Microsoft Dynamics 365 Sales

Transform Relationships into Revenue

Build your sales team with confidence and drive revenue by capitalising on business insights to aid a thriving, collaborative and engaging environment for your sales staff.

To increase and develop sales, sales managers need to make their sales teams' jobs as simple as possible. This can be done by equipping them with AI-powered tools that can help to increase close rates, improve efficiency and boost teamwork.

What is Dynamics 365 Sales?

Part of the Dynamics 365 suite of business applications, the Sales module empowers sales teams with a unified system to understand and successfully engage customers, automate sales processes and facilitate them to do more. It helps you to become a customer-centric organisation.

Dynamics 365 for Sales gives you:

conversation intelligence
a 360 view of every customer for meaningful customer connections
practical seller coaching
automated forecasting
mobile accessibility
custom dashboards for sales reps
coordinated customer journeys.

Dynamics 365 For:

Explore D365 Sales

Fast-track Sales Performance

Support Managers in Driving Performance

Support your managers in driving performance with pipeline analysis, deal insights, relationship analytics and conversion intelligence.

Determine Emerging Customer Needs

Dynamics 365 for Sales allows you to identify competitive dynamics and market trends with AI-driven insights to help determine emerging topics to ensure optimum preparation.

Detect High Risk Deals

Gain visibility into conversations while being able to provide actionable feedback through built in training and intelligence tools.

Understanding Microsoft Dynamics 365 as a CRM

Boost Seller Efficiency

Empower your team to win new customers

Focus on the right customers with AI-based lead scoring and opportunity summaries, giving your sellers a clear focus and achievable sales activities.
Minimise routine tasks with automatic contact, meeting and task creation.
Work seamlessly with Dynamics 365 Sales data available in Microsoft 365 Apps such as Outlook and Teams.
Put the power of sales in the palm of your hand when on the move with remote and mobile access.

Guide Your Sales Team

Drive sales with AI

Intelligence is at the core of Dynamics 365 Sales.

Remove the guesswork from your sales activities and receive intelligent suggestions from real-time insights.
Receive notifications of qualified leads and warm prospects to improve and close more deals.
Receive recommendation alerts for existing customers to strengthen relationships and improve customer retention.
Get AI-generated call reports, sales tips, related knowledge, and recommended replies to help support your sales team to improve customer interactions.
Use AI-powered conversation intelligence to identify customer emotions, sentiments and priorities.

EBOOK – Unleashing the Power of an AI Driven CRM

Microsoft Sales Copilot

Copilot is designed to empower sellers, increase productivity and personalise all customer interactions.

With help from Copilot in the Dynamics 365 Sales module, you can:

Easily prepare for meetings and customer interactions - Copilot will provide a summary of customer details, previous meetings and communication
Use Copilot to create customer-specific emails with your data.
Get real-time tips during Teams meetings

LEARN MORE: Transforming Microsoft Dynamics 365 with Copilot

MS Dynamics CRM

Provide real-time coaching to successfully manage customer relationships

Nurture sales from lead to order
Use real-time, data-driven insights to coach staff on the customer experience and prioritise tasks to ensure deals are kept on the table.
Use analytics to discover trends to help close deals and improve customer touchpoints.
Help your team learn from the top performers using insights and key performance indicators.
Forecast revenue and track seller performance against these goals.

How ERP Software Can Help Improve The Customer Experience

Business Central Integration with Dynamics 365 Sales

Dynamics 365 Sales is a great CRM tool, and Business Central is an excellent ERP solution, and the two can be integrated.

You can give your sales team insight into the rest of your business by integrating D365 Sales and Business Central. For example – when preparing a sales quote, the seller can be sure there is enough inventory to fulfil the order, or they could view pricelists when creating an order. For ease, orders can be automatically transferred from Dynamics 365 Sales to Business Central.

Optimise your Sales Environment with Dynamics

As consumer buying habits continue to change, are you looking for a customer relationship management system that helps to easily build strong relationships with your prospects and customers? Talk to Syscom today about how Dynamics 365 Sales could help your business thrive.

As a Microsoft partner, we can provide ongoing support to deploy a modern AI-powered CRM and guide your sellers on how to get the most out of the system.

Call us today on 01384 400 600 or submit a contact form for more information about how we can help revolutionise your business with Dynamics 365 for Sales.

Get in touch

Further Information

Find out more about other MS Dynamics CRM Modules

Dynamics 365 Customer Insights

Increase customer demand for your products and services by improving marketing results with Dynamics 365 Customer Insights.

Dynamics 365 Customer Insights Dynamics 365 Customer Insights

Dynamics 365 Field Service

Revolutionise your field service operations with intelligent learning, remote access and monitoring and state-of-the-art tools to help deliver the highest standard of field services.

Dynamics 365 Field Service Dynamics 365 Field Service

Dynamics 365 Customer Service

Stand out amongst your competitors with Dynamics 365 Customer Service from Microsoft.

Dynamics 365 Customer Service Dynamics 365 Customer Service

Understanding Dynamics 365 as a CRM

An overview of the key features, benefits, and history of Dynamics 365 as a CRM.

Dynamics 365 CRM Dynamics 365 CRM

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Looking for a solution? Get in touch

01384 400 600
info@syscom.co.uk