Dynamics 365 Sales enables salespeople to build strong relationships with their customers, take actions based on insights, and close sales faster. Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. It also lets you create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities.

What Dynamics 365 Sales offers

Dynamics 365 Sales offers great benefits, whether you're using a desktop, phone, or tablet.

Benefits for salespeople

• Follow guided business processes, so you know which steps to take next to close deals faster. You can tailor these business processes for your organization's needs.

• Manage customers and deals wherever you are, on any device (phone, tablet, PC, or Mac).

• Get productive faster by using familiar tools. Dynamics 365 Sales is tightly integrated with Microsoft 365 apps, which makes it easier to get going more quickly:

  • Use SharePoint to store and view documents like presentations or notes in the context of a record, such as an opportunity, so anyone working on the opportunity can view them.

  • Open sales data in Excel, make changes, and save the changes back to Dynamics 365 Sales—all without switching between applications.

• Get actionable insights and suggestions based on how you work. For example, if you have an opportunity closing next week, the Relationship Assistant will send you a reminder to connect with your customer.

• Find all activities (appointments, phone calls, and so on) related to a customer or opportunity in one central place, so you have the context you need to do your job.

Benefits for sales managers

• Accelerate your team's performance by using real-time analytics based on historical data and predictive information.

• Monitor results, and provide feedback and coaching, in real time.

• Use immersive Excel and prebuilt templates to do quick analysis without leaving Dynamics 365 Sales.

Source: Microsoft