For professional services organizations looking to improve the effectiveness of their business development activities, the Microsoft Dynamics 365 for Sales solution provides a best-in-class sales automation platform capable of managing your entire business development process.
Available in a web browser interface, embedded directly in Microsoft Outlook, or via purpose-built mobile apps, Microsoft Dynamics 365 for Sales can help your organization gain a 360-degree view of critical business development processes, maximize revenue opportunities, and more effectively collaborate across pursuit teams.
Watch this video for some highlights - like sales-minded dashboards that give insights and data you can share and act on; re-usable templates to share with your team; collaboration tools and integration with other apps like Excel and Skype; even business process customization so the tool works like your organization does. Harness the power of the cloud to do everything from qualifying leads and preparing quotes to managing your pipeline.
The combined power of Dynamics 365 for Sales and LinkedIn Sales Navigator, empowers sellers to build relationships with appropriate buyers, use recommendations and insights with the help of actual customer needs, and make progress with the deals.
Capture project timesheets from all your employees, either through a web browser or through a mobile time entry app and route the timesheets for review and approval.
Leverage Microsoft’s PowerBI data visualization, analytics, and reporting tool to create powerful interactive dashboards, fully available on your mobile device for when you’re on-the-go.
Generate accurate project invoices using flexible invoice designs.
capture, approve, and re-bill project expenses, including the use of a mobile expense capture app.
Track and manage project budgets and budget revisions to support budget vs. actual reporting and ensure on-budget project delivery.
track resource competencies such as skills and project experience, staff projects with best-fit resources, and plan for optimal resource levels based on your forecasted workload.
Industry-leading SFA with embedded intelligence and advanced customization capabilities
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Dynamics 365 for Sales Enterprise, Marketing, Customer Service, Field Service, Project Service Automation
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Dynamics 365 for Sales + LinkedIn Sales Navigator Enterprise
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Core sales force automation (SFA)
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Additional AI-driven insights embedded in Dynamics 365 for Sales
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