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Dynamics 365 for Sales

In today’s fast-paced business world, sales teams need a powerful and efficient tool to manage customer relationships and drive sales. That’s where Microsoft Dynamics 365 for Sales comes in.

Microsoft Dynamics 365 for sales is a cloud-based CRM solution that helps businesses manage their sales process, track leads, manage opportunities, and gain insights into their sales performance.

Let our experts show you what Microsoft Dynamics 365 for Sales can do for your organization.

Streamline your sales process with Dynamics 365 for Sales

One of the key benefits of Microsoft Dynamics 365 for Sales is its ability to streamline sales processes. With Dynamics 365, sales teams can easily manage leads, track opportunities, and close deals. The system allows for easy customization to fit your specific sales process, ensuring that your team is working efficiently and effectively.

Dynamics 365 for Sales

Lead Management

Does your sales team struggle with effective lead management? Microsoft Dynamics 365 for Sales will help your team by defining and managing an effective lead management process.  

Sales Process Management

Having a defined sales process based on best practices can significantly improve your sales teams performance. Microsoft Dynamics 365 for Sales provides full sales process management.

Opportunity Management

How accurate is your team’s forecast? Improve how your team manages sales opportunities and increase win rates and raise forecast accuracy with Microsoft Dynamics 365 for Sales.

Goal Management

Hit your numbers by setting and managing sales goals. Microsoft Dynamics 365 for Sales has powerful goal management functionality to set virtually any goal and track progress. 

Account/Territory Management

From ranking accounts to improving customer profiling, Microsoft Dynamics 365 for Sales has you covered. Define and manage how your team manages their accounts or territory.

Visibility & Insights

Real-time dashboards, alerts and powerful reporting capabilities assure you are always informed.

Role Tailored Dashboards

Users can start their day with a dashboard tailored to their role in the organization. 

Dashboards are easy to configure and provide the ability to start at a high level and quickly drill down to the details.

Work with dashboards from anywhere on any device.

Insights by InsideView

Insights by InsideView is included in Microsoft Dynamics 365 and provides data about 13 million companies and 30 million contacts around the world.

The data is aggregated from over 40,000 news and social media sources.

Build target lists and push them directly into Dynamics 365.

Update your leads, contacts and accounts with key information like revenue, SIC, ownership info and more.

Search for and add key contacts to your Dynamics 365 system with a single click (including email address in most cases).

Place companies on a watchlist and receive an automatic weekly email with updates in over 50 categories.

Ready to see a live demonstration?

Let our experts show you a day-in-the-life of your business with Microsoft Dynamics 365 for Sales

Onsite demonstrations available in Philadelphia, PA, NJ, NY, DE, MD

Microsoft Outlook Integration

Increase user adoption by giving users Dynamics 365 inside the tool they spend the most time in every day; Outlook.

Email can be captured in Dynamics 365 so everyone is in the loop on coorespondence with business contacts.

View Dynamics 365 information from within Outlook email – activities, sales opportunities, contact/company info and more.

Schedule and delegate activities without ever leaving an email.

Turn emails into leads, contacts or customer service cases.

Work in Outlook desktop, mobile or web.


Set and Track Goals

Dynamics 365 for Sales* lets managers set goals and track performance across users, teams and territories.

Real-time alerts and dashboards assure goal attainment is visible to users.

*Requires Sales Enterprise licenses

Microsoft Dynamics 365 for Sales Pricing

Sales Professional

Core Sales Force Automation
$ 65
  • Per user/month

Sales Enterprise

Core Sales Plus Additional Capabilities
$ 95
  • Per user/month

Sales Add-Ons

Customer Service/Field Service
$ 20
  • Per module/user/month

Ready to transform your sales team?

Our FastTrack for Dynamics 365 is a fixed cost, rapid time to value implementation service. Get up and running in a fraction of the time and at a fraction of the cost of other providers. We serve clients in Philadelphia, NJ, NY, DE, MD and nationwide.

    Microsoft Dynamics 365 Partner Consultant


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