The sales process of any business is simple. It apparently begins with lead attainment and qualification, then you proceed to nurture them until they buy from you. Yes, so far so good.

But hold on a second, you have made an Excel sheet consisting of 80 leads that needs your timely attention and pampering. Attention is very vital when it comes to converting leads to customers.

That is when you realize, it is high time to invest in a Customer Relationship Management tool with storage and organizational capabilities so that you can monitor your contacts on the run, on the go, by the sea, by the mountains, from any device.

Now it is time for the big intro.

Dynamics 365 for Sales is a user-friendly platform that provides the most relevant features for business objectives. I know, I know, I have made it sound so simple but that is the beauty of it. Microsoft Dynamics 365 for Sales is very simple to use.

In its bowels lies a set of great productivity tools that can boost your business providing you with sales force automation with unified relationship data and built-in AI.


Let us check a few features that make our sales life easy.

  1. Always-on Connection

Dynamics 365 for sales (CRM), with its “always-on connection” to Excel feature, allows you to save time. Worry less about imports completion and organization and enjoy the External Data Categorization and Batch Transfers capabilities.

  1. Increase conversion rates

Don’t forget that your competitors are also reaching out to the same prospects and phone calls are only one step of the buying journey. You need to differentiate yourself and find your point of distinction.

With Dynamics 365 for Sales, you are able to automate your qualification stage. Using a process flow user interface, Dynamics 365 for Sales can send prompts to ask relevant questions to your leads.

Now, you have stronger interactions, can increase your conversion rates and meet your targets!

  1. Dynamics 365 for Sales is VERY convenient

“You don’t have the time” – you know it, but your clients… they don’t know it!

They are expecting you to be available, whenever – wherever – and yes, it is normal.

Dynamics 365 is cloud-based! If you receive a call, you have access to your CRM data and can find customer information from anywhere. Be even more efficient by integrating your Dynamics 365 for Sales with the Microsoft Office Suite.

  1. Because they can quickly integrate it with other business applications

Dynamics 365 is all about “integration”. Dynamics 365 connects with Office 365 suite and SharePoint Libraries. How convenient is it to store your Office 365 Templates into Dynamics 365 and to send quotes, RFPs (Request For Proposal) and email in no time?!

On top of that, you can enjoy a really solid integration with your Microsoft Outlook, allowing you to track every email you send or receive. Access communication history and make sure every prospect becomes an opportunity.

  1. Track and tailor conversations

Because you are not having the same type of conversations with a freshly acquired lead and a warm lead that knows exactly who you are and what you do, you need to be able to track those conversations.

In Dynamics 365 for Sales, you can define objectives for each stage of your sales funnel and rules to move leads from one stage to another automatically.

Empowered with insights, your sales team can save time and effort on tailoring their communication to the right stage of each contact.

  1. Analyze their competitors

Days are busy between calls and presentations, but you also need to know what your competitors are good at and what they suck at!

Dynamics 365 for Sales (CRM) offers capabilities that analyze your competitors, so you know which opportunities you are competing for!

  1. Live Sales Dashboards

Customize your KPIs’ statistics, charts or graphics as your sales department grows.

With accurate data and relevant insights, Dynamics 365 Sales allows you to better interpret prospects needs and anticipate clients’ potential issues. Satisfying your clients give you a competitive advantage that will increase your client loyalty.

  1. Track and monitor customer events

Presentations, live demos or business lunches are all type of events that allow you to interact in person with your clients and prospects.

Dynamics 365 for Sales (CRM) is a great way to organize your events. From planning to execution and follow-up, Dynamics 365 allows you to track and monitor the success of each event. Enter real-time information and get real-time updates with Dynamics 365.

In a nutshell!

With Dynamics 365 for Sales (CRM), you are ahead of your competitors!
Why? Because you are faster gathering, organizing, qualifying, accessing and scoring leads! Finally, our customers also mention that they are very happy with their Azure Cloud Hosting and the user-friendly interface. In addition to this, Dynamics 365 fully integrates with Office 365 and Microsoft is continuously investing in R&D to stay a CRM Leader.

Contact us if you are looking for Microsoft Dynamics Sales & Marketing consultants for offsite staff augmentation. We have professional developers that are available to work on your projects.

Outsourcing Pundit is one of the leading IT Staff Augmentation service provider for Microsoft Partner companies. With a large pool of resources of different Microsoft Product portfolio.

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