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Dynamics 365 for Sales enables sales people to build strong relationships with their customers, take actions based on insights, and close sales faster. Use Dynamics 365 for Sales to keep track of your accounts and contacts, nurture your sales from lead to order, create sales collateral, create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities. The following image shows the menu for the Sales app.

Menu of the Sales app


 

Dynamics 365 for Sales offers great benefits, whether you're using a desktop, phone, or tablet.

Benefits for sales people

  • Follow guided business processes, so you know which steps to take next to close deals faster. You can tailor these business processes for your organization's needs.

  • Manage customers and deals wherever you are, on any device (phone, tablet, PC, or Mac).

  • Get productive faster by using familiar tools. Dynamics 365 for Sales is tightly integrated with Office 365 apps, which makes it easier to get going more quickly:

    • Use SharePoint to store and view documents like presentations or notes in the context of a record, such as an opportunity, so anyone working on the opportunity can view them.

    • Open sales data in Excel, make changes, and save the changes back to Dynamics 365 for Sales—all without switching between applications.

  • Get actionable insights and suggestions based on how you work. For example, if you have an opportunity closing next week, the Relationship Assistant will send you a reminder to connect with your customer.

  • Find all activities (appointments, phone calls, and so on) related to a customer or opportunity in one central place, so you have the context you need to do your job.

Benefits for sales managers

  • Accelerate your team's performance by using real-time analytics based on historical data and predictive information.

  • Monitor results, and provide feedback and coaching, in real time.

  • Use immersive Excel and prebuilt templates to do quick analysis without leaving Dynamics 365 for Sales.
     

Dynamics 365 for Sales, Enterprise edition helps you zero in on the right leads, contacts, and opportunities as you build out your team's sales pipeline. Built-in processes guide you from one stage of the sales process to the next, and easy-to-use dashboards help you set goals and provide actionable insights to help you close more deals.