Close opportunities as won or lost and the reason behind the status to allow for sales analysis and optimization of the sales process. Microsoft Dynamics 365 Sales provides the ability to zoom from a pipeline view into an individual record and further allows you to track activities related to a particular sales deal.

Manage the organization’s sales pipeline with the ability to rack it by individual sales rep, team, region, division. Assign ownership of opportunity records to the appropriate user or team with ability to create reminders of tasks, appointments and activities. Use business rules to automatically update the probability field or allow manual updates by sales team members. Opportunity probability allows you to indicate a percentage likelihood that the opportunity will convert to a win. Each stage in the sales business process (qualify, develop, propose, close) contains steps to identify and information to collect before the stage is complete and ensures sales team members follow a defined process with flexibility to handle deviations in process. Business Process flow stages provide a visual indicator that tells people where they are in the sales process. Microsoft Power BI can then be used to turn sales data into understandable graphs and visualisations.įind out more with our video demo of Dynamics 365 Sales.Record and convert opportunities into a sale with Microsoft Dynamics 365 Sales Software. Data can also help sales managers to know which team members need their efforts focused upon, or which deals are most likely to convert. And with Sales Insights, you can even get AI-style intelligence about which leads should be prioritised based on buying signals in emails.ĭynamics 365 makes it easy to see both historic and real-time sales data, helping to predict upcoming sales trends and ensuring supply and resource levels. Dynamics 365 connects intuitively with both Outlook and LinkedIn to keep track of company and contact updates, allowing you to further personalise communication. Track all aspects of customer communication, allowing your sales teams to better understand customer and prospect interests. This means your teams are always armed with the information they need and can respond to new requirements quickly. Microsoft’s dedicated sales app allows salespeople to access and update information from Dynamics 365 on the go. On-the-go functionality with the Dynamics 365 Sales app.Dynamics 365 streamlines contact information and records, making it easier to quickly see key information and communications. Dynamics 365 Sales assists teams to be more successful in the following key ways:Īutomate and simplify lead and customer engagement, shortening the sales cycle.

Microsoft dynamics 365 sales pricing