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Dynamics 365 Sales, Helps your Team Sell Smarter

Helps Your Team Sell Smarter

Dynamics 365 Sales

Helps your sales team to focus on what’s important

Improves customer relationships and personal engagement

Helps free up time for more selling

Improve coordination between sales and marketing

The new cloud-based CRM that is ready for the changing world

Starting at 500 HKDper user/month. *

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Dynamics-Sales-Screenshot

Dynamics 365 Sales, the innovative cloud-based CRM solution from Microsoft enables salespeople to build strong relationships with their customers, take actions based on accurate information, and close sales faster.

Your sales team can use Dynamics 365 Sales to keep track of their accounts, contacts, and manage the process from lead to order. Marketing lists and campaigns can be created and can be used for marketing purposes.

  • Manage customers and deals wherever you are, on any device.
  • Find all activities (appointments, phone calls, and so on) related to a customer or opportunity in one central place
  • Keep track of customer contacts and relationships
  • Create Leads, Convert them to Opportunities, and generate Quotations
  • Send invoices to your customer *

* (Dynamics 365 Sales does not include accounting module.)

Keeping Track of your Customers, Contacts

Find all customer activities (appointments, phone calls, and so on) in one central place.

Get insights and suggestions for your customers. For example, if you have an opportunity closing next week, Dynamics can send you a reminder.

Dynamics-365-Accounts-Overview
Office_365_Group_Integration
Office_365_Group_Integration
Office_365_Group_Integration
Teams Integration with Dynamics
Teams Integration with Dynamics
Track Emails from Outlook
Track Emails from Outlook

Integrated with Office 365

Dynamics 365 fits seamlessly into Office 365; Documents can be stored in SharePoint, Email Communication can be automatically imported from your outlook, and more.

  • Automatically track emails sent & received
  • Check information about sales activities and track appointments and meetings from within your Outlook Calendar
  • Generate new Dynamics records from Outlook
  • Automatically schedule tasks in response to emails and add the information to your customer record
  • SharePoint Integration means Documents saved in Dynamics can be automatically saved to SharePoint
  • Microsoft Teams integration enables users to work easily with common customer data and share files directly. Your teams will be more productive, efficient, and effective.

Advanced Reporting and Automation

  • Realtime Dashboards reflecting your actual sales performance.
  • Customized Reports & Integration with Power BI possible
  • Personal Sales Dashboards for every sales team member & managers
  • Create automatic reminders and follow up actions based on certain triggers (with Microsoft Power Automate)
Advanced Sales Dashboards in Dynamics 365
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Who can benefit from Dynamics 365 Sales?

Dynamics 365 Sales can be of great benefit, no matter the size of your company or sales team.

Are you a small company, looking to standardize your sales process? Dynamics can be a great enabler to standardize your processes and help streamline the communications with your customer. It’s cloud based subscription model with no minimum quantity requirements make it possible for any company size to start adopting Dynamics 365 Sales.

If you are a large enterprise, with maybe an existing CRM in place? We believe that the capabilities Dynamics 365 with its AI infused solutions and tight integration with Office 365 will bring significant benefits for your company to consider moving away from your traditional CRM.

AccessOrange can help with the implementation

Do you need assistance with the setup of Dynamics 365 Sales?

Do you have an existing system with data to be migrated?

No problem, the experienced consultants from AccessOrange are here to help

Want to know more? Contact Us

AccessOrange can assist you with the licensing, Training and implementation of Dynamics 365.
Contact us to book a free consultation or demonstration.

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