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..
- Traceability from opportunity to contract signature and invoicing.
- Integration with other Microsoft or external apps.
- The user can create new fields, processes and reports.
- Reporting with Power BI and native integration with Office 365.
Microsoft Webinars
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
- Gamification
- Microsoft Relationship Sales
- Customer Engagement Plan
- Dynamics 365 AI for Sales
- Customer Insights
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
Prices
Sales Professional
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Sales Professional provides central sales force automation (SFA) using an organisation without complex sales processes.
Sales Enterprise
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With Sales Enterprise it provides customisation, extensibility, built-in intelligence and manual forecasting in addition to all available features.
Premium Sales
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Focused for users who require Sales Enterprise and Sales Insights applications, Sales Premium can be purchased.
Sales Professional
Attach Licence
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Basic commercial and after-sales management. Use of the standard with few customised modifications.
Sales Enterprise
Attach Licence
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It includes advanced features and the possibility of unlimited customisation by the end customer or partner.
Sales
Team Member
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Full read and limited write users, who can query the database, edit templates and view reports.
Do you want an appointment with a consultant?
Contact us with no obligation and we will advise you. Start the digital transformation of your company!