Boosting Sales with Dynamics 365 Automation- Tech Falcon

How Dynamics 365 Sales Enhances Your Business with Sales Automation?

Tech Falcon
Published on June 22, 2022

In a business, it is crucial to build a strong relationship with your customers so that they can trust you enough to come back again and again. To ensure greater reach and smooth acceptability you need a centralized solution to manage all your sales processes and customer data. Dynamics 365's versatile and adaptable solution allows you to design your business based on what you need, whether you're a small firm trying to expand or a major industry looking for large-scale solutions.

Microsoft Dynamics 365 Sales is a comprehensive sales tool that gives salespeople the data and action plans they need to attract new customers, create great connections, and close sales quickly. Dynamics 365 Sales is designed to assist salespeople in easily managing all of their accounts and contacts, communicating quickly, and developing consistent sales collateral, thanks to its built-in organizational capabilities.

What Are Dynamics 365 Sales?

The Dynamics 365 Sales app is a customer relationship management system that may be completely customized. Since the beginning of Dynamics CRM, the sales module has been one of the most important components (in 2003 as Microsoft CRM 1.0). Enterprise Edition, Customer Engagement, and Dynamics 365 plans now include it. Microsoft successfully introduced new features and improved this sophisticated sales system with each version.

Microsoft Dynamics 365 Sales goes beyond process automation to transform your sales team. Your sales team's efficiency is increased by the seamless integration of your tools with the Dynamics 365 system that you use in your everyday company, such as Microsoft 365 (previously Office 365). You have an overview of the sales opportunities that are suited for you to achieve a higher closure rate by mapping the lead to cash processes and allowing the sales person to accurately analyze the customer using state-of-the-art scoring algorithms. These features lead to a better level of consumer authenticity and admittance into Smart Selling.

What Are the Features of D365 for Sales?

  • It provides complete visibility of the sales pipeline. Improved visibility helps in understanding and tracking your leads clearly from the beginning to post-sale operations.
  • Dynamics 365 sales help in creating interactive reports with deep insight using instantly accessible live data to implement efficient, flexible, and profitable sales processes. Better insights help in retaining more customers and creating loyal customer bases.
  • Dynamics 365 sales provide a set of unified tools to drive growth and productivity. It sets business goals for your company, such as service, marketing, and revenue, and analyses data like the total number of jobs performed, the number of services finished, and income.
  • Internal information sharing is made easier by transparently exchanging marketing and sales collateral. Dynamics 365 sales also offer Outlook integration which allows you to examine details about an email or appointment, as well as attach it to an account or case in your app.

What Are the Benefits of Dynamics 365 Sales?

    • Smarter selling strategies:  Using Dynamics 365 Sales to maximize sales opportunities is a great approach to get the most out of them. This is due to the application's inherent insight and data, which allows you to make more educated and effective decisions. It aids the good progression of customer interactions by allowing insights to be evaluated to better understand their behavior and needs.
    • Better sales performance: Use Dynamics 365 Sales to improve sales performance and effectiveness by allowing firms to easily match industry best practices and sales procedures. Get the correct sales reflexes and use them to instruct staff and salespeople on how to maximize their time and productivity. Managers will be able to build training plans, set targets, provide comments, track results, and coach using the tools provided. This is feasible thanks to real-time dashboards that enhance your findings and help your salespeople see where they need to improve.
    • Innovative sales solutions: Microsoft Dynamics 365 Sales adapts quickly to your needs, making it the finest sales solution for your company. Microsoft's cloud platform can help you reduce the challenges that come with running a worldwide business by providing secure data centers where your data is kept safe. You can cut the time it takes to complete tasks and achieve a consistent experience by automating procedures. You'll also be able to shorten your time-to-market and deploy web and mobile applications.
    • Import Data with Ease: Importing company data into a new system during an upgrade can be a time-consuming and tedious operation. Consumers will not wait for you to learn new methods, and even the tiniest sign of complacency could result in the loss of crucial leads. By using Dynamics 365, you can avoid these issues and seamlessly import data into the new system. External data can be imported in a single batch or as a single import. Dynamics 365 provides an "always-on" link with Excel, allowing businesses to focus on meeting the needs of their customers while gaining access to data through a single gateway.

What Are the Different Sales Modules Offered by Dynamics 365 Sales?

Dynamics 365 Sales offers different modules to adjust your specific sales needs.

Dynamics 365 Sales Enterprise

Your sales team can automate the sales process from lead to cash with Sales Enterprise, as well as execute marketing campaigns, enforce best practices, collaborate with clients, and much more. In Sales Enterprise, you can get the following features:

  • Nurture sales from lead and cash: To retain more stable sales interaction, Sales Enterprise helps you in following the sales processes closely through each stage from obtaining leads to post-sale operations. A sales process is a set of actions that sellers use to engage with a potential consumer from the initial stages of awareness to the final stages of the transaction. Following the sales process as it leads you through each stage, from creating a lead to closing the opportunity and registering the transaction, can help you create more consistent sales interactions.
  • Forecast Sales: It is important to predict the targeted revenue within a given timeframe. Individual sales performance should be compared to quotas in order to identify pipeline concerns and provide coaching. By making use of a forecast:
  • Sellers can monitor their progress against goals and uncover pipeline risks that could affect their ability to meet those goals.
  • Individual sales performance can be tracked against quotas, allowing managers to provide proactive coaching.
  • Directors might use forecast patterns to predict departmental sales and, if required, reallocate resources.
  • Projected estimations can be used by company management to adjust product strategy or communicate revised expectations to investors.
  • Run and track marketing campaigns: To increase sales you need to run marketing campaigns to reach out to customers directly. Dynamics 365 Sales can help you set targeted marketing campaigns and track customer responses and costs. Use standard campaigns in the marketing department to manage the end-to-end process of a complete marketing campaign, including managing campaign and planning activities, distributing activities to other team members, and tracking how the campaign performed. Extensive tracking tools, such as detailed information, reports, and multiple marketing lists, are included in campaigns. Make your sales processes automated to reduce workload and boost productivity.  

Dynamics 365 Sales Premium

Sales Premium is a module perfect for you if you need sales automation. It is combined with AI, which helps in driving real-time data insights from the customer interactions stored in Dynamics 365 Sales and Microsoft 365 databases. Sales Premium helps you in understanding business relationships and evaluating previous transactions to predict the best path forward. Thus, it enables you to build a more trusted relationship with customers by understanding their needs with improved insights.

By subscribing to Sales Premium, you'll get many added benefits along with the benefits of Dynamics 365 Sales Enterprise to transform your sales processes.

  1. Guided Selling: With timely and actionable insights, advise sellers on their next steps. This is possible thanks to the Sales Accelerator feature.
  2. Relationship intelligence: With AI-guided selling, you can strengthen customer relationships and take them ahead. Reduce manual data entry for sellers by providing contextual, real-time ideas for changing existing records and creating new ones, ensuring that your data is always up to date. With a relationship health score, you can take proactive efforts to reduce hazards. The following features are available:
  • Assistant
  • Relationship analytics and health
  • Talking points
  • Conversation intelligence
  1. Predictive models: Increase conversion and win rates by prioritizing leads and opportunities that are most likely to convert and buy using AI. The following features are available:
  • Predictive lead scoring
  • Predictive opportunity scoring
  • Predictive forecasting

Dynamics 365 Sales Professional

Sales Professional helps sellers get started with just the skills they need right now, avoiding excessive complexity. The program may be swiftly deployed using existing Office settings thanks to a role-based guided set-up.

  1. Increase Sales Productivity: Using a sales force automation (SFA) solution that integrates with applications you already use, such as Office 365 and LinkedIn, you may streamline sales operations. Give sales teams access to Dynamics 365 customer data and file sharing right from Microsoft Teams, enabling simple cross-functional collaboration.
  2. Get Immediate Results: With a straightforward, guided setup and Office 365 integration experience, you can be up and operating in hours rather than days. Without the requirement for technical expertise, you can easily customize the application for your unique sales process.
  3. Shorten Sales Cycles: Contextual guidance and a consolidated view of client activity can help you better understand your customers' needs and create interactions that are personalized to their demands. To change who reports to whom, you can drag and drop the individuals on the organizational structure.


Microsoft Dynamics 365 sales is a combination of sales and customer service solution. It not only secures your sales processes but also improves the quality of your relationship with your customers using omnichannel data from transactions, customer feedback, emails, survey material, and more. The insights produced by Dynamics 365 Sales give your team a centralized picture of client interactions from CRM, email, and social networks, increasing transparency on the customer journey.