Dynamics 365 Sales

Microsoft Dynamics 365 Sales helps teams strengthen customer relationships, close deals faster, and accelerate growth.

Guiding you to sales growth with Dynamics 365

Our experienced consultants will help your business maximise the benefits of Dynamics 365 Sales to achieve the best results possible.

With over 25 years of experience deploying 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 fully utilising the capabilities of Dynamics 365 to improve customer interactions and drive revenue growth.

Male seller using Dynamics 365 Sales on a laptop in the office.

How Dynamics 365 Sales Benefits You

Simplify your processes with guided and automated workflows to efficiently manage leads and opportunities through your selling cycle.

Simplify your processes with guided and automated workflows to efficiently manage leads and opportunities through your selling cycle.

Reduce repetitive tasks to minimise data entry and maximise selling time with AI-powered Copilot features and integration with Outlook and Teams.
Use predictive analytics, embedded Power BI visuals, and AI-powered recommendations to gain data-driven insights that help sellers win.
Centralise your relationship data to gain insights for tailored outreach and personalised experiences.
Native integration with Microsoft Teams and shared analytics helps coach sellers and improve teamwork. Get a deeper understanding of customer needs from transcribed call summaries with conversation intelligence, and save time with automatically generated follow-ups.

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 CRM insights and enable sellers to make updates directly within the familiar Outlook and Teams interfaces. This reduces switching between apps to save precious time.

Sales Copilot acts like an assistant to guide steps for drafting emails, adding new contacts to CRM, logging activities and providing personalised, contextual recommendations powered by access to data and conversations across your touchpoints.

Workflow and defined sequences based on proven best practices keep everyone aligned. By minimising tedious, manual data entry, sellers can better focus on revenue-generating activities.

Dynamics 365 with Copilot empowers teams with insights to strengthen relationships and close more deals faster. Together, we will help your team leverage these capabilities to increase productivity and accelerate sales.

Female seller using Dynamics 365 Sales and speak to prospect on her headset.

Lead and Opportunity Management

Pipeline Management
Sales Forecasting and Analytics
Outlook and Microsoft Teams Integration
Pipeline Management
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

How we Partner with You

By fully understanding your sales priorities and business needs, we take a consultative approach.

We use an agile methodology for new implementations to tailor and deploy Dynamics 365. If you already use the system, we’ll collaborate to increase its impact. With 25+ years of experience and hundreds of successful Microsoft projects, we drive adoption and change management for success.

With our expertise, developed through years of partnership with Microsoft, we are uniquely equipped to help you unlock the full potential of the application’s capabilities. Trust Serversys to provide you with a customer experience like no other.

Lead and Opportunity Management

Pipeline Management
Sales Forecasting and Analytics
Outlook and Microsoft Teams Integration
Pipeline Management
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

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

Lead and Opportunity Management

Pipeline Management

Sales Forecasting and Analytics

Outlook and Microsoft Teams Integration

Pipeline Management

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.

Dynamics 365 Sales Guide Thumbnail

Lead and Opportunity Management

Pipeline Management
Sales Forecasting and Analytics
Outlook and Microsoft Teams Integration
Pipeline Management
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

We are proud to work with...

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Customer Quote

Our ultimate goal was to fulfil a long-term CRM strategic vision. Serversys played a significant role in helping us transform into a CRM-centric organisation.”

Mike Kemp, Sales Director at HSS Hire Services.

Dynamics 365 Sales: Frequently Asked Questions

What are the main features and capabilities of Dynamics 365 Sales?

Dynamics 365 Sales is a centralised app to manage an entire sales process, including accounts, contacts, leads, opportunities, and pipeline analysis. Its key capabilities include sales force automation, customisable workflows, productivity features and robust reporting. Seamless integrations with Microsoft 365 productivity tools include Outlook and Teams and connectivity with LinkedIn Sales Navigator.

The application can be configured to match your unique selling processes and natively connected and extended using Microsoft Power Platform tools.

How does Dynamics 365 Sales help improve sales productivity?

Dynamics 365 Sales simplifies the selling process by automating administrative tasks, centralising customer data, and providing contextual insights using access to data and conversations.

With Sales Copilot, manual data entry is minimised, calls and emails are logged automatically, and content creation is accelerated with auto-generated email response drafts. Guided workflows systematise the selling process, helping sellers prioritise the right actions and focus efforts effectively.

What is the economic impact of Dynamics 365 Sales?

According to research conducted by Forrester, businesses have been able to improve their sales, reduce costs, and enhance their productivity using Dynamics 365 Sales. The study found that over a period of three years, the businesses were able to see a 215% return on investment and a 15% increase in seller efficiency while collaborating with their team. The research also revealed that the payback period for this investment is typically around seven months.

What kind of insights and reporting does Dynamics 365 Sales provide?

The application provides real-time analytics and interactive dashboards for sales performance visibility. KPI monitoring, forecasts, and drill-down reports inform data-driven decisions.

Relationship analytics help sellers personalise customer interactions. With Power BI and AI-powered recommendations, you gain complete sales and relationship visibility to drive growth.

How can Dynamics 365 Sales help scale our operations?

Inbuilt sales workflows automate processes for consistency at scale. Examples include lead scoring, guided sales sequences, and automated data capture from Outlook emails. As your team evolves and expands, Dynamics 365 Sales can be quickly customised and extended using native Microsoft Power Platform products, including Power Automate and Power BI.

At Serversys, we implement and personalise D365 Sales to address immediate business needs and provide ongoing support to adapt the system as businesses grow.

How can Dynamics 365 Sales integrate with other systems?

Serversys has deep expertise in integrating Dynamics 365 with other business systems to unify customer data and connect processes. Our consultants tailor Dynamics 365 Sales to reflect bespoke sales processes by synchronising data with ERP and other platforms.

The flexibility of Dynamics 365 Sales, Dataverse and the Microsoft Power Platform enables us to implement transformative and scalable integration solutions for organisations.

What training and support is available?

We offer implementation services to simplify user adoption and ongoing support and training. Our consultants provide hands-on training tailored to different roles to help all teams maximise value. A wealth of free training resources are available on Microsoft’s learning platform.

We will support you through your change management planning and provide the necessary resources to help you. You will be assigned an account manager to provide ongoing guidance, technical assistance, and continuity. With over 25 years of experience, we aim to become your long-term partner in enhancing your Dynamics 365 system for sales success. Learn more about our support services.

What are the pricing and licensing options?

Dynamics 365 Sales offers subscription licensing based on user type and features needed. Options include Enterprise and Professional licenses for sellers and sales managers. Subscriptions allow you to adjust user licence numbers up or down as your needs change.

Serversys can help ensure Microsoft compliance and prevent overpaying for unnecessary capabilities. Refer to our licensing overview for more details.

Ready to talk?

Want to strengthen customer relationships, boost sales productivity, and accelerate revenue growth?

Connect with our experts today to explore how Dynamics 365 Sales can transform your business. Please complete the form below to request a call back and one of our consultants will follow up as soon as possible.