Dynamics 365 Sales: Elevate your selling

Dynamics 365 Sales is a Customer Relationship Management (CRM) application. It is part of the larger Microsoft Dynamics 365 CRM platform, which includes a range of different business applications for managing customer relationships, sales, marketing, customer service, finance, supply chain and many other areas.

Dynamics 365 Sales primarily focuses on improving the efficiency of sales departments within an organization. The application offers tools and features to help manage the business, forecast sales, monitor results, and automate processes. This allows salespeople to track and manage their contacts and potential customers more effectively, and update data faster.

• Increase productivity with practical information,
• Collaborate on deals in a modern workspace,
• Create, edit, and share documents,
• Focus on the biggest sales opportunities to increase successful transactions,
• Utilize familiar tools and perform tasks from Outlook,
• Benefit from guidance.

The 360-degree view in Microsoft Dynamics 365 for Sales presents all essential customer information, such as contracts, addresses, additional services, marketing consents, cases, complaints and activities. The 360-degree view also provides access to the customer’s entire history. The more we know about the customer, the more personalized services we can offer. Multichannel customers support and detailed analysis of customers actions enable the prediction of their future behaviors – when they will start showing interest in a particular product or service, when it’s worth contacting them or presenting them with marketing materials on a specific topic. It’s essential to make the customers feel that their needs have been personalized and met. The 360-degree view ensures that every sales representative has 100% information about the customer, ultimately leading to reduced workloads when serving a specific customer. Quick access to relevant information enables employees to handle customers as if they had 100% knowledge about their products, cases, and behaviors.

Within the 360-degree view of the Dynamics 365 system, we can implement dedicated applications for various business roles in the organization, such as Contact Center. We create them with dedicated forms that may take different forms in various applications. This allows for even greater customization for system users, resulting in more efficient work and optimal time utilization.

Product Management in Dynamics 365 for Sales

The product and pricing module allows for the straightforward offering of specific products that customers need. Within the Microsoft Dynamics 365 Sales solution, there is the possibility of defining various products, which are parameterized based on factors such as:

• Customer Group: business customer, individual customer,
• Offer period: defines the period during which a specific product can be offered to the customer,
• Sales period: specifies the maximum period for which a contract can be concluded,
• Product Type.

Each product has its own price list or multiple price lists, which can vary depending on the selected parameters (tariff, offer period, billing period).

Up-selling and Cross-selling in Dynamics 365 Sales

The product catalog can be expanded with appropriate attributes and relationships between products, allowing for simultaneous sales of correlated products or enabling future campaigns related to each other or with specific attributes.

Embedded logic allows for offering more expensive products to the customer within a specific range of the currently viewed or purchased product. Implemented processes will also allow for post-sales offering of products with higher standards or newer versions. The product catalog and system processes can be adapted to the specificity of the customer’s sales and marketing activities. The Power BI will enable in-depth multidimensional analysis of customer purchasing behaviors and the potential to increase sales.

Automated Customer Service – Creating Quotes and Orders in Dynamics 365 for Sales

Based on entered data, the system allows for generating documents based on templates embedded in Microsoft Dynamics 365 for Sales. The generated files are automatically populated with data from the system. Document templates are managed by the content administrators of the system. In a situation where a specific template is modified, it can be updated quickly by users with appropriate permissions. Generated documents are automatically associated with the object from which they are generated, e.g., with an Agreement. Thanks to process automation, there is a complete history of documents generated from the system.

Sales Data Analysis in Dynamics 365 Sales

In Microsoft Dynamics 365 Sales, users can generate reports for any data from the view (with export options). For large, complex queries involving multiple tables and containing large data volumes, to reduce the CRM load, it is possible to order a report generated from the database (automatically sent at specified intervals). This functionality utilizes Power BI solutions.

Planning and Monitoring

The system allows for monitoring, reporting, and comparing all company-related data, including:

• Sales pipeline,
• Number of leads,
• Planned budget,
• Implementation,
• Individual and team goals,
• Number of contacts,
• Sales stages,
• Sales opportunities.

To implement this functionality, you can utilize the internal mechanisms of the CRM system and Power BI solutions.