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Dynamics 365 Sales

Microsoft Dynamics 365 Sales is a complete Customer Relationship Management (CRM) solution that offers high-quality sales automation. This end-to-end solution provides your sales team with the tools and integration capabilities to efficiently boost your sales revenue and gain insight during each step of the sales cycle.

Forecast Revenue

Achieve your dales goals by tracking against your account-based targets, managing your pipeline, and adjusting your forecast all in one place.

Manage Your Opportunities

Prioritize leads and opportunities so you can focus on the right leads and understand your next sales steps to ultimately build strong customer relationships.

Accelerate Sales

Rank your leads by score with AI-powered sales insights, allowing your team to focus and engage customers with clear, achievable activities.

The Top

Key Features

Embedded Office 365 Tools

With embedded tools like Microsoft Excel and Word, you can use tools that you use every day to help build details, analyze deal details, and communicate with customers.

Product Catalog

Comprehensive product catalog that functions alone or can be integrated with ERP apps, to quickly build sales quotes by adding products directly from the catalog.

Customized Pricing and Discounting

With multiple price lists, you can attach the most appropriate pricing based on who the customer is, current promotions, or specific sales scenario.

SharePoint & OneDrive Integration

Use the document storage and versioning capabilities of SharePoint and OneDrive for business to help with document collaboration.

Quote Management

Easily generate quotes directly from details stored in a sales opportunity. Manage sales negotiation with easy quote revisions and quote delivery using familiar formats, such as Microsoft Word documents or PDFs.

Sales Orders

Sales orders can be created directly from quotes when deals move forward. With sales automation, related supply chain items can be opened or closed as the attached quote record is also closed.

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