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Dynamics 365 Sales

 Dynamics 365 Sales is a cloud-based customer relationship management solution designed to help sales teams manage customer relationships, track leads and opportunities, and improve overall sales performance through advanced analytics and automation. 





How can D365 Sales transform your business?

Holistic Customer Insights

Automated Follow-Up Reminders

Automated Follow-Up Reminders

Our solution offers a unified perspective on customer interactions, allowing your team to engage more meaningfully and make stronger relationships.

Automated Follow-Up Reminders

Automated Follow-Up Reminders

Automated Follow-Up Reminders

 With D365 Sales you can implement intelligent reminders for follow-ups, ensuring no opportunity slips through the cracks and every lead receives timely attention.

Mobile Sales Capabilities

Automated Follow-Up Reminders

Mobile Sales Capabilities

 Equip your team with mobile tools that provide real-time access to customer data, enabling them to sell effectively while on the go.

Leads and Opportunities

Leads and Opportunities

Mobile Sales Capabilities

 Streamline the process of tracking and managing leads and opportunities with customisable pipelines, enabling sales teams to prioritise prospects effectively. 

Product Catalogue

Leads and Opportunities

Product Catalogue

 Easily manage product and service offerings, pricing, and inventory, helping sales teams provide accurate quotes to customers. 

Integration Tools

Leads and Opportunities

Product Catalogue

 Dynamics 365 Sales integrates seamlessly with other Microsoft tools, such as Outlook, Teams, Power BI, and Power Automate.

Why Choose Us?

Rapid Implementation in Just 7 Days

 We offer a streamlined implementation process that can get you up and running with Dynamics 365 Sales in just 7 days. Our efficient methodology and expert team ensure a quick setup, allowing your sales team to start leveraging the solution without delays.

Tailored Solutions for Your Business

 We customise the Dynamics 365 Sales implementation to meet your specific sales processes and goals. Our approach ensures that the system is configured to align perfectly with your business needs, maximising its effectiveness from day one.

Expertise in Sales Optimisation

 Our team consists of seasoned professionals with extensive experience in sales management and Microsoft Dynamics 365. We provide insights and best practices that help enhance your sales processes and drive better results.

Comprehensive Training and Support

 We believe in empowering your team to succeed. We offer thorough training sessions during and after implementation, along with ongoing support to ensure your team can fully utilise all features and capabilities of Dynamics 365 Sales.

Proven Track Record of Success

 With numerous successful implementations under our belt, we have a history of helping organisations optimise their sales operations. Our clients have seen improved productivity, enhanced customer relationships, and increased revenue.

Commitment to Your Long Term Success

 Choosing us means forming a lasting partnership focused on your success. We are dedicated to providing ongoing support and guidance as your sales strategies evolve, ensuring that you continue to get the most out of your Dynamics 365 Sales investment.

Frequently Asked Questions

Please reach us at enquiries@crmknowledge.co.uk if you cannot find an answer to your question.

 Dynamics 365 Sales is a cloud-based customer relationship management solution designed to help sales teams manage customer relationships, track leads and opportunities, and improve overall sales performance through advanced analytics and automation.


 Dynamics 365 Sales seamlessly integrates with various Microsoft applications, including Outlook for email and calendar management, Teams for collaboration, Power BI for analytics, and Power Automate for workflow automation, enhancing productivity and streamlining sales processes.


 Yes, Dynamics 365 Sales offers extensive customisation options, allowing businesses to tailor workflows, fields, and user interfaces to meet their specific requirements, ensuring a personalised experience for sales teams.


Dynamics 365 Sales provides comprehensive tools for tracking customer interactions, including email tracking, meeting notes, and activity logs, enabling sales teams to maintain a 360-degree view of customer engagement.


 The platform includes advanced reporting and analytics features, such as customisable dashboards and AI-driven insights, helping sales teams analyse performance metrics, identify trends, and make informed decisions.


 With our Fast Track Solutions, we can get your team up and running with Dynamics 365 Sales in just 7 days, providing you with a basic CRM setup and ongoing support for a smooth transition.


 Users have access to a variety of support options, including training resources, documentation, and customer support services. Additionally, we provide ongoing support with the product, ensuring that sales teams can effectively utilize the platform and resolve any issues that arise.


Yes, Dynamics 365 Sales offers a mobile app that allows sales representatives to access customer information, update records, and manage tasks while on the go, ensuring they remain productive outside the office.


 There are three levels of Dynamics 365 Sales: Professional, Enterprise, and Premium. Each level is designed to meet the varying needs of businesses based on their size and complexity.  The best way to determine which level of Dynamics 365 Sales is right for your business is to contact us. We can provide personalized advice based on your specific needs, size, and sales complexity, ensuring you select the option that best fits your requirements. 


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