Microsoft Dynamics 365 Sales

With Dynamics 365 Sales, your team has access to all the information they need via their preferred application, such as Microsoft Outlook, Dynamics 365, or Teams.

 A customer engagement solution that drives sales & marketing activity. 

  • Outbound Sales Campaigns
  • Sales Enquiry Handling
  • Business Processes
  • Time Saving Sales Workflows
  • Activity Management
  • Sales Collateral Management
  • Reporting & Administration
  • Outlook,Teams & Mobile Integration

The sales process in Microsoft Dynamics 365 for Sales Professional helps you close more deals and achieve higher customer satisfaction. You can achieve more consistent sales interactions by following the sales process as it takes you through each stage, from creating a lead to closing the opportunity and recording the sale.

Dynamics 365 for Sales Business Process

Adopt time saving processes

Sales force automation (SFA) software automates sales tasks and streamlines the collection, analysis, and distribution of the data in a sales pipeline.

This automation eliminates many time-consuming tasks, empowering sales teams to do more. Dynamics 365 for Sales goes beyond task automation to enable smarter selling. With Dynamics 365 for Sales, users take advantage of data-driven technologies to better understand customer needs.

Increase customer understanding

Dynamics 365 for Sales improves sales productivity. It helps build strong relationships by providing a more complete profile of each buyer, allowing for more personalised messaging and communications. It uses artificial intelligence to identify the most promising prospects and guide sellers to the next best step in managing each customer relationship.

Business process for consistent sales activities

Dynamics 365 for Sales Professional, you can help ensure that users enter data consistently and follow the same steps every time they work with a customer by creating a business process flow.

Business Process Flows, Global Workflows, and new features like Action Cards work together to ensure you customers / prospects receive the very best interaction every time.


Dynamics 365 for phones and Dynamics 365 for tablets, apps for all your sales related information 

Outbound Sales

Outbound Sales Campaigns

Sales Enquiries

Enquiry Handling


Business Processes & Sales Workflows


Activity Management & Action Cards

Sales Literature

Sales Collateral Management

Sales Reporting

Reporting & Administration

Email Engagement

May 12th, 2020

 Interaction history for email Usually when you send an email, you’ll never know if it was opened or read unless the recipient chooses to write back to you. That’s because the email ...

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Sales Qualification

February 4th, 2020

Qualification A simple process of lead qualification, an essential first stage requirement for qualifying a lead. Lead qualification will help you assess and measure the degree of interest for y...

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Consistent business sales processes

January 15th, 2020

Clearly defining and enforcing consistent business sales processes is one of the main reasons for choosing Dynamics 365 for Sales. Consistent processes help make sure people using the system can focus...

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The £6 Licence

January 14th, 2020

 Dynamics 365 for Sales Team Members Licence Microsoft Team Members Licence. This license is designed for individuals who only need limited access across Dynamics 365 for Sales. Through a Team M...

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