Streamlining sales
In ever changing world, traditional selling is changing constantly towards the digital
With Microsoft's suite of digital sales tools, you can respond reasonably to changing environment.
360st. Customer profile
Dynamics365 Sales synchronization with Dynamics365 Business Central offers your salespeople a 360st. profile of all customers.
Information on transactions, current receivable balances, order status are contextually available from Dynamics 365 Business Central directly from customer cards in Dynamics 365 Sales.
Dynamics 365 Sales also provides you a full timeline view of your company’s email correspondence with each individual customer as well as scheduled meetings in the Outlook Calendar. In addition, Dynamics 365 for Sales is able to retrieve notes from any online meeting with the customer, using MS Teams.
Create a collaborative environment
With built-in collaboration tools, salespeople in your company will gain the ability to collaborate on sales opportunities regardless of sales department or location. They will be able to work on the same 360˚ customer view and share documents related to given sales opportunities directly in Microsoft Teams and Sharepoint.
Leverage the capabilities of Power Automate
By creating simple workflows in Power Automate, Dynamics 365 Sales can be automatically populated with new potential customers and sales opportunities straight from social media sites such as Facebook or LinkedIn.