Microsoft Dynamics 365 Sales
Revolutionize the customer journey for both sellers and buyers
The modern buyer demands seamless experiences and smooth interactions from their suppliers. Sales teams must go beyond simple transactions to build deep, personalized and proactive relationships built on customer insights and trust.
Purchasing processes have become more complex as consumers become better informed, independent and influential.
Sales directors and managers need a solution that helps their dispersed teams grow business, focus on key tasks and close deals faster.
What is Microsoft Dynamics 365 Sales?
Microsoft Dynamics 365 Sales is a leading CRM (Customer Relationship Management) that boosts seller productivity with advanced features, enhances selling strategies, provides understanding with customer insights and cuts down on admin work.
BENEFITS – Microsoft Dynamics 365 Sales
Power up productivity and efficiency with Microsoft Copilot for Dynamics 365 Sales
Copilot in Dynamics 365 Sales is an AI-powered assistant that leverages AI to streamline sales processes, enhance communication and provide actionable insights, helping sales teams achieve their goals more effectively.
- Users can chat with Copilot using natural language to get quick summaries of sales opportunities and leads, catch up on recent changes, and prepare for meetings
- Copilot provides concise summaries of lead, opportunity, and account records, helping sales professionals quickly understand the status and details of engagements
- It summarizes recent changes made to records, allowing users to stay updated without manually checking each entry
- Copilot assists in preparing for meetings by summarizing relevant information from associated records, ensuring that sales teams are well-informed before discussions
- Users can compose professional emails, summarize conversations, and receive reminders for follow-ups, streamlining communication
- Copilot can fetch the latest news related to accounts, providing valuable context and conversation starters for sales interactions
- Beyond chat, Copilot offers embedded insights directly within Dynamics 365, no need to switch applications
- Copilot’s integration with Microsoft 365 means that users can manage customer data seamlessly across platforms like Outlook and Teams
Future-Proof Your CRM
Find out how to align customer experience strategies with CRM technologies
CAPABILITIES – Microsoft Dynamics 365 Sales
Intelligent selling with AI-driven sales insights
Use AI-driven guidance to focus on key customers, build strong relationships, and act quickly to enhance buying experiences.
Help sellers improve their email communications by showing how customers interact with their messages. Increase response rates through warm introductions from colleagues and networks already connected to prospects.
Build genuine connections through tailored interactions
Prioritize relationships using integrated tools and unified data across LinkedIn Sales Navigator, Microsoft Dynamics 365 Sales and Microsoft 365.
LinkedIn Sales Navigator integration helps sellers build trust and manage relationships effectively at scale. Your sales team can access contextual LinkedIn profiles and insights from within their CRM account, contact, lead and opportunity records, including related leads and ways to get warm introductions.
Keep track of contacts and see relationship networks among contacts with interactive org charts to identify potential influencers and decision makers.
Understand the customer’s perspective to improve sales engagement, by combining customer data with feedback survey insights.
Boost sales productivity
Dynamics 365 Sales brings the power of business data wherever the seller is working – across their favorite productivity tools like Microsoft 365.
By focusing on the most relevant and authentic engagements, sellers can quickly get to the heart of in-the-moment customer needs and sell more efficiently
Collaborate on deals across teams and locations using customer information and document sharing directly from Microsoft Teams, a modern platform for chat, meetings, documents and business applications.
Sales documents accessible from Microsoft 365 align with your sales team’s daily workflow, for better teamwork and personalized engagement.
Sales playbooks and business process workflows offer repeatable, successful sales methods with contextual reference materials to guide your sellers through deals.
Cut down on admin by scanning and turning business cards into new records automatically in Microsoft Dynamics 365 Sales.
Drive sales performance
Sales management are supported to improve team performance with pipeline analysis, deal insights, relationship analytics and conversation intelligence.
Be more proactive by identifying at-risk deals and giving actionable feedback using built-in coaching tools.
Improve performance, productivity and business application adoption through fun, engaging team competitions.
See the bigger picture by uncovering new customer needs, competitive insights and market trends with AI-powered tools.
FEATURES – Microsoft Dynamics 365 Sales
PRODWARE SOLUTIONS, ACCELERATORS & SERVICES FOR MICROSOFT DYNAMICS 365 SALES
CEM GDPR accelerator
The CEM GDPR accelerator helps businesses follow GDPR rules in their CRM system. The accelerator makes it easy to handle privacy requests from data subjects, with an easy to use interface for CRM users, and logs all operations to comply with record-keeping requirements. This accelerator includes consents database management and search functionality to help your team quickly perform users’ rights.
monday.com connector for Dynamics 365 Sales
When teams use different systems, it’s hard to stay on the same page, especially with more remote work. Most tools focus on one area, not teamwork. The monday.com platform lets you create any workflow or process you need.
Prodware’s Connector links monday.com and Microsoft Dynamics 365 Sales. It helps move information from Sales to Project Delivery faster. When a deal is won, it automatically creates a project plan template. This breaks down barriers between teams and stops duplicate work.
CPQ accelerator
The CPQ accelerator for Dynamics 365 Sales is a quote configuration engine to remove time consuming elements of searching products, matching discounts and copy/pasting into proposals. The workflows match sales best practice of preparing and issuing quotations in order to give your customers an efficient and accurate service. Sales teams can offer discounts according to their role automatically, write in products that do not appear in the catalog, set the language, create product relationships (for up and cross sell) and import/export products between the accelerator and excel.
Fast Sales
Based on Microsoft Dynamics 365 Sales, Fast Sales is an off-the-shelf CRM for sales, built to respond to the needs of SMB. Ready to use and easy to manage, it’s the perfect solution for SMB sales departments to manage their clients and prospects.
CRM User Adoption service
Our CRM User Adoption service helps with a key part of any CRM setup: making sure people use it. This is crucial for long-term success and value from your investment. We support your company before, during and after CRM setup to help you get the most out of the latest sales acceleration tools.
Wealth Management solution
This private banking solution, integrated with the Microsoft Dynamics 365 Sales app; helps users by providing a holistic view of client potential, categorize profiles and set priorities. It gives users a 360 degree client view and analytics, optimizes portfolio management, and connects multiple back end systems with easy mapping and sync updates.
Mergers & Acquisitions solution
Through the intuitive Microsoft enabled reporting and monitoring tools such as dashboards, reports, charts, views, dynamic Excel and Power BI analytics, managers can achieve a real-time view of business KPIs.
Prodware have created specific M&A built-in reports that surface trends of the pipe, conversion ratios of pitches, repartition of the account install base, various financial statistics coming from deals in progress and signed deals.
What’s inside Microsoft Dynamics 365 Sales …
Lead scoring in Microsoft Dynamics 365 Sales
Guided selling with Sequences in Microsoft Dynamics 365 Sales
Forecast drill down in Microsoft Dynamics 365 Sales
Copilot and Microsoft Dynamics 365 Sales email assistance
Activity management in Microsoft Dynamics 365 Sales
Account card in Microsoft Dynamics 365 Sales
Account 360 view in Microsoft Dynamics 365 Sales
Filter views in Sales dashboard in Microsoft Dynamics 365 Sales
Microsoft Teams integration in Microsoft Dynamics 365 Sales
Sales Dashboard in Dynamics 365 Sales
Relationship analytics in Microsoft Dynamics 365 Sales
Opportunity summaries using AI in Microsoft Dynamics 365 Sales
Mobile home page of Microsoft Dynamics 365 Sales
LinkedIn integration in Microsoft Dynamics 365 Sales
Customer testimonials
Why choose Prodware for Microsoft Dynamics 365 Sales?
As a Microsoft partner, Prodware has developed and implemented hundreds of Dynamics CRM and Dynamics 365 Customer Engagement projects across Europe.
Our experienced R&D team work closely with our clients to develop solutions that suit their own client engagement needs.