Microsoft Dynamics 365 for Sales Features

Microsoft 365 Dynamics for Sales gives sellers a whole new view of clients and prospects. As a seller, you can see your current customers, including the status of each transaction and estimated timeline.

Relationship Assistant

Click on a specific client in Dynamics 365 for Sales to bring up the Relationship Assistant that will enable you to:

  • Gain insights from email interactions with customers.
  • Determine when a customer hasn’t responded to prior communication.
  • Track which email customers viewed or replied so as to determine which contacts are most engaged.

Rapid Access

Dynamics 365 for Sales enables instant access to customer data within the context of email conversations. When a client requests to view a proposal before the meeting, you can simply tap a link from the email to launch Dynamics. Then, you can create an estimation and send it to the client right on the go. Sellers get product upsale suggestions based upon intelligence in history.

Better Presentations

With Dynamics 365, presentations can now be more engaging than ever through seamless interaction with PowerPoint. You can instantly access all the documents for a particular customer and deliver amazing presentations. Just as Dynamics gives product suggestions, it also offers suggestions to supporting documents, which can be instantly added to a sales presentation.

Guided Sales Process

With an embedded and configurable guided sales process, you can know exactly what steps to take next to close deals quickly. You can increase user adoption with contextual, role-based help and guidance available right on the page where you are working. Dynamics gives sales leaders a global view of sales performance across the organization and shows how each seller is performing. Sellers can view their own performance, including any pipeline gaps they must close.

Gamification App

The Gamification app from Microsoft Dynamics 365 for Sales is a game changer in motivating sales teams. The solution uniquely energizes employers, engages broadly with team-based competition, and accelerates adoption of critical business applications.

Learn more about Dynamics 365 for Sales today and discover how the solution can increase sales effectiveness.