Microsoft Dynamics 365 sales

CRM for sales
Close better deals faster.

Support your sales teams with a connected CRM platform in the cloud.

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Connected sales platform in the cloud

Microsoft Dynamics 365 for Sales offers you:

  • Customisable apps for specific sales processes and sales personalities​
  • AI-driven insights and advanced scoring models for better conversion​ rates
  • Intelligent automation of routine and manual tasks for improved sales responsiveness​
  • Integration with LinkedIn, Office 365 and Dynamics 365 Business Applications for better insights and more personalised engagement​
  • Guided sales process and productivity on the go
  • Detailed information on sales opportunities throughout the company

You can find out more information about Customer Relationship Management in our Learning Guide: What is a CRM! 

Dynamics 365 for Sales

Highlights

Shorten sales cycles, scale on your own terms and stay in control of your funnel with integrated reporting and analytics
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Sales Features

360° customer overview

Master data management

Activity management

Lead and sales opportunity management

Mobility for Sales

Connectivity

Analyses and dashboards

360° customer overview

Continuously keep track of your customer data.

  • Contact data management
  • Customer history
  • Classification and segmentation information
  • Presentation of key figures for each customer (e.g. sales, contribution margin, market share)
  • SharePoint integration for digital customer files 
  • Interface to the accounting system
  • Powerful search functions
  • Integration of LinkedIn profiles

Master data management

Record and organise your company data.

  • Business partner management (prospects, customers, competitors, partners, etc.).
  • Mapping of international corporations’ key account structures.
  • Multi-sector customer views and processes.
  • Automatic duplicate checking.
  • AI support for assessing the quality of customer relationships.

Activity management

Keep track of all past, present and upcoming activities

  • Creation and tracking of appointments, tasks and emails.
  • Complete Outlook integration.
  • Telephone system integration and automatic number recognition.
  • Microsoft 365 integration of Skype, OneNote, Teams, etc.
  • LinkedIn integration (sales navigator).
  • Visit reporting.

Lead and sales opportunity management

Always stay informed about the current status of your opportunities

  • Record leads and new prospects.
  • Process-controlled development of leads to sales opportunities.
  • Quotation and contract management with possible ERP integration.
  • AI support for optimising your closing rates.

Mobility for Sales

Your CRM system is ever-present

  • Fast entry of contacts, leads and sales opportunities.
  • Online route planning.
  • Speech-to-text visit report.
  • Mobile visit reporting.
  • Integration of PowerApps for mobile devices.

Connectivity

Perfect integration with your existing system landscape

  • Integration of sales and trading partners.
  • Service portal for your partner companies.
  • Customer and quotation management.
  • Knowledge bases.
  • ERP integration to all common standard ERP systems, e.g. Dynamics NAV, Dynamics AX, Infor, SAP, etc.
  • Chatbots.

Analyses and dashboards

Intuitive data analysis and information at a glance

  • Analysis and reporting of key figures with drill-down capabilities.
  • Integration of PowerBI for the analysis of different data sources.
  • Flexible visualisation options in charts, tables, diagrams, etc.
  • Geo-visualisation of customer data.
Gartner® Report: Transform Your CRM Culture for Generative AI with 5 Essential Steps
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Microsoft Dynamics 365 platform has really boosted our customer care operations and changed the way we identify, collect, store and communicate important aspects of our everyday processes.

Vladan Bukušić, Customer Relations Manager
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The implemented D365 CRM solution from BE-terna helps us to better serve our customers. Customers, products as well as employees are networked, future potentials can be recognized and put into practice.

Patrick Haacke, Chief Sales Officer
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We were looking for a solution that would effectively support the roadside assistance process and found one in Microsoft Dynamics CRM. The highlights were the ability to quickly implement the solution, adapt it the specific requirements of the business process and integrate it with internal and external systems, such as GPS and mobile messaging.

Janez Leskovec, Head of Warranty and Extended Warranty Department
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We chose BE-terna and Microsoft because the Microsoft D365 solution gives us the opportunity to optimise both processes and communication via one single platform.

Rogier Wesling, Managing Director/Chief Digital Officer
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We have chosen BE-terna and Microsoft in order to benefit from their industry expertise in the construction supply business on the one hand, and on the other hand we are counting on Microsoft and an absolutely future-proof technology that will support us in further innovations.

Helmuth Berger, CEO
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Wiener Städtische, Vienna Insurance Group
SIGA
Porsche
MK-Illumination
Internorm