Dynamics 365 is Microsoft’s Sales CRM. It is a business application that offers a wide range of functionality to help you sell more and sell better. With it, you can manage leads, opportunities, quotes, products and activities all within Dynamics 365. In this article we will explain more about the key features of Dynamics 365 Sales.
Dynamics 365 Sales offers a great range of features that automate and improve the process of your sellers. The solution can be tailored to suit your sales processes and offers a full range of integration options to fully embed within your organisation.
Dynamics 365, being a Microsoft product, offers best in class Microsoft 365 integration for SharePoint, Teams and Outlook. It also brings in LinkedIn Sales Navigator, which is a key tool for any seller and Dynamics 365 Sales offers full integration, bringing in LinkedIn data into your CRM solution.
Key features of Dynamics 365 Sales:
- Lead and opportunity management
- Account and contact management
- Activity, meeting, email and call tracking
- LinkedIn sales integration
- Quick quotes, invoices and products
It is built on Microsoft Power Platform and Dataverse, and offers the ability to easily build reports in Power BI, extend the capability with Power Apps, automate workflows Power Automate and integrate data via Dataverse.
Dynamics 365 Sales is recognised as an industry leader offering best in class capability and value. Forrester have carried out several exercises to measure the value organisations gain from Dynamics 365 Sales:
The above is a short introduction to Dynamics 365 Sales. A CRM solution for the modern sales team, that offers full flexibility, intelligent dashboards and reports and easy activity and opportunity management. To learn more about Dynamics 365 Sales download our product guide here or contact or team for more information.