Microsoft Dynamics 365 Sales

Gain end-to-end support for your sales teams, boosting performance and profits in the long run.

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Boost your performance with Dynamics 365 Sales

Dynamics 365 Sales transforms how you do business, taking automation, customer engagement, and profitability to the next level. With its intelligent features, this comprehensive solution simplifies lead management, optimises opportunities, provides invaluable sales insights, forecasts revenue accurately, and more, empowering your team throughout every stage of the sales cycle.

Dynamics 365 Sales Consultancy
At Pragmatiq, we have extensive experience implementing Dynamics 365 Sales, specialising in tailoring the solution to align with your unique business requirements precisely.

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Key Dynamics 365 Sales Benefits

Let’s explore some of the key benefits experienced through Dynamics 365 Sales below. If you would like to find out more about these benefits, check out our dedicated blog here.

Improve Sales Performance

Boost sales performance through smart insights, increased pipeline visibility, and precise sales forecasting.

Improve Customer Relationships

Leveraging comprehensive customer insights and AI-powered recommendations makes it easy to keep customers engaged and satisfied.

Data-Driven Decision Making

Through in-depth analytics and reporting capabilities, sales teams can easily identify trends, opportunities, and areas for improvement.

Smooth Collaboration

Store all information regarding records, such as contact details, interactions, emails, notes, and more, within a centralised solution, streamlining and simplifying collaboration.

Advanced AI Capabilities

Copilot within Dynamics 365 Sales provides sellers with advanced AI capabilities, streamlining workflows and boosting seller success.

Scalability and Flexibility

Dynamics 365 Sales effortlessly scales and expands alongside your business, swiftly adapting to evolving business needs and workflows.

Seamless Integrations

Experience one unified platform with Dynamics 365 Sales ability to seamlessly integrate with other applications, both within the Microsoft universe and beyond.

Mobile Accessibility

The D365 Sales App makes it easy for sellers to stay productive from anywhere, at anytime.

Key features of Dynamics 365 Sales

There are various features available within Dynamics 365 Sales, we have picked our top ones.

  1. Stakeholder Management: At its core, Dynamics 365 Sales is a CRM, with this it has all features necessary to effcienclty manage contact, accounts, leads, opportunities and more.
  2. Sales Copilot: Leverage AI-driven features such as predictive scoring, conversational intelligence, and more to gain a competitive edge.
  3. Workflow Automation: Enable employees to focus on the activities that matter most by aytomating repetitive tasks, such as meeting reminders, emails, etc.
  4. Bespoke CRM: Dynamics 365 Sales is fully customisable, enabling businesses to shape the system according to their individual preferences and requirements.
  5. Sales Analytics: Gain comprehensive analytics and reporting capabilities to understand sales performance enabling successful, strategic decision-making.

These are a plethora of features that D365 Sales offers, for more insights into the solution, please get in touch.

Who we work with

“When we approached Pragmatiq, we were a small professional services company in need of a sophisticated project and resource management system that integrated with our Dynamics 365 Sales implementation. Previously, our project management systems were ad-hoc or simple enough for me, as the Managing Director, to oversee all activities. However, as we grew, this became challenging.

The Pragmatiq team was friendly, professional, and methodical in helping us implement Dynamics 365 Project Operations. They helped us understand the system and tailored the solution to our business model. We rely on the system they implemented and it enables our continued growth, resolving operational challenges.”

Richard Haigh – Managing Director at Brand Finance

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Your Dynamics 365 Sales Partner

As your trusted Microsoft Dynamics 365 Sales Implementation Partner, we provide comprehensive assistance at every step of the implementation process, including full projects, consulting, project recoveries, and managed service support.

Benefits of Partnering with a Dynamics 365 Sales Expert
Collaborating with us offers distinct advantages. Our commitment and experience within the space ensures the smooth deployment of your Dynamics 365 Sales solution, ensuring it has the exact functionality you need.

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Microsoft Dynamics 365 Sales Integrations

Dynamics 365 Sales seamlessly integrates with all Microsoft ecosystem products, including Customer Voice and Power Apps, as well as numerous third-party applications like Xero, offering a versatile solution. Let’s explore some additional integrations you can leverage with D365 Sales to enhance your solution.

LinkedIn Sales Navigator

The native integration between Dynamics 365 Sales and LinkedIn Sales Navigator supports sellers to build trust, manage relationships, identify new leads, view suggestions on how best to make introductions, etc.

Outlook

The Dynamics 365 App for Outlook (on desktop, web, or mobile device) enables users to link Outlook emails to any D365 Sales record, including contacts, opportunities and cases. This seamless integration saves users from switching between applications and improves efficiency as a result.  

Microsoft Teams

Have your teams chat directly located within your CRM system reducing the time spent switching between apps. Additionally, link new or existing chat to a record ensuring that all information is accessible within one place.

Frequently Asked Questions

There are a variety of sales licenses available (Sales Professional, Sales Enterprise, Sales Premium and Team Member), each differing in capabilities and storage capacities. Take a look at our blog post which compares the D365 Sales licenses in more depth, here.

At Pragmatiq we have developed our implementation methodology to be the perfect pairing to the technology we offer. Our approach follows several stages, each of which is designed to ensure the successful delivery of your Dynamics 365 solution.

Learn more about our implementation methodology.

We understand that over time, your business will grow and change, and your needs may shift; the beauty of a bespoke solution is that it can be tailored even after implementation.

At Pragmatiq, we have a Managed Service offering, which allows us to support your business post go-live.

As the most established bespoke solutions in the market, we often get asked about the differences between Microsoft Dynamics 365 and Salesforce.

We have written a blog post which compares the products, across areas such as; applications, deployment options, pricing, integrations, ease of development, and business intelligence capabilities. Read our comparison here.

Start your journey with Dynamics 365 Sales today!

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