Get up and running fast with an intuitive, guided experience for connecting Microsoft 365 and Dynamics 365. Easily adapt the solution for your specific sales process on a flexible and trusted platform that expands to meet your changing business needs.
Add additional business applications or advanced capabilities such as artificial intelligence and LinkedIn when you are ready. Provide sellers with contextual sales guidance, so they always know what’s next in the sales process.
Contextual, real-time dashboards for sellers and leaders ensure the entire sales team knows what metrics to focus on, helping optimize sales performance and guide informed actions toward the organization’s specific goals. How Microsoft 365 works with Dynamics 365 Sales Professional:
Outlook
Create a new sales lead, such as a new contact from an email recipient or update a prospect to an opportunity. See contextual sales data and history while reading or composing emails. Track and share important customer emails.
Teams
Collaborate with colleagues and customers on deals directly in Teams. Have conversations, meet online, share sales documents, and access sales records, all from Teams. Get contextual sales guidance in Teams, so sellers know what’s next in the sales process.
Word
Create proposals or other sales documents. Dynamics 365 Sales Professional supports Word mail merge and the ability to pull data from the source and related records. Documents can be created automatically using workflows and stored against the record that initiated it, streamlining the sales process.
Excel
Sellers can access sales data and work with data anywhere, via Excel Online or via Excel desktop. Users can create reports to support their business needs and have the data refresh automatically in real time in Excel. When users need to update a large number of records, Dynamics 365 Sales Professional supports accurate data entry, helping ensure that the update meets systems and format requirements.
Power BI
A Power BI content pack allows users to quickly access sales data in Power BI and visualize trends and chart data. These visualizations can then be surfaced in the Dynamics 365 Sales Professional dashboard.
Fênix Sistemas e Consultoria has a history of more than 20 years of experience, excellence, and competence in national and international projects of Microsoft solutions.
We are specialists in implementation of Business Management Solutions, CRM Solutions and application development in Power Platform.
Click here and Get up and running with Microsoft 365 and Dynamics 365.
