Sell more and serve better with Microsoft Dynamics 365 Sales

A uniform CRM platform increases sales opportunities and produces valuable customer data. Dynamics 365 Sales helps you to identify, create, and refine leads to route them to your colleagues and identify additional sales and cross-selling opportunities. 

Strengthen your sales with Dynamics 365 and Microsoft Copilot AI

Dynamics 365 Sales streamlines your sales management and automation, freeing you to prioritize customer engagement. Centralized and accessible sales data empowers your team to deliver personalized, precise, and prompt service.

Embrace efficiency with Microsoft Copilot AI - your partner in navigating routine tasks, allowing you to invest more time where it counts.

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Cloud-based mobile app for sales

Experience the cloud-based Microsoft Sales app, which seamlessly integrates customer data with sales insights, empowering your team to focus on selling and connecting while streamlining administrative tasks. 

Take notes, review customer data, and create leads even while in the field. Our mobile app for sales simplifies your work outside the office by seamlessly integrating all data from Dynamics 365 Sales. Spend less time on administrative tasks and focus on what you excel at: sales and customer service.

Get more leads and retain them

  • Enhance lead nurturing by leveraging better data, enriched prospect and account information, and multiple sources of business intelligence.
  • Gradually move leads through your B2B sales funnel.
  • Be notified about contact activity and upcoming close dates, and get suggestions for engagement with your customer.

Never lose track of your customers

  • Reduce your every-day tasks by generating customer-specific email drafts, email summaries, and opportunity summaries with the help of Copilot. Furthermore, you'll get summaries of customer details, meetings, emails, and the whole relationship history.
  • Utilize AI-based scoring models and data visualizations to focus on the right customers.
  • Maintain high sales and low customer turnover by combining sales and business intelligence in a competitive marketplace.

Forecast your sales and reduce cycle length and complexity

  • While B2B cycles can be lengthy, pairing robust sales apps with sales intelligence streamlines the process.
  • Forecasts and charts can be utilized to accurately predict revenue and monitor performance against objectives.
  • Deliver automated sales instructions by creating sequences of sales actions for your sales staff.

Stay relevant in a competitive landscape

  • Buyers have access to a variety of information about your brand and competitors.
  • Your customer experience matters since buyers tend to switch vendors for enriching customer experiences.
  • We’re here to help you stay ahead of your competitors.

Increased efficiency through Dynamics 365 and Teams integration

The integration of Dynamics 365 with Microsoft Teams is revolutionizing collaboration within the company. With this seamless connection, sales teams can work effectively from anywhere, as Dynamics 365 data records are available directly in Teams - at no extra cost. This symbiosis promotes fast information flow and facilitates data collection and processing.

  • Quick access to customer history and relationships
  • Share customer information during a Teams meeting and transfer notes from Teams directly to the Dynamics timeline
  • Unified user interface that increases usability and reduces training time
  • All communication channels and tools are bundled in one place, simplifying communication and saving time

The integration marks a milestone for productive workflows and improved customer experiences.

The integration between Microsoft Teams and Dynamics 365 makes daily work faster and more efficient. Information does not have to be retrieved from different systems, as the Teams user interface has everything you need – for working with both customers and colleagues.

Sami Kankaanpää
Sami Kankaanpää Business Lead - Fellowmind

Combine sales work seamlessly with other business

The benefit of the Dynamics 365 CRM system is that it is easy to connect with other Dynamics 365 solutions, such as the Field Service application and Dynamics 365 ERP system. Your work is efficient and transparent on the same platform, and data does not end up in silos.

You can also combine the Dynamics 365 CRM system with a Business Intelligence solution to easily track your sales development in real-time. The information will help you to achieve good sales results and serve your customers well, thereby improving customer retention.  


Want to know more?

Sami Kankaanpää
Sami Kankaanpää Business Lead - Fellowmind

The best way to find out how Dynamics 365 Sales can help you is to reach out to us, and we will provide you with a series of use cases that can be tailored to your specific challenges.