Microsoft Dynamics 365 Sales

Dynamics 365 Sales simplifies the selling process by automating administrative tasks, centralising customer data, and providing contextual insights using access to data and conversations.

Copilot minimises manual data entry, calls and emails are logged automatically, and content creation is accelerated with auto-generated email response drafts. Guided workflows systematise the selling process, helping sellers effectively prioritise the right actions and focus efforts.

According to research conducted by Forrester, businesses have been able to improve their sales, reduce costs, and enhance their productivity using Dynamics 365 Sales. The study found that over a period of three years, the businesses were able to see a 215% return on investment and a 15% increase in seller efficiency while collaborating with their team. The research also revealed that the payback period for this investment is typically around seven months.

The application provides real-time analytics and interactive dashboards for sales performance visibility. KPI monitoring, forecasts, and drill-down reports inform data-driven decisions.

Relationship analytics help sellers personalise customer interactions. With Power BI and AI-powered recommendations, you gain complete sales and relationship visibility to drive growth.

Inbuilt sales workflows automate processes for consistency at scale. Examples include lead scoring, guided sales sequences, and automated data capture from Outlook emails. As your team evolves and expands, Dynamics 365 Sales can be quickly customised and extended using native Microsoft Power Platform products, including Power Automate and Power BI.

At Serversys, we implement and personalise D365 Sales to address immediate business needs and provide ongoing support to adapt the system as businesses grow.

Serversys has deep expertise in integrating Dynamics 365 with other business systems to unify customer data and connect processes. Our consultants tailor Dynamics 365 Sales to reflect bespoke sales processes by synchronising data with ERP and other platforms.

The flexibility of Dynamics 365 Sales, Dataverse and the Microsoft Power Platform enables us to implement transformative and scalable integration solutions for organisations.

We offer implementation services to simplify user adoption and ongoing support and training. Our consultants provide hands-on training tailored to different roles to help all teams maximise value. A wealth of free training resources are available on Microsoft’s learning platform.

We will support you through your change management planning and provide the necessary resources to help you. You will be assigned an account manager to provide ongoing guidance, technical assistance, and continuity. With over 25 years of experience, we aim to become your long-term partner in enhancing your Dynamics 365 system for sales success. Learn more about our support services.

Dynamics 365 Sales offers subscription licensing based on user type and features needed. Options include Enterprise and Professional licenses for sellers and sales managers. Subscriptions allow you to adjust user licence numbers up or down as your needs change.

Serversys can help ensure Microsoft compliance and prevent overpaying for unnecessary capabilities. For more details, refer to our licensing overview.