Microsoft Dynamics 365 Sales_

Access a complete solution to manage customer relationships, close deals and boost revenue.

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What is Dynamics 365 Sales?

Dynamics 365 Sales is a comprehensive CRM solution for managing the entire sales journey from prospect to close. With an intuitive, mobile-enabled, cross-platform and offline-capable interface, your sales team can efficiently work from anywhere.

There are tools to accelerate the sales journey, including automated sales sequences, lead and opportunity scoring, intelligent forecasting and much more. With easy-to-follow business processes built into the application, you can ensure your sales data is up to date and accurate for proactive decision making.

Plus, with a product catalogue, you can manage pricing easily with suggested upsells, cross sells and associated recommendations, making sure your sellers never miss an opportunity.

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Infinity Group in stats_

We drive real results and keep our clients happy.

97.3 %

satisfaction rate

98.7 %

customer retention rate

76 %

SLA adherence

Why use Dynamics 365 Sales?

Dynamics 365 Sales can help you get more accurate data and analyse it quickly and easily for improved data visibility. It provides a comprehensive set of tools which are easy to use and integrated into the applications that sellers use every day. From easily tracking Teams calls and meetings to being able to easily save email conversations inside Outlook, sellers stay in the flow of work you to make accurate, data-driven decisions.

Dynamics 365 Sales will also prevent you losing deals by ensuring sellers have a complete understanding of your prospects and customers based on data from across your organisation. This allows them to uncover trends for a more proactive approach to deal closure and prospecting.

Automation, provided by the Power Platform, improved efficiency by automating tasks such as approvals, credit checks, electronic signatures and more. Instead, your sellers focus on the tasks that matter and add value.

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Our awards_

With these under our belt, we’re more than qualified to deploy Dynamics 365 for your organisation.

What are the benefits of Microsoft Dynamics 365?

Improve customer relationships: Build strong relationships with your customers with a 360-degree view of their interactions, preferences and needs

Collaborative: Collaborate effectively with your team from afar, using Microsoft Teams integration, co-authoring documents, sharing calendars and assigning tasks

Drive performance: Empowers sales performance and productivity by setting goals, tracking progress and coaching your sellers with data-driven feedback

Optimise processes: Use configurable sales stages, workflow, templates and rules to maintain consistent sales processes

Generate more leads: Use AI-powered lead scoring, qualification and prioritisation to focus your efforts on the right people in the right way

Predict revenue: Use AI-based forecasting, deal insights, and competitive analysis to predict future performance and take proactive action.

Integrated: Connect seamlessly with your other sales tools, such as Outlook, Word, Excel, SharePoint, Power BI and LinkedIn Sales Navigator

Customisable: A secure, scalable, and flexible platform that meets your business needs with the option to extend functionality further with Power Platform

How do Infinity Group deploy Dynamics 365 Sales?

As specialist Microsoft Dynamics 365 Consultants, we use our expertise and product knowledge – coupled with our extensive experience – to discover, analyse validate, build, deploy and launch a tailored Microsoft Dynamics 365 Sales solution. We also provide user enablement and ongoing support.

Using our extensive knowledge of workflows, efficient business processes and an innovative use of new technologies such as Microsoft Copilot and Copilot Agents, our Microsoft Dynamics 365 for Sales solutions are specifically designed to automate your processes to cut down on tedious admin tasks and fast track the growth of your business.

“Infinity Group has helped us uncover value we didn’t know existed. Dynamics 365 is our platform to disrupt the market.

Peter Hosking

CEO

Microsoft Dynamics 365 Sales key features_

Automation: Automate repetitive tasks with ease to free capacity and ensure sellers are focusing on high value tasks that wins deals

Insights: Deeply understand your customers based on insights from across the organisation, overlayed with intelligent AI powered recommendations

AI: Use Copilot to accelerate your sales processes, from product recommendations to drafting email replies and summarising long emails

Productivity: Stay productive with automated sales activity sequencing, integration into key productivity tools and intelligent forecasting

Microsoft Dynamics 365 Sales FAQs_

How much does Dynamics 365 Sales cost?

Microsoft offer different licencing tiers for Dynamics 365 Sales. These include:

  • Dynamics 365 Sales Professional – £53.40 per user, per month
  • Dynamics 365 Sales Enterprise Edition – £78.10 per user, per month (offering advanced AI capabilities)

Our licencing experts can work with you to get a licencing plan that best suits your business needs.

How to set-up Dynamics 365 Sales?

Typically, we will work with our customers to analyse their sales process to ensure it is aligned with best practice and optimised before commencing the set-up of Dynamics 365. This typically involves customising the out of the box processes and forms to ensure the tool is aligned to your process and the data you need to capture and store. We’ll then train you and support you as you use Dynamics 365 Sales.

Is Dynamics 365 Sales a CRM?

Yes, Dynamics 365 Sales is a Customer Relationship Management (CRM) solution, but it also does much more and is infused with AI to make your organisation as efficient as possible.

Is Dynamics 365 Sales better than Salesforce?

Yes, but we would say that wouldn’t we! We believe that not only are the features and UI better than Salesforce but also that Microsoft’s solution is more scalable and secure. Also, when using Salesforce, Salesforce own your data, with Microsoft, your data belongs to you.

What are the benefits of Microsoft Dynamics Sales?

Dynamics 365 Sales has many benefits, including the ability to manage your sales process from lead through to opportunity, quote, order and invoice, to managing relationships with existing accounts. Being seamlessly integrated with the rest of Microsoft’s products means you can quickly and easily manage emails, Teams messages, SharePoint documents and more directly from Dynamics 365.
There are also many AI-powered efficiency features built in such as predictive forecasting, lead and opportunity scoring, and suggested next best actions for sellers. With an offline enabled mobile and tablet application, your sellers can work from anywhere too.

Related rescources_

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