For sales directors
Dynamics 365 Sales: from lead to signed contract.
Opportunities, quotes and contracts in a single workflow, with approvals in Teams and documents in the customer's folder.
- Dynamics since 2007delivering on Dynamics CRM, then on Dynamics 365
- Documents generated from the opportunitythe quote, the NDA and the contract
- Approvals in Teamsfor discounts and contracts, from a card
What you get with Dynamics 365 Sales
Configured on the stages and rules of your own sales process.
Sales stages
From lead to opportunity, quote and order, with your own stages and rules.
Quotes and contracts from templates
Documents are generated from the opportunity data, with no copying.
Products and price lists
The catalogue, prices and bundles, in one place.
Automatic follow-up
Follow-up sequences for qualification, with activities assigned to the responsible seller.
Pipeline and targets
Where each opportunity stands, and why some are lost.
Outlook and Teams
Emails and meetings are saved on the customer record automatically.
The stages of an opportunity in Dynamics 365 Sales
From the first email to the signed and filed contract.
- 01
The lead
From email, from the website or from an event.
Dynamics 365
- 02
The opportunity
Qualified, with a stage and a value.
- Dynamics 365
- 03
The quote
From a template, approved in Teams.
- Dynamics 365
Teams
- 04
The contract
Approved and signed in DocuSign.
- DocuSign
- 05
The archive
In the customer's folder.
SharePoint
Questions about Dynamics 365 Sales
What is Dynamics 365 Sales?
Microsoft's CRM for sales teams: leads, accounts, opportunities, quotes and pipeline, integrated with Outlook and Teams.
Sales Professional or Enterprise?
It depends on the process and the number of users. We tell you the right option before you buy.
What happens to the data in our current CRM?
We import the accounts, contacts, products and price lists.
Does it connect to the ERP?
Yes. The order is sent to the ERP, and its number is written back to the opportunity.
Related workflows and solutions
Dynamics 365
Sales, marketing, customer service and field teams in Dynamics 365, with quotes, contracts and documents in the same workflows as the rest of the company.
Contract approvals
From draft to DocuSign signature and the archive.
Dynamics 365 Customer Insights
Customer data from sales, the website, service and the ERP, brought together in a single profile.
Case study: Kralex
Kralex keeps its product catalogue, recipes, technical data sheets, opportunities, quotes, orders and invoices in Dynamics 365.
Case study: Redesign
For the real estate developer Redesign, we implemented Dynamics 365 Sales on the contract stages of real estate development.
Tell us where opportunities get lost.
In 30 minutes we go through the process and agree what to prepare before the project.
Thank you.
We will reply within one business day.