What Types of Business Would Benefit from Dynamics 365 Sales?

Dynamics 365 Sales is an ideal solution for sales-driven organizations, Microsoft shops, and companies hoping to automate their prospect-hunting and lead-qualifying processes. One of the software’s greatest strengths is that various industries can use it. Often, industries like manufacturing and construction have specialized needs that traditional CRMs can’t fulfill. Dynamics 365 Sales changes the game by offering features that support supply chain and product management processes. The software lets you control CPQ, quotes, orders, invoices, products, price lists, and more. Microsoft makes it easy for product-based businesses, manufacturers, and distributors to support their unique sales processes, all while cutting down on waste and maximizing profit.

Dynamics 365 Sales is generally a good fit for mid-market companies, both because the software promotes scalability and because mid-sized companies have the necessary budget. Users pay for Dynamics 365 modules on a monthly basis, with the cost priced per user and based on the included functionality. 

What Add-Ons Are Available for Dynamics 365 Sales?

As part of the Microsoft platform, Sales integrates seamlessly with the other Dynamics 365 solutions. It also syncs with the Power Platform and Microsoft 365 apps like Outlook to help your business improve productivity and decision-making. 

If you’re looking for additional features to flesh out the Sales module, there are plenty to choose from on Microsoft’s AppSource hub. Some of the most popular options include: 

• LinkedIn Sales Navigator: This application embeds LinkedIn into your Sales hub to cut down on clicks and provide real-time insights into potential opportunities and current leads. It’s a must-have tool for sales teams hoping to reduce manual tasks.
• Documents or PandaDoc: Automation is essential for businesses, and the Documents add-on is a must-have tool for the Sales module. It’s integrated with Dynamics 365’s interface and workflows to create automations, and even hands-on tasks like building custom templates.
• Customer Portal: The Customer Portal helps your customers and team communicate more effectively, allowing you to share knowledgebase articles, manage cases, and provide self-service tools. On the business side, your support team can use this tool to help customers with any concerns, and your account management team can use it to support existing customer touchpoints.
• Marketing Automation: Dynamics 365 Sales integrates with several marketing automation tools that can streamline your processes to save time and add value to your business. For some companies, these add-ons eliminate the need for advanced marketing software.