Our Opinion

Dynamics 365 for Sales Icon


Named as a leader in both Forrester Wave: Sales Force Automation Solutions Q2 2017 and in Gartner’s magic quadrant, you can be reassured Dynamics 365 for Sales is not just a good fit for today but its visionary product roadmap will stand you in good stead for tomorrow.

As expected, it has all the traditional sales force automation capabilities such as; pipeline management, sales reporting, tracking activities etc. – but what really makes Dynamics 365 for Sales really stand out is its unrivalled integration with Office 365. If you are working within Outlook, contextual information about your prospects and opportunities is surfaced from Dynamics 365 – providing a dashboard of upcoming appointments, open opportunities, open cases, and outstanding actions so you have all the information at your fingertips to be able to respond to the email. Emails can be tracked from both within Outlook and Dynamics 365 at a click of a button and new contacts, leads, accounts, opportunities, and cases created on the fly.

We also love how Dynamics 365 is infused with artificial intelligence and machine learning to provide you with a virtual assistant that prompts you about upcoming events and suggests next best actions such as; following-up on a deal that is about to close, making contact with a prospect that you haven’t spoken to in a while, providing a warning if a prospect has emailed you and they sound upset or angry etc.

By opting for the Microsoft Relationship Sales option that combines Dynamics 365 for Sales with LinkedIn Sales Navigator, your sales team can get additional help building the right relationships by finding key decision makers from 500 million LinkedIn members and helping you find the best way to connect with them, e.g. via introductions from mutual connections.

Dynamics 365 for Sales Overview

Features & Benefits

  • Integration with Dynamics 365 Sales NavigatorHelps you source new leads and contacts and keep your contact information up-to-date
  • Relationship insights powered by artificial intelligence (AI)Suggests ‘next best actions’ to help your sales team focus on the activities that will win new business
  • Relationship health monitoringGet a grip on the status of your organisation’s relationship with prospects to help you tailor your approach
  • Leverage social mediaGet additional insight into what your prospects are really thinking with social intelligence to help you understand the social sentiment and understand opportunities to join relevant conversations.
  • Track recipient email activity, such as when an email or attachment was opened and on what deviceUnderstand how engaged your prospects are and follow-up on sales proposals in a timely fashion
  • Generate branded quotations at a click of a buttonTurn around quotations quickly and track revisions, added artificial intelligence suggests upsell and cross-sell products/services
  • Mobile app with full offline accessKeep on top of your opportunities even when on the go. No internet access? No problem – the mobile app allows you to continue accessing records and publishes changes automatically as soon as you regain access.
  • GamificationEncourage healthy competition to drive sales performance by turning targets into visual games and turning your sales team into race cars, horses and more with sales contests.
  • Monitoring and reportingGo from data to insights with real-time dashboards that have interactive, drill-down capabilities and natural language queries.
  • Visual processesGuide your users through your sales process with visual prompts ensuring the right steps are carried out in the right order.

Dynamics 365 for Sales Overview Image

Why Microsoft Dynamics 365?

Adapt quickly
Dynamics 365's no-code visual editors support rapid deployment and makes it easy for your business to adapt quickly to new market opportunities.
Extend and connect
Dynamics 365 is highly extensible, helping you automate business processes across other Microsoft products and 100's of other third party systems for a unified experience.
Invest with confidence
Microsoft's cloud is one of the world's most trusted clouds. Reduce the cost and complexity of operating on-premises or hosted infrastructure by relying on state-of-the-art data centres to safeguard data.
Drive innovation
Microsoft's continual investment in Dynamics 365 and aggressive release cycle means you can be reassured of a future-proofed platform that allows you to take advantage of the latest cutting-edge technologies such as Artificial Intelligence.


One of the things we love most about Dynamics 365 is the value-add tools that are provided as part of most Dynamics 365 licenses or included with Office 365.

Microsoft PowerBI

Microsoft PowerBI

View your most critical business data through a single pane of glass, no matter where it lives or where you are. Create stunning real-time and interactive dashboards using natural English - so no need to rely on IT or build complex queries.



Allow your customers, partners and employees to self-serve with beautiful web portals, fully integrated to CRM. And, best of all, a web portal is included within most Dynamics 365 subscriptions free of charge.



Make Office 365 and Dynamics 365 your own with powerful apps that span productivity and business data. Customize SharePoint Online, use PowerApps with Microsoft Teams and build apps on Dynamics 365.

CafeX Live Assist

CafeX Live Assist

CafeX is an omnichannel solution for Microsoft Dynamics 365 that delivers an integrated solution for personalised live engagement across digital touchpoints. It helps businesses enhance customer experiences and agent productivity, connecting more meaningfully with customers through chat, content engagement and rich co-browsing.


How we Help

Best-Fit Solutions

Best-Fit Solutions

We start by understanding your business, its objectives to help you design a CRM strategy to align people, process and technology. We provide a suite of end-to-end services to ensure you gain maximum benefit from your chosen solution.

Deep-Level Technology Expertise

Deep-Level Technology Expertise

As Microsoft Dynamics 365 Gold Partners and with Centres of Excellence focused on the different areas of the CRM stack, our deep-level expertise means design innovative solutions leveraging the latest product features and keeping the total cost of ownership to a minimum.

Centres of Excellence Implementation Services
User At The Heart

User At The Heart

Its no point having an all singing, all dancing CRM if your users don’t understand the benefits. Our approach ensures your users are supported through your CRM journey and love the final outcome.

Change Management

Want to witness the power of Dynamics 365 for Sales for yourself?

Don’t take our word for it, call us today on 01296 328 689 to arrange a no obligation demonstration.

Request a Demo

Would you rather try before you buy?

Take Dynamics 365 for sales a test-drive with a free 30 day trial. Call us on 01296 328 689 to get yours.

Request a Free Trial



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