Microsoft Dynamics 365 for
Sales
The way customers interact with businesses has fundamentally changed. Today’s customers are connected via mobile devices, plugged into their social network, and doing their own research. They are more informed and have higher expectations. Microsoft Dynamics 365 for Sales enables deeper customer engagement in an increasingly complex sales environment.
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Microsoft Dynamics 365 Sales
Key Capabilities
Microsoft Dynamics 365 for Sales enables deeper customer engagement in an increasingly complex sales environment. Sellers can take action based on insights, build strong relationships, and increase sales performance, all while maximizing productivity.
ACTIONABLE INSIGHTS
- PROSPECT & LEAD PRIORITISATION
Transform your organization from diagnosing what happened in the past to predicting what will happen in the future, leading to improvements in retention, engagement, and monetization.
- RELATIONSHIP HEALTH
Sell smarter with signals from Office 365 and Dynamics 365 that reveal relationship health, risk, and next best action, allowing sales team to focus on the most important prospects and customers.
- CUSTOMER INTELLIGENCE
Harness the power of Dynamics 365 for Customer Insights to engage customers in more personalized and effective ways.
RELATIONSHIP MANAGEMENT
- LINKEDIN SALES NAVIGATOR INTEGRATION
Tap into the power of LinkedIn’s network of more than 500 million professional members. Identify, understand, and connect with buyers by tapping into the power of social networks, including those of your colleagues.
- EMAIL INTELLIGENCE
Gain insights from email interactions with customers. Find out which email recipients opened, replied, or opened attachments, so you know which contacts are most receptive to being engaged.
- CONTENT PERSONALIZATION
Gain insights from email interactions with customers. Find out which email recipients opened, replied, or opened attachments, so you know which contacts are most receptive to being engaged.
SALES PRODUCTIVITY
- SALES PROCESS
Optimize the sales efforts with process automation and a guided sales process based on best practices. Know what steps to take next to close deals faster with embedded business process.
- OPPORTUNITY MANAGEMENT
Manage customers and deals where and how you work, whether it’s web apps or Outlook across smartphone, tablet, PC, and Mac. Office 365 apps work seamlessly with Dynamics 365 for Sales, so salespeople can complete tasks in familiar, preferred tools.
- SALES MOBILITY
Sell smarter – anytime, anywhere, even offline. Work on the go with rich, modern mobile apps that provide contextual news, social data, and task flows for quickly completing frequent activities. Quickly manage data using intuitive natural language voice commands to create new records, schedule meetings, set reminders, and find information.
SALES PERFORMANCE
- SELLER ONBOARDING
Ease onboarding and align sales behavior with best practices by using business process management and interactive help and documentation. It’s not just for learning how to use the Sales application. It’s also ideal for driving your organization’s specific sales processes and immediate priorities.
- SALES EFFECTIVENESS
Hit your numbers by setting goals, monitoring results, and providing feedback and coaching in real- time. With quota setting and analytic dashboards, easily set goals, monitor results, investigate deviations from plan, and take corrective action.
- REPORTS AND DASHBOARDS
Get answers fast with natural language Q&A. Conduct all the analysis independently, without having to rely on any technical resources. Use pre- built Power BI Sales Templates to get up and running quickly.
PARTNER MANAGEMENT
Recruit, onboard and strengthen your partner channel through deeper enablement and activation. Accelerate your partnership’s time to revenue and work to reach the strategic goals of your channel strategy. With the partner dashboard, give partners a quick view of their interactions across opportunities, cases, and other relevant information that their vendor has granted access to.
Provide early pipeline visibility to vendors through deal registration, which provides deal protection and authorization for additional discounts, rebates, and benefits to help win the deal. Allow multiple partners to collaborate on the same opportunity to maximize selling and implementation expertise.
INTEGRATED, FLEXIBLE AND SCALABLE SOLUTIONS
Start with Dynamics 365 for Sales, then add more Dynamics 365 modules as you grow.
- Dynamics 365 for Finance and Operations
- Dynamics 365 for Customer Service Automation
- Dynamics 365 for Project Service Automation
- Dynamics 365 for Field Service Automation
Resources
Documents
REQUEST A PERSONALIZED DEMO
We can help you by personalising a product demo with your own sample business data to make it easy for you to take decision with confidence.
Why Dynamics Square?
Dynamics Square is a leading Microsoft Dynamics 365 Partner in USA offering services, providing top-notch technology solutions and services in some of the leading cities namely Texas and California. We leverage market-leading technologies, consultants, processes and proven methodologies to drive your businesses’ digital transformation. Thanks to our unwavering focus towards quality, we have a resounding client-base not just in the United States but also in other parts of the world.

Years of Expertise
Our years of expertise helps us to align ourselves with our customer’s business needs, expectations with Microsoft Business Solutions.

In-depth Knowledge
Our in-depth knowledge of products, technology, and Industry helps us to design the solution that align with our customer’s business needs.

Subject Matter Experts
Our highly experienced team of Professionals having the collective experience of over hundreds of successful Project implementations.
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We’d love to show you what we can do for your company.