Dynamics 365

Efficiency in sales for more customer loyalty

Take your sales and the associated processes to a new level. Strengthen customer relationships and increase your sales. Make more of the customer data you already have available to retain your customers in the long term.

Dynamics 365 Sales
as a strong platform in sales

Junge Frau mit Kaffee in der einen Hand und Laptop in der anderen. Sie nutzt Dynamics 365 Sales für einen effektiven Vertrieb.

How can your sales department become fit for digitalization? How can we transform processes and solutions so that the right information is made available to everyone quickly and efficiently?

Dynamics 365 Sales is your sales platform that helps you to digitize sales processes and thereby increase customer loyalty and customer satisfaction. With Dynamics 365 Sales, you can cover and track your entire customer journey. The software offers integrated lead management and automated sales processes.

Define templates and processes for sales opportunities and quotations and make your sales department fit for the future – all in one solution. Benefit from pure efficiency.

Dynamics 365 Sales is a digital, customer-centric solution that supports you and optimizes your business processes. You can track tasks, activities, emails, inquiries and quotations and keep an eye on all interactions.

Quotations can be created and sent directly in CRM and automatically transferred to your ERP system when an order is placed. Your documents are systematically and directly assigned to customers, contacts or sales opportunities. Your sales department is relieved of routine tasks and has more time to improve the customer relationship.

Dynamics 365 Sales

Zwei Mitarbeiter schauen auf den Bildschirm. Sie prüfen die Vertriebszahlen in Dynamics 365 Sales.
  • Mobile, cross-departmental and networked working through browser-based access to CRM
  • Support for mobile devices – smartphone, tablet, notebook, etc.
  • Automation of complex processes through workflows with Microsoft Power Automate
  • Integrated document management system (DMS)
  • Intelligent, qualifying lead management
  • Holistic management of complex customer relationships (1:1 / 1:N / M:N)
  • Contact and company management with extensively customizable views
  • Standardized customer data pool as the basis for successful sales controlling
  • Flexible, comprehensive security concept with individual security roles, sales regions, teams and company units
  • Standardized recording of sales opportunities, inquiries, etc.
  • Visualization of company data, key figures and team activities on dashboards
  • Integrated dashboards in real time with Microsoft Power BI
  • Strengthen customer relationships
  • Take action based on insights
  • Realize faster business transactions
  • Digitalized sales processes for consistently high quality
  • Flexible, scalable and customizable solution
  • Work more efficiently and have more time for new tasks
  • AI support relieves you of routine tasks

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Solutions that improve your sales – to ensure your long-term success.

Synergies and extension potential for Dynamics 365 Sales

Power BI

Power BI

Mastering big data and experiencing data in a new way

Do you want to make the best possible use of your data and the knowledge gained from it to make decisions?

With the help of Power BI, you can visualize data in dashboards and balanced scorecards to provide a professional decision-making basis for management. Microsoft Power BI uses a variety of data sources, including Dynamics 365 CE, of course. Use existing data in CRM in real time for deep insights and your sales controlling.

Customer Insights

Customer Insights – Data

Analyze customer data with AI

Do you want to know what your customers are interested in?

The AI-based analysis tool provides valuable insights into your customers’ interests through sentiment analyses, AI-based recommendations for action and an interest radar for your customers. What news is currently on everyone’s lips and which is relevant for your sales opportunities? Dynamics 365 Sales Insights has the answers.

Dynamics 365 Sales

Dynamics 365 Sales Licenses

Your requirements – our consulting

Convinced that the solution is right for you?

Since licensing at Microsoft is constantly changing and not everything can be read from the Licensing Guide, we will be happy to advise you directly. Our experts can then prepare a suitable offer for you.

Contact us

Unser awisto Sales Manager Tobias Heck berät Sie zu offenen Fragen rund um CRM, Power Platform, CRM Service, Branchenlösungen & CRM Add-Ons

“We accompany you individually on your transformation journey with Dynamics 365 Sales.”

Tobias Heck

Sales Manager

+49 (711) 490534-30

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