Dynamics 365 Sales

Microsoft Dynamics 365 Sales is Microsoft’s CRM software for sales and commercial management that will not only allow you to automate your sales force, but also help you better understand your customers’ needs, attract them more effectively, and close more deals.

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What is Dynamics 365 Sales?

Microsoft Dynamics 365 Sales is Microsoft’s CRM software for sales that provides the information, guidance, and tools that sellers need to do their job better.

In short, it is the leading sales tool in the market that focuses on the customer, allowing organizations to sell more by understanding and meeting their customers’ needs. It is a platform that grows with the business and optimizes the productivity and collaboration of sales teams. Some of the benefits of D365 Sales are:

Adapt customer interactions
Get guidance to achieve optimal results
Collaborate in modern workspaces
Obtain actionable insights to increase sales team performance
Create, edit, and share sales documents
Work from anywhere and on any device
Modernize and optimize the sales workflow

Employee collaborating in a modern workspace

Why should you use Dynamics 365 Sales in your company?

Make smarter sales

Improve conversion rate, success rate and response rates

Classify opportunities and leads by leveraging models that allow you to identify customers with the highest likelihood of conversion and purchase.

Tailor interactions

Microsoft Dynamics 365 Sales CRM will provide you with personalized discussion topics and recommendations on the best next actions to take.

Keep relationships under control

Rely on additional insights from Microsoft Dynamics 365 and Office 365 that inform you about the status of the customer relationship and its risks.

Forge lasting relationships

Unify information and relationship processes

By integrating Dynamics Sales with LinkedIn Sales Navigator, your sellers will be able to build greater trust and manage relationships at scale and with ease. Additionally, through interactive organizational charts, you can track contacts.

Collaborate and personalise your sales documents

Rely on Office 365 tools integrated with Microsoft Dynamics Sales CRM for sales that adapt to your sales team’s working methodology.

Get the customer's perspective

Enhance your sales interactions by considering your customer data and insights derived from Microsoft Forms Pro, included in the Microsoft Dynamics 365 Sales relationship management software.

Make more time to sell

Minimise routine tasks and focus on business operations

Use contextual messages that suggest new records as sellers make notes and rely on sales guides that contain effective techniques and contextualized reference material.

Spend less time searching for content

Use modern training features with Microsoft Sales CRM, which recommend the most relevant content and the most appropriate courses for your sales team.

Reduce training

Receive contextual guidance during each phase of the sales cycle through a business process interface.

Boost sales productivity with integrated tools

Collaborate across all types of operations

Share information and documents from anywhere with Microsoft Teams, a modern work hub with options for chat, notes, meetings, documents, and business applications.

Reduce manual data entry and streamline workflows

Scan and record your business cards in Dynamics 365. Integrate modern applications you already know (Excel, Outlook, or SharePoint) with Microsoft Dynamics 365 Sales CRM.

Consolidate your partner channel

Provide your partners with a quick view of your interactions in sales opportunities, business cases, and other relevant data.

Accelerate sales performance

Help sales managers boost performance

Evaluate leads and detect business opportunities.

Understand your customers' needs

Understand competitive dynamics and market trends through AI-generated insights.

Identify risky transactions

Use integrated advisory tools in Microsoft Dynamics CRM to enhance conversation visibility and provide actionable feedback.

Go for flexible and innovative solutions

Tailor pre-built applications to your needs

Automate workflows, analyze data, and easily create custom applications with Microsoft Power Platform. Unify all information from marketing, sales, and service departments.

Bring knowledge to your team with AI

Customize and adapt information to the sales process without needing coding knowledge.

Reduce costs and protect information

Reduce the complexity of the global structure with Azure and protect your information in Microsoft’s data centers.

Get on board with AI

Focus on the customer

Accelerate customer agreements with AI-generated email responses, from information requests to project proposals. Choose predefined response categories or custom text based on keywords and topics.

Extract details from meetings

Automatically generate detailed summaries and actionable measures after sales calls and meetings with clients, giving you more time to focus on more relevant activities.

Save time from routine activities

Automatically create summaries of key topics, issues, and concerns, as well as CRM-related information.

Why trust Microsoft CRM for sales?

Available on all devices

Access business information from anywhere and at any time, whether from your PC, smartphone, or tablet, while ensuring that the data is always up to date.

Full integration

Connect natively with other Microsoft or third-party solutions and make informed decisions by having a complete and unified view of sales.

Cloud Deployment

Take advantage of the cloud by eliminating the need to rely on costly infrastructures and complicated migrations, always keep the latest version of the software updated, and benefit from the full potential of AI.

Microsoft Dynamics 365 Sales CRM Features

Opportunity management

It allows you to track and manage sales opportunities, from identifying prospects to closing deals, maintaining detailed tracking of the process.

Sales automation

It facilitates the automation of repetitive sales tasks, such as email follow-ups, scheduling reminders, and assigning tasks to sales team members.

Sales analysis and forecasting

It provides real-time analysis of sales performance, helping managers make informed decisions and create more accurate sales forecasts.

Integration with Microsoft 365

It allows you to synchronize emails, contacts, and calendars with Microsoft Outlook, facilitating collaboration and improving the efficiency of the sales team.

Empowering consulting

We are a Microsoft Dynamics 365 Sales partner.

ARBENTIA is an international business consulting and information technology company, and a Microsoft partner, expert in Microsoft Dynamics 365 technologies. Thanks to technological innovation and our knowledge of the Microsoft Dynamics Sales platform, we help companies improve their sales process, optimize their customer relationships, and enhance the performance of their sales team.

We carry out projects both nationally and internationally
We are a certified Microsoft partner with advanced specialization in Dynamics 365 Sales, demonstrating our commitment to excellence in the field of commercial management
We have a team of over 200 people passionate about technology
We have accumulated more than 20 years of experience in business consulting
We specialize in improving the management of sales teams
Our organization is built around each company and its needs

How we implement the Microsoft sales platform in your business

We guarantee the success of your project in 4 phases:

1. Business Requirements Analysis

After contacting us, we assess your company’s needs and objectives, involving the different departments engaged in the sales process to understand their current workflows and the challenges they face.

2. Project offer

Based on the gathered requirements, we create a detailed plan that includes the data structure, system customization, and integration with other tools if necessary.

3. Implementation and Configuration

At this point, we configure the Dynamics 365 Sales environment according to the previously defined design. We import all existing data, set up security and user roles, and conduct tests to verify the correct functioning of the solution.

4. Training and go live

At ARBENTIA, we provide personalized training and ensure that users understand the new processes and key functionalities. Additionally, we offer continuous support and resolve any issues that may arise to make ongoing adjustments and improvements.

Pricing and licensing of Microsoft Dynamics 365 CRM Sales

Sales Professional

60,80€user/month

Lead and opportunity management
Marketing lists and quick campaigns
Products, price lists, and product bundles
Quotes, orders, and invoices
Detection of data enrichment and CPQ solutions
Dynamic organizational charts
Mobile application
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Integration with Microsoft 365
Export to Excel
Real-time sales reports and dashboards
Portals
Application customization
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Sales Enterprise

88,90€user/month

Lead and opportunity management
Marketing lists and quick campaigns
Productos, Products, price lists, and product bundlesde precios y paquetes de productos
Quotes, orders, and invoices
Detection of data enrichment and CPQ solutions
Dynamic organizational charts
Mobile application
Predictions
Product, relationships, and hierarchies
Cases (Sales)
Business card scanner
Assistant (standard cards)
Email intelligence
Sales strategy books
Competitors, sales targets, and territory management
Partner relationship management
Integration with Microsoft 365
Export to Excel
Real-time sales reports and dashboards
Portals
Application customization
Custom applications (Microsoft Power Apps)
Workflow automation (Microsoft Power Automate)
Contextual and predictive information
Sales accelerator
Conversation intelligence
Copilot in Dynamics 365 Sales
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Sales Premium

126,40€user/month

Lead and opportunity management
Marketing lists and quick campaigns
Products, price lists, and product bundles
Quotes, orders, and invoices
Detection of data enrichment and CPQ solutions
Dynamic organizational charts
Mobile application
Predictions
Product, relationships, and hierarchies
Cases (Sales)
Business card scanner
Assistant (standard cards)
Email intelligence
Sales strategy books
Competitors, sales targets, and territory management
Partner relationship management
Integration with Microsoft 365
Export to Excel
Real-time sales reports and dashboards
Portals
Application customization
Custom applications (Microsoft Power Apps)
Workflow automation (Microsoft Power Automate)
Contextual and predictive information
Sales accelerator
Conversation intelligence
Copilot in Dynamics 365 Sales
Copilot for Sales capabilities
Microsoft 365 Copilot capabilities

Licence types

Sales Professional

Dynamics 365 Sales Professional provides sales force automation (SFA) to any company that does not have a complex sales organization. It is a more economical option than the Enterprise license but with fewer advanced features.

Sales Enterprise

With Dynamics 365 Sales Enterprise, salespeople can go beyond sales force automation, meeting the needs of more complex sales processes, as well as marketing and customer service capabilities. Sales Enterprise provides customization, extensibility, and built-in intelligence, in addition to all the functionalities available in Sales Professional. Some of the features it includes are: opportunity management, lead tracking, marketing automation, sales analytics, and omnichannel customer service.

Sales Premium

Sales Premium is the most advanced license of Dynamics 365 Sales. In addition to all the functionalities available in Sales Enterprise, it includes Copilot for Sales capabilities and Microsoft 365 Copilot capabilities.

Microsoft Dynamics CRM is now Dynamics 365 Sales

Enjoy the same advanced features of Dynamics CRM in a cloud environment tailored to your needs. Do you want to increase your sales team’s productivity? In a competitive world like sales, achieving the best results requires having the best tools to close more deals and build lasting business relationships.

Frequently asked questions about Microsoft Dynamics 365 Sales

Is Dynamics 365 Sales a CRM or an ERP?

It is a Customer Relationship Management (CRM) system designed to manage and improve customer relationships, boost sales, and provide a comprehensive view of the sales process.

Which Dynamics 365 Sales plan do I need?

To determine the Microsoft Dynamics 365 Sales plan you need, it is important to evaluate your business requirements and the functionalities you want to use. Some steps you can follow are:

Identify the needs of your sales team
Consult the official Microsoft documentation
Compare the features, capabilities, and prices of the different plans
Ensure you choose a plan that can grow with your business
Consult with a specialist or a certified partner for personalized guidance

How does Microsoft Dynamics 365 Sales integrate with other software?

Microsoft Dynamics 365 Sales integrates with other programs through connectors and APIs (Application Programming Interfaces), allowing data exchange and workflow automation between Dynamics 365 Sales and other Microsoft and third-party applications and services, such as Microsoft 365, SharePoint, Outlook, or LinkedIn, among others. These integrations enhance efficiency, collaboration, and productivity by utilizing data and resources from different business applications.

Shared success stories

Vía Célere, towards an increasingly connected and intelligent business with Microsoft Dynamics technologies

Vía Célere, a company specializing in the development, investment, and management of new residential assets in Spain and Portugal, is committed to Microsoft Dynamics technologies for the comprehensive management of economic units and real estate objects, the management of technical resources for corrective and preventive incident resolution, as well as an omnichannel customer service for client support.

Companies that already trust us and trust in CRM technology Microsoft Dynamics 365 Sales

Find out more about Microsoft Dynamics 365 Sales

If you need further advice, information, or simply want to request a personalized demonstration because you are considering implementing Microsoft Dynamics 365 Sales in your company, contact us. We promise to guide you and provide a quick response to your management needs. Boost sales and improve customer relationships through Microsoft’s CRM software!

Request more information