{"id":100914,"date":"2025-05-14T10:13:16","date_gmt":"2025-05-14T09:13:16","guid":{"rendered":"https:\/\/arquiconsult.com\/?page_id=100914"},"modified":"2025-12-09T10:34:13","modified_gmt":"2025-12-09T10:34:13","slug":"dynamics-365-sales","status":"publish","type":"page","link":"https:\/\/arquiconsult.com\/en\/dynamics-365-sales\/","title":{"rendered":"Dynamics 365 Sales"},"content":{"rendered":"\n
\n \t\n\t
\n\t
<\/div>\t\t
\n\t\t\t
\n\t\t\t \t
\n\t\t \n
\n
\n

Dynamics 365 Sales<\/strong><\/h4> <\/div>\n<\/div>\n\n
\n
\n

Close more deals and increase seller efficiency with an AI-powered CRM solution.<\/p> <\/div>\n<\/div>\n\n

\n
\n

Close more deals and increase seller efficiency with an AI-powered CRM solution.<\/h1> <\/div>\n<\/div>\n\n
\n \t
\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\tContact Us<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t \t<\/div>\n\t<\/div>\n\n\t <\/div>\n\t \t<\/div>\n\t\t
\n\t\t\t \t<\/div>\n\t\t <\/div>\n\t \n\t<\/div>\n\t\n\t\t\n\t
\n\t \t\t
\n\t\t\t
\n\t\t\t \t
\n\t\t \n
\n
\n

Boost Your Sales with Dynamics 365<\/b><\/h2> <\/div>\n<\/div>\n\n
\n
\n

Microsoft Dynamics 365 Sales provides a powerful array of tools that help organizations take control of their entire sales process. It helps organizations automate common tasks, provide insights, and deliver personalized recommendations to sellers based on how they work. It helps sellers identify which customers or sales leads that they should focus on and take the most appropriate actions based on your organization’s sales methodology.<\/p> <\/div>\n<\/div>\n\n

\n \t
\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\tRequest Demo<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t \t<\/div>\n\t<\/div>\n\n\t <\/div>\n\t \t<\/div>\n\t\t
\n\t\t\t \t
\n\t\t \n
\n
\n\t\t \"\u2022Copilot-for-Contact-Centre-(7)\"\t\n\t\t<\/div>\n\t\n \n \t<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t \n\t<\/div>\n\t\n\t\t\n\t
\n\t \t\t
\n\t\t\t
\n\t\t\t \t
\n\t\t \n
\n
\n

Highlights of Dynamics 365 Sales Professional <\/b><\/h2> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t \n\t<\/div>\n\t\n\t\t\n\t
\n\t \t\t
\n\t\t\t
\n\t\t\t \t
\n\t\t \n
\n
\n

1.
Visual insights.<\/b>\u00a0
<\/strong><\/h3>

The built-in dashboards and charts provide essential business insights.<\/p>

\u00a0<\/strong><\/h3> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t
\n\t\t\t \t
\n\t\t \n
\n
\n

2.
<\/strong>Sales data anywhere and everywhere.\u00a0<\/b><\/h3>

Access customer and sales data on your mobile device. Update opportunities on the go.<\/p>

\u00a0<\/strong><\/h3> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t
\n\t\t\t \t
\n\t\t \n
\n
\n

3.
<\/strong>Business
process flow.<\/b><\/h3>

Guided process flows on Lead and Opportunity forms highlight next steps to boost sales success.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t

\n\t\t\t \t
\n\t\t \n
\n
\n

4.
<\/strong>Simplified opportunity-to-order process.\u00a0<\/b><\/h3>

Streamline the sales funnel: generate quotes, convert to orders, and mark deals as won. Email quotes instantly.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t \n\t<\/div>\n\t\n\t\t\n\t

\n\t \t\t
\n\t\t\t
\n\t\t\t \t
\n\t\t \n
\n
\n

5.
<\/strong>Customer 360\u00b0 view.<\/b><\/b><\/h3>

Quickly overview customer activities in the app: communications, deal progress, and more, all in one place.<\/p>

\u00a0<\/strong><\/h3> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t
\n\t\t\t \t
\n\t\t \n
\n
\n

6.
<\/strong>Document templates.\u00a0 <\/b><\/h3>

The Word and Excel templates ensure that the documents that you\u2019re sending out to your customers align with you company\u2019s brand.<\/p>

\u00a0<\/strong><\/h3> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t
\n\t\t\t \t
\n\t\t \n
\n
\n

7.
<\/strong>Activities timeline.\u00a0<\/b><\/h3>

View all scheduled appointments, sent emails, and phone calls in one place, providing the context needed to do your job.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t

\n\t\t\t \t
\n\t\t \n
\n
\n

8.
<\/strong>Store and view documents in the context of records.<\/b><\/h3>

Keep all opportunity documents and presentations in one place for easy access by your team.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t \n\t<\/div>\n\t\n\t\t\n\t

\n\t \t\t
\n\t\t\t
\n\t\t\t \t
\n\t\t \t
\n\t \t\t
\n\t\t\t
\n\t \t \t
\n\t\t \n
\n
\n

Dynamics 365 Sales<\/h2>\n <\/div>\n<\/div>\n\n
\n
\n

Highlights of Dynamics 365 Sales Enterprise: Professional +<\/b><\/h2> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t<\/div>\n\t\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t \n\t<\/div>\n\t\n\t\t\n\t
\n\t \t\t
\n\t\t\t
\n\t\t\t \t
\n\t\t \t
\n\t \t\t
\n\t\t\t
\n\t \t \t
\n\t\t \n
\n
\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\"mobitidade\"\n\t\t\t\t\t\t\t\t\t<\/span>\n\n\t\t\t\t\n\t\t\t<\/span>\n\t\t\t <\/div>\n
\n\t\t\t\t
\n\t\t\t\t\t<\/div>\n <\/div>\n<\/div>\n\n\n
\n
\n

Nurture sales from lead to cash<\/b><\/p> <\/div>\n<\/div>\n\n

\n
\n

Ensure consistent sales interactions by following the process from lead creation to sale closure.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t

\n\t \t \t
\n\t\t \n
\n
\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\"planeamento\"\n\t\t\t\t\t\t\t\t\t<\/span>\n\n\t\t\t\t\n\t\t\t<\/span>\n\t\t\t <\/div>\n
\n\t\t\t\t
\n\t\t\t\t\t<\/div>\n <\/div>\n<\/div>\n\n\n
\n
\n

Forecast sales<\/b><\/p> <\/div>\n<\/div>\n\n

\n
\n

Forecast sales revenue and track performance against quotas to identify risks and provide coaching.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t

\n\t \t \t
\n\t\t \n
\n
\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\"informacao\"\n\t\t\t\t\t\t\t\t\t<\/span>\n\n\t\t\t\t\n\t\t\t<\/span>\n\t\t\t <\/div>\n
\n\t\t\t\t
\n\t\t\t\t\t<\/div>\n <\/div>\n<\/div>\n\n\n
\n
\n

Run and track marketing campaigns<\/b><\/p> <\/div>\n<\/div>\n\n

\n
\n

Boost sales with targeted marketing campaigns. Track customer response and campaign costs.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t

\n\t \t \t
\n\t\t \n
\n
\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\"lidenran\u00e7a\"\n\t\t\t\t\t\t\t\t\t<\/span>\n\n\t\t\t\t\n\t\t\t<\/span>\n\t\t\t <\/div>\n
\n\t\t\t\t
\n\t\t\t\t\t<\/div>\n <\/div>\n<\/div>\n\n\n
\n
\n

Customer Voice<\/b><\/p> <\/div>\n<\/div>\n\n

\n
\n

Dynamics 365 enriches customer records with real-time survey data, enabling quick survey setup and actionable insights.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t<\/div>\n\t\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t \n\t<\/div>\n\t\n\t\t\n\t

\n\t \t\t
\n\t\t\t
\n\t\t\t \t
\n\t\t \n
\n
\n

Highlights of Dynamics 365 Sales Premium: Enterprise +<\/b><\/h2> <\/div>\n<\/div>\n\t
\n\t \t\t
\n\t\t\t
\n\t \t \t
\n\t\t \n
\n
\n\t\t \"selling\"\t\n\t\t<\/div>\n\t\n \n \t<\/div>\n\n
\n
\n

Guided selling<\/b><\/p> <\/div>\n<\/div>\n\n

\n
\n

Guide sellers on their next course of action with timely and actionable insights <\/b>with the sales accelerator.<\/h2> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t
\n\t \t \t
\n\t\t \n
\n
\n\t\t \"Productivity-Mobile-CRM\t\n\t\t<\/div>\n\t\n \n \t<\/div>\n\n
\n
\n

Relationship intelligence and Sales Insights<\/b><\/p> <\/div>\n<\/div>\n\n

\n
\n

Boost customer relationships with AI tools like the sales assistant and conversation intelligence<\/b>. Save time with real-time suggestions, keeping data updated.<\/h2> <\/div>\n<\/div>\n\n
\n \t
\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\tContact Us<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t \t<\/div>\n\t<\/div>\n\n\t <\/div>\n\t \t<\/div>\n\t\t
\n\t \t \t
\n\t\t \n
\n
\n\t\t \"predctive\"\t\n\t\t<\/div>\n\t\n \n \t<\/div>\n\n
\n
\n

Predictive models<\/b><\/p> <\/div>\n<\/div>\n\n

\n
\n

Increase conversion and win rates by using AI to prioritize leads and opportunities <\/b>using predictive lead and opportunity scoring<\/b> and predictive forecasting.<\/b><\/h2> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t<\/div>\n\t\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t \n\t<\/div>\n\t\n\t\t\n\t
\n\t \t\t
\n\t\t\t
\n\t\t\t \t<\/div>\n\t\t
\n\t\t\t \t
\n\t\t \n
\n
\n

MICROSOFT RELATIONSHIP SALES (MRS)
<\/b>Sales Enterprise and LinkedIn Sales Navigator Advanced Plus and LinkedIn Sales Insights<\/h2> <\/div>\n<\/div>\n\n
\n
\n

Microsoft Relationship Sales helps sales professionals build the relationships they need to harness the power of relationship selling. Includes Sales Enterprise and LinkedIn Sales Navigator Advanced Plus.<\/p>

You can integrate\u00a0LinkedIn Sales Navigator with Dynamics 365 Sales\u00a0to get insights about your customers and\u00a0LinkedIn Sales Insights\u00a0to import lead-related data from LinkedIn.<\/p>

\u00a0<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t

\n\t\t\t \t
\n\t\t \n
\n
\n

SALES INSIGHTS
<\/b>Full automation and AI<\/h2> <\/div>\n<\/div>\n\n
\n
\n

Predictive Scoring (lead and opportunity).
Pipeline Intelligence.
Predictive Forecasting.
Notes Analysis.
Business Card Reader.
Conversation Intelligence.
Relationship Analytics.
Connection Insights (who knows whom).
Assistant Studio.
Sales Accelerator \u2013 sequence design, work list cards and assignment rules.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t

\n\t\t\t \t<\/div>\n\t\t <\/div>\n\t \n\t<\/div>\n\t\n\t\t\n\t
\n\t \t\t
\n\t\t\t
\n\t\t\t \t
\n\t\t \n
\n
\n\t<\/div>\n