What is the Microsoft Dynamics 365 Sales Module?

The Microsoft Dynamics 365 Sales module is part of the wider Dynamics 365 suite that covers a range of business areas including marketing, customer service, case management and finance. The suite is designed to help ambitious businesses control company-wide operations in an efficient way that maximizes resources.

The Sales module is focused on helping talented sales teams build relationships with customers to both encourage conversion and ensure customer satisfaction after the point of sale. Teams can create intuitive pipelines that combine digital and in-person selling for a customer-centric selling experience.

Sales executives will be able to make quick decisions based on valuable insights thanks to the adaptive dashboard. When paired with a well-implemented IT strategy, the Dynamics 365 system can become the heartbeat of any successful sales team.

Dynamics 365 Sales Module Features

Sales is an ever-changing world, and it can be difficult for sales teams to deal with evolving customer needs, technologies and buying trends.  One of the most effective ways that businesses can help teams to get on top of their sales funnels is to provide them with high-quality data and systems that put them in the best possible position to secure the deal.

Here are some of the key features offered by the Dynamics 365 Sales Module and why they can be so important for sales teams.


Sell Efficiently

With the Sales Module, there are a number of features that will help teams to shorten the sales cycle and sell more efficiently.dynamics 365 sales integration

You can have all of the information you need right in front of you and ready to go to help ensure conversations are productive and tailored to the customer. The clear interface helps you to focus on the conversations and make the right steps towards converting the sale.

The Sales module offers AI-powered conversation intelligence to help sellers identify emotions and sentiments. This aids teams in identifying specific techniques to use when talking to each individual client, allowing for a tailored approach without tons of extra work involved.

The module allows sales teams to save time by seamlessly integrating email templates and external telephony programs like softphone dialer and Microsoft Teams dialer. i3solutions offers integration services to help organizations get these sometimes complex systems up and running with minimal disruption and downtime.

Dynamics 365 Customer Voice, a crucial part of the Dynamic 365 suite, allows teams to easily gather feedback from customers. This crucial information can inform both leadership and individual sellers on KPIs, efficiency and the general sentiment of customers towards the brand.


Build Relationships That Sell

With its many integrations, we can’t ignore Dynamic 365’s useful links with a key tool for many sales teams – LinkedIn. The team can see profiles and insights through integrations with the Sales Navigator, and this can be key to building relationships that matter, and most importantly, sell. Teams can see connections, job changes and interactions, and these can be vital to crafting meaningful conversations with potential clients.

Integration with LinkedIn Sales Navigator also provides lead suggestions and helps teams to expand their lead pool. You can quickly and easily identify mutual connections and craft introductions to new potential customers that leave an impression and spark a discourse.

The Sales module can also provide a score based on insights from the wider Dynamics 365 suite and Microsoft 365. This helps sellers to identify customers that need contact or a touchpoint to encourage either renewals or sales when they reach that stage of the funnel.


dynamics 365 sales and teamsCollaborate With the Team

A core feature of the entire Dynamics 365 suite is its ability to create cohesion and transparency across the entire organization. For teams based in multiple locations or large offices, this is absolutely essential, but smaller teams will also see significant value in easy information sharing across the entire network. It leads to a smoother sales funnel and a better experience for customers.

With the help of an IT partner such as i3solutions, you can integrate programs like Microsoft Teams directly into your Sales Module, so you can have in-context conversations about cases and find ways to collaboratively get the deals across the line.


Boost Sales Team Productivity

Routine admin tasks are the enemy of any ambitious salesperson. With Dynamics 365 Sales Module, you can automate tasks that fit in with your sales funnel and use time more efficiently. The system will even recommend actions such as creating contacts or meetings to save you time if you have the right rules and automations in place.

The Sales module works hand-in-hand with the marketing module and will help you to track ROI as well as conversion rates. This will inform the marketing team and provide them with valuable data to improve lead quality and ensure that no money or resources are being wasted.


Adapt to Where You Are and What You Need

Sales is a dynamic role that often requires many meetings and events. Luckily, the Sales module is designed with a mobile-first interface so no matter where you are, you don’t need to sacrifice functionality and information.

The mobile sales module includes push notifications, integration with calendars, and Microsoft Teams and it even allows you to add voice notes with the smart system able to attach them to relevant files.


Dynamics 365 Sales Hub

The Sales Hub is a free Microsoft app for mobile. Through the app, you can access some of the Dynamics 365 advanced features and collaborate in-app via Microsoft Teams.

Users also have access to useful data, projections and performance measurements on the go which can be an invaluable asset to any salesperson, particularly if you’re managing multiple cases or clients at once.


How to Get Started With Dynamics 365 Sales

There are several types of Dynamics 365 Sales solutions available, and with the help of an experienced team, they can be installed to complement your existing internal systems seamlessly and with minimal disruption.

Dynamics 365 Sales Products:

Sales Premium: Ideal for enterprises that need a sales automation solution, along with AI-driven insights powered by conversation intelligence, relationship intelligence and more.

Sales Enterprise: Perfect for customization, the Dynamics 365 Sales Enterprise option combines popular automation options with additional contextual insights and more in-depth customization. If your business has an unusual sales funnel or a unique need, this (combined with custom development) might be an excellent option for you.

Ideal for enterprises that need a sales automation solution with contextual insights and advanced customization capabilities.

Relationship sales: If you use LinkedIn for sales then this could be the perfect option. This product brings in data from LinkedIn and helps to populate fields with more information about the organization and the individual.

Sales Professional: Dynamics 365 Sales Professional is geared towards businesses that would benefit from a sales automation solution. This streamlines processes and helps sales teams get organized and stay on top of new lead management.


Why Choose i3solutions?

With over 25 years of experience, i3solutions offers expert IT consulting to sales and management teams looking to improve efficiency and build meaningful customer relationships. Not only can we advise on and help to implement Microsoft Dynamics 365 for your company, but we can also help to customize and expand the software with Microsoft Power Platform and other integrations to make sure it works seamlessly for your business.

Contact us today to discuss your Microsoft Dynamics 365 Sales Module needs.