Accelerate revenue growth with Dynamics 365 Sales

Today’s market is often ruthlessly competitive. In these circumstances, driving revenue growth requires more than just top-tier products or services. What really makes a difference are the efficiently built processes and meaningful customer connections. This is where Dynamics 365 Sales can come in handy. It allows the sales team to organize and automate their routine tasks better and focus on building relationships with clients, ensuring your business stays ahead of the curve.

In this article, we will focus on how Dynamics 365 Sales leverages the most advanced technology and AI capabilities to make the processes more effective and efficient. We’ll show how it helps teams save time, improve strategies, and make smarter decisions. Moreover, you will find out how it works in combination with other tools and what to expect in terms of implementation costs – important details for leaders focused on boosting growth and profits.

What is Dynamics 365 Sales?

If you are familiar with Microsoft Dynamics 365 environment, you already know that it is the next generation of CRM and ERP applications. It allows you to restructure your business and view it as one entity where all cogs engage with one another without obstacles. 

As for the Sales app, it specializes in streamlining sales pipeline management, providing your team with tools to close more deals, capture and nurture leads, enhance client relationships, and efficiently generate orders.

The integrated AI capabilities level up the experience even more by automating routine tasks. With Copilot in Dynamics 365 Sales, you can ask the AI to draft emails, analyze customer data, and gain actionable insights within a unified platform using natural language or prebuilt prompts. This combination of smart tools and AI integration ensures your team stays focused on high-value activities that drive business growth while delegating routine tasks to artificial intelligence. 

Why Dynamics 365 Sales: a number-based look at the benefits

According to Gartner, B2B sales organizations that use sales technologies with embedded generative AI will be able to reduce the time spent on prospecting and preparing for customer meetings by more than 50% by 2026. In this context, shifting the processes inside your company towards a more AI-driven approach is a way to success these days.

Dynamics 365 Sales offers out-of-the-box Copilot-infused functionality that allows you not only to process the data better but also gain insights into the future and build plans accordingly. The solution takes less than half the time to implement compared to other CRM systems, allowing you to worry less about technical details and focus on what really matters. 

For example, the experience of First West Credit Union in implementing the Dynamics 365 process speaks for itself:

Source: First West Credit Union adopts critical Dynamics 365 process in seven weeks, lowers resolution time 

The cutting-edge features of Dynamics 365 Sales

The integration of Copilot into Dynamics 365 Sales significantly boosts the efficiency of sales teams across various dimensions. Beyond this, its automation, visualization, productivity, and customer engagement features allow you to make the most out of one app. Now, let’s explore real-life examples of how Sales can save the day in various scenarios. 

Sales productivity and customer engagement

An experienced seller understands that connecting with real people is where the actual value lies. However, most of the working hours are usually spent searching for information and administrative duties like composing emails and keeping your CRM system up to date.

To save your time, money, and energy, the Sales app offers the enhanced email experience. To put it simply, it is a mini email app built into CRM that allows you to contact customers directly from wherever you currently are working. Therefore, no more forgetting what you were up to after switching the tabs.

For instance, a sales professional bound by a tight deadline can use the email integration feature to send a proposal draft while referencing the client’s historical data within the same platform. This way, they will be able to close more deals faster thanks to timely, informed, and accurate communication. 

Automation and efficiency

One of the rather time-consuming things that is often overlooked is poor prioritization of tasks. For example, imagine starting your day with an extensive (but not organized at all) to-do list. It is hard to figure out where to start.

The work list in the sales accelerator for Dynamics 365 Sales Insights helps you prioritize your time and effort to ensure that important records aren’t left behind. In other words, it is a useful assistant that gathers the tasks according to their importance and provides you with the information you might need for each one of them.

Picture a sales manager who is just starting their day and already has a curated to-do list from the Sales Accelerator. What can they find there, you might ask? The created list will contain high-priority leads that need immediate follow-up, including their last interaction, key preferences, and potential next steps. This can significantly boost the manager’s productivity and help them stay on top of the critical opportunities. 

AI and insights 

AI has been the talk of the town for the past couple of years. But what can it do when it comes to such a subtle matter as human relationships sales representatives are building with customers? Copilot in Dynamics 365 Sales is capable of analyzing vast amounts of information without even batting an eye. Therefore, it gets to know your customers way faster than you do. And it can tell you all there is to know about them to close a deal. 

Such summaries might be particularly useful for sales representatives before an important negotiation. Simply ask Copilot to summarize a client’s preferences, past purchases, and feedback trends. And there you have it – a perfect foundation for closing a deal and building a long-lasting relationship. Additionally, Copilot can draft personalized emails or presentations based on customer data, saving hours of manual effort.

We have listed only the main capabilities that the Sales app can provide out of the box, but there is even more to discover when the solution is tailored to your business in particular. Those sales teams that use Dynamics 365 report higher productivity, better deal outcomes, and improved customer satisfaction. The numbers speak for themselves: a team might see a 30% reduction in time spent on administrative tasks, freeing up resources to focus on revenue-driving activities like client engagement and strategy planning.

Consistent global services and project delivery with proMX

Learn how the Sales app, along with Dynamics 365 Project Operations, helped allocate the resources to projects globally, efficiently track expenses, evaluate costs and pricing, and make more informed decisions.

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Choose the right pricing option for your business

For those considering getting Dynamics 365 Sales for their business, there are several additions to the app that vary in price and features. Moreover, a 30-day free trial is available as well for you to try out the product and check firsthand whether it is worth your time and money.

*Check the up-to-date prices on the official Microsoft webpage.

Combining Sales with other apps for best results

Building a sufficient CRM environment that perfectly checks all the boxes may be a challenge at first glance. There is an abundance of products out there that all seem to be doing their own specific thing: help improve customer relationships, write code, visualize data, effectively communicate with your team, optimize marketing efforts, and manage projects, resources, or finances, you name it. But what if you need all of it at the same time?

Dynamics 365 Sales allows you to bridge the gap between various business units and create a transparent working environment, allowing for easier communication, deeper insights, and getting things done in a timely manner.

1. proMX 365 Project Portfolio Management (PPM): In combination with Sales, PPM can help with task organization, tracking progress, setting goals and deadlines, as well as managing resources. This solution is intended for SMBs of different industries that manage multiple internal and/or external projects simultaneously.
2. Dynamics 365 Project Operations (PO): PO integration allows for a more graceful transition from sales to project delivery: from lead generation and opportunity management to project planning and execution.
3. Power BI: Creates a visual representation of data from hundreds of sources through reports and charts that create a 360° view of your business.
4. Microsoft Teams: If you would like to facilitate communication between sales representatives within your company working from all over the world, the Teams and Sales combination allows them to view, share, and collaborate on sales records directly.
5. Microsoft Copilot: AI technologies empower sellers to achieve greater results with less effort. Moreover, the chat experience is specific to the sales process. You can use common sales terms and phrases to ask questions and get answers from the CRM system without having to navigate through complex menus or screens.

Conclusion

Just like the other Dynamics 365 apps, Sales is a highly customizable solution that was designed specifically to support you in finding the absolute best option to hit all the sweet spots your business has. It is easily adaptable to your requirements without any coding required. You can always add functionality with compatible third-party apps or additional Dynamics 365 modules. In case you need any support along the way, or if you would like someone else to do it for you (which is perfectly valid), proMX experts with extensive experience are here to help.