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Dynamics 365 Sales.

Boost your sales performance with Dynamics 365 Sales from ANS. Our Dynamics 365 Sales implementation approach for SMBs takes days, not weeks, reducing risk and costs. Let us help you achieve your sales goals affordably and efficiently.

Our innovative approach and superior delivery of Dynamics 365 solutions have led to our recognition as Microsoft’s UK Services Partner of the Year for 2024.

What You Get with Dynamics 365 Sales?

Consultancy.

Hands-on guidance to personalise Dynamics 365 in line with your selling processes.

Dynamics Configuration.

Your system will be configured and deployed in line with best practices.

Integration.

We’ll connect Dynamics with Outlook, Teams and your other Microsoft applications.

Data Import.

We’ll support your data import to include accounts, contacts, leads and products.

Managed Services.

In addition to user support, our Dynamics and Microsoft Business Applications consultants, trainers and technicians will help you continuously improve CRM performance.

Secure and Compliant.

Our Dynamics solutions have security built in by design, so you are protected by the best Microsoft enterprise-grade security available.

Our Microsoft Partnerships.

We are in the top 4% of Microsoft certified partners and certified as an Inner Circle Partner for Microsoft Business Applications.

  • MSP-azure expert certification logo
  • MSP-20/21 partner of the year finalist badge
  • MSP modern work
  • MSP-data and ai infra and database migration badge
  • MSP data and ai specialist analytics
  • MPS-security threat specialist badge
  • MSP-digital and app innovation azure badge
  • MSP-Infrastructure Azure Specialist Infra & Database Migration badge
  • MPS-Specialist cloud security-badge
  • MSP-Business Apps logo
  • MISA-Managed XDR

Why choose ANS for Dynamics 365 Sales?

As a Microsoft Solutions and Inner Circle Partner, we know how to deliver Dynamics 365 Sales CRM. We’ve made it our mission to help small and medium sized businesses achieve their dreams by streamlining, pre-configuring and automating cloud, security and business app technology.

Unrivalled Microsoft Expertise.

We’ve done it for thousands of companies. We combine this experience with 20+ years expertise serving over 5000 SMBs every year to create the best Dynamics 365 solutions for companies like yours

Microsoft’s top 1% of worldwide partners.

Our accreditations put us in the top 1% of Microsoft partners, globally. You get on-tap access to our deep knowledge and the latest best practices.

Rapid deployment.

Our implementation approach removes the complexity, cost and hassle of a traditional CRM build to provide a solution that will get your team started in just a few days.

Managed CRM services.

Our UK based managed services are endlessly flexible, will be on hand to answer user questions, resolve any issues, and support you in making continuous performance gains with Dynamics 365 Sales.

Accelerating your Dynamics 365 Sales deployment.

We’ve simplified the enterprise-scale Dynamics 365 Sales app and tailored it for SMBs. Our implementation approach removes the complexity, cost and hassle of a traditional CRM build to provide a solution that will get your team started in just a few days.

FAQs - Dynamics 365 Sales

What is Dynamics 365 for Sales?

Dynamics 365 for Sales is a customer relationship management (CRM) application developed by Microsoft. It is designed to help businesses manage their sales processes, streamline lead-to-cash workflows, and enhance customer relationships.

How does Dynamics 365 for Sales help in managing sales processes?

Dynamics 365 for Sales helps you to manage sales processes by providing tools for automating and optimising sales processes. It includes features such as lead and opportunity management, pipeline management, and configurable workflows to ensure a systematic approach to sales.

How does AI play a role in Dynamics 365 for Sales?

Dynamics 365 for Sales uses artificial intelligence (AI) to provide intelligent insights, predictive analytics, and recommendations. AI-driven features help sales teams prioritise leads, identify opportunities, and personalise interactions with customers.

Can I customise Dynamics 365 for Sales to meet my business needs?

Yes, you can customise Dynamics 365 for Sales to meet your business needs. You can tailor the application to match your specific processes, terminology, and data requirements. Customisation options include creating custom entities, fields, and workflows.

What standard integrations are available for Dynamics 365 Sales?

Dynamics 365 Sales offers integrations with popular third-party applications and services such as LinkedIn Sales Navigator, Microsoft Power BI, and Adobe Sign for enhanced functionality.

How does Dynamics 365 for Sales assist in customer relationship management?

Dynamics 365 for Sales assists in customer relationship management by centralising customer data, enabling businesses to build and nurture relationships effectively. It provides a 360-degree view of customer interactions, helping sales teams deliver personalised experiences and anticipate customer needs before they come up.

Is Dynamics 365 for Sales suitable for small businesses?

Yes, Dynamics 365 for Sales is suitable for businesses of all sizes. It’s designed to be scalable and offers a range of plans and pricing options to accommodate the needs and budgets of small, medium, and large enterprises.

Can Dynamics 365 Sales generate sales forecasts?

Yes, Dynamics 365 Sales can generate sales forecasts based on historical data, opportunity pipelines, and sales performance metrics to help businesses make informed decisions with the help of AI.

Can Dynamics 365 Sales automate sales processes?

Yes, Dynamics 365 Sales can automate sales processes such as lead routing, follow-up emails, quote generation, and opportunity management. It achieves this using workflow automation and AI-driven insights.

How do Dynamics 365 Sales licences compare?

D365 Sales Professional licences are subject to the following limitations.

  • Up to 15 custom tables.
  • Up to 5 guided process flows.
  • Up to 2 forms and views.
  • Up to 5 system charts and dashboards.
  • Up to 15 queues

Dynamics 365 Sales Enterprise licences are not subject to the above capacity limitations.

Sales Professional licences do not receive usage entitlement for Viva Sales and Power Apps, nor sales goals, forecasting, product families, competitor tracking and business units. In contrast to Sales Enterprise, Professional licences do not receive additional accrued cloud data storage capacity.

Speak to a Dynamics expert.

Call us today to learn more about Dynamics 365 Sales and discuss your requirements. We would be delighted to discuss your requirements and explore how we can help benefit your organisation.