Microsoft Dynamics 365 Sales

Preact implement Dynamics 365 Sales to help businesses create exceptional experiences, increase revenue, and drive more qualified leads with a sales application that is built on the same platform and works seamlessly with Office 365. 

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.

Stay Focused

Stay Focused

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.

Win Faster

Win Faster

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.

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

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.

  • Collaborate on deals across functions and locations from Microsoft Teams, a modern hub for chat, meetings, documents and business applications
  • Streamline workflows with modern mobile apps and familiar tools like Outlook that work seamlessly with Dynamics 365
  • Minimise manual data entry by scanning and converting business cards into new records in Dynamics 365

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
  • Make the benefits of AI a reality for your business with Sales Insights to sell smarter with contextual insights
  • Use embedded LinkedIn Sales Navigator insights to establing new connections, drive personalised communications, and manage relationships at scale

Free Up More Time for Selling

Increase conversions by following guided steps 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

Minimise routine tasks with contextual prompts that suggest actions as sellers enter data

Reduce training with a business process interface that provides contextual guidance throughout the sales cycle

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 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 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.

​ How Preact Help Sales Teams Win With Dynamics 365

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.


Case Studies: Leveraging Dynamics 365 for Sales

Source Telecom

Source Telecom

Download Case Study

Fourfront Group

Fourfront Group

Download Case Study

Digital Workplace Group

Digital Workplace Group

Our Customers Include.

Contact Us

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

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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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