Microsoft Dynamics 365 Sales

Preact implement Dynamics 365 Sales to help businesses create exceptional experiences, increase revenue, and drive more qualified leads.

Nurture more demand, personalise buyer experiences, build relationships at scale, and make insight-driven decisions across the entire customer journey.

Grow Business

Grow Business

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.

Win Faster

Win Faster

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.

Stay Focused

Stay Focused

Does your team have sufficient time to focus on selling?

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

​ How Preact Helps Sales Teams Win With Dynamics 365

Our unrivalled line-up of services and resources will help your business:

  • ACCELERATE your implementation of Dynamics 365 Sales
  • MINIMISE set-up cost
  • DRIVE user adoption and achieve early CRM success
  • SUPPORT continual Dynamics learning and system improvements

Rapid Deployment of Dynamics 365 Sales

Use our Sales Accelerator base build to complete your Dynamics 365 deployment in hours. This includes customisations and packaged solutions to reduce set-up time and provide a great sales user experience from the get-go. Best of all, our Sales Accelerator is available at no additional cost as part of our Managed Service.

Sales Accelerator for Dynamics 365 Sales

Client Case Studies

Connect with Customers

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

Quickly assess and update this information – from anywhere!

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

Increase Sales Productivity

Replace repetitive tasks with intelligent workflows. These can include guided workflows and intelligence driven alerts that prompt timely action.

Preact will help you implement connected processes that will increase efficiency and provide actionable insights across your sales operation.

  • Streamline workflows with modern apps and familiar tools, including Outlook, that work seamlessly with Dynamics 365.
  • Collaborate on deals across functions and locations by connecting CRM with Microsoft Teams.

Sales Insights

  • Access the metrics that matter most to you for informed sales decisions.
  • See at a glance where you stand with every lead and opportunity to understand what needs to happen next.
  • Drill-down into sales metrics to uncover trends with Power BI visualisations.
  • Leverage AI data analytics and insights with Dynamics 365 Sales Insights add-on.
  • Use embedded LinkedIn Sales Navigator to establish new connections, drive personalised communications, and manage relationships at scale.
Embedded Power BI Sales Dashboard

Free Up More Time for Selling

  • Improve consistency and data quality through guided steps that reflect your methodology, and business rules.
  • Empower sales teams to instantly see where they are on every deal - and what needs to happen next to reach a positive outcome.
  • Simplify onboarding with an interface that provides contextual guidance throughout your selling process.

Increase Email Marketing Leads

Connect Dynamics 365 with marketing automation services including ClickDimensions to personalise messages, increase insights and better align your sales and marketing teams.

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

Do Business Anywhere

Track Outlook emails in Dynamics on-the-go 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.

Unified Interface

Manage Products

Quickly issue quotes 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.

Our Customers Include.

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Request Callback

Request a callback now to discuss your requirements and learn more about Dynamics 365 Sales.

Why Move to Dynamics 365 Sales?

Discover more about the benefits of a connected, intelligent CRM solution that empowers sales teams to accomplish more.

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