Absolutely. By bringing together contacts, opportunities, communications and insights into one account view, Dynamics 365 makes it easier to coordinate account-based strategies and build stronger relationships.
Streamline and automate your sales process with Microsoft Dynamics 365 Sales, designed to fit your existing workflow. FormusPro help your team sell smarter… using real-time insights and automation to make faster, more informed decisions.
Go beyond sales force automation with Dynamics 365 Sales to better understand customer needs, engage more effectively, and win more deals.
Spend less time searching for contacts, lead status, estimated value or full details on emails, phone calls or meetings with each client. With a quick search function all of this is at your fingertips in seconds. Build trust, strengthen relationships and take swift action on leads.
Start working collectively across departments with a 360 degree view of the customer, their journey with you, their buying habits and developing relationship with your brand or sales teams. Drive revenue with pipeline analysis, deal insights, relationship analytics, and conversation intelligence.
Make informed decisions with data-driven feedback and take actions based on real-time data and emerging trends. See when and how customers interact with their emails, so they can be more proactive and responsive in their email communications.
Keep relationships on track with signals from Dynamics 365 and Office 365 that reveal relationship health and risks.
See when and how customers interact with their emails, so they can be more proactive and responsive in their email communications.
Improve conversion and win rates with lead and opportunity scoring based on advanced scoring models to identify customers most likely to convert and buy.
Use the mobile app at shows, events or meetings to scan and convert business cards into new records in Dynamics 365.
Get profiles and insights with LinkedIn Sales Navigator integration, including related leads and ways to secure a warm introduction. Work more collaboratively with your marketing efforts and use data they help to collect to lead you to the hottest leads. You could extend the product further with PowerBI. Offering real time, extensive reporting with an instant snapshot of your data.
Microsoft Dynamics 365 Sales is the go-to solution for many organisations as they begin their digital transformation journey to be able to reduce mundane tasks and increase efficiency across the organisation.
Putting an emphasis back on your pipeline and ensuring you know who sits where in your pipeline, allowing you to effectively communicate and increase your conversion rates.
Meeting customer needs and guide your sales teams are essential parts to the solution, but at it’s core a focus is built around the sales element of your orgnisation.
Microsoft Dynamics 365 Sales has a few core elements to ensure an increase in productivity and a reduction in cost.
Defining the stages in your pipeline can be difficult, but with the pipeline management aspect of Dynamics 365 sales, it couldn’t be easier to highlight who is close to conversion.
Sending out emails is a great tool to communicate to your prospects, but knowing who has opened the email is an insight that can shape the conversation you have with them down the line.
With a quick and easy search function, finding the client you are looking for in Dynmaics couldn’t be easier. Making your work quicker and a lot easier.
Connecting your Dynamics 365 Sales instance to LinkedIn can give you access to a whole new element of selling. Connecting your systems, to the social tools people use to find new solutions.
With the ability to add lead scoring to Dynamics, you can begin to see who is further down pipeline based on their activity. Giving you an rounded view of where you potential customers are in the sales funnel.
Can Dynamics 365 Sales help with account-based selling?
Absolutely. By bringing together contacts, opportunities, communications and insights into one account view, Dynamics 365 makes it easier to coordinate account-based strategies and build stronger relationships.
What’s the difference between Dynamics 365 Sales Professional and Sales Enterprise?
Sales Professional covers core sales functions like lead and opportunity management, whilst Sales Enterprise adds advanced features like forecasting, AI insights and customisation. We’ll help you choose the right fit.
How does conversation intelligence work in Dynamics 365 Sales?
Conversation intelligence uses AI to analyse sales calls and meetings, surfacing key themes, sentiment and next steps. It helps sales managers coach teams and improve conversations.
Can Dynamics 365 Sales integrate with marketing tools?
Yes. Dynamics 365 Sales connects with tools like Dynamics 365 Marketing, Click, DotDigital or other marketing automation platforms so leads generated from campaigns flow directly into your pipeline.
What role does Continuous Improvement play in maximizing Dynamics 365 Sales?
Continuous Improvement means regularly reviewing your sales pipeline, refining processes, tweaking lead scoring, adding new automation or AI features so your sales team keeps getting more efficient and effective over time.
What metrics should we track to measure Sales success?
Key metrics include conversion rate, lead response time, average deal size, sales cycle length, win/loss ratio, and activity levels (calls/emails). With Dynamics 365 dashboards, you’ll get these insights front and centre.
How do we start with Dynamics 365 Sales?
First, we do a discovery session to understand your current sales process, challenges and goals. Then we define what you need (lead stages, pipeline structure, integrations etc.) and build a roadmap to get you there.
What sectors does Dynamics 365 Sales suit most?
It works well in many sectors, especially where relationships and deal pipelines are important. We’ve seen strong results in NonProfit, Professional Services, Membership, Healthcare and others, but the setup can be adapted to almost any industry.
Can we customise the Sales module for our organisation?
Yes. You can configure stages, forms, dashboards, pipelines and integration points so that the system matches how you sell, what data matters to you, and how your workflows operate.
How secure is the data in Dynamics 365 Sales?
It includes role-based access, secure (encrypted) storage, and Microsoft’s built-in compliance standards. You control who sees what, ensuring sensitive data stays protected.
Can Dynamics 365 Sales help us reduce manual tasks?
Absolutely. Automation features like task follow-ups, reminders, email templates and lead workflows reduce repetitive work, letting your team spend more time selling than admin.
Does Dynamics 365 Sales include AI and predictive features?
Yes. AI features like opportunity scoring, relationship insights, conversation intelligence and alerts about relationship health help sales teams be more proactive and efficient.
How does data-driven decision-making work in Sales with Dynamics 365?
You’ll get dashboards, real-time analytics and reports to see activity, conversion rates, opportunity values and pipeline health. You can adjust your strategy based on actual data rather than guesswork.
What mobile features does Dynamics 365 Sales offer?
You can use the mobile app to do things like scan business cards at events, update lead status in meetings, and view dashboards on the go. This keeps your sales process moving even when you’re out of the office.
Can we integrate Dynamics 365 Sales with tools like LinkedIn or Office 365?
Yes. For example, integration with LinkedIn Sales Navigator, and signals from Office 365 help augment sales outreach, enrich data and improve warm introductions and lead insights.
How does email tracking work in Dynamics 365 Sales?
Emails are tracked so you can see who opened them, when and how they interacted. That insight lets you follow up more intelligently and adapt your messages and strategies.
What is lead scoring and how does it improve results?
Lead scoring uses data to rank prospects by how likely they are to convert. You can score based on activity, engagement, demographics or custom signals. It helps focus effort on high-value leads.
How does pipeline management work in Dynamics 365 Sales?
You define your own stages (lead, opportunity, proposal, etc.), track where deals are up to and see what’s likely to close. That makes forecasting better, helps with prioritisation, and gives visibility on what’s working / what isn’t.
How does pipeline management work in Dynamics 365 Sales?
You define your own stages (lead, opportunity, proposal, etc.), track where deals are up to and see what’s likely to close. That makes forecasting better, helps with prioritisation, and gives visibility on what’s working / what isn’t.
What is a 360-degree view of the customer, and why does it matter?
A 360-degree view means you see all interactions, behaviours and history in one place… everything from past deals to emails, tasks and touchpoints. It helps your sales team make informed decisions, build trust and act faster.
How does Dynamics 365 help us find lead and contact information quickly?
With quick search and easy lookup, you can find leads, contact records or interaction history (emails, calls, meetings) in seconds. No more digging through multiple systems or spreadsheets.
What is Dynamics 365 Sales?
Sales with Dynamics 365 is using Microsoft’s Sales tools to streamline, automate and improve your sales workflow. It means better lead tracking, pipeline management, relationship insights, and tools to help your team work more efficiently.
FormusPro revolutionised Mortimer Childe’s contractor management system by replacing their cumbersome spreadsheet-based processes with a powerful Dynamics 365 solution. The result was a more holistic, user-friendly system that supports the seamless management of contractors.
Years
offices globally
To find out about how we create systems around the Microsoft D365 platform or to ask us about the specific industry focused digital management systems we create, get in touch.
Tel: 01432 345191
A quick call might be all you need, but just in case it isn’t, we’re happy to go a step further by popping by to see you.
We travel all over the UK.
Just ask.