Microsoft Dynamics
365 Sales

Empower Your Sales Team with Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales is a complete customer relationship management (CRM) software solution that enables businesses of all sizes to automate sales processes, streamline workflows, and improve customer engagement. From lead generation to opportunity closure, Microsoft Dynamics 365 Sales delivers a unified platform for managing the complete sales lifecycle.

What are the key features of Microsoft Dynamics 365 Sales?

Microsoft Dynamics 365 Sales offers a comprehensive suite of features that can significantly enhance the productivity and effectiveness of your sales team. Here’s a breakdown of how key features contribute to sales success:

Opportunity Management

• Track opportunities from inception to close.
• Create and manage sales quotes and proposals.
• Forecast sale and track against targets.

Lead Management

• Capture, qualify, and nurture leads to move them through the sales funnel.
• Use AI-powered lead scoring to prioritise leads based on their likelihood of conversion.
• Assign leads to sales reps and track their progress.

Reporting and Analytics

• Track key metrics and identify trends.
• Use data to make better decisions about sales and marketing.
• Create custom reports and dashboards to visualise your data.

Sales Automation

• Automate tasks such as data entry, follow-ups, and reminders.
• Use AI-powered tools to improve sales productivity.
• Streamline your sales processes to close more deals.

Mobile Access

• Access your CRM data from anywhere, using any device.
• Use the mobile app to capture leads, track opportunities, and manage customer interactions.
• Access and update customer information even when you’re offline, ensuring you can stay productive without an internet connection.

AI-powered Insights

• Use AI-powered insights to improve your sales and marketing efforts.
• Identify opportunities and risks.
• Make data-driven decisions.

Collaboration Tools

• Collaborate with your team on sales opportunities and campaigns.
• Share and track customer information.
• Use Microsoft Teams to communicate and collaborate with your team.

Campaign Management

• Plan, execute, and track marketing campaigns.
• Use marketing automation tools to personalise campaigns and nurture leads.
• Measure the ROI of your marketing campaigns.

Customer Service Management

• Resolve customer issues quickly and efficiently.
• Track customer support tickets and resolution times.
• Manage customer feedback and identify areas for improvement.

Security and Compliance

• Protect your customer data with industry-leading security.
• Comply with data privacy regulations.
• Manage user access and permissions.

Microsoft Dynamics 365 Sales Consultancy

We’re an experienced Microsoft Solution Specialist, but that doesn’t mean our thinking just starts with the software.

Instead, we listen to your needs, and only then try to find the software solution to meet them. That means understanding the pain points that your sales and customer service teams are experiencing. It means identifying your strategic aims. And then, keeping these at the forefront of our minds as we look at how Microsoft Dynamics 365 for Sales and Customer Service can help you to achieve those goals.

Since 1997, we have implemented hundreds of ERP and CRM solutions of differing complexity that have helped improve business performance by identifying opportunities for improvement and growth.

Give us a call today, and we can discuss how we can collaborate and  share success together.

Had a bad experience elsewhere? We can help

Finding the right partner for your Microsoft Dynamics 365 for Sales is crucial. We know that many organisations who already have the software come to us frustrated by the poor service they’re getting from their existing service partner.

Whether you’re suffering from poor support, a lack of clear, consistent communication or mis-sold licenses, we live and breathe Dynamics 365 Sales. Get in touch today to find out more.

We have the scalability, knowledge and experience to offer the most relevant software solutions for your business needs and our highly responsive technical helpdesk works pro-actively to ensure any queries you have are resolved efficiently and effectively.

Why partner with Synergy Technology for Microsoft Dynamics 365 Sales?

Our experience shows that with the right software and our ongoing support we help businesses to blossom. Synergy Technology is a Microsoft Solutions Partner for Business Applications and a certified Microsoft Solutions Specialist in Small and Midsize Business Management. We gain a deep understanding to your business;  your processes, challenges, growth plans and what you want to achieve, in order to tailor your Microsoft Dynamics 365 Sales implementation to your team.

• End-to-End Solution Design: We can design a comprehensive solution that addresses not only the software itself but also the hardware, network, security, and other components necessary for a complete and functional system.
• Risk Mitigation: We can help identify and mitigate potential risks associated with software implementation, such as compatibility issues, data migration challenges, and security concerns.
• Project Management Expertise: Synergy Technology have years of project management experience, and robust systems to help plan, execute & monitor the implementation process, ensuring the project stays on track and within budget.
• Integration Testing and Validation: We perform rigorous testing to ensure that all components of the solution work together seamlessly and meet performance and reliability requirements.
• Support and Maintenance: Our application support service, SynergyCare, is designed around the clients and their individual users. Our consultants deliver tailored support coupled with exceptional responsiveness and accountability.
• Scalability and Future-Proofing: We can design solutions with scalability in mind, allowing for future growth and expansion without costly reconfigurations.

How much does Microsoft Dynamics 365 Sales Cost?

You can find the basic pricing for licencing of Microsoft Dynamics 365 Sales licences by visiting the Microsoft website. However each Dynamics 365 Sales project is unique, and the overall cost of any project will depend on a large number of factors. Our consultants will optimise your solution to the needs of your business, teams and customers, ensuring you enjoy the greatest business benefits from your investment in ERP and CRM technologies from the outset.

Want to learn more about Microsoft Dynamics 365 Sales?

Synergy Technology is proud to be a Microsoft Solution Specialist and to offer Microsoft Dynamics 365 Sales solutions across the UK. We also offer integration with a number of other platforms.

Find out more by visiting our add-ons and integrations page, call us today on or visit our contact page to send us an email.