Microsoft Dynamics for Sales: A 101 Guide

Like any sales professional, your business days can be pretty hectic. From disseminating leads to your sales teams to providing product assistance to customers in need, it can be tough to keep everything organized and running smoothly. 

That’s why you need an all-in-one customer relationship management and sales cycle tracking platform like Microsoft Dynamics Sales. In this 101 guide to Microsoft Dynamics for Sales, you’ll learn all you need to know about this powerful platform. 

What Is Microsoft Dynamics 365 Sales?

Microsoft Dynamics 365 Sales is Microsoft’s sales cycle management module. It is part of Dynamics 365, a cloud-based enterprise resource planning (ERP) platform. In simple terms, this tool acts as a sort of Swiss army knife for your sales team. It provides everything from marketing assistance and lead nurturing capabilities to revenue tracking.

3 Benefits of Dynamics 365 for Sales

Microsoft Dynamics for sales empowers your organization to be more efficient and drive better customer relationships. When using this powerful platform, you can enjoy benefits such as:

1. Happier Customers

With Dynamics 365, you and your team can build strong relationships with clients. The platform keeps all your customer data in one easy-to-access place. That means no more searching the spreadsheet to find accurate contact information or missing out on follow-up requests because your data is scattered across numerous applications.

When your sales team needs customer information, they can simply launch your Dynamics platform and find what they are looking for in seconds. In turn, they can spend more time making sales and less time performing tedious administrative work. 

2. Streamlined Deals

Closing deals can be chaotic, and Dynamics 365 removes friction from this all-important process. The platform offers a unified view of your sales pipeline, allowing you to track deals from awareness to conversion. You can prioritize tasks, create custom reminders, collaborate with your team, and make sure no leads slip through the cracks. 

With Dynamics 365, you can identify and remove friction points that cost you sales. Turn your sales team into a fine-tuned machine with the visibility and automation tools of Dynamics 365.

3. Unified Applications

Imagine how much more productive you would be if all your business apps shared data. With Dynamics 365, they can do just that. 

The platform seamlessly integrates with other Microsoft tools like Teams and Outlook. It also connects with dozens of third-party apps, giving you the freedom to build a tech stack that makes sense for your business. 

Tap into Actionable Insights with Cavallo

The Dynamics 365 Sales platform is a great tool for condensing the sales cycle and improving the journey of your customer base. But you can get even more value from Dynamics 365 by pairing it with Cavallo’s complementary software made to supercharge your ERP. 

From CRM tools to a platform that provides actionable insights into your business, Cavallo offers a suite of products designed to unlock your full growth potential and empower you to reach your highest business goals. If you have licensing questions or would like to see our powerful solutions in action, contact our team.