Welcome to Dynamics 365 Sales!
Dynamics 365 Sales enables salespeople to build strong relationships with their customers, take actions based on insights, and close deals faster. Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. You can also create marketing lists and campaigns, and follow service cases associated with specific accounts or opportunities
Choose the product that fits your needs
Here are the different Dynamics 365 Sales offerings to fit every need of a business:
- Sales Professional: Ideal for enterprises that need a sales automation solution.
- Sales Enterprise: Ideal for enterprises that need a sales automation solution with contextual insights and advanced customization capabilities.
- Sales Premium: Ideal for enterprises that need a sales automation solution, along with AI-driven insights powered by conversation intelligence, relationship intelligence and more.
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Dynamics 365 Sales Professional
The Sales Professional app is similar to the Sales Hub app, but the entities included in the Sales Professional app are a subset of the entities included in the Sales Enterprise.
Dynamics 365 Sales Enterprise
With Sales Enterprise, your sales organization can automate the sales process from lead to cash, run marketing campaigns, enforce best practices, collaborate with customers, and much more. The following capabilities are available in Sales Enterprise:
- Nurture sales from lead and cash: Achieve more consistent sales interactions by following the sales process as it takes you through each stage, from creating a lead to closing the sale.
- Forecast sales: Predict how much revenue your sales team will generate in a given timeframe. Track individual sales performance against quotas, to proactively identify pipeline risks and provide coaching.
- Enforce best practices with playbooks: Automate repeatable processes and define your organization's best response to events that impact sales. For example, the best response when a decision maker leaves an organization while the team is working on a deal with that decision maker.
- Run and track marketing campaigns: Promote your business and improve sales with targeted marketing campaigns. Track customer response and costs for each campaign.
With your Dynamics 365 Sales Enterprise license, you can set up and experience Sales Premium features such as Sales accelerator, conversation intelligence, and predictive scoring with a limited monthly capacity.
Dynamics 365 Sales Premium
Dynamics 365 Sales Premium combines Dynamics 365 Sales Enterprise with AI-driven features.
The features continuously analyze the vast collection of customer-interaction data already stored in your Dynamics 365 Sales and Microsoft 365 databases. This helps you to better understand your business relationships, evaluate your activities in relation to previous successes, and choose the best path forward. Also, it enables you to build strong relationships with customers, take actions based on insights, and close opportunities faster.
When you subscribe to Dynamics 365 Sales Premium, you get the following capabilities in addition to Dynamics 365 Sales Enterprise capabilities:
- Guided selling: Guide sellers on their next course of action with timely and actionable insights. You can achieve this through the Sales accelerator feature.
- Relationship intelligence: Build stronger relationships with customers and move relationships forward with AI-guided selling. Free up sellers' time by minimizing manual data entry with contextual, real-time suggestions for updating existing records and creating new records, making sure your data is always up to date. Take preemptive steps to mitigate risks with a relationship health score. The following features are available:
- Assistant
- Relationship analytics and health
- Talking points
- Who knows whom
- Conversation intelligence
- Predictive models: Increase conversion and win rates by using AI to prioritize leads and opportunities with the highest likelihood to convert and buy. The following features are available:
- Predictive lead scoring
- Predictive opportunity scoring
- Predictive forecasting
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