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MS Dynamics 365 Sales

Close customer relationships – with the
CRM solution from Microsoft

Dynamics 365 Sales is suited to sales teams in companies of any size. It helps you manage leads and sales opportunities efficiently, track customer interactions and make data-driven decisions.


Sales efficiency

Features are provided to streamline and optimise the sales cycle. By automating routine tasks such as lead scoring, follow-up reminders and pipeline management, sales teams can focus on value-adding activities.

Data-driven insights

Powerful analytics tools and dashboards provide insight into customer behaviour and market trends. Your sales teams can make decisions based on sales data, customer interactions and historical trends, and develop tailored sales strategies.

Seamless integration

A major advantage is the seamless integration with other Microsoft products such as Microsoft Teams, Outlook and Power BI. This makes communication and collaboration easier, gives direct access to CRM data in Outlook and allows reports to be created in Power BI.

MS Dynamics 365 Sales

Dynamics 365 Sales demo

Get a short overview of the sales features in Dynamics 365 Sales. We begin with the sales pipeline chart and other charts on the sales dashboard. Next, we introduce the customer list and the customer card view, which show interactions with customers. Finally, we show a sales opportunity together with its business process flow and the related communication with the customer.

MS Dynamics 365 Sales

Benefits at a glance

Key CRM features

Dynamics 365 Sales offers a wide range of features designed to optimise the sales process and increase the productivity of sales teams.

Leads and opportunities

Leads and sales opportunities can be managed and tracked throughout the entire sales process. Sales data and activities are captured automatically.

Customer and contact management

Customer information, contact details and interaction history are stored and tracked. A 360-degree view of all customer interactions is also provided.

Sales forecasts

Revenue forecasts are based on historical data and current pipeline information. This makes it possible to identify trends and create sales reports.

Sales automation

Routine tasks such as sending emails, scheduling appointments and follow-ups are automated. The prioritisation of leads and opportunities is supported as well.

Customer data segmentation

Segmenting customers by industry, size and interests allows a tailored approach in sales and marketing activities.

AI features

Copilot in CRM Sales helps sales staff focus on value-adding activities by automating administrative tasks and efficiently providing relevant customer data.

Microsoft 365 integration

Dynamics 365 Sales is seamlessly integrated with the Microsoft 365 tools Outlook, Teams and SharePoint, which promotes collaboration within the sales team.
Solutions

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Power Platform

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Contact

Optimise your sales processes with Dynamics 365 Sales!

In an initial, no-obligation conversation, we will look at your starting point and show you where the real leverage lies.

Send an enquiry about Dynamics 365 Sales

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