Personal Engagement with Microsoft Dynamics 365 for Sales
Tap into the wisdom and experience of your team with shared meeting notes, events and custom sales documents created with real-time co-authoring.
Use OneNote within the Sales management software to take notes and share your work.
Unify relationship data and processes with LinkedIn Sales Navigator integration so sellers can build trust and easily manage relationships at scale.
Get profiles and insights with LinkedIn Sales Navigator integration, including related leads and ways to secure a warm introduction.
Keep track of contacts and visualise relationships among contacts with interactive org charts.
Collaborate and personalise sales documents with embedded Office 365 tools—fitting the way sellers work.
See the customer’s point of view and improve sales engagement by bringing your customer data together with survey insights from Microsoft Forms Pro included with Dynamics 365 Sales.
Microsoft Dynamics for Sales : Sales Productivity Capabilities
Grow your business profitably
Use built-in digital intelligence and automated business processes to increase your revenue while controlling acquisition costs.
Sell more by staying focused
Maximise your sales team’s performance by reducing distractions and helping them focus on the priorities.
Work smarter to win faster
Close deals faster by working efficiently, collaborating and applying contextual insights from your sales management software.
Monitor and Leverage Sent Emails
Email engagement is part of the new Relationship Insights Suite for Dynamics 365 and empowers you to plan your strategy, choose your next steps, and examine your results.