Introduction

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Microsoft Dynamics 365 Sales helps salespeople build strong relationships with their customers, act based on insights, and close sales faster. You can use Dynamics 365 Sales to track your accounts and contacts, nurture your sales from lead to order, and create sales collateral. It also lets you create marketing lists and campaigns and follow service cases that are associated with specific accounts or opportunities.

Different sales solutions for different business sizes

Dynamics 365 Sales is available in the following types to suit the business needs:

  • Sales Hub app - This app is built on the Unified Interface framework. The Unified Interface framework uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation. The Sales Hub app is optimized to work on mobile devices and desktops. This app is available with the Dynamics 365 Sales Enterprise licensing plan.

  • Sales Professional app - This app is similar to the Sales Hub app, but the tables that are included in the Sales Professional app are a subset of the tables that are included in Dynamics 365 Sales Enterprise. This app is available with the Dynamics 365 Sales Professional licensing plan.

Other than these offerings, the new Microsoft Dynamics 365 Sales mobile app is available. This app is optimized for core column seller scenarios to help sellers optimize the time that they spend on the road while traveling to meet customers.

What Dynamics 365 Sales offers

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

Benefits for salespeople

With Dynamics 365 Sales, you can:

  • Follow guided business processes so that you know the next steps to take 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, personal computer, or Mac).

  • Get productive faster by using familiar tools. Dynamics 365 Sales is tightly integrated with Microsoft Office 365 apps, which helps make it easier for you to proceed quickly:

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

    • Open sales data in Microsoft Excel, make changes, and then save the changes back to Dynamics 365 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) that are related to a customer or opportunity in one central place so that you have the context that you need to do your job.

Benefits for sales managers

With Dynamics 365 Sales, sales managers can:

  • Accelerate the 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 Sales.