Microsoft Dynamics 365 Sales

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Grow your Business

Support your Team with Sales CRM

Microsoft Dynamics 365 for Sales, previously known as Dynamics CRM, is a Customer Relationship Management tool which supports your sales team in order to grow your business. Intelligent functionality enables you to streamline sales cycles, reduce costs, automate the sales process, qualify leads and more. With this data, interactive reports and dashboards can be created in order to gain key insights, make strategic decisions based on those insights and ultimately respond better to your customer’s needs.

dynamics 365 sales unified interface on multiple devices

Key Benefits of Microsoft Dynamics 365 Sales:

Choosing a CRM system is a key decision for most organisations, large or small. It is usually a significant long-term investment and you don’t want to find yourself with a solution that is not fit for purpose, so longevity is a major factor when investing in a strategic solution. Keeping up with the developments in technology and having a solution that is agile enough to support the changes within your business is fundamental to the decision that you make.

Below are a few of the benefits of Dynamics 365 Sales…

Save Time

With data in one place, teams have access to the latest information quickly & save time switching between applications

Work Anywhere

Dynamics 365 allows you to track emails in Outlook on the go & access up to date information via phone, tablet or internet browser

Increase Sales

Access accurate sales forecasts quickly and use Dynamics 365 to advance your plans around these insights, resulting in increased sales

Want to discover how Microsoft Dynamics 365 helps in Sales? Download our infographic here.

Microsoft Dynamics 365 Sales Features:

Sell Smarter with Embedded Insights

  • Identify the right buyers – Lead and opportunity scoring capabilities help you increase conversion and win rates
  • Tailor engagement – Embedded insights recommend personalised talking points and best next steps
  • Keep relationships on trackDynamics 365 & Office 365 reveal relationship health and risks and allow you to focus on high priority customers

Build Relationships with Personal Engagement

  • Connect data & processes – LinkedIn Sales Navigator integrates with Dynamics 365 Sales so you can easily build and manage relationships with unified data
  • Gain a clear view of organisational structure – Interactive charts enable you to understand relationships between contacts and identify potential influencers
  • Personalise content – Collaborate and personalise sales documents with embedded Office 365 tools that fit the way your staff work

Build Relationships with Personal Engagement

  • Connect data & processes – LinkedIn Sales Navigator integrates with Dynamics 365 Sales so you can easily build and manage relationships with unified data
  • Gain a clear view of organisational structure – Interactive charts enable you to understand relationships between contacts and identify potential influencers
  • Personalise content – Collaborate and personalise sales documents with embedded Office 365 tools that fit the way your staff work

Boost Sales Productivity

  • Work with familiar tools – Increase productivity with familiar tools like Outlook, Excel and SharePoint that work seamlessly with Dynamics 365 for Sales
  • Sell anytime, anywhere – Modern mobile applications support work on the go and allow you to mange customers from anywhere you wish
  • Increase collaboration – Encourage team collaboration with Microsoft Teams and share meetings, notes, documents and more

Accelerate Sales Performance

  • Stay on top of business – Easily identify issues and trends with interactive dashboards and reports based on historical data
  • Motivate sellers – Motivate your sales team with fun and exciting team-based sales contests, improving sales performance and accountability
  • Easy onboarding for new sellers – Align sales behaviour with best practises using help and documentation, shortening the onboarding process

Accelerate Sales Performance

  • Stay on top of business – Easily identify issues and trends with interactive dashboards and reports based on historical data
  • Motivate sellers – Motivate your sales team with fun and exciting team-based sales contests, improving sales performance and accountability
  • Easy onboarding for new sellers – Align sales behaviour with best practises using help and documentation, shortening the onboarding process

Integrations

Customer Voice

Customer Voice is a feedback management tool to create surveys and track responses. It is designed to provide a more complete view of relationships, enhance insights that will lead to better experiences and allow you to make more informed business decisions.

Learn more about Customer Voice

Sales Insights

Microsoft Dynamics 365 Sales Insights leverages Artificial Intelligence (AI) and data science to empower your sales teams to gain more clients, build stronger relationships and sell more efficiently. Available via an additional license that can be added to Dynamics 365 Sales Enterprise plans.

Learn more about Sales Insights

Useful Blog Posts…

Feature Spotlight: Microsoft Dynamics 365 Sales

Read Blog Post

Microsoft 365 + Dynamics 365: The Perfect Pairing

Read Blog Post

First look at the new Dynamics 365 Sales Mobile App.

Read Blog Post

Will we need separate systems for Sales, Marketing, Customer Service, etc?

Read Blog Post

Business Central vs Dynamics 365 for Sales

Read Blog Post

Microsoft Dynamics 365 vs Salesforce: CRM Comparison

Read Blog Post

What our clients say...

We approached PragmatiQ Solutions to help us with an incumbent Dynamics 365 system which had various legacy issues having been customised by numerous consultants over a number of years. They dealt with all the nuances quickly to get our system up to a standard they were happy to work with. From there the PragmatiQ technical team ran with a large project and its fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend PragmatiQ.

Tom RobertsManaging Director at Moorgate Finance

We commissioned PragmatiQ solutions to provide us with a bespoke Customer Relationship Management (CRM) system using Microsoft Dynamics. The team at PragmatiQ very quickly gained a thorough understanding of our complex delivery model and created a solution that has had a positive impact and really added value to our work. PragmatiQ were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.

Natalie MacPhersonDevelopment Director at MacIntyre Charity

We approached PragmatiQ Solutions to help us with our Microsoft Dynamics CRM platform. We had developed a bespoke system over the years to manage the day-to-day sales processes of the Commercial team, however, we felt that working with a specialist Dynamics partner would be a much better approach for the business. We have now been working with Stuart, Jamie and the team for just over 12 months and to say we have been impressed with their approach would be an understatement. The dedication, knowledge and customer service shown to the delivered projects has been exceptional and their innovative approach to business is inspiring. They have guided us every step of the way and have succeeded in changing our platform for the better. It has provided us with a much more efficient way of working and supported us with business intelligence that we haven’t seen before. We also benefit from real-time, top level dashboards that make reporting back to stakeholders a very simple process.

James WoottonHead of Commercial Sales at Wasps Rugby Club

Transitions UK are a charity working with vulnerable young people across Hertfordshire, Bedfordshire, Buckinghamshire, Milton Keynes, North London, Birmingham and Leicester. We have tripled in size over the last 12 months in response to the growing needs of young people during and beyond Lockdown. Our data systems and record keeping were inadequate for current and future development. We asked PragmatiQ Solutions to develop and support a tailored version of MS Dynamics for the charity and to work with us to ensure we have a platform that will scale with us as we grow - and provide the level of analysis and record we now need to support a quality service to hundreds, and later thousands, of young people. I have been enormously impressed by PragmatiQ’s concern to get the architecture and structure absolutely right for us, their close attention to detail, their expertise and the quality of their team. They have really listened - and worked hard to understand who we are and what we want to achieve - and then worked hard again, especially with our Technical Development Manager, and all our staff, to produce the right solution. I cannot recommend them highly enough and am very glad we chose them.

Ron OvertonChief Executive at Transitions UK

We worked with PragmatiQ Solutions who successfully implemented a quoting tool for sales. They were generous with their time, taking every opportunity to understand our needs both now and in the future. Their deep analysis was invaluable, helping us to refine our working practices and automate our processes to maximise productivity and ultimately save time and money. Thanks to PragmatiQ, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.

Angela de KlerkBusiness Development / Head of Marketing at Impact Handling

PragmatiQ Solutions was recommended to us via a networking connection in Manchester. Upon speaking to the company they seemed very knowledgeable and confident they could repair our unusable Dynamics system which had been built by a different partner. From the first face to face consultation it was clear to see Jamie had the full knowledge around our intentions and understood our business model and had actually create something similar in the health profession elsewhere. From that point we felt confident to progress in to a full development project. The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with PragmatiQ and look to develop the system again in the future.

Carren BellFounder at Lagans Foundation

In 2020, Fotech Group decided to change our CRM from Salesforce to Dynamics 365 as part of a replacement of a number of systems that didn’t communicate. For the CRM, we chose PragmatiQ Solutions as our partner and from day one we felt we were in safe hands. They listened to what we were trying to achieve and through regular development meetings they made the changes needed to enhance the standard offering. They listened, they understood and they made the changes to deliver a system that is both efficient and effective. Communication was effective and regular and I have no qualms in recommending the PragmatiQ team.

Ian DeaconChannel and Operations Director at Fotech Group Limited

We asked PragmatiQ Solutions to help us move from a database we had been using for over ten years, to a bespoke Customer Relationship Management (CRM) system on the Microsoft Dynamics platform. The team at PragmatiQ took their time to understand our complex business needs and while having to build something that suited all our different Associations which in itself came with many challenges, they sensitively came forward with ideas and solutions which helped us not only enhance our processes but maximise our efficiencies. The end result is that the team at PragmatiQ provided us with a platform that not only works for all our Associations and their individual requirements, but one that will grow with us as an organisation.

Chris ThomasFinance Director at The Retail Motor Federation

PragmatiQ Solutions are a trusted and dynamic CRM partner. They have provided quick, flexible and innovative solutions to the challenges we’ve given them whilst being professional and supportive. They have become a reliable partner and operate as an extension of our internal team.

Sarah RandallHead of Operations and MI Systems at Buckinghamshire Business First

We commissioned PragmatiQ Solutions to deliver a bespoke CRM for our social care and transport business. It was important that any system could be adaptable and allow for the scope of work that we do. We have been very impressed with the new CRM and feel it is fit for purpose and has given us specific functionality, and with possibilities to add to the system. PragmatiQ Solutions are organised and professional in their approach and I would not hesitate in recommending them.

Buko EsegbonaDirector of Children & Adult Services at Solutions Social Care

After outgrowing our training management calendar we contacted PragmatiQ Solutions to help us design a bespoke system for our unique requirements. We are a fast growing business requiring a system, that is able to keep up with the pace and provide us with quick processes, reports and dashboards for all departments. We have worked closely with the team for over 12 months and we are over the moon with where we currently are. Jamie guided us with the best solutions to meet a logical workflow.

Clara TraversHead of Operations at ECG Training

Our mission is to ensure that meaningful mental health support is accessible and we aim to see everyone within 1 week of referring to our service. With demand for mental health and emotional support increasing exponentially through the coronavirus pandemic, we really needed to get systems in place to help us cope with the high demand whilst delivering against our mission and growing our team. This is why we decided to engage with PragmatiQ Solutions to help us build a bespoke system that would fulfil those elements. It was clear that an off-the-shelf package wouldn’t give us the security, efficiency and ease of use that our Dynamics system would. The work was planned out really effectively, giving us guidance based on their experience, which also made for the system to be built quickly with only small adjustments necessary before going live. Since the system has been built, our admin time has been significantly cut down, helping us to stick to our mission, even when we grow. Ultimately providing people with mental health and emotional support as quickly as possible.

Jon ManningChairman & CEO at Arthur Ellis Mental Health Support

We engaged with PragmatiQ Solutions to conduct an independent health check of our Dynamics CRM implementation. They worked with a partner to produce a very useful and insightful audit report highlighting various areas for improvement, and which gave valuable feedback on what we had built so far and left us with confidence that we were on the right development approach for our strategic programme. PragmatiQ worked to tight and fixed timescales to complete a focused delivery which had real business value.

Nick BreedsAssistant Director - Solutions Delivery at NHS Blood and Transplant Unit

PragmatiQ Solutions successfully implemented Microsoft Dynamics at our paint facility. They worked in a professional manner throughout the project, paid attention to detail and were accommodating to our tight timescales. This ensured we were operational in due time and as a result we have been able to work more efficiently with our manufacturing set up in the UK and ultimately save costs. Overall, we had a very positive experience with PragmatiQ Solutions and consequently have re-engaged them for future projects.

Anders LonnebjergHead of Department - Business Engagement and Applications at MHI Vestas Offshore Wind

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