Select Page

Microsoft Dynamics 365 Sales

Better understand customer needs, engage more effectively, and win more business

  1. Home
  2. /
  3. Services
  4. /
  5. Customer Engagement
  6. /
  7. Microsoft Dynamics 365 Sales

Modernise sales performance, overcome distractions and complexities to regain focus and sales momentum

Living in the digital era, we are bombarded with information, short on attention, and driven to distraction. Sellers are definitely not immune.

They have to navigate data, processes, and tools – while making sense of conflicting or unclear expectations. The need to work with different functions and people requires more collaboration, adding complexity to the sales process.

They also face increasing complexity in today’s sales environment. Juggling an average of 10 stakeholders for every purchase decision, it’s no wonder that buying decisions take 97% longer than expected. Yet 60% of companies lack a well-defined process, further contributing to the long sales cycles.

The Power of an Intelligent Sales Customer Engagement Solution with Dynamics 365 Sales

Tailor interactions with customers

Get a holistic view of the customer’s sales interactions across the company. In a single place, sellers have the context, knowledge and status needed to personalise every interaction with buyers

Get actionable insights to increase performance

Get contextual, real time dashboards for sellers and leaders so the entire sales team knows which metrics to focus on, and can take coordinated action toward the organisation’s specific goals

Follow a simple, structed sales process

Within the sales records, sellers can see the specific steps needed to move the deal forward, helping to close deals faster


Keep your sales team reaching their targets and winning the right customer for your business


Enable smarter selling with contextual AI

Focus on the right customers, build trusted relationships, and take swift action using AI-driven guidance to optimise buying experiences.


Improve sales performance

Effectively coach sellers using data-driven feedback, make decisions based on real-time data and emerging trends, and drive revenue with pipeline analysis, deal insights, and relationship analytics.


Empower sellers to build relationships

Keep the focus on relationships using unified solutions and data across LinkedIn Sales Navigator, Dynamics 365 Sales, and Office 365.


Increase sales profitably with advanced insights

Identify and replicate successful sales calls using conversation intelligence, and help sales teams sell smarter with contextual AI-driven insights.


Boost sales productivity with seamless tools

Free up more time for engagement using familiar and cohesive tools and intelligent automation to streamline the sales process.


Innovate with sales solutions built to evolve

Drive digital transformation with adaptable and scalable Dynamics 365 sales solutions that are easy to tailor, extend, and connect to other applications and services you already use.


Manage Leads & Deals


Track Communications

Increase Sales Productivity

Work On-The-Go

Sales Insights & Reporting

Sell smarter with contextual insights 

  • Improve conversion and win rates with lead and opportunity scoring based on advanced scoring models which identify customers that are most likely to convert and buy.
  • Increase response rates through warm introductions from colleagues who are already emailing, meeting, and collaborating with prospects.
  • Tailor engagement based on contextual insights that recommend personalised talking points and next best actions.
  • Show sellers when and how customers interact with their emails, so they can be more proactive and responsive in their email communications.
  • Keep relationships on track with signals from Dynamics 365 Sales and Office 365 that reveal relationship health and risks.

Build relationships with authentic and personal engagement

  • Unify relationship data and processes with LinkedIn Sales Navigator integration so that sellers can build trust and easily manage relationships at scale.
  • Get profiles and insights with LinkedIn Sales Navigator integration, including related leads and ways to secure a warm introduction.
  • Keep track of contacts and visualise relationships among contacts with interactive org charts.
  • Collaborate and personalise sales documents with embedded Office 365 tools that fit the way sellers work.

Accelerate sales performance

  • Streamline planning and increase forecast accuracy using intuitive seller-generated projections augmented with predictive forecasting.
  • Promote accountability with snapshots and deal flow visualisation to track and analyze pipeline changes.
  • Help sales managers drive performance with deal insights, relationship analytics, and conversation intelligence.
  • Discover emerging customer needs, competitive dynamics, and market trends with AI-driven insights.
  • Proactively identify at-risk deals, gain visibility into conversations, and provide actionable feedback through built-in coaching tools.

Free up more time for selling

  • Minimise routine tasks with contextual prompts that, as sellers enter notes, suggest new records to create.
  • Concentrate on selling with sales playbooks that contain repeatable, winning sales techniques and contextual reference materials.
  • Spend less time searching for content with modern sales enablement capabilities that intelligently recommend the most relevant content and related training to sellers.
  • Reduce training with a business process UI that provides contextual guidance during every phase of the sales cycle.

Get In Touch

Let us assist you with your Sales Customer Engagement Journey

Waterfall Corporate Campus, 74 Waterfall Drive, Waterfall City

+27 11 025 2300