Infinity Group are a specialist Microsoft Dynamics Partner. Our team of specialist Microsoft Dynamics 365 Consultants have a proven track record of tailoring and implementing Microsoft Dynamics 365 for Sales across many different verticals.
Using CRM, identify customer behaviour, buying trends and forecast customer pipelines
Unite by sharing conversations, activities, notes and proposals with colleagues
Automate monotonous part of your sales processes so your team can focus on actual selling
The Dynamics 365 Sales Hub Application is built on the Unified Interface framework meaning it uses responsive web design principles to provide a seamless user experience regardless of the screen size, device or orientation it is viewed in. It contains the entire Sales Suite and is suitable for use by large businesses or enterprises.
The Sales Professional App is similar to the Sales Hub, but it operates on a smaller scale and only includes a subset of the Sales Hub app’s capabilities but includes key insight and action features. It is designed for individuals or small businesses who do not need the whole Sales Enterprise suite.
Dynamics 365 for Sales utilises the AI-driven data provided by Sales Insights to help users find more clients and maintain strong relationships. Sales uses the Insights data to help manage relationships with relationship health insights and provides suggestions for next steps with talking points, communication templates and reminders.
Dynamics 365 Sales reimagines the seller experience with accurate sales forecasts, details of emerging customer needs and highlighted at risk deals. It also provides salespeople with actionable suggestions to help them prioritise deals, analyse pipeline changes and sell effectively.
The Sales App comes with built in automatic note-taking capabilities and contextual prompts to streamline the documentation stage. It can also scan and convert business cards into new records reducing the need for manual data entry which saves valuable time.
Every phase of the sales cycle is accompanied by a business process user interface which provides contextual guidance. This enables salespeople to spend less time asking questions and more time selling. The Dynamics 365 for Sales application also includes useful sales playbooks which teach salespeople repeatable, effective sales techniques to increase sales and is accessible from anywhere and on any device.
Microsoft Dynamics 365 Sales offers a wide range of business benefits your sales team members which include:
The inbuilt training capabilities within Dynamics 365 for Sales reduce the workload of Managers whilst increasing the efficiency of their salespeople. Data insights means that productivity is easily monitored and feedback can be provided in real-time.
The Relationship Health statistics allow managers to identify at-risk sales and intervene before an employee loses a sale and the Excel integrations and prebuilt templates allow for quick analysis and simple, informative feedback.
As a part of the Dynamics 365 suite, Sales is integrated with Dynamics 365 Marketing, which enables users to create streamlined, coordinated marketing campaigns and track the performance within the sales application. This seamless integration means that cross-department teams can work efficiently together using shared workflows and timelines.
Customer Voice: Included with the Sales App, Customer Voice provides survey and review insights to help sellers see the customer’s point of view and improve sales engagement.
LinkedIn Sales Navigator: Sales unifies LinkedIn relationship data and processes so that sellers can build trust and manage relationships on a large scale. The integration also helps identify leads and provides suggestions on how best to make introductions.
As specialist Microsoft Dynamics 365 Consultants, Infinity Group use their expertise and product knowledge coupled with our extensive experience to discover, analyse validate, build, deploy and launch a tailored Microsoft Dynamics 365 Sales solution along with user enablement whilst providing ongoing support.
Using our extensive knowledge of workflows, efficient business processes and an innovative use of new technologies such as Microsoft Flow, our Microsoft Dynamics 365 for Sales solutions are specifically designed to automate the Sales and Marketing processes to cut down on tedious admin tasks and fast track the growth of your business.
We first approached Infinity Group to help us transition from our old CRM to Dynamics 365. The scoping and implementation was run very professionally and all ongoing customisations and support issues are handled efficiently by the friendly support team.Angela Carslake, Marketing Manager @ Quantum Design
Dynamics 365 Sales includes three different solutions that you can be licensed for, these are: Sales Enterprise, Sales Professional and Sales Insights
Enterprise vs Professional
The Sales application offers two standard tiers these include; Enterprise – Higher tier and Professional – Lower tier, and high level descriptions of these are included in the table below.
Dynamics 365 Sales Insights is an additional solution for the Dynamics 365 Sales Enterprise application that continuously analyses the data already stored in your Dynamics 365 Sales and Microsoft 365 databases. This help users to better understand business relationships, evaluate activities in relation to previous successes and make more informed
Read all of our licensing prices here.
|License Type||Description||Cost user/month|
|Dynamics 365 Sales Enterprise||Top tier licence for the Sales application which goes beyond standard CRM capabilities by providing customisation, extensibility, embedded intelligence, and manual forecasting.||£71.60|
|Dynamics 365 Sales Professional||Lower tier licence for the Sales application that provides core CRM capabilities and is suited for organisations with less complex needs.||£49.00|
|Dynamics 365 Sales Insights||Add-on licence for Sales Enterprise to guide sellers, improve productivity with intelligence, provide connection insights and predictive modelling.||£37.70|
|Dynamics 365 Sales Premium||Licence for Dynamics 365 Sales Enterprise combined with an additional application called Sales Insights which offers impressive, embedded intelligence for a supercharged CRM solution with highly advanced analytical functionality.||£101.80|
|Dynamics 365 Microsoft Relationship Sales||Dynamics 365 Enterprise and LinkedIn Sales Navigator combined into one discounted licence for optimal prospecting and opportunity nurturing. 10 users required at minimum to qualify for this licence.||£108.34|
Dynamics 365 Team Members are essentially light users of the solution. These users have full read access across the database that allows them to leverage insights but only with a subset of functionality.
Typically, Team Members are well suited to Senior Management employees that do not need to use the system day to day, but may want to access it from time to time to reference data, look at dashboards or export report files.
The only application which requires a separate Team Member licence to access it, is Business Central. The two Team Member licences have been detailed in the table below.
Read all of our licensing prices here.
|License Type||Description||Cost tenant/month|
|Dynamics 365 Team Member||This licence allows read access to data generated from the Dynamics 365 applications, but it also allows participation in a limited set of scenarios across the applications.
Team Members can:
– Update personal employee information
Note: Team Members are allowed access to a maximum of 15 custom entities.
|Dynamics 365 Sales/Customer Service/Field Service Enterprise Attach||A highly reduced full licence only available to users who already have a qualifying base licence e.g. Sales Enterprise. This licence is applicable to employees that may be tied to two or more business functions.||£15.10|
If you are looking to deploy Microsoft Dynamics Sales quickly to get your business up and running and have the ability to grow alongside your needs, we have designed the perfect affordable starter solution for you. UNITE is our Dynamics 365 small business solution.
This is a fixed outcome solution which offers customers full transparency and the potential to have a new, tailored and valuable Customer Relationship Management solution setup, fully deployed and running in a few weeks.Find out more
ClickDimensions is a powerful marketing automation solution natively built inside Microsoft Dynamics 365. The useful tools and dashboards within ClickDimensions provide complete transparency of leads and customers to streamline your sales and marketing efforts.
Our consultants utilise SQL Server Reporting Services (SSRS) in conjunction with Adobe EchoSign to enable you to capture and save online signatures. This makes it easy to prepare and send documents for signatures and enables your customers, and colleagues to sign them.
The Documents Core Pack enables you to design professional templates to implement within your solution such as as automated email templates, or other sales collateral, saving your sales team time and ensuring there is maximum consistency across all your customer collateral.
Dynamics Telephony is a professional-grade telephony application for Microsoft Dynamics 365/CRM. It enables Microsoft Dynamics 365 to intelligently select contacts for inbound calls so that your Sales team can accurately record the necessary information to drive ROI and identify areas of greatest impact.
Using Power Mailchimp from Power Objects, our Consultants can integrate your existing MailChimp account data within Microsoft Dynamics 365. Enabling you to send bulk emails from Microsoft Dynamics 365 and track email campaign statistics back to your CRM contacts, leads and accounts.
Integrating the PowerObjects’ PowerSMS application within Microsoft Dynamics 365 enables your Sales and Marketing teams to send SMS messages as an additional contact method for current opportunities. This is particularly useful for companies with a millennial audience.
Microsoft Dynamics 365 for Sales replaces Microsoft Dynamics CRM. This powerful business application...Read More