Dynamics 365 Sales

Comprehensive Sales Transformation for Your Organization

Microsoft Dynamics 365 Sales is a cloud-based CRM solution that empowers organizations to streamline their sales processes, improve customer engagement, and accelerate revenue growth. It offers AI-driven insights, predictive analytics, and automated workflows to enhance sales productivity, personalize customer experiences, and close deals faster. With real-time data and collaborative tools, it enables sales teams to make informed decisions and drive sustainable business success.​

We provide expert Microsoft Dynamics 365 Sales services designed to help your business manage customer engagement and sales processes effectively. Our team delivers seamless Dynamics 365 Sales implementation, customizations, and reliable support to ensure smooth and efficient business operations.

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KEY FEATURES

AI-Driven Sales Forecasting​​

Optimize sales planning and pipeline to boost conversions and revenue with data-driven insights, smarter forecasting, and better deal visibility.

Streamlined Sales Operations and Process Automation​

​​This helps sales teams focus on building stronger customer relationships, improving conversion rates, and accelerating the sales cycle.

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Unified Customer and Sales Data Visibility​

Unified visibility keeps sales teams aligned, enhances collaboration, and enables data-driven decisions to close deals faster and increase revenue.

Proactive Sales Performance Monitoring with AI

Microsoft Dynamics 365 Sales leverages AI-driven models to proactively monitor sales performance, identify potential deal
risks, and recommend corrective actions.

Optimized Sales Team Planning & Resource Management​

Microsoft Dynamics 365 Sales streamlines sales team scheduling, workload balancing, and resource allocation to maximize productivity.

AI-Powered Sentiment & Opportunity Insights.

​​Microsoft Dynamics 365 Sales uses AI models and advanced analytics to detect potential risks in customer relationships and sales opportunities early.

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D365 Sales Modules & Business Processes

Lead and Opportunity Management

Track and nurture leads through the entire sales funnel

Sales Forecasting and Pipeline Management

Predict revenue outcomes with AI-powered forecasting.

Customer Relationship Management (CRM)

Centralized view of customer data and interactions.

AI-Driven Insights and Predictive Analytics

Receive actionable insights to improve win rates.

Sales Playbooks and Guided Selling

Standardize best practices with sales playbooks.

Automated Sales Processes

Automate repetitive tasks like follow-ups and reminders.

INTEGRATION

AI & Predictive Sales Insights

  • AI-Powered Forecasting
    Predict sales revenue using historical data and AI models.
  • Relationship Health Monitoring
    Identify at-risk deals and customers with AI-driven insights.
  • Guided Selling
    Recommend next best actions to improve deal closure rates.

Marketing & Campaign Management

  • Lead Scoring & Segmentation
    Prioritize leads based on behavior and engagement.
  • Campaign Automation
    Execute targeted marketing campaigns integrated with sales data.

Sales Productivity & Automation

  • Automated Workflows
    Streamline repetitive sales tasks like follow-ups and reminders.
  • Quote-to-Cash Process
    Simplify quotation, order, and invoice management.
  • Document Generation
    Automate proposals, contracts, and sales documents.

Mobile Sales Enablement

  • Mobile Sales Access
    Manage activities and customer data on the go.
  • Pipeline Updates
    Track and update sales pipelines from mobile devices.

Collaboration & Communication

  • Microsoft Teams Integration
    Collaborate seamlessly within Dynamics 365.
  • Shared Sales Playbooks
    Standardize sales processes and ensure consistent execution.

Collaboration & Communication Tools

  • Commerce Platform Integration (e.g., Shopify, Magento)
    Sync customer data and orders.
  • ERP & CRM Integration
    Seamlessly connect with Dynamics 365 Finance, Customer Service, and other Microsoft apps.

Reporting & Analytics

  • Power BI Embedded
    Create custom dashboards to visualize KPIs and sales performance.
  • Sales Pipeline Analytics
    Track pipeline health and conversion rates.

Industry-Specific Add-ons

  • Tailored Functionality
    Extend Dynamics 365 with specialized features designed to meet the unique needs of industries like healthcare, manufacturing, retail, and finance.
  • Faster Time-to-Value
    Pre-built templates and workflows accelerate deployment and improve productivity with minimal customization.

OUR KEY OFFERINGS

Enterprise Process
Diagnostic/ Review

20%

Reduction in discovery timeline

Implementations

30%

Improvement in
operational efficiency

System
Integration

90%

Reduction in data errors through integrations

Migrations
& Upgrades

50%

Faster system operations

Managed
Services

40% - 60%

Faster IT issue resolution

Support &
Maintenance

70%

Faster critical ERP issue resolution

KEY HIGHLIGHTS & VALUE PROPOSITION

Business Domain Expertise

In-depth domain knowledge to address specific industry challenges cutting down up-to ~30% unnecessary customization costs.

Tailored Solutions

Customized workflows with full lifecycle support. Improved Efficiency, CSAT, NPS.

Measurable ROI

Innovation and strategy for tangible value, guaranteeing real ROI over a longer duration, including build-in inflation -adjustments and time to market.

VALUE PROPOSITION

60%

faster adoption of new system organization wide

Customer Education & Enablement

Multi-Channel Training Content | Localized & Multi-Language Training Support | Proactive User Engagement Strategies | Market trends update

20%

Project Time While Delivering Future Proof Solutions.

Comprehensive E2E Services

Strategy | Process Consulting & Re-Engineering Design | Implementation | Continuous Improvement Services | Cross- Functional Team Collaboration

30%

Saves Up To On Recurring Cost

Cost-Effectiveness

Scalable Solutions | Template Repository Technical Library | Test Case Repository | Technical COE | Offshore Delivery Model

30%

Reduced Risk Exposure Up To, With Automated Monitoring Tools.

Risk & Compliance

Automated Risk Assessment | Regulatory-Ready ERP Solution | GDPR & SOX Compliant Framework | Al-Driven Compliance Alerts & Notifications

We Can Help You To Fill This GAP

Current Challenges

1

Fragmented Data

2

Inefficient Processes

3

Operational blind spots

4

Limited insights

5

Manual tasks

Desired Outcomes

Unified platform for all data

Workflow automation

AI chatbots

Real‐time Insights

Seamless integrations and more!

What Sets Us Apart

  • - Technical
    COE

    15–20%

    faster delivery via  coding best practices & environment branching

    90%+

    certification rate    among COE tech experts

  • - Repository Frameworks

    99.5%

    data accuracy in client migrations

    4 Weeks

    manual migration effort saved by pre-tested scripts.

  • - Data
    Expertise

    15–20%

    reduction in project efforts with 100+ reusable templates from past projects.

    Reference for ease of customization, Power Platform automation, Power BI reports

  • - Pre-Built
    Accelerators

    25%

    reduction in implementation timelines with deployment accelerators.

    10+

    implementations successfully delivered faster time-to-value.

  • - Risk & Compliance Frameworks

    30%

    reduction in risk  exposure with automated monitoring tools.

    100+

    adherence to GDPR, SOC, ISO, and other relevant compliance standards.

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  •  
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  •  - Risk & Compliance Frameworks

    30%

    reduction in risk  exposure with automated monitoring tools.

    100+

    adherence to GDPR, SOC, ISO, and other relevant compliance standards.

  •  - Pre-Built
    Accelerators

    25%

    reduction in implementation timelines with deployment accelerators.

    10+

    implementations successfully delivered faster time-to-value.

  •  - Data
    Expertise

    15–20%

    reduction in project efforts with 100+ reusable templates from past projects.

    Reference for ease of customization, Power Platform automation, Power BI reports

  •  - Repository Frameworks

    99.5%

    data accuracy in client migrations

    4 Weeks

    manual migration effort saved by pre-tested scripts.

  •  - Technical
    COE

    15–20%

    faster delivery via  coding best practices & environment branching

    90%+

    certification rate    among COE tech experts

Let's Make Something Amazing Together

Innovate and optimize your business process to achieve your organization goals and reduce overall business cost.

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