What is Dynamics 365 for Sales? Top Features of Dynamics 365 for Sales

Microsoft Dynamics 365 for Sales is a software solution system that helps businesses foresee customer demands, develop client relationships, and increase revenue.

Microsoft Dynamics 365 for Sales as a customer-focused CRM helps businesses create customer loyalty and trust by establishing end-to-end, outcome-focused journeys that engage customers at the right time and place.

Users can choose the most appropriate engagement individually with a context-based system, which is critical for firms when clients want a more personalized approach. Microsoft Dynamics 365 for Sales is functional as on-premise and cloud-based software, with native mobile functionality for Android, iOS, and Windows phones, depending on corporate needs.

Let’s dive in to see the top features of Dynamics 365 for Sales.

Microsoft tools are seamlessly integrated

Use Microsoft’s intuitive UI to reduce training time and increase user acceptance. Streamline your workflow with Dynamics 365 Sales’ latest mobile applications and familiar tools like Outlook and Excel. Scan and convert business cards into new entries in Dynamics 365 to reduce human data entry.

LinkedIn Sales Navigator integration

With LinkedIn Sales Navigator integration, you get profiles and insights and connected leads and techniques to secure a warm introduction. Use interactive org charts to keep track of contacts and visualize relationships between them.

Integration with the company’s systems

Utilize all your company’s data and systems. Internal procedures and data from third-party systems are brought together. Take advantage of the system’s tight interaction with Microsoft programs (Office 365, SharePoint, Microsoft Dynamics Business Central)

Contextual information

Customize interaction with individualized talking points and next best actions based on contextual insights. Show businesses how and when their customers interact with their emails, so they may be more proactive and responsive in their email correspondence. Maintain relationships using Dynamics 365 and Office 365 signals highlighting relationship health and hazards.

Advanced security

Rely on a high-security platform that complies with GDPR regulations and uses a proprietary Microsoft security strategy. Safeguard your data across Microsoft data centers. You may rest assured that your company’s information will be kept private.

Management of leads and opportunities

Keep track of potential consumers and other pertinent information that can aid your sales staff during the sales process.

Management of accounts and contacts

Give your account managers and customer service reps all the necessary information to build long-lasting customer relationships.

Management of partners

Manage your business connections with the vendors who give your consumers products or services.

Management of tasks and activities

You’ll never miss another chance with automated notifications and reminders that help your team organize and prioritize activities.

Management of sales orders

Product and price lists, as well as sales quotes, orders, and invoices, are all easily accessible.