Microsoft Dynamics 365 Sales
Optimize sales processes and increase productivity with Sales. This solution allows businesses to manage sales activities effectively, gather customer insights, and personalize sales experiences. This leads to greater success in winning new customers.
Key features:
- Sales Automation: Automate sales processes so the sales team can focus on relationships and deals.
- Customer Engagement: Build strong customer relationships and act on insights.
- Pipeline Management: Gain visibility into the sales pipeline and predict future sales.
CRM features in Dynamics 365 Sales:
Integration with Microsoft, Outlook, SharePoint, and Teams: Emails, calendar appointments, Teams meetings, and webinars are easily synced with Sales, and documents are stored in SharePoint/OneDrive.
- Dashboards & Reporting: Gain visual dashboards and reports that provide insights into sales performance.
- AI-driven Insights: Use artificial intelligence to analyze data and receive recommendations for the next steps.
- Mobile App: Access Sales from mobile devices.
- Offline Access: Work offline and sync data once you're online again.
Implementation of Dynamics 365 Sales
We assist customers with the implementation of Sales through the following steps:
License Setup and User Administration
We set up the Microsoft Dynamics 365 license in the customer's Microsoft environment and create users.
Integrations with Microsoft Products
We ensure integration of Outlook, SharePoint, and Teams to ensure a seamless workflow.
Security Role Setup
We create the necessary security roles in CRM, such as for countries, business units, sales managers, salespeople, and administrators.
Data Loading
We assist with importing data from Excel and setting up the necessary fields and lists.
Sales Process Setup
We configure sales stages and sub-stages to tailor CRM to your needs.
Activity Configuration
We set up activities, notes, and related functions to support the sales workflow.
Search and Filter Setup
We help configure relevant searches and filters for efficient data processing.
Introduction to Dynamics 365 Sales
We provide a comprehensive introduction to the system for both the system owner and users, including:
- Agreement on data format (e.g., Excel) for import, if no more complex data structures are required.
- Review of leads, customers, contacts, and activities.
- Use of email and calendar within the system.
- Understanding of the sales process.
How to close more deals with Sales and Copilot
Boost your sales with Dynamics 365 Sales and Copilot. Automate routine tasks, gain data-driven insights, and improve customer interactions. By leveraging Copilot, you can streamline your workflows, identify high-potential leads, and close deals faster. Experience smarter sales with real-time recommendations and AI-driven support.
Tailored solutions and integrations for effective Sales Management
We offer the setup of new fields, features, plug-ins, and integrations as needed. As part of our solution, we support Sales Management by integrating Sales with other Microsoft products such as Customer Service, Field Service, Customer Insights, and ERP solutions like Dynamics 365 Business Central. Additionally, we use BI and AI-tools, along with OneLake, for efficient data management.
Get Started
Are you ready to optimize your sales with a powerful CRM solution? Sales gives you the right tools to increase productivity and build stronger customer relationships.
Contact us today to learn more about Dynamics 365 Sales.
Want to know more?
Mette Barsøe Larsen
Sales Manager
+45 41 87 94 80
mbl@consit.dk
