Microsoft Dynamics 365 for Sales

Microsoft Dynamics 365 for Sales
by Shreyas Goswami

The way customers interact with businesses has fundamentally changed. Today’s customers are connected via mobile devices, plugged into their social network, and doing their own research. They are more informed and have higher expectations. Sales team must adapt to the new customer journey by personalizing every interaction based on customer needs and intent. Microsoft Dynamics 365 for Sales enables deeper customer engagement in an increasingly complex sales environment. Sellers can take action based on insights, build strong relationships, and increase sales performance, all while maximizing productivity. 


Key Benefits 




Leverage intelligent insights and business processes to increase revenue while reducing acquisition cost 




Reduce distractions and know where to prioritize in a fast-paced sales environment 




Close deals faster and increase revenue through sales collaboration and productivity 

Key Capabilities 




Take action confidently. Derive meaningful intelligence from large amounts of complex data to provide sellers with contextual actionable insights that are easy to understand. Insights are in context of customer relationship so it’s easy to focus on the right priorities and drive personal engagement. 


Prospect & Lead Prioritization 


Transform your organization from diagnosing what happened in the past to predicting what will happen in the future, leading to improvements in retention, engagement, and monetization. By combining enterprise account and sales data with business and consumer LifeData and machine learning by Versium Predict, sales teams can 


  • Identify the most important leads to focus on 


  • Find new prospects 


  • Ensure accurate and complete data for multi-channel campaigns 


Relationship Health 

Sell smarter with signals from Office 365 and Dynamics 365 that reveal relationship health, risk, and next best action, allowing sales team to focus on the most important prospects and customers. Live, pre-built dashboards and reports from PowerBI have drill-through, interactive, and visual capabilities to ensure that actionable insights are easily accessible so sales teams can make better, faster decisions. 


Social media tracking 


Sellers can easily leverage social selling to spot buying signals, identify competitive threats, and keep a pulse on the market. Build authority in social channels by sharing relevant content. Find more high-quality leads by using social to identify and act on buying signals and create leads based on social posts. See a snapshot of social activities through embedded buzz volume, trends, and sentiment analysis 

Customer Intelligence 


Harness the power of Dynamics 365 for Customer Insights to engage customers in more personalized and effective ways. Get everyone in the organization on the same page by using a single, easy-to-reference dashboard that’s configured just for the sales team. 


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Foster relationships with buyers through authentic and personal engagement. Unify the sales experience around relationships with insights that enable sellers to deliver the attentive engagement that today’s buyers demand. 


LinkedIn Sales Navigator Integration 


Tap into the power of LinkedIn’s network of more than 500 million professional members. Identify, understand, and connect with buyers by tapping into the power of social networks, including those of your colleagues. Build trust with continuous insights and recommendations centered on actual customer needs. Grow and expand relationships with the support of unified data and process that make it easy to manage relationships at scale. 


Relationship Assistant 


Get a clear picture of each customer relationship with a single relationship health score, calculated from large amounts of data representing transactions, customer sentiment, emails and content exchanged, and frequency and level of customer interactions brought together from CRM, email, and social networks. See the strength and trend of each relationship to proactively focus on the relationships that need extra attention. 


Email Intelligence 


Gain insights from email interactions with customers. Find out which email recipients opened, replied, or opened attachments, so you know which contacts are most receptive to being engaged. 


Content Personalization 


Reduce the time and effort searching for and creating personalized sales documents. Relevant content comes to you based on what you are working on and who you are working with. Personalize content with familiar Office 365 tools that enable simultaneous collaboration and editing. Provide access to sales documents directly from the opportunities you are working on. 





Increase revenue, boost productivity, and reduce costs when you automate sales processes through a highly-intuitive interface and Microsoft Office-embedded capabilities. 


Sales Process 


Optimize the sales efforts with process automation and a guided sales process based on best practices. Know what steps to take next to close deals faster with embedded business process. Increase user adoption with rich, context-sensitive help and guidance across the web and mobile apps. 




Opportunity Management 


Manage customers and deals where and how you work, whether it’s web apps or Outlook across smartphone, tablet, PC, and Mac. 

Office 365 apps work seamlessly with Dynamics 365 for Sales, so salespeople can complete tasks in familiar, preferred tools. Track incoming emails inside Outlook and Outlook Web Access and see contextual sales data, such as activities, cases, and opportunities, as part of emails. And when it’s time to conduct what-if analysis, just open sales data in Excel, make changes, and save the changes back to Dynamics 365 for Sales, all without switching between applications. Qualify leads quickly or walk into customer meetings informed with accurate 3rd party firmographics, news, and compelling events, embedded directly inside accounts, contacts, leads, and opportunities. 







Create a culture that nurtures success. Accelerate sales performance with real-time analytics based on historical data and predictive information. Inspire, onboard, coach, and motivate your team to achieve more. 


Seller Onboarding 


Ease onboarding and align sales behavior with best practices by using business process management and interactive help and documentation. It’s not just for learning how to use the Sales application. It’s also ideal for driving your organization’s specific sales processes and immediate priorities. 


Sales Effectiveness 


Hit your numbers by setting goals, monitoring results, and providing feedback and coaching in real-time. With quota setting and analytic dashboards, easily set goals, monitor results, investigate deviations from plan, and take corrective action. Conduct what-if analysis with immersive Excel and pre-built templates, all without leaving the Sales application. 


Reports and Dashboards 


Get answers fast with natural language Q&A. Conduct all the analysis independently, without having to rely on any technical resources. Use pre-built Power BI Sales Templates to get up and running quickly. 


In addition to Power BI, sales managers can use the at-a-glance dashboards and contextual charts and graphs right inside Dynamics 365 for Sales to get insights quickly about sales performance. Or create new charts and graphs on the spot. 



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