DYNAMICS 365 FOR SALES
Your sales transformation starts here
Experience a streamlined sales process supported by familiar and cohesive tools, featuring intelligent optimization
SIMPLIFY DATA ENTRY
WORK WITH FAMILIAR TOOLS
Accelerate deals with an immersive experience for opportunity management that increases seller productivity by using familiar tools like Outlook, Excel, and SharePoint.
MINIMIZE TRAINING
Easily navigate through the sales process with a business process UI that provides clear guidance during each phase of the sales cycle.
SHARE SALES BEST PRACTICES
Use winning sales techniques and contextual reference material to increase your chances of making the sale.
GET A CLEAR VIEW OF THE ORGANIZATIONAL STRUCTURE
Interactive org charts make keeping track of contacts in an account and understanding the relationships between clients easy and useful.
Improve your digital experience
This collaborative app makes it simple to connect with coworkers and colleagues throughout the course of the sales cycle.
This solution offers always-on chat bots to assist customers and redirect them to live agents.
Collect deeper insights about your customers’ experience with feedback gathered through surveys.
Lead and opportunity management
Product, price lists, product bundles
Quotes, orders, invoices,
Product taxonomy, relationships, hierarchies
Limited customization
Lead and opportunity management
Marketing lists, quick campaigns
Product, price lists, product bundles
Quotes, orders, invoices
Competitors, sales goals, territory management
Product taxonomy, relationships, hierarchies
Unlimited Customization
+Microsoft PowerApps and Microsoft Flow
You can attach these modules:
Sales
Customer Service
Field Service
*Project Automation must be purchased as a base license*
Reach out to OPAL for more information