Dynamics 365 Sales

Dynamics 365 Sales enables salespeople to build and nurture lasting relationships with their customers, utilize insights and Teams collaboration to take action and close deals quicker, keep track of your accounts and contacts on the go with the mobile app, follow marketing activities your contacts and leads engage with, service cases they’ve opened, and surveys completed by Customer Voice.

Summary of Key Capabilities:

Insights-based sales acceleration
Microsoft Teams integration
Accelerate revenue with AI
Predict and manage pipelines with confidence

Mobile App
Customer Voice
Sales worklist
Marketing Insights

Here are some customer benefits by using Dynamics 365 Sales:

Collaboration

Connect through Hybrid selling. Instantly bring in your experts. Be productive from anywhere.

Accelerate revenue with AI

Replace intuition with insights. Take action seamlessly. Get notified about deal risks. Improve account relationships.

Predict and manage pipelines with confidence

Gain visibility across the entire sales cycle. Spotlight potential strengths and weaknesses. Focus on what matters.

Improve customer conversations through real-time coaching

Enable guided selling with in-the-moment insights. Quickly onboard new sellers. Easily implement best practices through a single collaboration platform.

View Our Marketplace Offerings:

Catalyst Envision and Innovation Workshop

Catalyst Envision and Innovation Workshop for Microsoft Dynamics 365 Sales

What is the Catalyst Envision & Innovation Workshop? This is workshop that will become your first step toward understanding if Business Applications and Microsoft Dynamics 365 can help you meet your priorities and identifying the best way to build velocity in towards this journey. At the end of the workshop, Covenant will deliver a executive summary and provide a presentation to your team on the next steps.

View Our Offering!

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.