Microsoft Platform – Microsoft Dynamics 365 – Sales & CRM
Enhance your Sales and CRM
Bring the human touch to digital experiences!
Use Microsoft Dynamics 365 Sales to build and optimise your sales funnel, from prospecting to closing deals, utilising actionable insights and predictive guidance for increased success.
HOW TO USE CRM TO BENEFIT YOUR COMPANY
Monitor each opportunity through the sales funnel for better sales
CRM solutions help track lead-related data, accompanied with insights, so sales and marketing teams can stay organised, understand where each lead is in the sales process, and know who has worked on each opportunity.
Use sales monitoring to get real-time performance data
Link sales data into your CRM solution to provide an immediate, accurate picture of sales. With a real-time view of your pipeline, you’ll be aware of any slowdowns and bottlenecks—or if your team won a major deal.
Plan your next step with insight generation
Focus on what matters most using AI and built-in intelligence to identify the top priorities and how your team can make the most of their time and efforts. For example, sales teams can identify which leads are ready to hand off and which need follow-up.
Optimise workflows with automation
Build sales quotes, gather customer feedback, and send email campaigns with task automation, which helps streamline marketing, sales, and customer service. Thus, helping eliminate repetitive tasks so your team can focus on high-impact activities.
Track customer interactions for greater impact
Build sales quotes, gather customer feedback, and send email campaigns with task automation, which helps streamline marketing, sales, and customer service. Thus, helping eliminate repetitive tasks so your team can focus on high-impact activities.
Connect across multiple platforms for customer engagement
CRM solutions include features that tap into customer behaviour and surface opportunities for optimisation to help you better understand engagement across various customer touchpoints.
Create connected, AI-powered experiences
Empower your sales and marketing teams to close more deals and deliver more personalised customer journeys using AI-assisted guidance and predictive insights.
Dynamics 365 Sales
Dynamics 365 Customer Insights
Microsoft Copilot for Sales
WITH MICROSOFT DYNAMICS SALES YOU CAN :
Data-Drive Sales
Boost your sales by leveraging your data to pinpoint ideal customer targets, suggest optimal next steps, and facilitate seamless collaboration with your team.
Personalise Engagement
Engage with customers one on one, at scale, to build meaningful relationships and grow your business with the Marketing Application.
Unlock Customer Insights
Transform customer data into actionable insights and better understand customer behavior using digital analytics and AI.
Have Flexible Customer Engagement
Be flexible and engage with customers, no matter where you are, using your mobile, tablet, or PC.
Enhance Customer Experience
Quickly collect and understand omnichannel feedback to build better customer experiences.
Enhance Connectivity
Connect your other Office 365 applications which makes this application more flexible, effective, and easy to use.
AI-Powered Insights
Prioritise and close more deals with AI-driven lead scoring.
Sales Accelerator Overview
Copilot in Microsoft Viva Sales
Build strong relationships with your customers, take actions based on insights, and enhance the sales process.
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Customer Success Stories
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We deliver according to our values. Resilience, Heartfelt Service, Always Striving and Insatiable Curiosity.
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Reasons you can trust us.
Dynamics 365 Sales - FAQ's
What is Dynamics 365 Sales?
It’s a cloud-based solution that helps organisations manage leads, opportunities, and customer relationships while integrating with other Microsoft tools.
How do I start a Dynamics 365 Sales trial?
TEKenable provides a guided trial experience designed to show real business value:
- Consultation first: We start with a discovery call to understand your sales processes and objectives.
- Configured environment: TEKenable sets up a tailored trial environment with relevant modules, sample data, and workflows aligned to your business.
- Enable AI features: We activate Copilot and Sales Insights so you can experience predictive scoring and automation during the trial.
- Hands-on training: Our team provides onboarding sessions and best-practice guidance to help your team get the most out of the trial.
- Evaluation support: We include KPIs and dashboards so you can measure impact and decide on next steps confidently.
Can Dynamics 365 Sales integrate with Microsoft Teams?
Yes, you can link records to Teams channels for collaboration and use Copilot for summarisation and email assistance.
Does Dynamics 365 support forecasting and pipeline management?
Yes, with tools like Sales Accelerator, focused views, and predictive scoring for opportunities.
Dynamics 365 CRM - FAQ's
What is Dynamics 365 Sales?
It’s a customer engagement platform that centralises data, automates processes, and improves customer relationships across sales, marketing, and service.
Can I integrate Dynamics 365 with Business Central?
Yes, you can integrate Dynamics 365 with Business Central as both work on Microsoft Dataverse for seamless data synchronisation and a unified customer view.
Can Dynamics 365 CRM work with my Outlook?
Yes, the Outlook app allows you to track your emails, create records, and manage opportunities directly from your inbox.
Does Dynamics 365 CRM provide AI-driven insights?
Yes, TEKenable implements Copilot and predictive analytics for lead scoring, opportunity forecasting, and customer sentiment analysis.