Microsoft Dynamics 365 for Sales [TeamMember]

With Microsoft Dynamics 365 for Sales you can go beyond sales management software, by bringing digital intelligence into every deal, predicting your customer’s needs and delivering the personal attention that builds relationships and revenue.

A Team Member License enables assigned users read access to information within Microsoft Dynamics 365 for Sales and limited write access. And therefore, is ideal for light or limited capability users. Note: Team Member Extensions require either a Professional Module or Enterprise Module.

Actionable insights

Take action with confidence. Derive meaningful intelligence from large amounts of complex data to deliver simple to understand, actionable insights that are in context of the customer relationship.

  • Increase sales velocity by identifying prospects most likely to buy based on predictive intelligence
  • Sell smarter with signals from Office 365 and Dynamics 365 that reveal relationship health and risk so you know the best action to take next
  • Build trust with customers and increase opportunities by offering relevant product recommendations
  • Engage your customers in more personalised, effective ways through customer intelligence

Personal engagement

Understand customer behaviour, trends, and potential value. Your sales team will be ready to build and develop customer relationships, regardless of how customers engage with you.

  • Gain insights from email interactions with your customers and know which contacts will be most receptive
  • Create more high-quality leads by using sales software and social media to identify and act on buying signals
  • Reveal specific information about accounts and opportunities based on email, calendar, and Dynamics 365 data
  • Easily collaborate and share conversations, events, notes, and sales content with colleagues—even if they aren’t using Dynamics 365 for Sales

Customer management

Increase revenue, boost productivity, gain key insights, and reduce costs when you automate your sales processes through a highly intuitive interface and Microsoft Office-embedded capabilities.

  • Work where and how you want to, managing customers and deals using familiar, preferred tools
  • Recruit, on-board, and strengthen your partner channel through deeper enablement and activation
  • Work on the go—anytime, anywhere—with rich, mobile apps that provide contextual news, social data, and task flows
  • Know what steps to take next to close deals faster by using process automation and a guided sales process

Sales performance

Accelerate your sales performance with real-time analytics based on historical data and predictive information. Inspire, onboard, coach, and motivate your team to achieve more through fun, engaging competitions.

  • Get answers fast using dashboards, contextual charts, and Power BI Q&A for natural language queries
  • Hit your numbers by setting goals, monitoring results, and providing feedback and coaching in real time
  • Ease on-boarding and align sales behaviour through sales management software and interactive help and documentation

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Microsoft Dynamics 365 does something really interesting, in that it combines CRM and ERP solutions with Power BI and provides that built-in intelligence.

Chief Technology Officer, AccuWeather

Once our Customer Insights solution is fully operational and fully deployed, we should be add another £7.7 million added to our bottom line each year.

Group IT Director, Marston’s