Microsoft Dynamics 0365

Help your Sales staff find and build relationships with the right buyers through better connections.

Achieve relationship selling with unified processes and data across LinkedIn Sales Navigator and Dynamics 365 for Sales.

Combine sales force automation with familiar and cohesive tools to streamline sales execution and support the way sales & marketing staff work—even while they are away from the office.

Improve sales performance with sales force automation, get visibility into sales performance with analytics dashboards based on historical and predictive data.

Win more deals, by finding the right opportunities, build trusted relationships, and take swift action with Dynamics 365 for sales — sales force automation with proven sales processes.

Cohesive marketing strategies.

Increase response rates through warm introductions from colleagues who are already emailing, meeting, and collaborating with prospects.

Tailor engagement.

Deliver in-the-moment and relevant interactions based on embedded insights that recommend personalised talking points and next best steps.

Email engagement.

Show sales staff when and how customers interact with their emails, so they can be more proactive and responsive in their communications.

Keep relationships on track.

Focus on high priority customers with signals from Dynamics 365 and Office 365 that reveal relationship health and risks.

Connect data and processes to enable relationship selling.

Unify relationship data and processes with integration between LinkedIn Sales Navigator and Dynamics 365 for Sales, so sales staff have the insights they need to build trust and easily manage relationships.

Gain contextual insights from LinkedIn.

Get richer profiles and data with LinkedIn Sales Navigator integration, including related leads and ways to secure a warm introduction.
Get a clear view of the organisational structure. With interactive org charts, keep track of your accounts, contacts and understand the relationships among contacts to identify potential stakeholders and influencers.

Personalise content.

Enable your sales team to collaborate and personalise sales documents with embedded Office 365 tools that fit the way they work.

Simplify data entry.

Save time with contextual prompts that suggest new records to create as sellers enter notes.

Share Sales best practices.

Concentrate on selling with sales playbooks that contain repeatable, winning sales techniques and contextual reference materials.

Minimise training.

Navigate efficiently through the sales process with a business process user interface that provides contextual guidance during every phase of the sales cycle.

Work better together.

Collaborate on deals across functions and geography with customer information and document sharing directly from Microsoft Teams, a modern hub for chat, meetings, notes, documents, and business applications.

Work with familiar tools.

Increase sales productivity with familiar tools like Outlook, Excel, and SharePoint that work seamlessly with Dynamics 365 for Sales.

Sell anytime, anywhere.

Support work on the go, even when there’s no connectivity, with modern mobile applications that provide contextual news, social data, and task flows that increase usability.

Help new starters.

Ease on boarding for new sales staff. Align sales behaviour with best practices and interactive help and documentation features from Dynamics 365 for Sales.

Adapt quickly.

Accelerate time-to-market and adapt the application to your needs with no-code visual editors and tools that make it easy to build and deploy web and mobile applications.


Dynamics 365 boasts seamless, out-of-the-box integration with Office, Outlook, Exchange, SharePoint, and an ever-expanding suite of Microsoft applications. Microsoft Dynamics 365 offers 3 license types: sales and customer service, sales, and team member. With Dynamics 365, you can get the exact licenses you need without breaking your budget.

Solutions4IT provide opportunities for you to evaluate Microsoft Dynamics 365, we use it ourselves, and with the necessary skills inhouse, we can assist you in 'Ramping Up' your sales and marketing efforts using a product which delivers benefits straight out-of-the-box.

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