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Dynamics 365 Sales Implementation

Scaling sales while maintaining a personalized customer approach is one of the biggest challenges for modern sales teams. Dynamics 365 Sales is a cloud-based solution powered by Copilot, helping organizations boost sales efficiency, enhance customer relationships, and make smarter decisions through real-time data insights.

Overcome sales challenges with Dynamics 365 Sales

Too much time spent on manual tasks?

Automate up to 29% of sales time with AI and free your team to focus on what matters

Struggling with low productivity?

Boost efficiency by 3-5% by integrating AI-powered tools into your sales processes

Fragmented data and no full view of the customers?

Connect multiple systems and data sources into a single, comprehensive 360 customer view

Lack of consistent sales process?

Standardize your teams actions with clearly defined pipeline stages and automated workflows.

Boost sales performance with Dynamics 365 Sales

AI-driven opportunity prioritization

Use Copilot to automatically create and updates CRM records, analyze sales opportunities, and apply AI-based scoring models.

Smarter customer interactions

Generate CRM based emails, view Copilot created meeting summaries, and analyze customer sentiment and conversation KPIs in real time.

Forecasting and team growth

Get predictive insights across your sales team, track pipeline trends, and make better decisions with AI-powered forecasting and visibility.

Flexible customization

Build automated workflows, custom dashboards, and view using Power Platform enriched with both internal and external data, all powered by AI.

Drive real impact with digital sales transformation

Revenue growth

Increase lead generation, boost upsell and cross-sell, and accelerate deal closures driving higher revenue per customer and larger deal sizes.

Sales team efficiency

Free up sales teams with automated admin tasks, faster access to customer data, and AI-guided pipeline management, enabling more time for meaningful customer interactions.

Cost optimization

Lower operational costs by reducing bad data minimizing IT maintenance efforts, and decreasing the overall cost of sale.

Customer retention

Enhance customer satisfaction and engagement with personalized experiences, leading to stronger loyalty and reduced churn.

Gain advanced capabilities for personalized customer support

Sales Qualification Agent

Sales Qualification Agent is your personal AI assistant that automatically analyzes leads and assesses their potential for further engagement. It provides detailed insights on each lead including contact history, recent activity, and relevant company updates. This productivity-boosting tool speeds up and improves the qualification process, so you can focus more time on personalized interactions with the most promising prospects.

Boost sales with Copilot

Copilot in Dynamics 365 Sales helps sellers stay focused by automating repetitive task like meeting prep, pipeline updates, email drafting, and surfacing key CRM insights. Integrated with Outlook and Teams, Copilot brings valuable information into your daily workflow.

Sales Accelerator

Streamline selling with a personalized workspace that helps sellers focus on the right customers at the right time. Sales Accelerator gathers data from multiple sources to build a strong, prioritized pipeline and delivers contextual insights and AI-driven recommendations throughout the sales process helping teams work smarter and close deals faster.

Microsoft integration

Unify your sales experience by seamlessly connecting Dynamics 365 Sales with Microsoft tools like Outlook, Power BI, and SharePoint. Work in one connected environment, access real-time data, and streamline communication and collaboration across your team.

Customer data unification

Bring together all customer information interaction history, preferences, and relationship detail into one place to gain deeper insights and deliver more personalized communication.

Reporting and analytics

Use built in analytics and reporting tools to continuously monitor and evaluate the performance of your sales, marketing, and customer service efforts helping you make smarter, data-driven decisions.

Implement Dynamics 365 Sales with experts

Choosing the right partner is key to success. At Netwise, we provide:

Two Microsoft MVPs on board, bringing top-tier product insight and early access to platform innovations

Deep knowledge of Microsoft’s Dynamics 365 Sales ecosystem and integrations

Deep knowledge of Microsoft’s Power Platform ecosystem and integrations

Strategic consulting aligned to your business needs and processes

Adrian, Chief Delivery Officer. At Netwise since 2010. See his journey.

Discover the possibilities with Dynamics 365 Sales

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Ready to empower your sales teams with Dynamics 365 Sales?

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