Microsoft Dynamics 365 Sales
ServerSys implements and supports Dynamics 365 Sales to help teams strengthen relationships, close deals faster, and accelerate growth.
Guiding you to growth with Dynamics 365 Sales
Our experienced consultants will help you maximise the benefits of Dynamics 365 Sales to achieve the best results possible. With over 25 years of experience supporting CRM solutions, we help companies simplify processes, increase seller productivity and gain actionable insights from their data.
Our consultative approach focuses on user adoption, change management, and utilising the functionality of Dynamics 365 to enhance customer interactions and drive revenue growth.
How Dynamics 365 Sales Benefits You
Simplify your processes with guided and automated workflows to efficiently manage leads and opportunities through your selling cycle.
Use predictive analytics, embedded Power BI visuals, and AI-powered recommendations to gain data-powered insights that help sellers win.
Centralise your relationship data to gain insights for tailored outreach and personalised experiences.
How we Partner with You
By fully your sales priorities and business needs, we take a consultative approach.
We use an agile methodology to tailor and deploy Dynamics 365 Sales. If you already use the system, we’ll collaborate to increase its impact.
With 25+ years and hundreds of successful Microsoft projects under our belt, our team has the experience help you unlock the full potential of Dynamics and the Microsoft Power Platform. Trust ServerSys to provide you with a customer experience like no other.
Lead and Opportunity Management
Predictive Scoring
LinkedIn Sales Navigator Integration
Extendable with Power Automate
Helping Sellers Win by Working Smarter
Some sellers resist CRM systems, believing they create extra work. But Dynamics 365 Sales is different.
Productivity features like Copilot provide insights, enabling sellers to make CRM updates directly within the familiar Outlook and Teams interfaces to reduce time spent switching between apps.
The Copilot assistant is a guide for drafting emails, adding new contacts, logging activities and providing personalised recommendations powered by access to data across your touchpoints.
Workflows and sales sequences based your best practices keep everyone aligned. By minimising tedious, manual data entry, sellers can better focus on revenue-generating activities.
Together, we will help your team use these capabilities to increase productivity and accelerate sales.
Lead and Opportunity Management
Predictive Scoring
LinkedIn Sales Navigator Integration
Extendable with Power Automate
Dynamics 365 Sales Capabilities include:
- Lead and Opportunity Management
- Pipeline Management
- Sales Forecasting and Analytics
- Outlook and Microsoft Teams Integration
- Customisable Sales Workflows
- AI-Powered Productivity Boosters
- Quotes, Orders and Invoicing
- Predictive Scoring
- Customer Relationship Insights
- Mobile Access and Offline Working
- Interactive Dashboards and Reporting
- LinkedIn Sales Navigator Integration
- Extendable with Power Automate
- Native Power Apps integration
Download Dynamics 365 Sales Guide
Discover more about Dynamics 365 Sales and how ServerSys can help boost your sales team’s productivity.
Lead and Opportunity Management
Predictive Scoring
LinkedIn Sales Navigator Integration
Extendable with Power Automate
We are proud to work with...
Customer Quote
Dynamics 365 Sales: Frequently Asked Questions
Ready to talk?
Want to strengthen customer relationships, boost sales productivity, and accelerate revenue growth? Connect with our experts to explore how Dynamics 365 Sales can transform your business. We offer three easy ways to get in touch.
Call us now on 0203 884 3804
Email hello@serversys.com
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