Dynamics 365 Sales
Your CRM system for more success in digital sales
What is Microsoft Dynamics 365 Sales?
Microsoft Dynamics 365 Sales professionalises your digital sales and offers you completely new possibilities in the organisation and handling of your sales activities and sales opportunities.
Instead of email, calendar and Office programmes as well as follow-up lists and telephone notes, you now have a multi-level, system-controlled sales process that you can map centrally via Microsoft Dynamics 365 Sales. This allows you to successfully convert contacts and leads into sales opportunities and turn them into buyers and customers.
What are the highlights of Dynamics 365 Sales?
![[Translate to English:] Strukturierter, effektiver Vertriebsprozess](/fileadmin/_processed_/4/f/csm_strukturierter-Vertriebsprozess_b554008039.png)
- Individualise and automate your sales process with Dynamics 365 Sales
- For shorter sales cycles and an increase in your productivity
![[Translate to English:] UnterstΓΌtzung in jeder Vertriebsphase](/fileadmin/_processed_/c/a/csm_Unterstuetzung-Vertriebsphase_813ec49372.jpg)
- Open points and recommended next steps to win a sales opportunity are clearly visible
- Overview in each individual sales phase
![[Translate to English:] Integration aller Microsoft Produkte](/fileadmin/_processed_/c/f/csm_Integration_8c1ba0de1d.png)
- You link the CRM system with Outlook and all other Office programmes
- Integrations to the ERP system and all other D365 work areas are available
![[Translate to English:] 360 Grad Kundenansicht](/fileadmin/_processed_/9/6/csm_360-Grad-Kundenansicht-klein_7b1eb78821.png)
- You receive all customer interactions and AI-supported analyses with PowerBI in real time
- Set up individual dashboards with all relevant selections and analyses
![[Translate to English:] Mobiles verkaufen](/fileadmin/_processed_/7/e/csm_Mobiles-verkaufen-klein_ec4919b22e.png)
- You use Microsoft Dynamics 365 Sales mobile, via web interface or smartphone app
- You can also process sales cases without connectivity
![[Translate to English:] Selbst implementieren](/fileadmin/_processed_/8/4/csm_Selbst-implementieren_6fc227a597.png)
- The cloud-based CRM solution can be deployed quickly without major implementation effort
- Programming skills are not required
![[Translate to English:] strukturierter und effektiver Vertriebsprozess](/fileadmin/_processed_/6/1/csm_Screenshot-CRM-Strukturierter-effektiver-Vertriebsprozess-2_055b47c866.png)
Structured, effective sales process
From creating a lead to closing the opportunity: Microsoft Dynamics 365 Sales allows you to structure and automate your entire sales process. When a lead or opportunity is created, the process is initiated and tasks are assigned. Based on the sales pipeline and customer journey, the sales opportunity is then βprocessedβ automatically - step by step - and the prospect becomes a customer. In addition to best-practice variants, each sales process can of course be individually and flexibly customised to your requirements.
![[Translate to English:] UnterstΓΌtzung in jeder Vertriebsphase](/fileadmin/_processed_/5/e/csm_Screenshot-CRM-Unterstuetzung-in-jeder-Vertriebsphase-2_63ab911733.png)
Support in every sales phase
Whether it's the customer's purchasing period, budget, decision-makers or known competitors: all data is stored centrally in Microsoft Dynamics 365 Sales - and is available to all sales staff at all times. Open points, unfinished tasks, information that still needs to be obtained and recommended next steps to win the case are clearly visible. With Sales, you optimise your sales cycle and do exactly the right thing in every sales phase. This increases your productivity and reduces costs - and makes your sales team even more successful.
360-degree customer view
Microsoft Dynamics Sales helps you to successfully build and develop customer relationships. Which mailings did your customer receive? What did they open and read, where did they click, what interested them? And what recommendations can be derived from this? Dynamics 365 Sales offers helpful, AI-supported dashboards that provide you with all the information you need in real time to help your team better understand the customer and their problems. This allows you to take an even more targeted approach when offering solutions.
![[Translate to English:] Integration von Outlook sowie aller anderen Microsoft Anwendungen](/fileadmin/_processed_/4/6/csm_Screenshot-CRM-Integration-Outlook_6302f120dc.png)
Integration of all Microsoft products
You integrate Dynamics 365 Sales seamlessly with all Microsoft products. The link with Outlook already makes your work easier. New contacts can be created directly from Outlook. Incoming emails are classified correctly straight away or can be created as a lead or contact for an unknown sender. This saves you and your sales team a lot of time in your daily work.
In addition to Outlook and the Office products, all work areas from Dynamics 365, such as Customer Service, Field Service, Project Operations, Marketing, Human Resources and Commerce, are directly connected to Sales. Ready-made integrations are also available for the ERP systems Dynamics 365 Finance, Dynamics 365 Supply Chain Management and Dynamics 365 Busines Central.
![[Translate to English:] Dynamics 365 Sales: Mobiles arbeiten und verkaufen](/fileadmin/_processed_/7/d/csm_Dynamics-365-Sales-mobiles-arbeiten_9f90f51cad.jpeg)
Mobile work
You use Microsoft Dynamics 365 Sales on the move, via a web interface or a tablet and smartphone app. These allow you to complete all tasks on the move - even without connectivity.
All relevant mobile platforms are supported. Mobile working in particular offers many advantages for sales representatives: they always have the most up-to-date data, acceptance of a closed, digital process increases and the number of paper follow-up lists and notes is reduced enormously.
Professional β Enterprise β Premium:
An individual solution for every challenge
| Sales Professional | Sales Enterprise | Sales Premium | |
|---|---|---|---|
| Core functions of sales processes | x | x | x |
| Integration of Office programmes (Outlook, Exchange, Excel, OneNote, Teams, OneDrive) | x | x | x |
| Real-time analyses, sales reports and individual dashboards | x | x | x |
| Integration of knowledge management | x | x | x |
| Security roles on a user basis | x | x | x |
| Security roles on a team basis | x | x | |
| Visualisation of product families and hierarchies | x | x | |
| Hierarchical visualisation of business areas | x | x | |
| Integration of Power Apps and Power Automate | x | x | |
| Pipeline management (e.g. creation of Kanban boards) | x | x | |
| Number of individual dashboards | 5 | unlimited | unlimited |
| Extension with individual tables | 15 | unlimited | unlimited |
| Connection of Sales Insights (sales acceleration) | x | x | |
| Connection of Viva Sales (AI support, intelligent forecasts) | x |
Microsoft Relationship Sales: CRM and LinkedIn Sales Navigator in one
For companies that also identify and qualify their leads and prospects with the help of the Sales Navigator for LinkedIn, Microsoft has the perfect interface for CRM: Microsoft Relationship Sales. The Sales Navigator is fully embedded in Dynamics 365 Sales. This means that sales opportunities and leads from LinkedIn also run through the automated sales process you have defined. Activities in LinkedIn are synchronised in real time and existing accounts, leads and contacts are transferred directly to Sales.
![[Translate to English:] CWE Referenzkunde Dynamics 365 Sales](/fileadmin/_processed_/4/9/csm_CWE-Kundenreferenz-Logo_3169b173aa.jpg "[Translate to English:] CWE Referenzkunde Dynamics 365 Sales"){kind=logo}
"We wanted to use Microsoft Dynamics 365 Sales and were looking for a regional partner for the implementation. Inway Chemnitz caught our eye with their sporting commitment to the Niners basketball team. We immediately hit it off and were on the same wavelength when it came to working together. Since implementation, we have continued to develop the system for our purposes and have always received fast and professional help with questions and concerns. We are in regular contact with the Inway Chemnitz team - including at basketball games, of course - and can recommend them at any time."