The latest in our Deep Dive into Dynamics 365 series takes a close look at one of the core Microsoft Dynamics 365 offerings: Sales. Dynamics 365 Sales is an advanced customer relationship management (CRM) system that gives organisations the ability to manage their contacts and use intelligent tools and insights to transform prospects to customers. Here, our Managing Senior Dynamics 365 Consultant, Jess Salmon, takes us through some of the software’s key features and shares what she most likes about the platform.
Dynamics 365 Sales has lots of handy little features that, in Tisski Managing Senior Dynamics 365 Consultant Jess’s opinion, make it the ideal pick for a CRM solution.
“Some of the most recent additions to Dynamics 365 really make the most of artificial intelligence and the ways it can be used to help businesses make smart decisions and employees spend their time more wisely.
“The forecasting tools mentioned above also give some great visual representations of data, making this a great platform for anyone who works well with graphs and other visuals.”
As well as these features, D365 Sales works together harmoniously with Dynamics 365 Marketing. This means organisations using both benefit from unified data and the opportunity to streamline processes and the way they market to leads.
“I think the collaborative working elements of Dynamics 365 Sales are fantastic because they really have the power to encourage sales teams to work together as one. Anyone in contact with a lead can access past communication to understand what stage of the buying journey that lead is at without needing to chase down information from others – however, integration with Microsoft Teams makes it quick and easy for team members to check in with each other if they do find that they need to.” Jess Salmon
Managing Senior Dynamics 365 Consultant
One of our experts would be more than happy to talk you through the benefits of Dynamics 365 Sales and decide whether it could be the CRM system for you.