• Tarana Rana

9 Benefits of Dynamics 365 Sales for Your Company

Is Microsoft Dynamics 365 for Sales right for your business? Discover the top benefits Dynamics 365 Sales offers small and mid-sized organizations.


If you're in the process of evaluating CRM solutions for your small or mid-sized organization, Microsoft Dynamics 365 Sales is likely on your radar. But is it right for your specific business? What are some of the benefits of using Dynamics 365 Sales? What are key capabilities you should know about? This blog post will help you understand some of the key features and benefits of this solution to help you determine whether it's a good fit for your business.

What is Dynamics 365?


Dynamics 365 is a suite of business management applications by Microsoft, and they offer both ERP and CRM solutions. The Dynamics 365 CRM has robust applications for customer relationship management and is recognized as a leader by Gartner and Forrester.


There are multiple solutions under this umbrella, all of which can work as a stand-alone solution or easily integrate with others to form a complete end-to-end business solution. For a high-level overview of Dynamics 365, check out our blog post: "What is Dynamics 365".


What is Dynamics 365 for Sales?


Dynamics 365 Sales is a cloud-based CRM solution that helps your business go beyond sales force automation and helps accelerate sales performance. In a nutshell, it enables you to:

  • Supercharge your selling with digital sales and remote engagement capabilities

  • Build better customer relationships and add a personal touch

  • Connect your sales team so they can collaborate seamlessly and boost productivity

  • Adapt to rapid changes by making better business decisions thanks to real-time sales insights

What Are the Main Benefits of Using Dynamics 365 Sales For Your Company?

Dynamics 365 Sales Benefit #1: Optimizes All Your Sales Processes


Microsoft D365 Sales optimizes your entire sales process and helps your team sell more effectively. First off, it increases productivity by automating sales processes. You can map out standard processes as workflows and control them automatically, helping you minimize routine admin tasks. It also helps your team sell like a team by increasing collaboration. It provides a unified platform to easily share sales materials and embed Microsoft Teams chats within Dynamics 365 for real-time collaboration.

Dynamics 365 Sales Benefit #2: Facilitates Lead Generation


Lead generation and management are effortless with D365 Sales. For one, it's easy to import your data from external data sources as a single import or in batches as you need it. It helps you optimize your telemarketing efforts. Its process flow user interface sends prompts to help your team ask the right questions to find and qualify new sales leads. It also comes with in-built features that make it simple to plan, manage, and execute events such as live demos, presentations, and other events for leads and prospects.

Dynamics 365 Sales Benefit #3: Efficient Lead Management


When it comes to lead management, you can track your qualified leads through the sales funnel and set up rules with gated stages to ensure that your leads cannot progress to the next stage until they've met your requirements. This also helps you ensure your communications are tailored based on the current stage. Plus, if you manage a large number of leads each month, D365 Sales will automatically score those leads for you, as well as route them for you, based on your set of pre-defined rules.

Dynamics 365 Sales Benefit #4: Better Customer Insights & Engagement

To build strong long-term relationships, you need to stay connected to your customers and provide personalized experiences. Dynamics 365 Sales makes it easy to do this as your team will have access to all your lead, opportunity, and customer information and their previous interactions in one unified space. You can even integrate your LinkedIn Sales Navigator account to Dynamics 365 to get more insights. You can track relationships with a single score based on signals from Dynamics 365 and Microsoft 365 to identify customers who need attention. You can also easily schedule automated personalized nurture messages to leads or automated email updates to keep your customers informed about support issues.

Dynamics 365 Sales Benefit #5: Mobile, Flexible, and Easy to Use Platform


Dynamics 365 is easy to use and has an intuitive interface. As a cloud-based CRM solution, your team can work from the office, home, or on the go. D365 Sales has a mobile app for both iOS and Android that lets you stay on top of your tasks and see upcoming meetings and real-time notifications on the go. It also minimizes manual data entry, as you capture notes using voice-to-text or use the camera on your phone for automatic associated with related records. Finally, it's a flexible platform that can quickly scale up and down as your business changes or expands.

Dynamics 365 Sales Benefit #6: Seamless Integration


D365 Sales offers seamless and straightforward integration with all other Microsoft products. It provides a robust integration with Outlook, where your Dynamics 365 data is synced right into Outlook. It allows email tracking in Dynamics 365, and you can even create, update, or delete records from your D365 platform within Outlook. It integrates with Excel, and you can run live Excel analytics within D365 Sales or link data directly from your platform to Excel sheets that automatically update. You can also seamlessly integrate with LinkedIn Sales Navigator, and use its main features like sending InMail, connection requests, and more directly from your Dynamics 365 platform. You'll get lead recommendations from LinkedIn that are similar to your existing customers.

Dynamics 365 Sales Benefit #7: Easy to Extend Your Solution


As your company expands, you can easily integrate other Dynamics 365 applications with your solution, including D365 Customer Service, D365 Marketing, D365 Business Central, and D365 Field Service. You can also extend the capabilities of your solution through Microsoft AppSource, which offers numerous apps for your solution. You can also build your own custom apps by using the low-code solution, Microsoft Power Apps.

Dynamics 365 Sales Benefit #8: Forecasting & AI Capabilities


D365 Sales helps you streamline your forecasting and increase the accuracy of forecasts by using built-in AI to augment seller submitted forecasts and view deal flows and trends. You can also enhance empathy by using AI-powered conservation intelligence in sales calls to detect customer emotion, sentiment, and priorities. The Assistant feature also tracks your activities, opportunities, and messages and gives you actionable insights. It generates action cards that appear on your dashboard and relevant records. For example, it'll let you know the right time to get in touch with an inactive contact based on previous interactions.

Dynamics 365 Sales Benefit #9: Robust Reporting & Insights


D365 Sales gives your team real-time visibility into sales performance. You can set up interactive dashboards with charts, graphs, and other statistics that track sales performance and important KPIs in real-time. It also integrates with Power BI, so you can get that information directly within your solution. You can also track your competitors through Dynamics 365 Sales through a feature that lets you create detailed profiles for all your competitors, including active sales opportunities you're competing for and information on their weaknesses and strength.

Dynamics 365 Sales Offers Numerous Business Benefits

Dynamics 365 for Sales has extensive functionality and can help you enable smarter selling throughout your company. When utilized correctly, it can help sales team generate leads, optimize and shorten the sales cycle, build better relationships, and win more customers. If you're facing challenges such as being unable to sustain productivity, build revenue, connect your sales tools and processes efficiently, or are missing out on engaging buyers at the right time in their customer journey, Dynamics 365 Sales can help.

Get Started with D365 for Sales with Kwixand Solutions


Kwixand Solutions can help you get started with Dynamics 365 Sales. Whether you'd like an overview of the platform through a personalized demo or have specific questions, our team is here to help. We are a Silver Microsoft Partner, based in Canada, and we help businesses across North America digitally transform and achieve their business goals. Contact us today to get started or schedule your demo now.