D365 Sales allows you to automate all your sales processes, so all your team are following the same structure from sales leads through to the sale itself. Your team can concentrate on the customers instead of filling out spreadsheets and reports.
As D365 sales is part of Microsoft 365, you can access the Sales app from anywhere on any device. You can work collaboratively with your team and always have access to real-time data.
With Dynamics Sales, you can create and view dashboards and integrate reports from Power BI bringing in data from other sources in Microsoft 365. You can manage performance and targets easily and effectively allowing your business to succeed.
What is Dynamics 365 Sales?
In every business, following processes correctly ensures that all necessary steps are always taken, and all the key data is always collected. Microsoft dynamics sales takes your manual sales life cycle and automates it so that you can concentrate on providing the best customer service and creating the best sales opportunities.
D365 Sales has been designed to support a sales process from the lead to the close of a sale and each stage in the process is customisable so that it meets the demands of your business.
Along with the other tools in the Microsoft Dynamics suite, Sales can predict accurate customer behaviours and you can use the sales flow to gain insights and predictions of your customer’s journey.
Dynamics 365 sales can help turn leads into sales as it allows you to build stronger relationships with your customers, whilst shortening the overall sales process. It enables you to personalise the buyers experience with data-driven sales insights.
Benefits of Dynamics 365 sales process
With Dynamics sales, you can grow your profit margins with the use of automated business processes and digital intelligence. As a business, you can ensure you are concentrating on the best sales leads with automated lead scoring.
Your sales team will have the ability to work anywhere with Microsoft Dynamics Sales, across multiple devices and will be able to work collaboratively with other members of the team.
365 Dynamics sales provides dashboards for you to keep track of sales teams and revenue, including performance and results. Your employees can also keep track of their own sales performance and targets.
As part of Microsoft 365, all your other 365 office applications will work seamlessly with Dynamics, you can integrate Microsoft teams to keep communication open, send emails directly through your outlook account and produce reports that are relevant to you with Power BI.
D365 Sales Licensing
D365 Sales has 3 levels of functionality for you to choose from Sales Enterprise, Sales professional and Sales Premium. Professional allows you to concentrate on the sales features of Dynamics 365 including leads, opportunities and quotes, but you will not have access to fully customise the app and won’t be able to access some of the more advanced features such as forecasting and goals.
If you require this, then then the full D365 Sales Enterprise app will be the one for you.
Our consultants will discuss with you all the available options and guide you on which will be best the route to take for your business needs.
Microsoft Dynamics sales process flow and Valto
Here at Valto we have a team of highly skilled and knowledgeable Dynamic consultants who will be able to provide a full consultation and talk you through Dynamics sales. We get to know your business and your pain points to enable us to show you how Dynamics can help your business to grow.
We will handle the transition for you, from migration to integration and provide full training once your ready to use business process is in place.
Once you start using Dynamics Sales we will be on hand for any troubleshooting and support, so if you have any questions or need any advice or guidance, we are only a call away.
If something isn’t working for you as you initially thought, we can make changes to your sales flows to enhance your process and ensure it is working perfectly for you and your business.
Talk to a Valto expert about Dynamics 365 Sales
Frequently Asked Questions
How do I transfer my current data?
Our team of Dynamics consultants at Valto will be able to extract your data from your current solution and migrate it over to Dynamics Sales into the correct fields. We can handle the whole process for you to ensure your move to Dynamics sales is as smooth as possible.
Can Dynamics Sales capture all the data I need it to?
D365 Sales is fully customisable. All the information down to the forms and layout can be adapted to meet your business requirements. Our team of experts at Valto will carry out a full consultation with you before recommending the best solutions for you and how best to set up D365 Sales for your needs.
How much is Dynamics 365 Sales?
The Dynamics 365 sales application is available through a couple of different licences with Microsoft 365. The costs will differ depending on the size of your staff force and what licences you are currently running for your business. Get in touch with one of our team at Valto who will be happy to discuss pricing options with you depending on your current situation.
To get started with Valto and take your business to the next level, get in touch with our team today
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