Microsoft Dynamics 365 Sales

Empower Teams and Accelerate Revenue with Microsoft Dynamics 365 Sales

Dynamics 365 Sales revolutionizes sales operations, elevating customer relationships and driving revenue growth. It boosts sales productivity by automating tasks and provides a complete customer view for personalized interactions. Through predictive analytics and AI insights, it empowers data-driven strategies and recommendations. The platform’s scalability and customization adapt to unique business needs, making it a catalyst for growth, streamlining sales, and fostering competitive agility.

Ultimately, Dynamics 365 Sales isn’t just a CRM platform; it’s a catalyst for business growth, enhancing sales operations, strengthening customer relationships, and driving revenue expansion, all while helping organizations stay agile and competitive.

Benefits of Dynamics 365 Sales

Months To Payback

215%

ROI Over Three Years

15%

Increase in Seller Efficiency When Collaborating with Team Members

15%

Less Time Collaborating

40%

Less Time Gathering and Analyzing Data

Source: 2022 Forrester TEI Study | Microsoft Connected Sales and Marketing.

Your Team of Sales Experts

Jason Wietharn

Practice Director, Customer Engagement

Jason works with companies across the globe to strengthen the experience they provide their users and clients. With years of hands-on experience with Dynamics 365, coupled with real-world business experience, Jason understands how today’s modern technology can help project-based businesses overcome challenges and become more profitable.

Jackie Simens

CE Consulting Manager

A technology solution is only as good as the people who use it. Jackie’s passion is ensuring your team members love the solutions you put in place and quickly adopt new processes.

David Sigler

Principal Consultant

Over nearly 30 years, Dave has held the titles of field service tech, project manager, and field service engineer before shifting his focus to the technology that makes field service operations more effective.

Kandarp Vaishnav

Principal Consultant

Dynamics 365 Sales Pricing

Dynamics 365 Sales Professional

From
$65
per user/month

Core sales force automation and Microsoft 365 integration

Dynamics 365 Sales Enterprise

From
$95
per user/month

Industry-leading sales force automation with contextual insights, next-generation AI, and advanced customization

Includes Copilot capabilities like natural language insights, record updates, email and meeting assistance, and opportunity summaries

Dynamics 365 Sales Premium

From
$135
per user/month

Dynamics 365 Sales Enterprise plus prebuilt customizable intelligence solutions for sellers and managers

Includes Copilot capabilities like natural language insights, record updates, email and meeting assistance, and opportunity summaries

Microsoft Relationship Sales

From
$162
per user/month

Dynamics 365 Sales Enterprise plus LinkedIn Sales Navigator Enterprise

Requires a 10-seat minimum

Does not include implementation costs.

Dynamics 365 Sales Licensing

Find the licensing option that’s best for your business.

Included |

Limited

	Dynamics 365 Sales Professional	Dynamics 365 Sales Enterprise	Dynamics 365 Sales Premium	Microsoft Relationship Sales
Sales execution
Lead and opportunity management
Marketing lists and quick campaigns
Products, price lists, and product bundles
Quotes, orders, and invoices
CPQ and data enrichment solution discovery
Live org charts
Mobile app
Forecasting
Product relationships and hierarchies
Cases (for Sales)
Business card scanner
Assistant (standard cards)
Email intelligence (email engagement and auto-capture)
Sales playbooks
Competitors, sales goals, and territory management
Partner relationship management

Microsoft 365 interoperation
Outlook
Exchange
Excel
Teams
OneDrive / SharePoint
OneNote
Knowledge management

Reporting and analysis
Export to Excel
Advanced analytics with separate Microsoft Power BI license
Real-time sales reports and dashboards

Customization and extensibility
Application customizations
Custom applications5 (Microsoft Power Apps)
Workflow automation6 (Microsoft Power Automate)

LinkedIn Sales Navigator
Embedded Sales Navigator in Dynamics 365 Sales
Activity sync from Sales Navigator
Accounts, leads, and contacts saved to Sales Navigator
Smart Links

Contextual insights
Predictive forecasting
Pipeline intelligence
Predictive scoring
Relationship analytics
Connection insights (who knows whom)
Notes analysis
Assistant customization and premium cards

Sales accelerator
Intelligent work list
Up next widget
Sequence designer
Embedded email and phone dialer

Conversation intelligence
Call transcription
Keyword and conversation analysis
Competitive products and brand analysis
Pipeline analysis
Seller behavior and top seller analysis
Coaching tools
Personalized seller dashboards
Outbound calling and Teams meeting scheduler for conference calls

Copilot in Dynamics 365 Sales
Contextual insights and recommendations with natural language
Copilot full-screen view
Copilot-generated lead and opportunity summaries
Copilot-generated meeting preparation summaries
Copilot-generated emails
Conversation intelligence

Copilot for Sales capabilities
Create, edit, and read Dynamics 365 Sales records in Outlook
Copilot-generated opportunity summaries in Outlook
Copilot-generated emails in Outlook
Copilot-generated email summaries in Outlook
Conversation intelligence
Collaborative deal rooms in Teams

Experience Our Microsoft Dynamics 365 Customer Engagement Demo

Take an in-depth look at how Microsoft Dynamics 365 Customer Engagement can deliver powerful functionality and generate sustainable value to your organization, your teams, and your customers.

Watch Now

See How Copilot Can Impact Your Operations

Streamline your sales & service processes with innovative AI technology with Microsoft's Copilot for Sales & Copilot for Services.

Learn More

How Microsoft Dynamics 365 Sales Can Help Your Organization

Level Up Your Sales Processes

Customer

360-Degree Customer View

Dynamics 365 Sales provides a comprehensive view of each customer by aggregating data from various sources. Sales teams can access customer histories, interactions, and preferences in one place, helping them to understand customer needs better and personalize their sales approach.

Lead management

Lead and Opportunity Management

The platform streamlines lead and opportunity tracking. Sales teams can efficiently capture, prioritize, and nurture leads, ensuring that potential opportunities are not missed. Automated workflows help in assigning and following up on leads, increasing conversion rates.

Automation

Sales Process Automation

Dynamics 365 Sales automates routine and repetitive tasks, such as data entry, email communication, and appointment scheduling. This frees up sales reps’ time, allowing them to focus on building relationships and closing deals.

Analytics

Forecasting and Analytics

The platform offers robust reporting and analytics tools, enabling sales teams to gain insights into their sales performance. Accurate forecasting helps in setting realistic sales targets and making data-driven decisions to drive revenue growth.

Mobile Accessibility

Dynamics 365 Sales is accessible on mobile devices, enabling sales reps to stay connected and productive while on the go. They can update customer information, access sales data, and communicate with leads and customers from anywhere, improving response times and flexibility.

Integration

Integration with Microsoft Ecosystem

Dynamics 365 Sales seamlessly integrates with other Microsoft applications, such as Outlook, Excel, and Teams. This integration enhances collaboration, enables document sharing, and simplifies communication within the team, leading to better coordination and increased productivity.

Irrimax Supports Massive Growth with Scalable Microsoft Dynamics 365 Solution

Learn how Irrimax is benefitting from an end-to-end solution which provides better productivity and visibility to key metrics in real-time.

Read the Case Study

Accelerating User Adoption of a Modern Sales Software Platform

Accelerating Sales: A Comprehensive Guide to Seller Adoption with Dynamics 365 Sales

Our guide explores the world of sales software, from its different forms to its impact on today’s businesses. Discover how Dynamics 365 Sales is a crucial catalyst for efficiency, customer-centricity, and smart decision-making.

Download Your Copy

Learn how a true partner can elevate your sales experience with Dynamics 365 Sales

Frequently Asked Questions

Empower your sales team to stay ahead of the game with Microsoft Copilot for Sales.

Designed to elevate your sales experience and maximize productivity, Copilot has many benefits that will get you ahead of the competition. Watch this video to learn more about the benefits and supercharge your sales efforts now!

00:00 Introducing Microsoft Sales Copilot
00:16 Increased Sales Productivity
00:35 Improved Writing and Presentation Skills
00:52 Personalized Communication
01:13 Improved Collaboration
01:29 Reduced IT Costs
01:48 Expertise at Your Fingertips
2:10 Enhanced Security

What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours.

www.velosio.com | 888.725.2555 | info@velosio.com

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