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DYNAMICS 365
SALES PROFESSIONAL
(CRM)

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

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BUILT IN AUTOMATION

Eliminate time consuming and repetitive tasks which would otherwise be a manual job

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SEAMLESS INTEGRATION WITH M365

Work with your everyday tools such as Outlook, Teams and Business Central

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REAL TIME REPORTING

Get visibility into your sales pipeline, assisting with decision making and forecasting

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WHAT’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
Access Dynamics 365 Sales Professional on any device

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

£6,000

€7,000

SALES PRO+

  • Products
  • Opportunity products
  • Write-in products
  • Price lists
  • Unit groups
  • Product hierarchies, relationships, bundles & properties

£1,500

€1,500

SALES PRO / BUSINESS CENTRAL INTEGRATION

    • Standard D365 Business Central integration

(may require use of items within Business Central or the Business Central Stock pack)

£3,500

€4,000

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

LET’S CHAT

Want to find out whether Sales Professional is the perfect CRM system for your business?
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