DYNAMICS 365
Discover how Microsoft’s Cloud CRM software can power up your sales tools.
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WHAT IS DYNAMICS 365 SALES PRO?
Microsoft Dynamics 365 for Sales Professional is a cloud based CRM sales app that seamlessly integrates with M365 and your Office apps to help power up your sales tools.
Helping your business to streamline sales flows, shorten sales cycles and close deals quicker.
- Microsoft’s core CRM offering
- Cloud based sales app, available on all devices
- Helps businesses streamline sales work-flows to shorten sales cycles
- Provides interactive, customisable real-time reporting into your sales pipeline
- Collective place to keep information on prospects, opportunities, accounts and contacts
THE BENEFITS OF SALES PROFESSIONAL
THESE ARE JUST SOME OF THE FEATURES THAT CAN HELP YOUR BUSINESS
INTERACTIVITY & VISIBILITY OF CONTACTS
Ability to filter and amend views to see just the things you need to see
DISCOVER MOREBUILT IN AUTOMATION
Eliminate time consuming and repetitive tasks which would otherwise be a manual job
DISCOVER MORESEAMLESS INTEGRATION WITH M365
Work with your everyday tools such as Outlook, Teams and Business Central
DISCOVER MOREREAL TIME REPORTING
Get visibility into your sales pipeline, assisting with decision making and forecasting
DISCOVER MOREWHAT’S THE DIFFERENCE BETWEEN SALES PRO AND BUSINESS CENTRAL?
DYNAMICS 365 OFFERS 3 OPTIONS FOR CRM SOFTWARE.
There are 3 options you can choose from; Sales Pro, Sales Enterprise, and Business Central Relationship Management.
Sales Pro & Sales Enterprise are license variations of Dynamics 365 for Sales, Microsoft’s dedicated CRM solution.
Business Central Relationship Management is functionality within Dynamics 365 Business Central. Microsoft’s SMB ERP software.
Not sure which option is right for your business? Click below to see our comparison guide.
VIEW THE CRM COMPARISON GUIDE
WHAT’S INCLUDED IN OUR PACKS?
We work with fixed scope packs, wrapping functionality together for a simple implementation. Only start with what you need and add new packs as your business and needs continue to grow.
SALES PRO
- Environmental setup
- Contacts
- Accounts
- Leads
- Opportunities
- Quotes
- Orders
- Quick campaigns
- Marketing lists
- Teams & Outlook sync
- Standard doc layouts
- Standard Power Bi app
- Data migration
- Phone/tablet apps
SALES PRO+
- Products
- Opportunity products
- Write-in products
- Price lists
- Unit groups
- Product hierarchies, relationships, bundles & properties
SALES PRO / BUSINESS CENTRAL INTEGRATION
- Standard D365 Business Central integration
(may require use of items within Business Central or the Business Central Stock pack)
SALES PRO PRICING
Want to learn about the different prices and options available?
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Want to take a deeper look into D365 sales professional’s features?
Check out our most popular videos.
GENERAL NAVIGATION
LEAD TO OPPORTUNITY PROCESS
OUTLOOK ADD-IN
REPORTING & POWER BI
AUTOMATION
VIEWS & FILTERING
LET’S CHAT
Want to find out whether Sales Professional is the perfect CRM system for your business?
Chat with us, we’d love to help!
