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What is Microsoft Dynamics 365 Sales?
Empower teams and accelerate revenue
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.
How Dynamics 365 Sales can help your organization
With this powerful CRM solution, businesses can streamline sales processes, gain valuable insights, and boost productivity. Microsoft Dynamics 365 Sales equips companies with the tools they need to distinguish themselves in a competitive market, while enjoying the following benefits:
Focused Insights and Action
By providing sellers with easy-to-understand, contextual data, you can increase sales velocity by identifying the most promising prospects, allowing everyone to focus on the right priorities and act with confidence.
Elevated Customer Relationships
Foster authentic customer relationships with relationship-centered insights based on actual customer needs ensure relevant interactions, while unified data and systems help you maintain one-to-one customer relationships at scale.
Boosted Sales Productivity
Automate sales processes, allowing your team to focus more on selling and less on administrative tasks. With an intuitive cloud-based interface, mobile tools, and process automation, your sales team can work efficiently from anywhere, gain critical insights, and close deals faster.
Increased Sales Performance
Inspire and motivate your team through real-time analytics, goal-setting, and interactive coaching. With features like gamification, natural language queries, and comprehensive sales management tools, it creates a success-driven culture that accelerates your results.
Benefits of Dynamics 365 Sales
Source: 2022 Forrester TEI Study | Microsoft Connected Sales and Marketing.
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Level up your sales processes with Dynamics 365 Sales
Microsoft Dynamics 365 Sales offers a suite of features designed to optimize your sales operations. From advanced lead management to mobile access, these tools are crafted to support every aspect of your sales strategy.
360-Degree Customer View
Get a comprehensive view of each customer and give sales teams to access customer histories, interactions, and preferences in one place, helping them to understand customer needs better and personalize their sales approach.
Lead and Opportunity Management
Efficiently capture, prioritize, and nurture leads, ensuring that potential opportunities are not missed and increasing conversion rates by leveraging automated workflows for assigning and following up on leads.
Sales Process Automation
Automate routine and repetitive tasks, such as data entry, email communication, and appointment scheduling to free up sales reps’ time, allowing them to focus on building relationships and closing deals.
Forecasting and Analytics
Enable sales teams to gain insights into their sales performance and provide accurate forecasting to help with setting realistic sales targets and making data-driven decisions to drive revenue growth.
Mobile Accessibility
Allow sales reps to stay connected and productive on the go with mobile access that allows them to update customer information, access sales data, and communicate with leads and customers from anywhere, improving response times and flexibility.
Integration with Microsoft Ecosystem
Seamlessly integrate with other Microsoft applications, such as Outlook, Excel, and Teams to enhance collaboration, enable document sharing, and simplify communication within the team, leading to better coordination and increased productivity.
Why choose Velosio as your Microsoft Partner?
No partner has as rich of a history in the Microsoft ecosystem as Velosio. We’re not only a multi-time global award winner for Microsoft Dynamics, but we’re the only Indirect CSP specializing in Dynamics 365. We are a Global ISV Development partner capable of building, connecting, implementing, and supporting the entire Microsoft stack from Office 365 to the entire Business Application Cloud Suite.
By partnering with Velosio you can ensure:
Industry Expertise
Velosio’s seasoned advisors specialize in midmarket companies, ensuring tailored solutions that address specific industry needs. This gives us a unique edge in the ability to provide insights and strategies that drive real results.
Cloud Applications Leadership
As a leading cloud applications partner, Velosio empowers businesses to leverage cloud technology effectively. Whether it’s Dynamics 365, Azure, or Office 365, Velosio guides clients toward competitive advantages.
Transformative Solutions
Velosio’s deployment models swiftly guide clients to the right solution, helping them maximize their technology investments. From ERP to CRM, Velosio ensures that businesses stay ahead in today’s dynamic market.
Your Success is Our Focus
You won’t find a partner with people more passionate about making their clients into heroes. Velosio attracts the most experienced consultants and technologists around who go beyond implementation. Our team is dedicated to helping you unlock the full potential of Dynamics 365 Sales.
Whether you’re curious about our software solutions, services, or support, we’re ready to answer all your questions.
Dynamics 365 Sales pricing
Dynamics 365 Sales Professional
$65
per user/month
Core sales force automation and Microsoft 365 integration
Dynamics 365 Sales Enterprise
$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
$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
$162
per user/month
Dynamics 365 Sales Enterprise plus LinkedIn Sales Navigator Enterprise
- Requires a 10-seat minimum
Does not include implementation costs.
Need help determining what licensing options and deployment model would align best with your business? We can help!
Dynamics 365 Sales licensing
Find the licensing option that’s best for your business.
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.
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Dynamics 365 Sales frequently asked questions
What is Microsoft Dynamics 365 Sales?
Can I sign up for a free trial of Dynamics 365 Sales?
Does Dynamics 365 Sales include Copilot?
Does Dynamics 365 Sales have a mobile app?
How can I get my sellers to utilize Dynamics 365 Sales?
How much does Dynamics 365 Sales cost?
What's the difference between Sales Premium and Sales Insights?
Does Dynamics 365 Sales utilize real-time data?
How do you enable LinkedIn Sales Navigator in Dynamics 365 Sales?
How do you create sales orders in Dynamics 365 Sales?
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.