Microsoft Dynamics 365 for Sales

Preact implement Dynamics 365 for Sales to help businesses manage their opportunities more efficiently and gain clear insights that will enhance performance.

Don't Miss Out!

Can you access accurate sales forecasts on-demand?

From short term goals to longer term targets, use Dynamics 365 to understand sales activity and advance your plans.

Stay Informed

Want to avoid guesswork to make informed decisions?

Use real-time reporting to see where you are with each opportunity and collaborate to determine the best closing strategy.

Sell More

Does your team have sufficient time to focus on selling?

Work smarter with connected processes that reduce admin enabling teams to better focus their efforts on selling.

Leveraging familiar apps including Office 365, Skype, Excel and Outlook, we implement and support Dynamics 365 systems that provide an intuitive experience to empower sales teams. Your data is accessible by web and mobile so everyone can do business wherever they work.

Connect with Customers

Personalise each interaction using complete information about every contact and account from a single shared database that will keep you informed and prepared for every sales interaction. 

Quickly assess and update this information – from anywhere!

See a clear picture of each relationship with access to leads, sales opportunities, service cases, recent emails, shared documents and more detail across virtually any device.

Increase Sales Productivity

Replace repetitive time consuming tasks with automated smart workflows. These can include email notifications, guided workflows and intelligence driven alert cards that prompt action and keep efforts profitably focused on selling.

Preact will help you develop connected processes to support you in selling more efficiently and provide actionable insights across your entire sales operation.

Sales Insights

  • Get on-demand access to the metrics that matter most to you to make informed sales decisions
  • Gain more insight by connecting Power BI to bring sales data to life with graphical visualizations
  • See at a glance where you stand with every lead and opportunity to understand what needs to happen next
  • Leverage social media to identify and act on buying signals
  • Use embedded LinkedIn insights to personalise communications and earn trust

Prescriptive Selling

Increase conversions by following guided steps in CRM that reflect your methodology, best practices and business rules.

See where you are on every sales lead and opportunity - and what needs to happen next to reach a positive outcome.

Further prescriptive features include up-sell and cross-sell recommendation in new sales quotes and templates for project based sales to make sure that each quote is feasible and profitable.

Increase Email Marketing Leads

Connect Dynamics 365 with marketing automation services including ClickDimensions or dotmailer to segment your audience, send personalised emails and identify the top prospects from each campaign.

Use lead nurture marketing capabilities to trigger automated campaigns that send a series of contextual emails and alert you when recipients respond.

Do Business Anywhere

Track Outlook emails in D365 on the go and access and update sales data via phone and tablet apps with a consistent user experience across all devices. Enable offline mobile access to stay connected and automatically sync updates.

Manage Products

Quickly issue quotes accurately by referencing your product catalogue with product names, prices, descriptions and discount structures stored in Dynamics and connect with electronic document services for rapid and paperless order confirmations. 

Or, integrate Dynamics with your finance / ERP system for seamless order processing and invoicing.

​Sell More When You Work Like A Network

Bring together LinkedIn Sales Navigator and Dynamics 365 for Sales to empower sellers to drive more personalised and meaningful engagement with buyers.

Create winning proposals and presentations as a team with document management, real-time co-authoring, and sharing.

Reach experts in your organisation with instant messaging, voice and online meetings via Skype for Business.

Use gamification capabilities with fantasy sport features that increase competition and motivate users to do more. 

Use the collective wisdom within your business by discovering and sharing sales ideas via Office 365 Teams.

​ How Preact Help Sales Teams Win With Dynamics

Before Dynamics can achieve these results, it is crucial that sales teams understand how the technology will benefit them. 

Poor user adoption is the prime reason why CRM projects fail to deliver their expected results.

Preact engage and educate sales teams to ensure requirements are heard. We demonstrate how D365 helps individuals sell more effectively to cultivate user adoption and develop a culture of engagement empowerment from the outset. 

This approach helps overcome frequent user barriers that will help your organisation gain early success through this technology.

Read more about our approach and contact us to discuss your requirements.

Case Studies: Leveraging Dynamics 365 for Sales

BCR Associates

Fourfront Group

Drax UK

Our Customers Include.

Contact Us

Phone 0800 381 1000 or email us, to discuss your requirements and discover how Microsoft Dynamics 365 and Preact will help you achieve your sales goals.


A Playbook for Business Growth with Microsoft Dynamics 365

A roadmap to digital transformation, cloud CRM and connected working for competitive advantage

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