What Is Microsoft Dynamics 365 Sales?

Microsoft Dynamics 365 Sales is an advanced CRM solution, providing the contact management and business intelligence tools needed to turn more leads into business.

With intuitive functionality, sales teams can follow all prospect communications from first contact to transaction from within Dynamics 365. They can then use insights generated to help move other potential customers through the sales funnel faster and increase revenues.

For sales managers, Dynamics 365 delivers comprehensive and accurate forecasting of potential revenue, as well as up-to-the-minute performance monitoring of their sales team.

To arrange a sales CRM demo, or discuss a project, please get in touch.

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Benefits Of Dynamics 365 For Sales Teams

Microsoft Dynamics 365 Sales can assist your teams in the following key ways:

  • Increase sales
    Dynamics 365 provides all of the CRM functionality necessary to support sales activities, making both teams and managers more effective. As a result, over three-quarters of sales managers surveyed have stated that a CRM solution increases sales in their business. Microsoft has even calculated that, on average, a Dynamics 365 solution will return over £15 to a business for every £1 invested.
  • Manage leads & customer engagement
    Automating and simplifying lead and customer engagement can significantly shorten the sales cycle, meaning your teams have time to convert more business. Dynamics 365 streamlines contact information and records, making it easier to quickly see key requirements and last contact. Dynamics can also be used to prompt sales teams to undertake follow-up communications, ensuring leads never go cold.
  • On-the-go functionality with the Dynamics 365 Sales app 
    Microsoft’s dedicated sales app allows salespeople to access and update information from Dynamics 365 on the go. This means your teams are always armed with the information they need and can respond to new requirements quickly.

dynamics 365 sales mobile app

  • Personalise communication
    Over 75% of customers value personalised customer service as part of their sales experience. A Dynamics CRM makes it easy to track all aspects of customer communication, allowing your sales team to engage your customers and prospects on their interests and priorities. Dynamics 365 connects intuitively with both Outlook and LinkedIn to keep track of company and contact updates, allowing you to further personalise communication. And with Sales Insights, you can even get AI-style intelligence about which leads should be prioritised based on buying signals in emails – or which prospects are best left to another day!
  • Track performance & pipeline
    Dynamics 365 makes it easy to see both historic and real-time sales data, helping to predict upcoming sales trends and ensuring supply and resource levels. Data can also help sales managers to know which team members need their efforts focused upon, or which deals are most likely to convert. Power BI can then be used to turn sales data into understandable graphs and visualisations, allowing you to compare performance metrics with just a few clicks.

Discover more about the benefits of Dynamics 365 in our case studies:

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Dynamics 365 Implementation

Ready to adopt Microsoft Dynamics? We offer the following implementation strategies to get organisations up and running:

Microsoft Dynamics 365 Sales is a leading CRM solution for managing and nurturing leads and customer enquiries. Our fixed-price, one-day implementation is designed to get you up-and-running as quickly as possible.

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While many businesses want a CRM system, they don’t have the time to spare to get involved in a complex CRM setup project. Our one week deployment is designed to get you up and running with Dynamics 365 Sales as quickly as possible, so you can start enjoying the benefits of the platform.

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Whether you've got complex CRM requirements, are looking to migrate to Dynamics 365 Sales from another CRM system, or have 3rd party
integrations to consider, we'll be able to create a tailored plan for Dynamics 365 implementation and adoption. We'll be happy to discuss you requirements and provide a quote. Start a conversation today.

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As a Microsoft Tier 1 CSP partner, Akita can supply all necessary licensing for new and existing Dynamics 365 instances at the same cost as buying direct from Microsoft. We can also work with organisations to find ways to save on their licensing. For more information on licensing visit our dedicated page.

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Dynamics 365 Sales Professional & Enterprise

Dynamics 365 Sales comes in two variations to suit organisations of different sizes:

Professional – Professional offers a comprehensive sales CRM solution, with full lead management functionality, product detail repository and quick campaign marketing functions. Professional integrates easily with Outlook, OneNote, SharePoint and Power BI.

Enterprise – Enterprise offers all of the features included within Professional plus additional features such as business card scanner, access to sales playbooks, and solutions for partner, competitor and territory management. Enterprise additionally offers extensibility for Power Apps and Power Automate solutions.

Need help deciding which is right for you? Get in touch to arrange a demo of both.

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...Packaged solutions to address all [sales] functional needs

Gartner

Get 4 months of Dynamics 365 Sales Professional Licenses for free

For a limited time, new Dynamics 365 customers buying annual Sales Professional licences will get 4 months free, saving almost £200 per user. Contact us for more info (Ts & Cs apply).

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Our Dynamics 365 Services

Along with implementing new Dynamics 365 instances, we offer a wide range of services for organisations with existing sales CRM systems in Dynamics 365 and legacy versions of Microsoft Dynamics.

We also develop a range of other Dynamics 365 services that compliment a sales CRM system, including solutions for marketing, customer service and field service. For information on combining solutions, please get in touch.

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