Dynamics 365 Sales
Smarter Sales, Stronger Relationships
Dynamics 365 Sales is designed to give your team the tools they need to sell more effectively. By consolidating customer information, automating admin tasks, and providing real time insights, sellers can spend more time building meaningful relationships and less time chasing paperwork. The result is a connected, intelligent sales process that delivers better outcomes for both your business and your customers.
Common Challenges We Solve
Sales teams held back by disconnected tools and manual processes
Scattered sales data across multiple tools
Lack of pipeline visibility leading to poor forecasting and missed opportunities
Admin that’s time-consuming or worse, not done at all
No reliable way to track conversations or measure prospect engagement
Dynamics 365 Sales addresses these problems by bringing everything into a single system. Your sales team gets a complete view of every customer, while leaders have clear visibility into performance and revenue trends.
How Dynamics 365 Sales
Transforms Your Sales Process
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Activity Tracking
Calls, emails and meetings are automatically tracked within the CRM.
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Smart Templates
Templates make it simple to produce follow ups, quotes and proposals.
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Seamless Handover
Automated workflows ensure that once a deal is won, the handover to delivery or customer service is smooth and consistent.
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Opportunity Insights
Built in intelligence helps your sellers focus on the opportunities most likely to close.
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Lead Scoring
Predictive lead scoring identifies which prospects to prioritise.
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Conversation Insights
Conversation intelligence analyses calls and meetings to highlight buying signals.
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Relationship Analytics
Relationship analytics show the strength of interactions and flag accounts that may need more attention.
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Pipeline Visibility
Dashboards and reports provide a clear view of your pipeline and performance.
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Sales Performance
Sales managers can see at a glance where opportunities sit in the funnel, which deals need attention, and how each seller is performing against target.
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Sales Sequences
Sales sequences bring structure to the way you engage with prospects.
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Workflow Automation
You can design repeatable workflows that combine emails, calls and other tasks.
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Consistency
These ensure that no lead is forgotten and that every prospect experiences a consistent, professional journey from first contact to close.
Video: Smarter Selling with Dynamics 365
Transforming Sales with Dynamics 365 and AI
Video: The Sales Research Agent
A New Era In Dynamics 365, just one example of the incredible new functionality coming to Dynamics 365.
Why Work With Bixy
Technology on its own does not guarantee success. The way Dynamics 365 Sales is implemented and aligned with your business processes makes all the difference.
At Bixy, we focus on creating solutions that fit the way your sales team actually works. With us, you can expect a tailored setup that mirrors your unique sales methodology rather than forcing you to adapt to a generic system.
Practical use of automation and AI that improves productivity without overwhelming your team. Ongoing support, advice and optimisation so that your system continues to evolve as your business grows.
We see every project as a partnership, helping your sales organisation unlock more value from its people, processes and technology.
Contact Us
Interested in working together? Call, email or fill out our form and we will be in touch shortly. We can’t wait to hear from you!
