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Dynamics 365 Sales

Automation to Accelerate your Pipeline

Faster sales cycles, smarter forecasting, and connected customer insights — Dynamics 365 Sales gives your team everything they need to sell smarter and close faster.

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What Is Dynamics 365 Sales?

Dynamics 365 Sales is a unified CRM solution that integrates sales data, processes, and customer interactions into one intelligent system. It helps you track every deal, personalize outreach, and forecast accurately. With real-time insights, AI-powered recommendations, and seamless integration with other Microsoft solutions, Dynamics 365 Sales helps your team focus on the right opportunities at the right time.

Common Challenges Addressed by D365 Sales

Sales is complex – disconnected data, missed follow-ups, and unpredictable forecasts make growth harder than it needs to be. Dynamics 365 Sales is here to help you overcome these challenges and drive success.

Customer data scattered across spreadsheets and systems slows everything down. Dynamics 365 Sales unifies data into a single view, so your team always works with the full story.

D365 Sales Solutions

  • Comprehensive Customer Profiles
  • Integrated Data Sources
  • Centralized Information Hub

When your forecasts rely on gut feel or outdated reports, you miss your targets. With AI-driven forecasting, Dynamics 365 Sales helps you predict outcomes with confidence – even in complex sales cycles.

D365 Sales Solutions

  • Predictive Analytics
  • Tailored Forecasting Tools
  • Up-to-Date Sales Metrics

When follow-ups slip through the cracks, deals stall. Dynamics 365 Sales helps your team personalize every interaction and stay on track with automated reminders and multi-channel communication.

D365 Sales Solutions

  • Customized Outreach
  • Multi-Platform Communication
  • AI-Enhanced Interaction

Manual lead tracking leaves too much room for human error. Dynamics 365 Sales prioritizes your best leads automatically, so your team spends less time organizing and more time closing.

D365 Sales Solutions

  • Intelligent Lead Prioritization
  • Unified Lead Database
  • Automated Follow-Up Processes

Without up-to-date visibility, sales leaders fly blind. Dynamics 365 Sales delivers real-time dashboards so you always know what’s working — and where to focus next.

D365 Sales Solutions

  • Live Performance Dashboards
  • Immediate Data Retrieval
  • Customizable Analytical Reports

Dynamics 365 Sales Modules & Capabilities

Lead Capture

Automatically gather and organize leads to ensure no potential customer is missed.

Deal Tracking

Monitor each deal's progress and keep your team updated in real-time.

Workflow Automation

Streamline repetitive tasks like follow-ups and reminders to focus on strategic activities.

Predictive Sales

Leverage historical data and current trends to forecast future sales and set achievable targets.

Quote Creation

Generate professional, customized quotes that meet client specifications.

Email Sync

Integrate emails with your CRM to centralize communication and simplify follow-ups.

Tailored Communication

Customize emails, calls, and messages based on customer data to boost engagement and sales.

Omni-Channel Interaction

Manage communications across email, social media, and phone from a single platform.

Journey Tracking

Map out each customer's journey to ensure timely and relevant interactions at every stage.

AI Insights

Utilize AI to predict the most effective ways to engage with customers based on their behavior.

Instant Feedback

Collect and act on customer feedback in real-time to enhance their experience.

Automated Outreach

Set up automated communication workflows to ensure timely follow-ups with customers.

Objective Setting

Align your team's sales objectives with company goals and monitor their progress.

Real-Time Dashboards

Access customizable dashboards to view real-time performance metrics for teams and individuals.

Sales Activity Monitoring

Track and record sales activities to identify successful strategies and areas for improvement.

Reward Programs

Implement and manage incentive programs to motivate your sales team and recognize top performers.

Performance Analytics

Use AI-driven analytics to gain deeper insights into sales performance and identify trends.

Detailed Reporting

Create comprehensive reports to evaluate sales performance and allocate resources effectively.

Lead Prioritization

Automatically prioritize leads based on engagement and conversion likelihood.

Sales Process Monitoring

Track the sales process from initial contact to deal closure.

Lead Distribution

Automatically assign leads to the most suitable sales reps based on their expertise.

Pipeline Visualization

Visualize your sales pipeline to better organize and prioritize prospects.

Interaction Tracking

Monitor interactions and activities with leads to ensure timely follow-ups and accountability.

AI Recommendations

Receive AI-driven suggestions for the next steps to accelerate opportunities.

Predictive Analytics

Use AI to forecast future sales trends and make informed decisions.

Benchmark Comparisons

Compare your sales performance against internal and industry benchmarks to identify areas for improvement.

Customer Behavior Analysis

Analyze customer behavior and preferences to engage them more effectively.

Deal Progress Insights

Gain actionable insights into deal progress to focus on high-impact activities.

Emotional Analysis

Utilize sentiment analysis to understand customer emotions and tailor sales pitches.

Alert Notifications

Set up notifications for significant changes in customer status or sales pipeline stages to ensure no opportunity is missed.

The Benefits of Dynamics 365 Sales

Unlock the full power of your sales team with Dynamics 365 Sales – your key to streamlined sales processes and steady business growth.

Easily import existing customer lists, sync email history, and export reports for leadership reviews.

Predict sales outcomes, prioritize leads, and identify sales patterns without manual analysis.

Your team works directly in Outlook, Teams, and Excel — no clunky switching between systems.

From first contact to closed deal, every step is logged and visible.

Dashboards and notifications keep leadership and sellers aligned so nothing slips through the cracks.

Partnering with Avantiico: D365 Sales Services for Your Business

Your CRM should work for you, not against you. That’s why we’re here – to help you implement and customize your D365 Sales CRM so that it starts improving your sales processes from the start. You’ll also receive nonstop sales support from Avantiico’s managed services team, so that your bottom line is always live.

Dynamics 365 Sales Implementation

Ready for a new CRM that unifies your sales efforts? We’ll guide you through each stage of implementation, minimize downtime, and train your team up on the full capabilities of Dynamics 365 Sales.

Request Implementation

Dynamics 365 Sales Customizations

Every business operates differently, highlighting the need for a tailored CRM. We’ll help you customize your Dynamics 365 Sales to your liking – so that your team can get up and running in no time.

Request Customizations

Dynamics 365 Sales Support

Are technical issues dragging you down? We can help. With Avantiico, you gain 24/7/365 support for your Dynamics 365 Sales environment, ensuring your systems are always running smoothly.

Request Support

Dynamics 365 Sales Pricing

Pricing for Dynamics 365 Sales is split into four classes: Sales Professional, Sales Enterprise, Sales Premium, and Relationship Sales. You can also trial it for free.

Professional

$65

Per User/Month

Includes: Core sales force automation, Microsoft 365 interoperation, Reporting and dashboards

Enterprise

$105

Per User/Month

Includes: Professional functions + Contextual insights, Advanced customization, Copilot automation

Premium

$150

Per User/Month

Includes: All Enterprise functions + Prebuilt solutions for sellers and managers, Copilot automation

Relationship Sales

Variable

Per User/Month

Includes: LinkedIn Sales Navigator, Requires 10-seat minimum, Must contact specialist for pricing

Why Choose Avantiico for Your D365 Sales Implementation?

Implementing, customizing, and supporting your Dynamics 365 Sales CRM takes deep expertise to ensure everything goes as planned. Enter Avantiico, a top global Microsoft Solutions Provider since 2006. For nearly two decades, we’ve helped mid- and enterprise-level companies make the most of their Microsoft ecosystems – and now, it’s your turn.

+

Microsoft Product Users Supported

Billion

Transacted Annually on Avantiico Solutions

Hours of D365 F&SCM Experience

Ready to Demo Dynamics 365 Sales?

Contact us below and an Avantiico team member will be in touch.

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