The Best-in-Class CRM Solution for Sales Teams
Transform Your Sales with Dynamics 365 Sales Implementation
With Dynamics 365 Sales, you can empower your sales team, streamline your sales process, and deliver exceptional customer experiences. Gain valuable insights to drive growth and close more deals. Start accelerating your sales today.
Streamline Your Sales Processes and Enhance Customer Relationships
Boost productivity, sales forecasting, and customer insights with Dynamics 365 Sales. Seamlessly integrate with Microsoft Office and leverage AI-powered analytics to make data-driven decisions.
Dynamics 365 Sales streamlines sales processes and automates repetitive tasks, allowing sales teams to focus on more strategic activities such as building relationships with customers and closing deals.
Enhanced Sales Forecasting
Dynamics 365 Sales provides real-time visibility into sales pipeline and opportunities, helping businesses make more informed decisions and improve sales forecasting accuracy.
Dynamics 365 Sales leverages artificial intelligence (AI) to provide insights into customer behavior and sales performance, enabling businesses to make data-driven decisions and identify new sales opportunities.
Improved Customer Relationships
With Dynamics 365 Sales, businesses can track customer interactions and gain insights into customer preferences, enabling them to provide a more personalized and engaging customer experience.
Seamless Integration with Microsoft Office
Dynamics 365 Sales integrates seamlessly with Microsoft Office applications such as Outlook, Excel, and Teams, allowing sales teams to work more efficiently and collaboratively.
Dynamics 365 Sales is designed to scale with the needs of a business, providing flexibility and customization options to meet changing requirements.
Maximize Sales Performance with Dynamics 365 Sales Features
Get real-time visibility into your sales pipeline, manage leads and opportunities, gain customer insights, create custom dashboards, and collaborate more efficiently with Microsoft Office integration.
Dynamics 365 Sales offers real-time visibility into sales pipeline and opportunities, allowing businesses to accurately forecast sales performance and make informed decisions.
Access Your Sales Data and Insights from Anywhere with Mobile Access
Stay connected to your sales pipeline and customer data with Dynamics 365 Sales mobile app. Manage your leads and opportunities on-the-go and make data-driven decisions from anywhere. Enjoy a seamless, secure, and mobile experience.
What Our Customers Say
Beth, VP of Operations
Shannon has superior knowledge of Dynamics 365 and Business Central, her team and the clients of whom she works for She was always available to answer questions or address issues during our implementation process. She helped us find talent for our own team and got the job done. She was a pleasure to have as part of our team during our company's implementation.
Frequently Asked Questions
What does Dynamics 365 offer over its competition?Dynamics 365 offers several advantages over its competition, including: Seamless integration with other Microsoft products, such as Office 365, Power BI, and Azure, creating a cohesive ecosystem. Advanced AI capabilities, such as predictive analytics and customer insights, to improve decision-making and efficiency. Scalability and customization, with modular applications tailored to specific industries and business needs. Strong security and compliance features, leveraging Microsoft's robust data protection infrastructure. A large partner network and resources, providing expert support and implementation services.
Is Dynamics 365 Business Central a new system?Dynamics 365 Business Central is not entirely new; it was initially released in April 2018. It is an all-in-one business management solution that evolved from Microsoft Dynamics NAV, a popular Enterprise Resource Planning (ERP) system. Business Central streamlines various business processes, such as finance, operations, sales, and customer service, while integrating seamlessly with other Microsoft products like Office 365 and Power Platform.
What comes with my accounting package?Business Central is a full, robust end-to-end ERP solution. It includes core financial, budgeting, reporting, cash flow forecasting, fixed assets, quote to cash, procure to pay, manufacturing, service, distribution and more.
Does Business Central sync automatically with Dynamics 365 Sales (CRM)?Yes, Dynamics 365 Business Central can sync automatically with Dynamics 365 Sales (CRM) through native integration. The integration enables seamless data flow between the two systems, ensuring that data like customer records, sales orders, product details, and prices are updated and consistent across both platforms. This enhances collaboration between sales and operations teams, streamlines processes, and enables organizations to make more informed business decisions.
What functionality is included in Business Central?Dynamics 365 Business Central is a comprehensive business management solution that includes a wide range of functionalities, such as: Financial Management: General ledger, accounts payable, accounts receivable, fixed assets, bank reconciliation, cash flow forecasting, and financial reporting. Supply Chain Management: Inventory control, sales order processing, purchase order processing, item tracking, and warehouse management. Sales and Customer Service: Contact management, sales quotes, opportunity management, order management, and customer interactions. Project Management: Project setup, resource planning, time tracking, expense management, and project analysis. Manufacturing: Production orders, bill of materials, capacity planning, demand forecasting, and production scheduling. Service Management: Service order management, service contracts, dispatching, and service item tracking. Human Resources: Employee management, absence tracking, and basic HR reporting. Reporting and Analytics: Built-in reports, Power BI integration, and customizable analytics. Business Central also integrates with other Microsoft products and services, such as Office 365, Power Platform, and Dynamics 365 Sales, to provide a connected and efficient business ecosystem.
What is your implementation process?Our projects are full cycle, project management led implementation projects. We always start with a full discovery project, making sure your new system will meet your business requirements and needs. Our projects include conference room pilots, onsite or remote training, user acceptance testing, onsite and remote go-live support as well.
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Scale your sales efforts with Dynamics 365 Sales as your business grows