What is Dynamics 365 for Sales?

Microsoft Dynamics 365 for Sales

Core functionality, intended business audience, and implementation process

It’s hard to measure the business impact that has on an organization, but we know that most have virtualized their operations and gained control of their data. In-person standards for day-to-day tasks such as sales appointments have vanished, which in turn puts more pressure on technology.

With all of the data being generated from your online activities, companies are now faced with the task of figuring out how to adjust their centralized solution to handle that data. It has predictive analytics built in so that all your data is used as effectively as possible. This is why Microsoft Dynamics 365 CRM is increasing in demand.

Microsoft Dynamics 365 for Sales app is a CRM platform tailored to the needs of salespeople. It provides vital information about your clients and allows you to track their most recent interactions. The IT department for your company provides a platform for automation, business rules, and best practices.

With Microsoft 365 integration, Dynamics 365 for Sales can display all communications, appointments, and tasks that are scheduled and occurred. It also records rich data, like hierarchies and defined connections to give users a 360-degree picture of how and why their companies interact.

The focus on Dynamics 365 for Sales in this blog is important because it’s one of the many apps offered by Dynamics 365. The app at hand, formerly known as Microsoft Dynamics CRM, has been given a major upgrade and a new name.

Dynamics 365 for Sales combines with other applications like Dynamics 365 for Customer Service or Field Service to provide all-in-one business solutions. And there are even more add-ons that help, such as AI and Mixed Reality applications. They make the software even more powerful in a multitude of directions.

Capabilities of Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 for Sales

Dynamics 365 for Sales stands out in its use of the communication platforms and business tools in Microsoft 365. Microsoft Outlook is a great tool for managing conversations and reminders of follow-ups. It’s all in one place, which makes it easier to manage your sales pipeline.

It innately employs applications like Microsoft Word and Microsoft Excel across the system. It saves time because the system has all your documents in one place. All spreadsheets and word processing programs floating around in there too, like Microsoft Excel and Word.

SharePoint is a reliable effective document storage system. It’s designed to help you store, organize, and present documents with ease. There are even templates available for presentations, posters, and more if you want to create professional-looking documents without much effort.

Aside from seamlessly integrating into the most commonly-used tools that your employees already rely on, Dynamics 365 for Sales also excels in other areas as well:

  • It is important to keep track of where your leads are coming from and what their success rates are in order to have a more effective marketing strategy. For example, if the majority of your leads come from direct mailers, but most of them fail to convert into a sale – then you might want to re-evaluate your system in order to improve those numbers.
  • All activities and tracking of the sales pipeline
  • In the course of a presales process, many priorities are set. These consist of requirements that must be met and end-of-project milestones where project success is determined.
  • By using AI tools, you can create efficiency and uniformity to your sales processes. This ensures that your customers are happy, which can help make your business more successful.
  • Collaborative selling and internal information sharing
  • Understanding win/loss causalities
  • Share document & presentation files
  • We have built a tool to help you understand your customers’ journey with your company. It identifies every point of contact–and what your customers are feeling about them. This will allow you to stop starting over and take action!
  • The annualized sales data of a particular inventory item can be charted over a period of time to help you understand its demand better. This will make it easier for you to plan & optimize your business.
  • We make it possible for you to create interactive reports with real-time data that give you the information you need before it’s too late.


Is It Right for You?

Dynamics 365 for Sales is powerfully flexible which is one of the main reasons it’s an industry leader. But that also means that it works best for companies who have a strong sense of their own methodologies and their overall goals.

Dynamics 365 for Sales is powerful and flexible, which is one of the main reasons that it’s the industry leader. It works best for companies that have a strong sense of their own methodology and knows exactly what they want to achieve.

Businesses with a clear company vision that intend to operate according to the agile best practices will find ROI from its broad capabilities, configurable automation, and business rules. And since it connects to Microsoft 365 as well as other Microsoft Dynamics 365 solutions, companies that can confidently manage all of their technological operations & planning will benefit from its market-leading admins. The low price and advanced features make these the perfect long-term solution for your needs.


Implementation ideas for Microsoft Dynamics 365 for sales


Microsoft Dynamics 365 for Sales

Companies don’t need to have every detail of their operations and technology defined before seeking an implementation. This is part of the reason that certified Microsoft partners are necessary to ensure they realize a return on their investment (ROI) as soon as possible.

You don’t need to have everything already set in stone before you start to make a business decision. Microsoft partners are on hand to ensure your ROI when making big decisions.

With Dynamics 365 for Sales, there are a ton of potential features and functionality. It’s important to work with a specialist who understands the nuances of the product and can guide you in creating an excellent solution that will meet user needs.

There are many stages to a typical implementation, all of which are designed to use the system’s foundations in ways that make the most sense for the company, then to build upward using best practices.

The setup process is broken down into many stages, which are all tailored to the company in question. The bright side of this is that if these stages are correctly employed and governed the subsequent solution is one that can be relied on and will work.


Find the Perfect Sales Solution Partner

As a Microsoft Dynamics 365 Sales Partner, we always know the best ways to help you with any of your Microsoft-related needs. You can count on us to offer expert advice on licensing or system formation and provide support throughout the creation process.

PositiveEdge gives you the power to manage your system after it’s set up with a demo. We are committed to creating lasting sales solutions while ensuring that our clients understand how to help themselves and increase their ROI.

Contact us today to speak with one of our Dynamics 365 experts and find out what it will actually take to bring the power of Microsoft’s business solutions to your company to accelerate your future.

Book for a free consultation here.

Discover the long-term benefits of planning, how to build the right implementation team and how to ensure a successful adoption here.

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