Introduction to Microsoft Dynamics 365 for Sales

Microsoft Dynamics 365 Customer Engagement

Microsoft Dynamics 365 Customer Engagement (CE) is a leading cloud-based customer relationship management (CRM) business solution that can help you drive sales productivity and improve the value of your marketing efforts through social insights, business intelligence, and campaign management. It consists of the following several solutions:

• Microsoft Dynamics 365 for Sales
• Microsoft Dynamics 365 for Customer Service
• Microsoft Dynamics 365 for Project Operations
• Microsoft Dynamics 365 for Field Service
• Microsoft Dynamics 365 for Marketing

Each solution is fully integrated with the others (by virtue of using a shared database, dataverse), allowing organizations to manage all aspects of their customer relationships from a single platform. Additionally, the solutions are highly customisable and can be tailored to meet the unique needs of each organization.

Dynamics 365 Sales

Dynamics 365 for Sales is a sales management solution that helps organisations manage their sales process from start to finish. It provides tools for lead and opportunity management, account management and sales forecasting. With Dynamics 365 for Sales, organisations can track the progress of their sales deals, prioritize their sales activities, and make informed decisions about their sales strategies. It enables salespeople to build strong relationships with their customers, take actions based on insights, and close deals more quickly. Organisations use Dynamics 365 Sales to keep track of their accounts and contacts, develop their sales from lead to order, and create sales collateral. It can also create marketing lists and campaigns and follow service cases associated with specific accounts or opportunities.

Dynamics 365 for Sales licensing

There are four licensing options for D365 for Sales, as follows:

Sales Premium: Ideal for enterprises that need a sales automation solution, along with AI-driven insights powered by conversation intelligence, relationship intelligence and more

Sales Enterprise: Ideal for enterprises that need a sales automation solution with contextual insights and advanced customization capabilities.

Relationship sales: Ideal for enterprises that need to connect sales records with LinkedIn to enhance business processes with data about people, organizations, and relationships.

Sales Professional: Ideal for enterprises that need a sales automation solution.

Organisations using evergreen sales will need to obtain Enterprise or Professional licenses for Dynamics 365 for Sales.