A powerful Customer Relationship Management (CRM) software, Microsoft Dynamics 365 Sales focuses on managing the sales pipeline and providing complete transparency into relationship activity. Additionally, it has strong flexibility, which enables it to do far more than just CRM.
Your sales team can manage their sales cycle, from lead generation to opportunity closure to order generation, with the aid of Dynamics 365 Sales. A streamlined experience with shared data across several applications and departments can be achieved by integrating it with your other business applications.
In this blog we will cover D365 Sales features, limitations, integrations, and more. Let’s get started.
What is Microsoft Dynamics 365 Sales?
Businesses may improve client interactions, strengthen end-to-end sales procedures, and close deals more quickly with Microsoft Dynamics 365 for Sales (previously known as Dynamics CRM).
Dynamics 365 for Sales‘ mobile-friendly, actionable sales insights facilitate quick, efficient decision-making, customer engagement, and successful sales strategy.
Microsoft wants to reinvent the user experience in addition to streamlining sales. Furthermore, Microsoft created a cloud-based software program called Dynamics 365 Sales that combines the features of CRM (Cross Sales) and ERP (Enterprise Resource Planning).
Features of Dynamics 365 Sales
- Handle sales with ease and efficiency.
- Quickly close sales transactions.
- Encourage one-on-one interaction with clients.
- Communicate the real data to sales teams and use it to inform data-driven decisions.
- Make wise choices to improve manufacturing and inventory control.
- Create a robust ERP, CRM, and other systems.
Given that Microsoft Dynamics 365 for Sales is a business application hosted on the Microsoft Azure Cloud, a cloud computing service run and maintained by Microsoft. It has the ability to link all SaaS (Software as a Service) applications and services, revolutionizing communication between businesses and clients.
Dynamics 365 for Sales benefits
Business Growth
Leverage corporate processes and cognitive insights to boost revenue while cutting acquisition costs. 57% of clients are halfway through the purchasing process before speaking with a supplier.
Sales Focused
Steer clear of distractions in a hectic sales setting. About 70% of salespeople believe their work is extremely complex.
Capabilities of Dynamics 365 for Sales
Practical Advice
Use the features in Dynamics 365 for Sales to make sense of large and complicated data. The Microsoft Dynamics 365 Sales app makes intelligent use of data and gives salespeople understandable, actionable contextual insights.
It’s simple to drive personal connection and concentrate on what matters when customer insights are transformed into the context of customer relationships.
Setting Priorities for Prospects and Leads
With the use of machine learning, business and customer life data, and enterprise account and sales data, the Versium Predict platform enables your sales teams to:
- Determining which leads should be pursued first.
- Find and collect fresh leads.
- For multichannel marketing, data completeness and accuracy are guaranteed.
Relationship Health
Use Dynamics 365 for Sales to sell more effectively by exposing real relationship health and risk data, taking the optimal course of action, and freeing up the sales force to concentrate on the most crucial clients and prospects.
Power BI (Business Intelligence) pre-built dashboards and reports offer drill-down, interactive, and visual capabilities to give sales teams rapid access to actionable insights.
Monitoring Social Media
Utilize social selling to its fullest potential in order to identify buying signals, assess competition threats, establish social authority, acquire quality leads, stay current with shifting market conditions, and more.
Additionally, use Dynamics 365 for Sales’s sentiment analysis tools and monitor buzz volume and trends.
Consumer Intelligence
Utilize Dynamics 365 Sales customer analytics to create more effective and personalized client engagement. Everyone in the company is on the same page thanks to a sales-specific dashboard.
Relationship Management
Develop relationships with customers by interacting with them in a genuine and intimate way. One of the most attentive client experiences available today may be provided by sellers by focusing the sales process on relationships.
Integration of LinkedIn Sales Navigator
Learn how LinkedIn’s more than 500 million professional members can help you. Utilize your coworkers’ social networks to find, comprehend, and establish connections with customers.
You can develop trust by consistently comprehending and meeting the needs of your customers. Utilize uniform data and procedures to manage relationships at scale, which facilitates relationship growth and expansion.
Relationship Assistant
Based on the abundance of information obtained from CRM, email, and social networks—including transactions, customer sentiment, communications, and content exchanged—the relationship health score offers a more comprehensive view of each customer connection.
To proactively concentrate on the connections that require more care, keep an eye on each one’s strength and trend.
Email Intelligence
Analyze your customers’ email exchanges to learn more about them. You may determine which emails are opened, responded to, or attached by knowing which contacts are most interested in communicating with you.
Content Personalization
Find and create personalized sales documents online more quickly and easily. You receive pertinent content as you work on various projects.
Use the well-known Office 365 capabilities to create customized content. Sales documentation should be directly accessible through the opportunity you are working on.
Productivity in Sales
Increase income, productivity, and reduce expenses by automating sales activities with an easy-to-use UI and Microsoft Office integration.
The Sales Process
Automate the sales process and use a guided sales approach to maximize sales efforts. You will be able to close deals more quickly with embedded business procedures.
User adoption can be boosted by providing rich, context-sensitive, and user-friendly support and advice via mobile apps and the web.
Sales Mobility
Selling anywhere, at any time, even offline, is more intelligent. With rich, contemporary mobile apps, get context-driven news, social data, and task flows to finish common activities fast. With simple, natural voice commands, you can rapidly locate information, arrange meetings, create records, and set reminders.
Even if your Internet connection is lost, you can still complete your task. Records can be edited, updated, and deleted offline. By automatically replaying offline activities, local changes can be synchronized. You will experience smooth transitions throughout offline and connection changes.
Partner Management
To find and bring on new partners, engage, activate, and enable your partner channel.
Achieve strategic objectives and increase partnership revenue to create a successful channel strategy. By giving partners access to the dashboard, you can monitor discussions about opportunities, cases, and other pertinent data that the vendor has authorized.
Through deal registration, vendors gain early pipeline visibility and are permitted to provide extra discounts, rebates, and perks in order to assist them close agreements. Enable several partners to work together on the same opportunity to optimize selling and implementation skills.
Sales Performance
Foster success by establishing a successful culture. You can boost sales performance with predictive data and real-time analytics. Just a few clicks can recruit, train, coach, and inspire your team.
Seller Onboarding
Simplify onboarding and match sales behavior with best practices by utilizing business process management, interactive support, and documentation.
It’s an excellent resource for learning how to utilize the Sales application. It’s also perfect for figuring out the particular sales procedures and short-term goals of your company.
Sales Effectiveness
Setting goals, tracking outcomes, and giving real-time feedback will all help you reach your targets. Utilize analytical dashboards and quota setting to rectify plan discrepancies. Make use of pre-made templates and immersive Excel without ever leaving the Sales application.
Reports and Dashboards
Dashboards and reports with natural language Q&As speed up the process of finding answers. Conduct independent analysis of all data without the need for technical support. With pre-made Power BI sales templates, getting started is simple.
Along with Power BI, Dynamics 365 for Sales’s at-a-glance dashboards, contextual charts, and graphs enable sales managers to swiftly gain insights into sales success. Additionally, graphs and charts can be made on the spot.
Gamification
Boost corporate application adoption, performance, and productivity. Employees are motivated and engaged when they participate in enjoyable and captivating team-based competitions. By positioning TV, mobile, and web monitors in busy locations, you can guarantee accountability.
Integrations With Other Apps
Any other Dynamics 365 application can be integrated with Dynamics 365 Sales to create a cohesive solution. From the standpoint of the user, these systems are almost one, and the whole process is streamlined and centralized. Every Dynamics 365 application may be set up to only offer the information and features that each kind of user needs.
For instance, the Sales Order can move from Sales to Business Central via a connector, and finance data, including payments, can return to D365 for Sales if D365 for Sales is coupled with D365 Business Central, where the main users are financial personnel.
If your company policy restricts access to payment information to sales personnel only, D365 for Sales’s security features can keep everyone else from seeing that private information while providing salespeople with the information they require to communicate with clients and proceed to the next order with assurance regarding the account’s financial standing.
Dynamics 365 Sales Premium
Businesses who require a sales automation solution in addition to AI-driven insights fueled by relationship intelligence, conversation intelligence, and other factors will find this to be a perfect fit.
AI-powered features and Dynamics 365 Sales Enterprise capabilities are combined in Dynamics 365 Sales Premium. The extensive collection of customer interaction data that is already saved in your Dynamics 365 Sales and Microsoft 365 databases is continuously analyzed by the AI-driven features.
This enables you to assess your actions in light of past achievements, better understand your business relationships, and determine the best course of action going forward. Additionally, it helps you to close deals more quickly, act on insights, and establish solid relationships with clients.
In addition to the features of Dynamics 365 Sales Enterprise, you also get the following when you subscribe to Dynamics 365 Sales Premium:
Guided selling: Provide sellers with timely and useful insights to help them decide their next move. The Sales Accelerator function can help you accomplish this.
Relationship intelligence: Use AI-guided selling to advance relationships with customers and forge closer bonds with them. With contextual, real-time recommendations for updating current records and establishing new ones, you can reduce the amount of time sellers spend manually entering data while ensuring that your data is always current. Use a relationship health score to help you take proactive measures to reduce hazards. There are the following functionalities available:
- Assistant
- Relationship analytics and health
- Who knows whom
- Conversation intelligence
Predictive models: Use AI to rank leads and opportunities with the best chance of converting and making a purchase in order to increase conversion and win rates. There are the following functionalities available:
- Lead scoring prediction
- Predictive scoring for opportunities
- Forecasting that is predictive
Dynamics 365 Sales Enterprise
Businesses who require a sales automation solution with sophisticated customization features and contextual analytics will find this to be the perfect fit.
Your sales team can automate the lead-to-cash sales process, execute marketing campaigns, enforce best practices, work with clients, and much more with Sales Enterprise. Sales Enterprise has the following capabilities:
Nurture sales from lead and cash: Follow the sales process from lead generation to deal closure to increase the consistency of your sales interactions.
Sales forecast: Estimate the amount of money your sales force will bring in over a specific period of time. Monitor each salesperson’s performance in relation to quotas in order to proactively detect pipeline issues and offer coaching.
Use playbooks to enforce optimal practices: Automate recurring procedures and decide how your company should react to situations that affect sales. For instance, the ideal course of action in the event that a decision-maker departs from a company while the team is negotiating a deal with them.
Manage and monitor advertising campaigns: Use focused marketing initiatives to increase sales and promote your company. Keep tabs on each campaign’s expenses and client response. With a restricted monthly capacity, you can set up and utilize Sales Premium capabilities like conversation intelligence, sales accelerator, and predictive scoring with your Dynamics 365 Sales Enterprise license.
Microsoft Relationship Sales
This is the best option for businesses that need to link LinkedIn sales records to improve business operations by adding information about individuals, groups, and connections.
By integrating Dynamics 365 Sales Enterprise or Sales Premium with LinkedIn Sales Navigator, the Microsoft Relationship Sales solution enables sellers to engage with customers in more meaningful and individualized ways by:
Dynamics 365 Sales Integration with Sales Navigator
Saving contacts, leads, and accounts to Sales Navigator Smart Links Syncing Sales Navigator activity.
Microsoft Dynamics 365 Sales Professional
Businesses in need of a sales automation solution might choose Microsoft Dynamics 365 Sales Professional. Although the entities featured in the Sales Professional app are a subset of those included in the Sales Enterprise app, the two apps are comparable.
Putting D365 Sales into Practice It’s crucial to work with an experienced Dynamics 365 Sales partner, who can guide you through the complicated possibilities that come with the flexibility and power of D365 Sales. Finding your underlying requirements and matching your business demands and procedures to the appropriate Dynamics 365 suite capability requires a competent and experienced organization.
