Microsoft Dynamics 365 for Sales

Overview

Microsoft Dynamics 365 for Sales is a complete and advanced CRM cloud integrated in Office 365 that allows the management of the sales force from the capture of an opportunity (lead), to the issuance of the invoice and collection, as it is integrated withMicrosoft Business Central (ERP). In addition, it can be easily adapted to any sector, and get a good reporting with Power BI..

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Microsoft Dynamics 365 for Salesis part of the Microsoft CLOUD platform which ensures security of the information, flexibility to adapt to every circumstance and scalability according to the growth and needs of companies.

Why use Dynamics 365 for Sales?

It is part of Outlook, Word, Excel and integrates with Power BI, and other Microsoft software.
Very intuitive and easy to use tool.
Accessible from any mobile device.
Integration with LinkedIn that allows you to get a real-time 360-degree view of your contacts and customers.
Speed of implementation.
Minimal licence costs. All-inclusive as it is a SaaS model.
Microsoft warranty, used by thousands of companies worldwide.
It can be easily adapted to the needs of each company.
Option to include a customer portal or distributors.
Integration with the Marketing Automation module.
Enable AI reporting and leverage all Microsoft Azure applications.

Advantages

Complete map of customer relationships, contacts, opportunities, offers and orders.
Stable transactional system that ensures adoption by the company's vendors.
It allows you to easily adapt business processes, create customised flows and reports.
The company's management will obtain information on the status of contracting, invoicing and collection on its device. By customer or any analytical dimension that you want to define.

Implementation

At Goom we are experts in the implementation of Dynamics 365 for Sales and integration with other applications at reasonable costs and within reasonable timeframes. Our services are as follows:

Licensing of Microsoft applications and products
Process consultancy service and design of the implementation strategy.
Map of applications and integrations with other systems
Data migration.
User training. Functional and technical.
Support and maintenance service.
Documentation and auditing of applications.
Development of customised applications based on the Microsoft standard.

Developments

Microsoft Dynamics 365 for Sales is evolving towards a Common Data Model (CDM) and increasing integration with other CLOUD services through Common Data Services (CDS).

Automates the entire sales process and boosts productivity

Advanced solution design and customisation
Marketing Automation and Digital
Social Listening or Social Engagement
Advanced CPG tools
Integration with ERP, Bussiness Central
Cognitive Services: text, voice and images
Chatbots
Predictive reporting

In addition, there are Dynamics 365 for Sales as a complement to Dynamics 365 for Sales

Integration

Microsoft Dynamics 365 for Sales integrates with several apps, sharing sales team information with other departments. Some of these tools are:

Microsoft Teams
LinkedIn Sales Navigator
Dynamics 365 for Sales embedded intelligence: Relationship assistant, auto capture, email engagement
Dynamics 365 for Sales insights add-on: Relationship analytics, predictive lead scoring
Microsoft Social Engagement
Gamification, Voice of the Customer
Power BI
Microsoft Business Central (ERP)
PowerApps and Flow