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Dynamics 365 Sales

Covenant Technology Partners leverages Dynamics 365 Sales to empower your sales team to build and nurture lasting customer relationships. With our expertise, you can utilize valuable insights and Teams collaboration to take swift action and close deals faster. Our solutions enable you to keep track of your accounts and contacts on the go with the mobile app, monitor marketing activities your contacts and leads engage with, manage service cases they’ve opened, and analyze surveys completed via Customer Voice.

Experience Superior Sales Performance with Dynamics 365 Sales Premium

Combining Enterprise Capabilities with AI

Enhance Dynamics 365 Sales Premium by integrating advanced AI with enterprise features. We help you analyze customer interaction data, understand business relationships, and choose the best path forward. Our solutions enable you to build strong customer relationships, take action based on insights, and close opportunities faster.

Actionable Insights with Sales Accelerator

Guide your sellers on their next course of action with timely and actionable insights provided by the sales accelerator. This feature ensures your team is always on the right track to close deals efficiently.

AI-Guided Selling for Stronger Relationships

Build stronger customer relationships with AI-guided selling features like the sales assistant, who knows whom, and conversation intelligence. Minimize manual data entry with contextual, real-time suggestions, keeping your data up to date. Mitigate risks with relationship analytics and health scores.

Prioritize Leads and Opportunities with AI

Increase conversion and win rates by using AI to prioritize leads and opportunities. Predictive lead and opportunity scoring, along with predictive forecasting, help you focus on the most promising prospects and make informed decisions.

Achieve Sales Excellence with Dynamics 365 Sales Enterprise

Automate and Optimize Your Sales Process

With Dynamics 365 Sales Enterprise, you can automate the sales process from lead to cash, run marketing campaigns, enforce best practices, collaborate with customers, and much more.

Consistent Sales Interactions

Achieve more consistent sales interactions by following the sales process through each stage, from creating a lead to closing the sale. Leverage the full potential of Dynamics 365 Sales to nurture your sales pipeline effectively.

Predict Revenue and Track Performance

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. Project accurate revenue with sales forecasting.

Targeted Marketing for Better Sales

Promote your business and improve sales with targeted marketing campaigns. Track customer response and costs for each campaign. Get started with in-app marketing to maximize your campaign effectiveness.

Enhanced Digital Selling Capabilities

With your Dynamics 365 Sales Enterprise license, take advantage of Sales Premium features like sales accelerator, conversation intelligence, and predictive scoring with a limited monthly capacity. Learn more about digital selling capabilities in Sales Enterprise.

Empower Your Sales Team with Dynamics 365 Sales Professional

Streamlined Sales Operations

The Sales Professional app is similar to the Sales Hub app, but the entities included in Sales Professional are a subset of those in Sales Enterprise. This streamlined version helps you manage your sales process efficiently, focusing on essential features to drive productivity and sales success.

Efficient Sales Process

Dynamics 365 Sales Professional provides a simplified yet powerful set of tools to manage your sales process from lead to close. Key features include lead and opportunity management, sales forecasting, and pipeline tracking. These tools ensure your team can work efficiently and effectively, focusing on high-priority tasks and opportunities.

Boost Sales Productivity

With Dynamics 365 Sales Professional, you can optimize your sales organization by leveraging its robust features designed to enhance productivity, improve customer relationships, and drive sales success. Features such as automated workflows, real-time data insights, and collaboration tools help your team stay connected and informed, making data-driven decisions that lead to better sales outcomes.

Forge Stronger Customer Bonds with Dynamics 365 Relationship Sales

Harness The Power of Relationship Selling

Microsoft Relationship Sales helps sales professionals build the relationships they need to harness the power of relationship selling. This comprehensive solution combines the capabilities of Sales Enterprise and LinkedIn Sales Navigator Advanced Plus to provide a powerful toolset for relationship-driven sales.

Gain Customer Insights

With this license, you can integrate LinkedIn Sales Navigator with Dynamics 365 Sales to gain valuable insights about your customers. This integration allows you to access LinkedIn profiles, connections, and activities directly within Dynamics 365, helping you understand your customers better and build stronger relationships.

Import Lead-Related Data

Leverage LinkedIn Sales Insights to import lead-related data from LinkedIn into Dynamics 365 Sales. This feature enables you to enrich your lead data with information from LinkedIn, providing a more comprehensive view of your prospects and helping you prioritize and engage with the right leads.

Revolutionize Your Sales Strategy with Microsoft 365 Copilot

Unified Sales Experience

Copilot for Sales seamlessly integrates with Microsoft 365, providing a unified experience across your sales tools. This integration ensures that your sales team can access all the features and capabilities they need in one place, enhancing productivity and collaboration.

Unlock Advanced Features

With the purchase of Copilot for Sales, customers can access the full functionality, which includes the combined experience with Microsoft 365 Copilot. This upgrade unlocks advanced features and capabilities, empowering your sales team to work more efficiently and effectively.

Seamless Integration

Microsoft Dynamics 365 Sales Premium users only need to purchase Microsoft 365 Copilot to activate Copilot for Sales. This seamless integration ensures that Premium users can quickly and easily access the enhanced features provided by Copilot for Sales.

Streamlined Communication

With Copilot for Sales, enhance your email communication by leveraging AI-driven email replies. This feature helps your sales team respond to customer inquiries quickly and effectively, improving overall communication efficiency.

Insights from Teams Conversations

Copilot for Sales provides advanced conversation intelligence within Teams, allowing you to gain valuable insights from your sales conversations. This feature helps you understand customer needs better and tailor your sales approach accordingly.

Standard Functionality

Dynamics 365 Sales customers have limited capabilities included within the Sales Enterprise, Sales Premium, and Relationship Sales licenses. The standard functionality showcases features such as email replies and conversation intelligence in Teams, providing essential tools to enhance sales interactions.

Optimize Sales Efficiency

Copilot for Sales offers AI-powered assistance to help your sales team stay on top of their tasks. From scheduling meetings to providing real-time suggestions, this feature ensures your team can focus on closing deals and building relationships.

Data-Driven Decision Making

Leverage predictive analytics with Copilot for Sales to make informed decisions. This feature uses AI to analyze sales data and provide insights on trends, helping you prioritize leads and opportunities more effectively.

View Our Marketplace Offerings:

Catalyst Envision and Innovation Workshop

Catalyst Envision and Innovation Workshop for Microsoft Dynamics 365 Sales

The Catalyst Envision & Innovation Workshop for Microsoft Dynamics 365 Sales will help your organization understand how CRM sales software and sales management software from Microsoft Dynamics can drive growth. By exploring Dynamics 365 business applications, this workshop identifies strategies for using CRM solutions and D365 sales solutions to improve efficiency and achieve your sales goals.

Microsoft 365 AppSource Offering

Migration to Dynamics 365: 4-Hr Assessment

We will spend up to four hours with your team and provide you with a scope, schedule, and budget for your upgrade from Dynamics CRM/365 Customer Engagement on-premise to Dynamics 365 Sales and/or Customer Service online. We will upgrade your environment directly to the cloud Dynamics 365 modules depending on the modules in your on-premise environment.

Resources

eBook: Accelerate Revenue with Microsoft

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Dynamics 365 Sales Blogs

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Contact us today to learn more about how our Dynamics 365 consulting services and D365 sales solutions can help your business achieve its goals.