Dynamics 365 Sales and Marketing
Dynamics 365 Sales and Marketing streamlines customer relationship management, automates campaigns, and provides insights into customer behavior. Enhance lead generation, sales automation, and analytics to drive personalized engagements and boost sales performance.
Empower your sales teams
Make Selling Easier
Catch Up On Your Pipeline
Efficiently review open sales tasks, new assignments, and pipeline updates by querying Copilot using natural language or prebuilt prompts. This intuitive approach allows you to stay on top of your sales activities effortlessly, ensuring you are always informed and proactive. With Copilot's assistance, you can streamline your workflow, prioritize tasks effectively, and ensure no opportunity is missed, ultimately driving better sales outcomes.
Qualify Opportunities
Access AI-based scoring models and a prioritized work list for leads and opportunities to optimize your sales efforts. By leveraging AI insights, you can focus on high-potential prospects and opportunities, streamline your workflow, and improve your chances of closing deals successfully.
Track Progress
Track your pipeline and progress toward key performance indicators (KPIs) with embedded charts and dashboards. Gain real-time insights into your sales performance, allowing you to make informed decisions and stay aligned with your business goals.
Delight Your Customers
Prepare for Engagements
Effortlessly access a timeline of past customer activities or utilize Copilot to generate concise opportunity summaries and meeting preparation notes. Stay informed and prepared at every touchpoint, ensuring personalized and effective interactions with your customers. With Dynamics 365, streamline your workflow and enhance customer engagement by leveraging intelligent tools for comprehensive insight and efficient communication
Take The Best Action
Receive personalized suggestions for sales actions and next steps to drive the deal forward. Empower your sales team with actionable insights and strategic guidance, ensuring they are equipped to navigate every stage of the sales process effectively. With Dynamics 365, optimize your approach and accelerate deal closure by leveraging intelligent recommendations tailored to your specific needs and objectives
Imporove Interactions
Utilize Copilot-generated email drafts and call summaries to streamline your email and call interactions. Benefit from detailed analyses of sales KPIs and receive suggested tasks to optimize your outreach efforts. With Dynamics 365, enhance your communication efficiency and effectiveness by leveraging AI-powered assistance for personalized and data-driven customer engagements.
Build Storage Team
Forecast Sales
Forecast revenue and monitor performance against objectives effortlessly with Dynamics 365. Leverage intuitive forecasts and dynamic charts to gain insights into your revenue trajectory. Stay informed, make data-driven decisions, and adapt strategies proactively to achieve your business goals effectively
Analyze Team Performance
Access insights into forecasts and team metrics such as conversion and win rates effortlessly with Copilot. Whether through natural language queries or prebuilt prompts, empower your team with real-time analytics. Make informed decisions and drive performance by leveraging actionable data insights seamlessly integrated into your workflow with Dynamics 365.
Scale Best Practices
Deliver automated sales guidance to your team by establishing sequences of tailored sales actions. Streamline processes and boost efficiency with automated prompts and reminders, ensuring every step of the sales journey is optimized. Empower your sales representatives with personalized recommendations, enabling them to stay focused and on track toward achieving their goals. With Dynamics 365, simplify sales management and drive productivity by implementing automated sequences designed to elevate performance and drive results.
Empower Your Sales Journey with Dynamics 365 Sales
Dynamics 365 Sales Premium
Ideal for enterprises that need a sales automation solution, along with AI-driven insights powered by conversation intelligence, relationship intelligence, and more.
Dynamics 365 Sales Enterprise
With Sales Enterprise, your sales organization can automate the sales process from lead to cash, run marketing campaigns, enforce best practices, collaborate with customers, and much more.
Microsoft Relationship Sales
Microsoft Relationship Sales empowers sales professionals with AI-driven insights and collaboration tools, enabling them to cultivate meaningful connections and drive successfully.
Dynamics 365 Sales Professional
The Sales Professional app, similar to Sales Hub, offers essential sales management features but with a more compact entity selection tailored for smaller teams. It provides a streamlined user experience, focusing on key functionalities to maximize productivity and drive results effectively.
Microsoft 365 Copilot for SharePoint
Elevate Microsoft 365 Copilot with the integration of Microsoft Syntex plugins, revolutionizing productivity and automation. Benefit from advanced document understanding capabilities and AI-driven automation, empowering teams to work smarter and achieve more in less time.
Microsoft Copilot for Sales
Dynamics 365 Sales customers have limited capabilities included within the Sales Enterprise, Sales Premium, and Relationship Sales licenses. The standard functionality showcases capabilities such as email replies and conversation intelligence in Teams.
Integrate Sales and Dynamics 365 Customer Insights - Journeys
The Power of a Unified Platform for Business Apps:
In Dynamics 365, model-driven apps allow multiple business applications to run on the same tenant, instance, and database. This setup fosters collaboration across departments, streamlines workflows, and ensures a unified data environment. By centralizing data and processes, organizations can enhance efficiency, improve communication, and achieve a holistic view of their operations, ultimately driving better business outcomes.
Share Insights for all Customer Journeys:
Share insights across all customer journeys to gain a comprehensive understanding of customer interactions and behaviors. By analyzing data from every touchpoint, you can identify trends, optimize engagement strategies, and tailor experiences to meet customer needs more effectively. With these insights, drive personalized marketing efforts, enhance customer satisfaction, and foster long-term loyalty.
Collaborative Sales & Customer Engagement
The AI product can generate human-like written content, summaries, and reports, streamlining your workflow and enhancing productivity. With advanced natural language processing capabilities, it delivers high-quality, coherent text that meets your business needs, allowing you to focus on more strategic tasks.
Explore Dynamics 365 for Marketing
Discover the power of Dynamics 365 for Marketing, your all-in-one solution for automating and optimizing marketing efforts. Streamline your campaigns, nurture leads, and drive business growth with ease