Empower sellers to build relationships with authentic and personal engagement
Connect data and processes to enable relationship selling
Unify relationship data and processes with the integration between LinkedIn Sales Navigator and Dynamics 365 for Sales, so sellers have the insights they need to build trust and easily manage relationships at scale.
Gain contextual insights from LinkedIn
Get richer profiles and data with LinkedIn Sales Navigator integration, including related leads and ways to secure a warm introduction.
Get a clear view of the organisational structure
With interactive org charts, keep track of the contacts at an account and understand the relationships among contacts to identify potential stakeholders and influencers.
Collaborate and personalise sales documents with embedded Office 365 tools that fit the way sellers work.
See things from the buyer’s perspective
Measure customer sentiment and improve sales engagement by bringing your customer data together with survey insights from Microsoft Forms Pro—included with Dynamics 365 for Sales.
Free up more time for selling
Simplify data entry
Save time with contextual prompts that suggest new records to create as sellers enter notes.
Share sales best practices
Concentrate on selling with sales playbooks that contain repeatable, winning sales techniques and contextual reference materials.
Navigate efficiently through the sales process with a business process UI that provides contextual guidance during every phase of the sales cycle.
Boost sales productivity with seamless tools
Work better together
Collaborate on deals across functions and geography with customer information and document sharing directly from Microsoft Teams, a modern hub for chat, meetings, notes, documents, and business applications.
Work with familiar tools
Accelerate deals with an end-to-end, immersive experience for opportunity management. Increase seller productivity with familiar tools like Outlook, Excel, and SharePoint that work seamlessly with Dynamics 365 for Sales.
Sell anytime, anywhere
Support work on the go with modern mobile applications that provide contextual news, social data, and task flows that increase usability.
Connect with your partners
Recruit, onboard, and strengthen your partner channel through deeper enablement and activation. Give partners a quick view of interactions across opportunities, cases, and other relevant information with partner relationship management.
Dynamics 365 Product Visualize in preview
Help sellers meet their customers’ needs faster with mixed reality. Using Product Visualize sales representatives can place a 3D digital twin of a product in their customer’s environment, let them explore it as if it’s physically there, and make detailed notes about their requirements.Learn more
Accelerate sales performance
Know your business
Spot issues and trends with interactive dashboards and reports based on historical data. Get answers with rich visualisations using conversational Q&A.
Shorten ramp-up time
Ease onboarding for new sellers. Align sales behaviour with best practices using interactive help and documentation.
Energise sellers with fun and exciting team-based sales contests. Improve sales performance and hold everyone accountable with a solution that makes results highly visible.
Innovate with solutions built to evolve
Accelerate time-to-market and adapt the application to your needs with no-code visual editors and tools that make it easy to build and deploy custom sales applications.
Extend and connect
Automate processes across Dynamics 365 applications and partner systems for a unified experience.
Invest with confidence
Reduce the cost and complexity of operating a global infrastructure by relying on the Microsoft cloud platform, and trust state-of-the-art Microsoft datacenters to safeguard your data.
Transform the end-to-end customer journey with unified data across marketing, sales, and service that breaks down silos.