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Get your sales team focused on the deals most likely to close. Folio3 Dynamics implements, integrates, and supports Microsoft Dynamics 365 Sales as a Microsoft Solutions Partner.
What is Dynamics 365 Sales?
Microsoft Dynamics 365 Sales is Microsoft's CRM application for managing leads, opportunities, and sales pipelines. It gives sales teams one view of each customer, automates routine tasks like follow-ups and reminders, and adds AI-driven insights through Copilot. Folio3 Dynamics configures it around your existing sales process so it scales as your team grows.
Empower sales teams to boost deal closures with effective sales pipeline management, lead tracking, and gaining valuable AI-powered insights into sales performance.
Gain a unified view of your customer data from contact details, purchase history, to support tickets to gain deeper insights into customer behavior and enhance experience.
Automate sales tasks such as follow-ups, email scheduling and appointment reminders so your sales teams spend more time on satisfying customers.
Gain valuable insights into sales performance including top selling products, top performing sales reps, and promising sales opportunities to make informed decisions.
Why do you need Dynamics 365 Sales?
For any business, Sales is the key revenue driver. However, navigating the complexities of customer relationship management & sales operations can be a hurdle.
Lack of consolidated customer view may lead to lack of personalization and incomplete understanding of customer journey.
Traditional systems lack forecasting capabilities which cause inaccurate forecasting and missed goals. Accurate sales forecasting can help better plan ahead.
Engaging with customers through multiple channels via multiple systems can lead to missed insights and weak customer relationships.
Effectively managing leads is crucial to business expansion as you need to maintain an increasing flow of leads.
Dynamics 365 Sales Capabilities
Leverage AI to quickly review open sales tasks, new assignments, and pipeline updates. Use an AI-based scoring model and create a prioritized work list to focus on qualified leads & opportunities. Utilize embedded dashboards to track pipeline progress & KPIs.
With the help of Copilot, get opportunity summaries, meeting prep notes, and tailored email drafts for each deal. Automate your repetitive sales tasks and ensure standardized sales processes from start to finish. Automate follow-up and reminder tasks, create personalized quotes for clients and track every deal within a unified place.
Predict sales & monitor performance with powerful visualizations. Use prebuilt dashboards that provide insights into team metrics, sales activities, and revenue funnels. From managing a sales incentive program to motivate your team to conducting sentiment analysis to figure out how your customers actually feel about you.
With relationship analytics, track engagement, communication history, interactions, and notes in a centralized platform to nurture stronger relationships throughout the customer journey. Personalize your multi-channel customer interactions with AI-powered insights & recommendations.
Quickly access summaries, updates, and guidance in natural language with Copilot in Microsoft Dynamics 365 Sales. Create automation sequences to automate repetitive tasks. Integrate with Gmail and LinkedIn to keep track of all your interactions.
Key Features of Dynamics 365
Leverage AI-powered opportunity scoring method to evaluate & assign a score to each sales opportunity so the team can focus time & effort on deals with the highest conversion chances
A portable CRM for sales teams to update customer information, access sales data, and communicate with leads and customers from anywhere, improving response times and flexibility.
Easily connect Microsoft Dynamics 365 Sales with other Microsoft applications such as Excel, Outlook, and Microsoft Teams to enhance collaboration, simplify document sharing, and increase productivity.
Create sequences of predefined series of actions, triggered on a specific criteria to help automate sales tasks and increase productivity.
Integrate Microsoft Dynamics 365 Sales with LinkedIn Sales Navigator to increase social selling, discover leads and make impactful introductions.
With Copilot AI integrated within Dynamics 365 Sales, get refined insights from your emails, meetings, and other customer interactions to maintain healthy relationships.
pricing & licensing
As for all other Microsoft Dynamics 365 applications, pricing is based on number of users and the edition to make it affordable and scalable for all business sizes.
User/Per month Paid Yearly
Core sales force automation and Microsoft 365 integration
User/Per month Paid Yearly
Industry-leading sales force automation with contextual insights, next-generation AI, and advanced customization
User/Per month Paid Yearly
Dynamics 365 Sales Enterprise plus prebuilt customizable intelligence solutions for sellers and managers
dynamics 365 offerings
Folio3 Dynamics works with sales teams before, during, and after go-live on Microsoft Dynamics 365 Sales. Our services include
Microsoft Dynamics 365 Sales Implementation Partner
Folio3 Dynamics is a Microsoft Solutions Partner with four designations: Business Applications, Data & AI (Azure), Digital & App Innovation (Azure), and Infrastructure (Azure). We implement, integrate, customize, and support Microsoft Dynamics 365 Sales alongside other Dynamics 365 applications.
We believe in being not just an implementation service provider, but a true technology partner for our customers, offering a full spectrum of services including consulting, deployment, migration, training, and user support. Our teams work alongside you at every step of the way with 24/7 global support to help you navigate any challenges along the journey.
Our Microsoft Dynamics 365 consultants work across sales, finance, and operations applications, so your CRM setup accounts for the systems around it.
We take pride in distinguishing ourselves from other partners by really being a one-stop shop for all your needs. Our deep subject-matter expertise in industry domains such as agriculture, manufacturing, and retail, has enabled us to build tailored solutions that serve your needs. Our ability to customize workflows, integrations, and modules is our forte.
Our strong portfolio of successful implementations during the past 20 years, is a testament to our reputation of delivering results and being your trusted partner for embracing digital transformation.
OUR WORK
Microsoft Dynamics Solution Partner with solid foundations and experienced professionals
