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Microsoft Dynamics 365 Sales 101

Watch this video for an overview and helpful tips for Microsoft Dynamics 365 Sales.
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What Is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a portfolio of business applications that delivers accounting and sales software solutions. In this video, we provide an overview of Microsoft Dynamics 365 Sales. Watch to discover a high-level overview of this powerful customer relationship management (CRM) system and the benefits it can provide.

A Few Key Highlights

What’s Dynamics 365 Sales All About? Dynamics 365 Sales is a powerful, scalable CRM system. Its core functionality includes account, contact, and lead management. Beyond that, it can help your organization keep a pulse on your sales pipeline, track customer engagement, and provide a unified database for customer, vendor, partner, and competitor information. It can be a powerhouse of interconnected information to help propel your organization forward.

Beyond Sales: You can extend Dynamics 365 Sales to include Customer Service, Field Service, Customer Insights, and Project Operations capabilities. With these software solutions, you can easily manage customer cases, schedule field service appointments, reach customers across multiple touchpoints, and simplify complex projects.

End-to-End Solutions: What sets Dynamics 365 apart is its ability to meet your business needs and enhance workflows. Dynamics 365 applications can be configured easily by rearranging forms, adding new columns, and building relationships between records. Help accelerate growth with connected business systems to streamline operations, innovate across teams, and better engage customers.

Seamless Integration: Picture a world where your CRM system seamlessly integrates with the entire Microsoft 365 portfolio. SharePoint, Outlook, and more can be connected to reduce duplicative work. Track emails, find customer info in your Outlook inbox, and experience a symphony of efficiency.

Powerful, Personal, Microsoft: Implement your CRM solution and drive user adoption—in days or weeks instead of months—to quickly innovate and see results faster. Dynamics 365 business applications, out of the box or customized, are designed to fit you and your processes—not the other way around.

In Conclusion: Dynamics 365 Sales is a powerful, scalable CRM system that can help you centralize customer data, streamline processes, track your sales pipeline, and more.

How FORVIS Can Help

Do you have specific questions about Microsoft Dynamics 365 Sales or other CRM applications? Business Technology Solutions at FORVIS can assist. As a certified Microsoft Partner, our experienced team of technology consultants can help you assess and enhance your current CRM system or implement a new CRM system. Connect with us to learn more or request a personalized demo.

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