Microsoft Dynamics 365 Sales

What is Microsoft Dynamics 365 Sales?

Empower teams and accelerate revenue

Dynamics 365 Sales revolutionizes sales operations, elevating customer relationships and driving revenue growth. It boosts sales productivity by automating tasks and provides a complete customer view for personalized interactions. Through predictive analytics and AI insights, it empowers data-driven strategies and recommendations. The platform’s scalability and customization adapt to unique business needs, making it a catalyst for growth, streamlining sales, and fostering competitive agility.

Ultimately, Dynamics 365 Sales isn’t just a CRM platform; it’s a catalyst for business growth, enhancing sales operations, strengthening customer relationships, and driving revenue expansion, all while helping organizations stay agile and competitive.

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How Dynamics 365 Sales Can Help Your Organization

With this powerful CRM solution, businesses can streamline sales processes, gain valuable insights, and boost productivity. Microsoft Dynamics 365 Sales equips companies with the tools they need to distinguish themselves in a competitive market, while enjoying the following benefits:

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Focused Insights and Action

By providing sellers with easy-to-understand, contextual data, you can increase sales velocity by identifying the most promising prospects, allowing everyone to focus on the right priorities and act with confidence.

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Elevated Customer Relationships

Foster authentic customer relationships with relationship-centered insights based on actual customer needs ensure relevant interactions, while unified data and systems help you maintain one-to-one customer relationships at scale.

Boosted Sales Productivity

Automate sales processes, allowing your team to focus more on selling and less on administrative tasks. With an intuitive cloud-based interface, mobile tools, and process automation, your sales team can work efficiently from anywhere, gain critical insights, and close deals faster.

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Increased Sales Performance

Inspire and motivate your team through real-time analytics, goal-setting, and interactive coaching. With features like gamification, natural language queries, and comprehensive sales management tools, it creates a success-driven culture that accelerates your results.

Benefits of Dynamics 365 Sales

Months To Payback

215%

ROI Over Three Years

15%

Increase in Seller Efficiency When Collaborating with Team Members

15%

Less Time Collaborating

40%

Less Time Gathering and Analyzing Data

Source: 2022 Forrester TEI Study | Microsoft Connected Sales and Marketing.

Irrimax supports massive growth with scalable Microsoft Dynamics 365 CRM solution

Learn how Irrimax is benefitting from an end-to-end solution which provides better productivity and visibility to key metrics in real-time.

Read the Case Study

Level Up Your Sales Processes with Dynamics 365 Sales

Microsoft Dynamics 365 Sales offers a suite of features designed to optimize your sales operations. From advanced lead management to mobile access, these tools are crafted to support every aspect of your sales strategy.

Customer

360-Degree Customer View

Get a comprehensive view of each customer and give sales teams to access customer histories, interactions, and preferences in one place, helping them to understand customer needs better and personalize their sales approach.

Lead management

Lead and Opportunity Management

Efficiently capture, prioritize, and nurture leads, ensuring that potential opportunities are not missed and increasing conversion rates by leveraging automated workflows for assigning and following up on leads.

Automation

Sales Process Automation

Automate routine and repetitive tasks, such as data entry, email communication, and appointment scheduling to free up sales reps’ time, allowing them to focus on building relationships and closing deals.

Analytics

Forecasting and Analytics

Enable sales teams to gain insights into their sales performance and provide accurate forecasting to help with setting realistic sales targets and making data-driven decisions to drive revenue growth.

Mobile Accessibility

Allow sales reps to stay connected and productive on the go with mobile access that allows them to update customer information, access sales data, and communicate with leads and customers from anywhere, improving response times and flexibility.

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Integration with Microsoft Ecosystem

Seamlessly integrate with other Microsoft applications, such as Outlook, Excel, and Teams to enhance collaboration, enable document sharing, and simplify communication within the team, leading to better coordination and increased productivity.

See how Copilot can impact your operations

Streamline your sales & service processes with innovative AI technology with Microsoft's Copilot for Sales & Copilot for Services.

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Why Choose Velosio as Your Microsoft Partner?

No partner has as rich of a history in the Microsoft ecosystem as Velosio. We’re not only a multi-time global award winner for Microsoft Dynamics, but we’re the only Indirect CSP specializing in Dynamics 365. We are a Global ISV Development partner capable of building, connecting, implementing, and supporting the entire Microsoft stack from Office 365 to the entire Business Application Cloud Suite.

By partnering with Velosio you can ensure:

Industry Expertise

Velosio’s seasoned advisors specialize in midmarket companies, ensuring tailored solutions that address specific industry needs. This gives us a unique edge in the ability to provide insights and strategies that drive real results.

Cloud Applications Leadership

As a leading cloud applications partner, Velosio empowers businesses to leverage cloud technology effectively. Whether it’s Dynamics 365, Azure, or Office 365, Velosio guides clients toward competitive advantages.

Transformative Solutions

Velosio’s deployment models swiftly guide clients to the right solution, helping them maximize their technology investments. From ERP to CRM, Velosio ensures that businesses stay ahead in today’s dynamic market.

Your Success is Our Focus

You won’t find a partner with people more passionate about making their clients into heroes. Velosio attracts the most experienced consultants and technologists around who go beyond implementation. Our team is dedicated to helping you unlock the full potential of Dynamics 365 Sales.

2023 Microsoft Dynamics 365 Business Central US Partner of the Year Winner

2023 Microsoft Dynamics 365 Worldwide Partner of the Year Finalist

2023 Microsoft Dynamics 365 Field Service US Partner of the Year Finalist

2023 Clutch Top Microsoft Dynamics ERP Company

2023 Comparably Best Company Leadership Award

Whether you’re curious about our software solutions, services, or support, we’re ready to answer all your questions.

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Dynamics 365 Sales Pricing

Dynamics 365 Sales Professional

From
$65
per user/month

Core sales force automation and Microsoft 365 integration

Dynamics 365 Sales Enterprise

From
$95
per user/month

Industry-leading sales force automation with contextual insights, next-generation AI, and advanced customization

Includes Copilot capabilities like natural language insights, record updates, email and meeting assistance, and opportunity summaries

Dynamics 365 Sales Premium

From
$135
per user/month

Dynamics 365 Sales Enterprise plus prebuilt customizable intelligence solutions for sellers and managers

Includes Copilot capabilities like natural language insights, record updates, email and meeting assistance, and opportunity summaries

Microsoft Relationship Sales

From
$162
per user/month

Dynamics 365 Sales Enterprise plus LinkedIn Sales Navigator Enterprise

Requires a 10-seat minimum

Does not include implementation costs.

Need help determining what licensing options and deployment model would align best with your business? We can help!

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Dynamics 365 Sales Licensing

Find the licensing option that’s best for your business.

Included |

Limited

	Dynamics 365 Sales Professional	Dynamics 365 Sales Enterprise	Dynamics 365 Sales Premium	Microsoft Relationship Sales
Sales execution
Lead and opportunity management
Marketing lists and quick campaigns
Products, price lists, and product bundles
Quotes, orders, and invoices
CPQ and data enrichment solution discovery
Live org charts
Mobile app
Forecasting
Product relationships and hierarchies
Cases (for Sales)
Business card scanner
Assistant (standard cards)
Email intelligence (email engagement and auto-capture)
Sales playbooks
Competitors, sales goals, and territory management
Partner relationship management

Microsoft 365 interoperation
Outlook
Exchange
Excel
Teams
OneDrive / SharePoint
OneNote
Knowledge management

Reporting and analysis
Export to Excel
Advanced analytics with separate Microsoft Power BI license
Real-time sales reports and dashboards

Customization and extensibility
Application customizations
Custom applications5 (Microsoft Power Apps)
Workflow automation6 (Microsoft Power Automate)

LinkedIn Sales Navigator
Embedded Sales Navigator in Dynamics 365 Sales
Activity sync from Sales Navigator
Accounts, leads, and contacts saved to Sales Navigator
Smart Links

Contextual insights
Predictive forecasting
Pipeline intelligence
Predictive scoring
Relationship analytics
Connection insights (who knows whom)
Notes analysis
Assistant customization and premium cards

Sales accelerator
Intelligent work list
Up next widget
Sequence designer
Embedded email and phone dialer

Conversation intelligence
Call transcription
Keyword and conversation analysis
Competitive products and brand analysis
Pipeline analysis
Seller behavior and top seller analysis
Coaching tools
Personalized seller dashboards
Outbound calling and Teams meeting scheduler for conference calls

Copilot in Dynamics 365 Sales
Contextual insights and recommendations with natural language
Copilot full-screen view
Copilot-generated lead and opportunity summaries
Copilot-generated meeting preparation summaries
Copilot-generated emails
Conversation intelligence

Copilot for Sales capabilities
Create, edit, and read Dynamics 365 Sales records in Outlook
Copilot-generated opportunity summaries in Outlook
Copilot-generated emails in Outlook
Copilot-generated email summaries in Outlook
Conversation intelligence
Collaborative deal rooms in Teams

Experience Our Microsoft Dynamics 365 Customer Engagement Demo

Take an in-depth look at how Microsoft Dynamics 365 Customer Engagement can deliver powerful functionality and generate sustainable value to your organization, your teams, and your customers.

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Your Team of Experts

Jason Wietharn

Practice Director, Customer Engagement

Velosio

Jason works with companies across the globe to strengthen the experience they provide their users and clients. With years of hands-on experience with Dynamics 365, coupled with real-world business experience, Jason understands how today’s modern technology can help project-based businesses overcome challenges and become more profitable.

Jackie Simens

CE Consulting Manager

A technology solution is only as good as the people who use it. Jackie’s passion is ensuring your team members love the solutions you put in place and quickly adopt new processes.

David Sigler

Principal Consultant

Velosio

Over nearly 30 years, Dave has held the titles of field service tech, project manager, and field service engineer before shifting his focus to the technology that makes field service operations more effective.

Kandarp Vaishnav

Principal Consultant