Microsoft Dynamics 365 Sales

Helping ambitious organisations improve their sales performance

Dynamics 365 Sales helps you streamline your sales processes by automating key tasks and reducing manual work, improving efficiency across your team. It provides valuable insights to strengthen customer relationships and support better decision-making, enabling you to close deals faster and collaborate more effectively.

We understand that every business has unique needs, which is why we tailor Dynamics 365 Sales to fit your specific requirements. From initial consultancy to ongoing support, we guide you through the entire process, ensuring your sales team is equipped with the right tools to succeed.

Are you facing these sales challenges?

Dynamics 365 Sales is ideal if you’re experiencing any of the following:

Struggling with inefficient sales reporting, where your data is scattered across spreadsheets, emails, and notes.

Spending too much time searching for accurate information on clients or opportunities.

Needing to centralise your data into one system that’s easily accessible by your team from anywhere.

Looking to integrate your sales hub with existing Microsoft tools, such as Outlook, Office, Teams, SharePoint, and even LinkedIn.

Your existing setup lacks scalability and flexibility, and cannot accommodate your evolving requirements.

Finding it difficult to track and manage your sales pipeline effectively, with missed opportunities or unclear next steps.

Let’s talk about the challenges you’re facing

Key benefits of Dynamics 365 Sales

To help overcome the sales challenges you’re facing, Dynamics 365 Sales provides a range of benefits that can transform your processes. To discover more, check out our benefits of Dynamics 365 Sales blog post.

Improve Sales Performance

Boost sales performance through smart insights, increased pipeline visibility, and precise sales forecasting.

Improve Customer Relationships

Leveraging comprehensive customer insights and AI-powered recommendations makes it easy to keep customers engaged and satisfied.

Data-Driven Decision Making

Through in-depth analytics and reporting capabilities, sales teams can easily identify trends, opportunities, and areas for improvement.

Smooth Collaboration

Store all information regarding records, such as contact details, interactions, emails, notes, and more, within a centralised solution, streamlining and simplifying collaboration.

Advanced AI Capabilities

Copilot within Dynamics 365 Sales provides sellers with advanced AI capabilities, streamlining workflows and boosting seller success.

Scalability and Flexibility

A scalable and flexible platform that can evolve with your business requirements, with the option to extend functionality further with the Power Platform.

Seamless Integrations

Connect seamlessly with your other sales tools, such as Outlook, Teams, Word, Excel, SharePoint, Power BI, and more.

Mobile Accessibility

The D365 Sales App makes it easy for sellers to stay productive from anywhere, at anytime.

Key features of Dynamics 365 Sales

Stakeholder Management: At its core, Dynamics 365 Sales is a CRM, has all the features necessary to efficiently manage contacts, accounts, leads, opportunities and more.
Sales Copilot: Leverage AI-driven features such as predictive scoring, conversational intelligence, and more to gain a competitive edge.
Workflow Automation: Enable employees to focus on the activities that matter most by automating repetitive tasks, such as meeting reminders, emails, etc.
Customisable: Dynamics 365 Sales is fully customisable, enabling businesses to shape the system according to their individual preferences and requirements.
Sales Analytics: Gain comprehensive analytics and reporting capabilities to understand sales performance enabling successful, strategic decision-making.

These are a range of features that D365 Sales offers and this page provides just a snapshot. For more insights into the solution, please get in touch.

Why choose Pragmatiq as your Dynamics 365 Sales Partner

At Pragmatiq, we help businesses get the most out of Microsoft Dynamics 365 Sales by simplifying sales processes, saving time, and supporting growth. We make sure the technology works for you, giving your team the tools to work more efficiently, stay organised, and close deals faster.

Bespoke technology solutions: Designed around your specific needs, processes, and goals.
Strategic guidance: Helping you get the most out of your systems with expert advice and ongoing support.
Scalable and flexible: Ensuring your technology grows with you, adapting to future demands.
End-to-end partnership: From consultancy to implementation and beyond, we’re with you every step of the way.

Microsoft Dynamics 365 Sales FAQs

There are a variety of sales licenses available (Sales Professional, Sales Enterprise, Sales Premium and Team Member), each differing in capabilities and storage capacities. Take a look at our blog post which compares the D365 Sales licenses in more depth.

At Pragmatiq, we don’t just design solutions – we make them work for you. Over the years, we have developed and refined our implementation and delivery approach, ensuring that every step of the process is clear, efficient, and delivers real value to you.

Through our strategic consultancy-led approach, we take the time to understand your needs, align technology with your vision, and work alongside your team to ensure a smooth rollout. Learn more about our implementation & delivery approach.

We understand that over time, your business will grow and change, and your needs may shift; the beauty of a bespoke solution is that it can be tailored even after implementation.

At Pragmatiq, we have a Managed Service offering, which allows us to support your business post go-live.

As the most established bespoke solutions in the market, we often get asked about the differences between Microsoft Dynamics 365 and Salesforce.

We have written a blog post which compares the products, across areas such as; applications, deployment options, pricing, integrations, ease of development, and business intelligence capabilities. Check out our Dynamics 365 vs Salesforce CRM comparison blog.

Dynamics 365 Sales seamlessly integrates with all Microsoft ecosystem products, including Customer Voice and Power Apps, as well as numerous third-party applications like Xero, offering a versatile solution. Let’s explore some additional integrations you can leverage with D365 Sales to enhance your solution.

LinkedIn Sales Navigator: The native integration between Dynamics 365 Sales and LinkedIn Sales Navigator supports sellers to build trust, manage relationships, identify new leads, view suggestions on how best to make introductions, etc. Explore the benefits of integrating LinkedIn Sales Navigator with Dynamics 365 Sales.
Outlook: The Dynamics 365 App for Outlook (on desktop, web, or mobile device) enables users to link Outlook emails to any D365 Sales record, including contacts, opportunities and cases. This seamless integration saves users from switching between applications and improves efficiency as a result. Gain a better overview of the Microsoft Dynamics 365 Integration with Outlook in our blog.
Microsoft Teams: Have your teams chat directly located within your CRM system reducing the time spent switching between apps. Additionally, link new or existing chat to a record ensuring that all information is accessible within one place. Explore the key features of the Microsoft Teams and Dynamics 365 integration.