Sales Standard:10-Week Implementation
Perfect for organizations with a knowledgeable Marketing employee with experience implementing CRM systems in the past and only needs assistance to complete the initial setup and minimal guidance.
$16,000
Sales Preferred:20-Week Implementation
Perfect for organizations with a senior level Sales or Marketing employee who has implemented CRM solutions and only needs to complete the initial setup of Dynamics 365 Sales.
$30,000
What is Dynamics 365 Sales?
Microsoft's premier cloud-based CRM, Dynamics 365 Sales is used by companies of all sizes to automate key business processes. It continuously records and maintains knowledge on sales opportunities, provides data analysis, and enables reactionary customer service. Also, it integrates seamlessly with Outlook and Office 365.
Track opportunities
Manage and track your sales process to increase revenue and decrease overhead.
Web to lead
Automate and track digital lead acquisition, from your website and email.
Activity tracking
Track and report on your sales team's emails, phone calls, and tasks across contacts, accounts, opportunities, and leads.
Copilot AI Capabilities
Offer intelligent insights and assistance enhancing sales productivity and decision-making.
Manage customers
Collect and manage information about your customers, from phone numbers and email addresses to birthdays and life events.
Dashboards and reports
Create interactive dashboards that provide day to day insight on sales trends, activities, and social media interaction.
Actionable insights with embedded intelligence
Dynamics 365 Sales empowers sellers to drive personal engagement with their customers.
Lead prioritization
Prospect and build qualified pipeline using predictive intelligence to focus on the right lead.
Relationship health
Determine health, risk and next best action to focus on selling to the right account at the right time.
Product recommendation
Increase opportunity size with cross-sell recommendations tailored to your customer's needs.
Customer intelligence
Engage customers better through intelligent insights from analyzing all customer data in near-real time.
I'm interested, what do I do next?
“We put all information into one source and make it easily accessible. This enables us to be one step ahead – acting instead of reacting, no matter where we are.”
Christian Doos, EVP Sales, Swarovski Professional
Office 365 and Outlook
Integrated with Office 365 and Outlook, Dynamics 365 Sales allows you to track emails, convert emails to leads, and interact with CRM data without leaving Outlook.
Accelerate sales performance
Reach your sales quota by setting goals, monitoring results, and taking corrective action using real-time analytic dashboards.
LinkedIn Integration
Foster your customer relationships with Microsoft Relationship Sales—combining LinkedIn Sales Navigator and Dynamics 365 Sales. Unify your social and sales data to identify the right leads and connect with them through personalized engagement.
See it in action
Marketing with Dynamics 365 Sales
Sync Email with Dynamics 365
Connect SharePoint Online to Dynamics 365
Automatically collect and track emails with Dynamics 365 Auto Capture