Microsoft Dynamics 365 Sales CRM

Thanks to the integration of Dynamics 365 Sales with Outlook, you gain full access to the scheduled meetings and exchanged messages history. You can reply directly to e-mails at the CRM level. If the messages have since been deleted from Outlook, nothing has been lost as all correspondence is available in the Dynamics 365 Sales customer card. Built in integration also provides full access to customer information directly from Outlook, saving the need to switch between applications.

The Dynamics 365 Sales system will allow you to effectively manage the sales processes in your organisation. The tool will support you in building a sales funnel. Opportunity filtering allows you to see where your potential customers are in the sales funnel. With access to insights about your prospects, you can focus on the activities with the highest priority and the strongest probability of a successful deal.

Dynamics 365 Sales allows effortless preparation of offers for your potential customers. The solution provides you with access to your entire product catalogue, along with pricing information. Creating an offer, without having to manually enter each product into the system, provides user comfort. If necessary, you can easily and repeatedly edit the offer.

By using Dynamics 365 Sales, you gain insight into key statistics about the work of your sales team members. The "Dashboards" functionality gives information about what tasks your salesperson is currently working on and the current status of sales opportunities, for which he is responsible. Using the opportunity filtering options, gives you the ability to see exactly where a potential customer is in the sales funnel.

Dynamics 365 Sales allows access to all important information from any device. The solution offers an interface readily adapted to mobile devices. Thanks to the possibility of configuring the views according to your preferences, you can display only the data that currently interests you.

The sales accelerator in Dynamics 365 Sales will enable you to automate processes related to closing sales. The solution allows the sales department to standardise activities in order to achieve maximum effectiveness. Using the application, the salesperson plans a list of tasks to be performed, e.g. e-mails or phone calls. The lead or opportunity card provides information on what has already happened and what actions should be taken. Automatically sent notifications additionally support the activities of the sale department by reminding about tasks to be completed.

Dynamics 365 Sales allows you to manage sales opportunities. With each lost opportunity, the system requests possible reasons for not completing the transaction. Authorised users can draw conclusions based on the information provided. A closed list of reasons will facilitate your analysis.

Using the Dynamics 365 Sales application, you can forecast how much revenue your sales team will generate. The forecasting feature will allow your salespeople to track their performance against sales targets. You will also be able to analyse the performance of activities carried out by the sales team, allowing you to gain knowledge about the progress and current state of sales revenue.

Dynamics 365 Sales allows marketing campaigns to be executed quickly. The solution allows you to create a collective offer that you can send, for example, to customers in a given county. In addition, you have the ability to track the results of the campaign and respond appropriately. Using the solution, you can promote your company's services or products, reaching new customers and increasing sales.

Dynamics 365 Sales provides the ability to create a to-do list for a specific customer or opportunity. You are able to create tasks for yourself and other colleagues. Thanks to this, everyone knows what their duties are and can keep an eye on the tasks entrusted to them. In addition, connection to the ToDo solution application is simple and will allow notifications to be received about upcoming completion date tasks. If you require reports on completed work, you can use the "Dashboards" option or the Power BI service.

In Dynamics 365 Sales, you can create notes on a customer or opportunity board. The integration of the solution with Microsoft 365 provides the ability to create recordings of business meetings held in Teams, and then attach them to the client's card in CRM. This allows convenient access to information from one place.

Dynamics 365 Sales has a main search engine that will provide you with the opportunity to find information based on a given phrase, e.g. by phone number or address. The scope of the search is extensive, but eventually narrows down to specific data.