Transform the way you sell with Dynamics 365 Sales!
Create sales quotes in less than 60 minutes with Dynamics 365 Sales.
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The sales process in Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Sales helps organizations fully manage the sales cycle — from lead qualification and opportunity management, to contract signing and order placement.
Qualification
Adding a lead on the website | Running the pre-qualification flow | Initial meeting | Qualification decision
Development
NDA signing | Decision-maker identification | Competitor identification | Finalizing the proposed solution
Negotiation
Adding products from the catalog | Generating the sales quote | Running the follow-up sequence | Generating the contract
Closing
Contract signing | Generating the firm order | Transfer to the implementation / delivery team
Simple and fast implementation
Stadler & Partners provides complete services for implementing Microsoft Dynamics 365 Sales within your organization’s IT ecosystem: initial configuration, adaptation to your specific sales processes, and integration with existing systems.
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Advanced Dynamics 365 Sales features
Mobile Application
Dynamics 365 Sales includes a mobile app available for Android and iOS, designed for field agents, providing quick access to customer data and information.
Sales Copilot
Sales Copilot, available in Outlook and Teams, uses generative AI for automatic meeting minutes and suggestions for next actions, such as sending emails.
Sales Insights
With Dynamics 365 Sales Insights, you quickly identify customer needs and growth opportunities. Analyze emails and interactions for additional insights about products and competitors.
Relationship analytics
Relationship analytics evaluates a sales agent’s seller interactions and generates relevant KPIs for leads, opportunities, and accounts.
Frequently asked questions
Is Microsoft Dynamics 365 Sales the same system as Microsoft Dynamics CRM?
Although Microsoft Dynamics 365 Sales includes all the features of Microsoft Dynamics CRM, it is a much more comprehensive solution with greater extensibility. In 2016, Microsoft Dynamics CRM was replaced by Microsoft Dynamics 365.
The previously separate Dynamics CRM and ERP solutions were then unified into a single cloud-based platform, Dynamics 365, which comprises dedicated business applications for each department (Sales, Marketing, Finance).
What types of organizations can implement Microsoft Dynamics 365 Sales?
Microsoft Dynamics 365 Sales is suitable for a wide range of organizations across different industries.
It can be used by any small, medium, or large company with a sales department that wants to manage customer relationships, improve its sales processes, and collaborate across different departments.
The most suitable industries for implementing such a system include manufacturing, financial services, energy, logistics and transportation, healthcare, retail, and many others.
Microsoft Dynamics 365 Sales Professional or Microsoft Dynamics 365 Sales Enterprise?
Microsoft Dynamics 365 Sales Enterprise and Microsoft Dynamics 365 Sales Professional are license types that cover different needs.
Microsoft Dynamics 365 Sales Professional contains only the core sales features and is therefore suitable for organizations with less complex processes. Customization options are also limited. We can say that Sales Professional is an entry-level solution, for organizations with a smaller digitalization budget.
Microsoft Dynamics 365 Sales Enterprise addresses the needs of more complex organizations, with many users and numerous sales processes. Sales Enterprise allows unlimited system customization and the creation of a system 100% tailored to the organization’s needs.
