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.
Looking for an accurate view of your sales pipeline?
From short term goals to longer term targets, use Dynamics 365 to understand sales activity and advance your plans.
Want to make informed sales decisions without guesswork?
Use real-time reporting to see where you are with each opportunity and collaborate to determine the best closing strategy.
Does your team have sufficient time to focus on selling?
Connected processes in Dynamics 365 Sales reduces administration, so teams can better focus their efforts on selling.
How Preact Helps Sales Teams Win With Dynamics 365
Helping you complete a rapid rollout of Dynamics 365 Sales.
Low Set Up Cost
With our packaged solutions and fixed-price starter packs.
Simple User Adoption
With a sales-optimised build template and eLearning resources.
Supporting you in making continuous improvements through Dynamics 365.
Rapid Deployment of Microsoft Dynamics 365 Sales
Use Preact's Sales Accelerator template to complete your Dynamics 365 deployment in hours. This includes frequently recently customisations already build in to reduce set-up time and provide a great sales user experience from the get-go.
Best of all, the Sales Accelerator is available at no additional cost as part of our Managed Service.
Demonstrating Dynamics 365 Sales Hub
Dynamics 365 Sales Guide
Considering Microsoft Dynamics 365 for Sales? Learn more about how Preact and Dynamics will enable you to grow relationships, boost sales productivity and win faster.
What our clients say...
I’ve been delighted at the speed that Preact has been able to answer our questions and the outcomes that we’ve achieved in Dynamics 365. The changes that Preact has already implemented and the other developments that are planned are helping put our company in an excellent position for growth.
- Socket Mobile
- Anna Buckman, Global Sales Systems Manager
With Preact's help, Microsoft Dynamics 365 has taken us to above and beyond what we expected in a very short space of time.
- Digital Workplace Group
- Sarah Escott, Digital Workplace Manager
Just a couple of months after moving from Salesforce to Dynamics 365, we had our best sales month! This reflects the incredible efforts of our team and the quality of the solution we’ve deployed.
- Future Fit Training
- Dave Hanley, Head of Commercial
Fourfront Group has grown from a start-up to a £160m+ business within 20 years and Preact has supported us throughout this time. Their work on our Dynamics 365 project has enabled us to digitally transform our business and this will help us continue our incredible growth.
- Fourfront Group
- Justin Bass, Fourfront Group
Preact has supported us through a very ambitious development of Dynamics, from which we've seen real success and greater adoption.
- Virtual College
- Helen Alexander, Dynamics Product Owner
I haven’t been using Dynamics long, but I just wanted to say a BIG thank you to your support team and training team – they have always responded quickly to my (many!) queries, are always polite, patient, and helpful… and have put the technical blurb into Layman’s terms!
- Boomerang Media
- Sophie Hellyer, Marketing Executive
Our project was well handled by Preact. We provided clear information on what we wanted, and their team delivered. In particular, the quality of their project management was very good. The team were helpful throughout and kept on top of the various tasks.
A selection of our client case studies are shown below, visit our case study page to download more examples.
Outcomes included - fully connected processing from lead to order including Sage 50 integration, improved data quality and process consistency.
Outcomes included - transformed group reporting through data, consistent handling and visibility of business-critical processes and improved collaboration
Digital Workplace Group
Outcomes included - transformed reporting by connected its data and processes, and providing its mobile sales team with a better user experience.
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.
- 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.
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.
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.
How Much Is Dynamics 365 Sales?
A choice of two licence types are available for Microsoft Dynamics 365 Sales:
- Dynamics 365 Sales Enterprise - full sales capabilities @ £71.60 per user / month
- Dynamics 365 Sales Professional - core sales functions at a reduced rate for businesses with simpler sales force needs @ £49.00 per user / month
Read our blog post to learn more.
Looking for a lower cost sales CRM app?
Discover a better way to manage your sales deals that doesn't involve spreadsheets, or the cost and complexity of CRM, with our intuitive and affordable application built on the Microsoft Power Platform.
Get in touch to discuss your requirements with one of our consultants and find out how Dynamics 365 can improve your sales processes