sales.
Dynamics 365 Finance
Replace siloed ERP systems with an intelligent business application that allows you to manage finances across the globe, automate business processes, gain efficiencies, and drive financial visibility for better decision-making.
Power Platform
A set of low or no code tools that can combine hundreds of other apps to build robust business solutions. It enables organizations to better analyze data, automate processes, build custom applications, and create virtual agents.
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