Dynamics 365 Sales

ARO’s solutions architects are experts in leveraging AI to enhance sales performance. We’ll help you leverage the power of Dynamics 365 to build a better pipeline and close more deals – from data-driven sales forecasting and prospecting to automated pipeline management to collaborative CRM.

Next generation sales

Dynamics Sales is the integrated sales force automation and customer relationship management platform that equips sales teams with the data, tools and resources they need to find more leads, build stronger relationships and close more sales more quickly.

Centred around a unified 360° view of customer data, Dynamics 365 Sales integrates with tools like Power BI and PowerApps to provide quote-to-cash support for sales forecasting, lead management and personalised interactions and sales collateral. The platform offers robust analytics and ai-driven insights and reporting tools, allowing sales to make informed decisions based on real-time analytics, leading to more efficient resource allocation and more effective strategic planning.

Your trusted Dynamics partner

With 5 Microsoft Solution Partner accreditations, ARO can tailor a Dynamics 365 Sales solution to meet the unique needs of your sales operation, ensuring that the platform aligns with your specific business processes.

Our specialist Dynamics architects work with your sales teams to discover your pain points and bottlenecks and design a Dynamics Sales platform around your processes and objectives. We then work to implement this throughout your organisation with little to no disruption so that you can continue generating opportunities and deals to drive your business success.

With 24/7 access to accurate, up-to-date customer information and a suite of tools to streamline and automate opportunity management and customer engagement, ARO can help your sales team optimise performance to drive profitable revenue growth.

Dynamics 365 Sales is a cloud-based customer relationship management (CRM) application offered by Microsoft. It is part of the broader Dynamics 365 suite of business applications and is designed to help organisations manage their sales processes, customer interactions, and sales performance effectively.

Setting up Dynamics 365 Sales typically involves several steps, including:

  • Subscribing to Dynamics 365 Sales through a Microsoft licensing plan.
  • Configuring the application settings and customisation options to align with your organisation’s sales processes and requirements.
  • Importing or entering customer data, leads, opportunities, and other relevant information into the system.
  • Integrating Dynamics 365 Sales with other business applications and services, such as Microsoft Outlook, Office 365, and Power BI.
  • Training users and administrators on how to use Dynamics 365 Sales effectively.
  • With 5 Microsoft Solution Partner accreditations, ARO can do this for you and tailor your Dynamics 365 Sales solution to meet the unique needs of your business’ sales operation.

Dynamics 365 Sales is a CRM (Customer Relationship Management) application. It provides functionalities for managing customer relationships, sales processes, leads, opportunities, accounts, sales performance metrics, and more to streamline sales operations and improve customer engagement.

Dynamics 365 Sales provides tools for managing leads, opportunities, quotes, orders, and sales pipelines efficiently, helping sales teams close deals faster. It also enables personalised interactions with customers and offers automation features, AI-driven insights, and mobile access to improve productivity. As a cloud-based solution, Dynamics 365 Sales scales dynamically to accommodate growing business needs and can easily integrate with other Microsoft products and services.

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