Microsoft Dynamics 365 for Sales

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.

Manage your leads and close more sales with Microsoft Dynamics 365 for Sales.

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.

Build relationships that matter

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.

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Build relationships with people that matter to you
- Focus on customers that relevant to your business
- Find every member of the buyer’s decision making
- Find the best path to connect with each buyer
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Make use of insights and recommendations
- Identify risks and opportunities associated with each customer
- Keep track of your buyer and stay focused on their needs
- Reach your buyers with personalized sales content package
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Scale your engagement
- Synchronize relevant information essential to build strong relationships with automation data synchronization across LinkedIn Sales Navigator, Dynamics 365 for Sales and Office 365
- Optimize your sales resources and streamline the sales process
- With help of embedded intelligence, get insights that show the next best interactions to move relationships forward
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Dynamics 365 for Sales Capabilities

TIME ENTRY AND APPROVALS

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.

PROJECT ANALYTICS

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.

CLIENT BILLING

Generate accurate project invoices using flexible invoice designs.

EXPENSE ENTRY AND APPROVALS

capture, approve, and re-bill project expenses, including the use of a mobile expense capture app.

PROJECT BUDGETS

Track and manage project budgets and budget revisions to support budget vs. actual reporting and ensure on-budget project delivery.

RESOURCE SCHEDULING

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.