Microsoft Dynamics 365 for Sales (formerly Microsoft CRM) enables sales people to manage every aspect of the customer engagement lifecycle in a unified, collaborative and intuitive interface. Use Dynamics 365 for Sales to keep track of your accounts and contacts, nurture your sales from lead to order, create sales collateral, create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities.
Managing the customer engagement lifecycle
Enable smarter selling with embedded insights
Show the next best step
Provide your sellers with contextual, embedded insights from Dynamics 365 for Sales that reveal the next best step to move each customer relationship forward.
Optimize email engagement
Show sellers when and how customers interact with their emails, so they can be more proactive and responsive in their communications.
Keep a pulse on social trends
Provide sellers with social insights that track buyer sentiment and identify potential competitive threats.
Empower sellers to build relationships with authentic and personal engagement
Connect data and processes to enable relationship selling
Unify relationship data and processes with integration between LinkedIn Sales Navigator and Dynamics 365 for Sales, so sellers have the insights they need to build trust and easily manage relationships at scale.
Capture buying signals from social media
Provide insights that show relevant conversations to join and content to share, so sellers can seize opportunities to engage buyers on social media.
Enable your sales team to collaborate and personalize sales documents with embedded Office 365 tools that fit the way they work.
Boost seller productivity with seamless tools
Provide intelligent guidance
Increase user adoption and minimize training with rich, context-sensitive help and an intelligent, event-driven sales process that guides sellers to optimal outcomes.
Simplify sales execution
Accelerate deals with an end-to-end, immersive experience for opportunity management. Increase seller productivity with familiar tools like Excel and Outlook that work seamlessly with Dynamics 365 for Sales features.
Improve sales effectiveness by providing sellers with an enriched view of accounts, contacts, and leads that includes contextual third-party firmographics, news, and compelling events for B2B and B2C buyers.
Sell anytime, anywhere
Support work on the go, even when there’s no connectivity, with modern mobile applications that provide contextual news, social data, and task flows that increase usability.
Connect with your partners
Recruit, onboard, and strengthen your partner channel through deeper enablement and activation. Give partners a quick view of interactions across opportunities, cases, and other relevant information.
Accelerate sales performance
Shorten ramp-up time
Ease onboarding for new sellers. Align sales behavior with best practices and interactive help and documentation features from Dynamics 365 for Sales.
Increase sales effectiveness
Hit your numbers by setting goals, monitoring results, and providing timely feedback and coaching. Investigate deviations from plan and take corrective action using real-time analytic dashboards.
Gain visibility and insights
Go from data to insights in Dynamics 365 for Sales with real-time dashboards that have interactive, drill-down capabilities and natural language queries.
Energize your sellers with fun and exciting team-based sales contests. Improve sales performance and hold everyone accountable with a unique gamification solution that makes results highly visible.
Innovate with solutions built to evolve
Accelerate time-to-market and adapt the application to your needs with no-code visual editors and tools that make it easy to build and deploy web and mobile applications.
Extend and connect
Automate processes across Dynamics 365 applications and partner systems for a unified experience.
Invest with confidence
Rely on the Microsoft cloud platform to reduce the cost and complexity of operating a global infrastructure, and trust state-of-the-art Microsoft datacenters to safeguard your data.
Transform your customer interactions with deep insights provided by embedded intelligence of Dynamics 365 for Sales that guides your teams to the right business outcomes.