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Customer Relationship Management in the Cloud

Adapt to the new speed of doing business, enable your people and processes to respond quickly to changes in the market, and capture new revenue opportunities. Microsoft Dynamics 365 for Sales helps sell effectively by providing the insight, guidance and tools salespeople need to build repeatable processes, focus on the right customers, and win faster by collaborating with colleagues.

Dynamics 365 for Sales helps salespeople stay on top of more complex buying cycles, and deliver increased value and deeper engagement that wins business.

What Is Microsoft Dynamics 365 CRM?

Customer Relationship Management (CRM) is an essential part of sales, and you can find it in Microsoft Dynamics 365. This side of sales covers the nitty-gritty of the customer’s relationship with the company, from identifying touch points that improve the client experience to keeping tabs on prospective client leads and predicting revenue. In the past, all modules were sold together as Microsoft Dynamics 365 CRM, but today you can opt for individual modules like Dynamics 365 for Sales, Marketing and Customer Service to create the best fit for your business.

Microsoft Dynamics CRM brings wide-reaching benefits to sellers in any company, but Velosio experts can fit your deployment to your unique landscape, whether that includes integration with other systems or complex customization. Below are some ways Velosio and Microsoft Dynamics 365 CRM can help.

Dynamics 365 for Sales Empowers Companies to:

Get Actionable Insights

Focus and act on the right priorities – take action with confidence with the new Microsoft Dynamics CRM cloud:

  • Derive meaningful intelligence from large amounts of complex data to provide sellers with contextual, actionable insights that are easy to understand.
  • Increase sales velocity by identifying prospects most likely to buy based on predictive intelligence.
  • Know where to focus with insights that reveal relationship health and risk.
  • Spot buying signals, identify competitive threats and keep a pulse on the market with social media.
  • Utilize CRM for customer engagement in more personalized, effective ways driven by real-time data.

Improve Relationship Management

Deliver the personal engagement that your customers demand and the customer relationship management your team needs. With relationship-centered insights, unify your sales experience and foster customer relationships through authentic, personal engagement:

  • Identify, understand and connect with customers through social networks.
  • Engage through sharing of personalized and relevant content.
  • Build trust with continuous insights and recommendations based on actual customer needs.
  • Easily grow and maintain your one-to-one customer relationships—at scale—with unified data and systems.

Boost Sales Productivity

Spend more time selling and less time on administration when you automate your sales processes through a highly intuitive cloud customer relationship management interface and Microsoft Office-embedded capabilities:

  • Increase revenue, boost productivity, gain key insights, and reduce costs with a highly intuitive cloud customer relationship management interface.
  • Work anytime, anywhere with familiar, intuitive productivity tools, such as mobile apps that provide contextual news, social data and task flows.
  • Know what steps to take next to close deals faster by using process automation and a guided sales process.
  • Recruit, onboard and strengthen your partner channel through deeper enablement and activation.

Drive Sales Performance

With Microsoft Dynamics cloud CRM software, you can inspire, onboard, coach and motivate your team to achieve more.

Create a culture that nurtures success and accelerates your sales performance with real-time analytics based on historical data and predictive information:

  • Get answers fast using dashboards, contextual charts, and Power BI Q&A for natural language queries.
  • Hit your numbers by setting goals, monitoring results and providing feedback and coaching in real time.
  • Ease onboarding and align sales behavior through sales management software and interactive help and documentation.
  • Energize everyone on your sales team with fun and exciting competitions through gamification.

 

Get the Customer Relationship Management Suite

Microsoft Dynamics 365 Customer Engagement delivers powerful relationship management capabilities on a highly configurable platform. Comprised of Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, and Marketing, businesses can effectively improve relationships while achieving higher productivity and faster results. CRM for customer engagement has never been more agile, more affordable or more integrated than with Dynamics 365.

Microsoft Dynamics 365 CRM Implementation and Support

Velosio makes the Microsoft Dynamics 365 CRM implementation process easy with proven methodology, creative thinking and collaborative engagement. We can integrate with existing systems for seamless workflow, analytics and reporting. Our team also offers continued support through managed services to ensure your organization stays operational and efficient.

Dynamics 365 CRM Migration From On-Premise to Online

If you need to make the Microsoft Dynamics 365 CRM on-premises to Dynamics 365 online migration, Velosio can help there, too. On-premise solutions have their place, but the cloud version of Microsoft Dynamics 365 CRM offers much more versatility. With similar functionality to Dynamics CRM, Microsoft Dynamics 365 for Sales offers cloud-based access under an affordable Software as a Service (SaaS) model.

Reach Out to Us Today

If Microsoft Dynamics 365 CRM implementation is a next step for your company, trust the experts at Velosio to make it happen efficiently and effectively. Microsoft consistently recognizes our team in the top 1% of performers, and we have plenty of experience across a wide variety of business models and industries.

To learn more about the Microsoft Dynamics 365 CRM or on-premise to online migration, get in touch with one of our skilled representatives today!

Leads Comparison
Customer & Sales Opportunities
Mobile App Access & Integrations
Salesforce Essentials $25
Lead Management
X
Opportunity Management
X
Duplicate Blocking
X
Web-to-Lead Capture
X
Mass e-mail
X
Campaign Management
X
Email Templates
X
Lead Registration
Live Org Charts
Sales Playbooks
Product, Relationships, & Hierarchies
Business Card Scanner
Email Intelligence
X
Competitors, Sales Goals & Territory Management
Partner Relationship Management
D365 Sales Professional $65
Lead Management
X
Opportunity Management
X
Duplicate Blocking
X
Web-to-Lead Capture
X*
Mass e-mail
X
Campaign Management
X
Email Templates
X
Lead Registration
Live Org Charts
X
Sales Playbooks
Product, Relationships, & Hierarchies
Business Card Scanner
Email Intelligence
Competitors, Sales Goals & Territory Management
Partner Relationship Management
*enhanced capability with the Power Platform
Salesforce Professional $75
Lead Management
X
Opportunity Management
X
Duplicate Blocking
X
Web-to-Lead Capture
X
Mass e-mail
X
Campaign Management
X
Email Templates
X
Lead Registration
X
Live Org Charts
Sales Playbooks
Product, Relationships, & Hierarchies
Business Card Scanner
Email Intelligence
Competitors, Sales Goals & Territory Management
Partner Relationship Management
D365 Sales Enterprise $95
Lead Management
X
Opportunity Management
X
Duplicate Blocking
X
Web-to-Lead Capture
X*
Mass e-mail
X
Campaign Management
X
Email Templates
X
Lead Registration
Live Org Charts
X
Sales Playbooks
X
Product, Relationships, & Hierarchies
X
Business Card Scanner
X
Email Intelligence
X
Competitors, Sales Goals & Territory Management
X
Partner Relationship Management
X
*enhanced capability with the Power Platform
Salesforce Enterprise $150
Lead Management
X
Opportunity Management
X
Duplicate Blocking
X
Web-to-Lead Capture
X
Mass e-mail
X
Campaign Management
X
Email Templates
X
Lead Registration
X
Live Org Charts
Sales Playbooks
Product, Relationships, & Hierarchies
Business Card Scanner
Email Intelligence
Competitors, Sales Goals & Territory Management
X
Partner Relationship Management
Salesforce Unlimited $300
Lead Management
X
Opportunity Management
X
Duplicate Blocking
X
Web-to-Lead Capture
X
Mass e-mail
X
Campaign Management
X
Email Templates
X
Lead Registration
X
Live Org Charts
Sales Playbooks
Product, Relationships, & Hierarchies
Business Card Scanner
Email Intelligence
X
Competitors, Sales Goals & Territory Management
X
Partner Relationship Management
Salesforce Essentials $25
D365 Sales Professional $65
Salesforce Professional $75
D365 Sales Enterprise $95
Salesforce Enterprise $150
Salesforce Unlimited $300
Lead Management
X
X
X
X
X
X
Opportunity Management
X
X
X
X
X
X
Duplicate Blocking
X
X
X
X
X
X
Web-to-Lead Capture
X
X*
X
X*
X
X
Mass e-mail
X
X
X
X
X
X
Campaign Management
X
X
X
X
X
X
Email Templates
X
X
X
X
X
X
Lead Registration
X
X
X
Live Org Charts
X
X
Sales Playbooks
X
Product, Relationships, & Hierarchies
X
Business Card Scanner
X
Email Intelligence
X
X
X
Competitors, Sales Goals & Territory Management
X
X
X
Partner Relationship Management
*enhanced capability with the Power Platform
X
*enhanced capability with the Power Platform
Salesforce Essentials $25
Account & Contact Management
X
Opportunity Management
X
Customizable Sales Process
X
Task Managment, Activity Feed
X
Person Accounts
Sales Teams
Calendar View
Work Queue
Marketing Lists & Quick Campaigns
Contact Management
X
D365 Sales Professional $65
Account & Contact Management
X
Opportunity Management
X
Customizable Sales Process
X
Task Managment, Activity Feed
X
Person Accounts
X
Sales Teams
X
Calendar View
X
Work Queue
X
Marketing Lists & Quick Campaigns
X
Contact Management
X
Salesforce Professional $75
Account & Contact Management
X
Opportunity Management
X
Customizable Sales Process
X
Task Managment, Activity Feed
X
Person Accounts
X
Sales Teams
Calendar View
Work Queue
Marketing Lists & Quick Campaigns
Contact Management
X
D365 Sales Enterprise $95
Account & Contact Management
X
Opportunity Management
X
Customizable Sales Process
X
Task Managment, Activity Feed
X
Person Accounts
X
Sales Teams
X
Calendar View
X
Work Queue
X
Marketing Lists & Quick Campaigns
X
Contact Management
X
Salesforce Enterprise $150
Account & Contact Management
X
Opportunity Management
X
Customizable Sales Process
X
Task Managment, Activity Feed
X
Person Accounts
X
Sales Teams
X
Calendar View
X
Work Queue
Marketing Lists & Quick Campaigns
Contact Management
X
Salesforce Unlimited $300
Account & Contact Management
X
Opportunity Management
X
Customizable Sales Process
X
Task Managment, Activity Feed
X
Person Accounts
X
Sales Teams
X
Calendar View
X
Work Queue
X
Marketing Lists & Quick Campaigns
Contact Management
X
Salesforce Essentials $25
D365 Sales Professional $65
Salesforce Professional $75
D365 Sales Enterprise $95
Salesforce Enterprise $150
Salesforce Unlimited $300
Account & Contact Management
X
X
X
X
X
X
Opportunity Management
X
X
X
X
X
X
Customizable Sales Process
X
X
X
X
X
X
Task Managment, Activity Feed
X
X
X
X
X
X
Person Accounts
X
X
X
X
X
Sales Teams
X
X
X
X
Calendar View
X
X
X
X
Work Queue
X
X
X
Marketing Lists & Quick Campaigns
X
X
Contact Management
X
X
X
X
X
X
Salesforce Essentials $25
Mobile App Access
X
Outlook Integration
X
Teams Integration
Excel Integration
Exchange Integration
OneDrive/Sharepoint Integration
OneNote Integration
Knowledge Management
Web Services API
D365 Sales Professional $65
Mobile App Access
X
Outlook Integration
X
Teams Integration
X
Excel Integration
X
Exchange Integration
X
OneDrive/Sharepoint Integration
X
OneNote Integration
X
Knowledge Management
Web Services API
X
Salesforce Professional $75
Mobile App Access
X
Outlook Integration
X
Teams Integration
Excel Integration
Exchange Integration
OneDrive/Sharepoint Integration
OneNote Integration
Knowledge Management
Web Services API
D365 Sales Enterprise $95
Mobile App Access
X
Outlook Integration
X
Teams Integration
X
Excel Integration
X
Exchange Integration
X
OneDrive/Sharepoint Integration
X
OneNote Integration
X
Knowledge Management
X
Web Services API
X
Salesforce Enterprise $150
Mobile App Access
X
Outlook Integration
X
Teams Integration
Excel Integration
Exchange Integration
OneDrive/Sharepoint Integration
OneNote Integration
Knowledge Management
Web Services API
Salesforce Unlimited $300
Mobile App Access
X
Outlook Integration
X
Teams Integration
Excel Integration
Exchange Integration
OneDrive/Sharepoint Integration
OneNote Integration
Knowledge Management
Web Services API
X
Salesforce Essentials $25
D365 Sales Professional $65
Salesforce Professional $75
D365 Sales Enterprise $95
Salesforce Enterprise $150
Salesforce Unlimited $300
Mobile App Access
X
X
X
X
X
X
Outlook Integration
X
X
X
X
X
X
Teams Integration
X
X
Excel Integration
X
X
Exchange Integration
X
X
OneDrive/Sharepoint Integration
X
X
OneNote Integration
X
X
Knowledge Management
X
Web Services API
X
X
X
Forecasting
Quotes & Orders
Insights & Reports
Salesforce Essentials $25
Collaborative Forecasting
Custom Opportunity Fields in Forecasting
Opportunity Splits
Predictive Forecasting
D365 Sales Professional $65
Collaborative Forecasting
X
Custom Opportunity Fields in Forecasting
X
Opportunity Splits
Predictive Forecasting
X
Salesforce Professional $75
Collaborative Forecasting
X
Custom Opportunity Fields in Forecasting
Opportunity Splits
Predictive Forecasting
D365 Sales Enterprise $95
Collaborative Forecasting
X
Custom Opportunity Fields in Forecasting
X
Opportunity Splits
Predictive Forecasting
X
Salesforce Enterprise $150
Collaborative Forecasting
X
Custom Opportunity Fields in Forecasting
X
Opportunity Splits
X
Predictive Forecasting
Salesforce Unlimited $300
Collaborative Forecasting
X
Custom Opportunity Fields in Forecasting
X
Opportunity Splits
X
Predictive Forecasting
X
Salesforce Essentials $25
D365 Sales Professional $65
Salesforce Professional $75
D365 Sales Enterprise $95
Salesforce Enterprise $150
Salesforce Unlimited $300
Collaborative Forecasting
X
X
X
X
X
Custom Opportunity Fields in Forecasting
X
X
X
X
Opportunity Splits
X
X
Predictive Forecasting
X
X
X
Salesforce Essentials $25
Contract Approvals & Renewals
Track & Manage Sales Orders
Products & Price Books
Quote Creation
Invoices
D365 Sales Professional $65
Contract Approvals & Renewals
X*
Track & Manage Sales Orders
Products & Price Books
X
Quote Creation
X
Invoices
X
*enhanced capability with the Power Platform
Salesforce Professional $75
Contract Approvals & Renewals
X
Track & Manage Sales Orders
X
Products & Price Books
X
Quote Creation
X
Invoices
D365 Sales Enterprise $95
Contract Approvals & Renewals
X*
Track & Manage Sales Orders
X
Products & Price Books
X
Quote Creation
X
Invoices
X
*enhanced capability with the Power Platform
Salesforce Enterprise $150
Contract Approvals & Renewals
X
Track & Manage Sales Orders
X
Products & Price Books
X
Quote Creation
X
Invoices
Salesforce Unlimited $300
Contract Approvals & Renewals
X
Track & Manage Sales Orders
X
Products & Price Books
X
Quote Creation
X
Invoices
Salesforce Essentials $25
D365 Sales Professional $65
Salesforce Professional $75
D365 Sales Enterprise $95
Salesforce Enterprise $150
Salesforce Unlimited $300
Contract Approvals & Renewals
X*
X
X*
X
X
Track & Manage Sales Orders
X
X
X
X
Products & Price Books
X
X
X
X
X
Quote Creation
X
X
X
X
X
Invoices
X
*enhanced capability with the Power Platform
X
*enhanced capability with the Power Platform
Salesforce Essentials $25
Customizable Reports & Dashboards
X
Advance Reporting
Opportunity Scoring
Lead Scoring
Pipeline Insights
D365 Sales Professional $65
Customizable Reports & Dashboards
X
Advance Reporting
X
Opportunity Scoring
X
Lead Scoring
X
Pipeline Insights
X
Salesforce Professional $75
Customizable Reports & Dashboards
X
Advance Reporting
Opportunity Scoring
Lead Scoring
Pipeline Insights
D365 Sales Enterprise $95
Customizable Reports & Dashboards
X
Advance Reporting
X
Opportunity Scoring
X
Lead Scoring
X
Pipeline Insights
X
Salesforce Enterprise $150
Customizable Reports & Dashboards
X
Advance Reporting
X
Opportunity Scoring
X
Lead Scoring
Pipeline Insights
Salesforce Unlimited $300
Customizable Reports & Dashboards
X
Advance Reporting
X
Opportunity Scoring
X
Lead Scoring
X
Pipeline Insights
X
Salesforce Essentials $25
D365 Sales Professional $65
Salesforce Professional $75
D365 Sales Enterprise $95
Salesforce Enterprise $150
Salesforce Unlimited $300
Customizable Reports & Dashboards
X
X
X
X
X
X
Advance Reporting
X
X
X
X
Opportunity Scoring
X
X
X
X
Lead Scoring
X
X
X
Pipeline Insights
X
X
X
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