7 min read

D365- 5 Reasons your Salespeople Need Dynamics 365

D365- 5 Reasons your Salespeople Need Dynamics 365
D365- 5 Reasons your Salespeople Need Dynamics 365

5 Reasons Why Salespeople Need D365

Is your sales team empowered with a best-fit customer relationship management (CRM) system? If they’re working without one, they’re unlikely to make intelligent sales decisions and build strong, profitable relationships —and if they’re still working from an outdated legacy CRM system, it will become increasingly difficult for them to compete in the marketplace for business, and ultimately, help your company grow.

That’s why the CRM application market is one of the fastest growing business application markets today, expected to reach $81.9 billion by 2025—a nearly 600 percent increase since 2010, finds Grand View Research. As this market grows, we’re seeing Microsoft’s share in it increase, too.

Why D365?

Much of the success of Microsoft’s Dynamics 365 (D365) for Sales platform stems from its balance between advanced functionality and an adaptable, intuitive interface. The CRM system helps streamline the entire sales cycle to make prospecting, forecasting and closing deals easier than ever for sales associates, leveraging tools your team is likely already using and familiar with.

Read on as we dive into five critical areas where Microsoft Dynamics 365 for Sales excels compared to CRM competitors—making it an indispensable tool for your sales staff.

1. Advanced business intelligence

A salesperson can’t expect to effectively sell anything if they don’t understand a potential client’s perspective. That’s where Dynamics 365’s advanced business intelligence features shine.

Uniting all prospect and client information in a single user-friendly interface—with real-time analytics and statistics viewable from the Live Sales Dashboard—your team can gain both big-picture and granular views into client trends, histories and behaviors to make informed and educated decisions regarding how to bring in new clients, maintain and cross sell existing ones and develop marketing campaigns.

As leads progress through various selling stages, Dynamic 365 provides the sales associate with a maneuverable sales funnel giving insights across the full lifecycle—with the ability to integrate customized automations, trigger alerts, gate requirements and more to keep the lead moving efficiently within your organization’s unique processes.

2. Seamless business automation and integrations

As Dynamics 365 is a Microsoft platform, it easily integrates with other key Microsoft applications as well as partner tools to automate and connect processes for a unified experience

You and your sales staff are probably already using many of the popular integrations that are native to the Microsoft Dynamics 365 platform, which include but are not limited to:

  • Office 365: A software suite including popular applications Excel, Outlook and Word.
  • Flow: A service that allows employees to create and automate workflows and tasks across multiple applications and services without help from developers.
  • Forms: A tool that enables users to quickly create a form, collect responses in real-time, and view automatic charts to visualize data.
  • LinkedIn: A Microsoft-owned social media platform that provides data to identify leads and help build relationships through personalized engagement.
  • OneDrive: An online cloud storage service from Microsoft.
  • PowerApps: A tool allowing users to build mobile and web apps leveraging their organization’s existing data.
  • Power BI: Microsoft’s business analytics service providing interactive data visualization BI tools.
  • SharePoint: Microsoft’s document management system.
  • Teams: A collaborative app that includes business messaging, calling, video meetings and file sharing.

3. Direct LinkedIn connection

Notable among Dynamics 365’s integrations for sales associates is its direct tie-in with LinkedIn Sales Navigator.

Microsoft, which acquired LinkedIn in 2006, has leveraged this asset to ensure salespeople can carry out standard LinkedIn activities—such as viewing and making connections, sending messages, adding content and posts, and interacting with users—directly through the Dynamics 365 interface.

Carrying out these actions through your CRM rather than separately through the LinkedIn app enables users to track and manage all activities and conversations in one place. This ultimately prevents overlap in your database, while enhancing its contents with additional useful sales data about people, organizations and relationships.

4. Easy on-the-go accessibility

Across nearly every industry, mobility has become a critical necessity for sales professionals who travel often, working from cars and coffee shops. Without on-the-go access to critical work information, tools and resources through mobile CRM, they’d be hard-put to do their jobs.

In fact, research shows that 65 percent of sales reps who’ve adopted mobile CRM achieve their sales quotas, while only 22 percent of those using non-mobile CRM have reached the same targets.

With Dynamic 365’s mobile interface, your sales team can access your database anywhere, anytime, from virtually any device. They can keep up with key activities such as checking dashboard analytics, entering a new lead and moving an opportunity down the sales pipeline—boosting their productivity, as well as responsiveness to ensure high levels of customer service, regardless of when and where they are working on any given day.

5. Robust resources and support

With so many features and options available to maximize your sales process, Microsoft doesn’t leave your staff to figure everything out. The Microsoft team provides users with an extensive online resource library to help them stay productive without lost down time.

Microsoft also maintains an extensive, certified partner network to provide the highest level of competencies and knowledge of the latest Microsoft Dynamics and business applications technology.

A qualified Microsoft partner can not only help you create and implement a comprehensive Dynamics 365 strategy to meet your goals for developing sales, targeting your prospects and increasing customer retention—but provide training for system administrators and end users to ensure your team feels comfortable adopting the system for day-to-day use.

Want to learn more about Microsoft Dynamic 365 for Sales or test it out with a free 30-day trial to see if it’s the right fit for your organization? Contact Microsoft-certified partner TrellisPoint at 888-719-0248 or sales@trellispoint.com.

Learn more about Microsoft D365


Book a Demo   Learn More


Dynamics 365 for Sales FAQ

  1. Given the emphasis on seamless integration with other Microsoft applications and partner tools, how can an organization assess whether Dynamics 365 for Sales will integrate smoothly with its current technology stack? What steps should be taken to ensure minimal disruption to existing sales workflows and processes during the transition to D365?

    Assessing whether Dynamics 365 for Sales will integrate smoothly with an organization’s current technology stack involves a few key steps:

    • Comprehensive Assessment: Start by conducting a comprehensive assessment of your current technology stack and infrastructure. Understand how your users interact with your system, identify how your data is structured, how it flows within organizational processes, and identify all the business use cases.

    • Integration Capabilities: Consider the integration capabilities of Dynamics 365. It’s designed to integrate with your existing data, business logic, and processes. Also, consider integrating with your Microsoft 365 (formerly Office 365), Power BI, and other Dynamics 365 solutions.

    • Consultation: Consult with TrellisPoint to understand the specifics of integrating Dynamics 365 with your current technology stack.

    To ensure minimal disruption to existing sales workflows and processes during the transition to Dynamics 365, consider the following steps:

    • Pre-Migration Phase: Identify your business requirements and goals and understand how Microsoft Dynamics 365 aligns with your vision. Conduct a readiness assessment to evaluate your organization’s preparedness for the migration, identifying any potential roadblocks or areas that require attention.

    • Migration Phase: Plan the migration timeline and sequencing, ensuring minimal disruption to your business operations. Execute the migration process diligently, paying close attention to detail and employing robust data migration tools or services.

    • Post-Migration Phase: After the migration, validate the data and functionality in Dynamics 365 to ensure everything is working as expected.

  2. With the article highlighting the advanced features and robust support resources available for D365, what type of training and onboarding process is recommended for sales teams to fully leverage the system's capabilities? How can companies gauge the learning curve and ensure a smooth adoption process that doesn't hinder sales productivity?

    Training and onboarding for sales teams to fully leverage the capabilities of Dynamics 365 (D365) should be comprehensive and tailored to the needs of the team. Here are some recommended steps:

    • Define Objectives: Clearly define what specific goals you aim to achieve with D365. This will guide your implementation strategy and help you measure success.

    • Identify Key Performance Indicators (KPIs): Identify KPIs that align with your objectives. These should be specific, measurable, and time-bound. By tracking progress against these KPIs, you can evaluate the effectiveness of the software and make adjustments as needed.

    • Create a Roadmap: Outline the steps and milestones required to achieve your goals. A well-structured roadmap provides clarity and ensures that everyone involved is on the same page.

    • Involve Stakeholders: Engage with stakeholders across your organization to gather their input and understand their needs. By including them in the planning phase, you can address concerns early and ensure a smoother transition.

    • Conduct Training Sessions: Microsoft offers a variety of training resources, including online courses, bootcamps, and deployment guides. These resources can help your sales team understand the capabilities of D365 and how to use them effectively.

    To gauge the learning curve and ensure a smooth adoption process:

    • Adoption Framework: Microsoft provides an easy-to-follow Adoption Framework that guides you through the adoption process and helps optimize results. Each phase is broken into simple steps that guide you to the best practices, resources, and tools you need to build and deploy a customized adoption approach.

    • Monitor Progress: Regularly check in with your team to assess their comfort level with the new system. This can help you identify any areas where additional training or support may be needed.

    • Provide Ongoing Support: It’s important to provide support to new users during and after onboarding. This not only helps them get up to speed more quickly but also ensures they have the resources they need to overcome any challenges they may encounter.

  3. Considering the investment required to implement Dynamics 365 for Sales, what metrics or indicators should organizations look at to perform a comprehensive cost-benefit analysis? How can companies track and measure the return on investment (ROI) post-implementation, especially in terms of improved sales performance and customer relationship management?

      • Performing a comprehensive cost-benefit analysis for implementing Dynamics 365 for Sales involves looking at several key metrics or indicators:

        • User Adoption Rate: This metric gauges the extent to which employees embrace the new system. Higher user adoption rates suggest that employees find value in Dynamics 365, leading to improved efficiency and engagement.
        • Time to Implementation: Measuring the time taken to complete the implementation process provides insights into project management efficiency and can help identify bottlenecks that may hinder progress.
        • System Uptime and Reliability: Ensuring that the Dynamics 365 system remains operational with minimal downtime is crucial. Monitoring uptime and reliability can help gauge the overall health of the implementation.
        • Data Accuracy and Integrity: The accuracy and integrity of data within Dynamics 365 are essential for informed decision-making. Regular audits and checks can assess the quality of data being processed.
        • Customer Engagement Metrics: Dynamics 365 often impacts customer interactions. Monitoring metrics such as customer satisfaction scores, response times, and engagement rates can help assess the impact on customer relationships.
        • Process Efficiency: Analyzing key business processes before and after the implementation can reveal improvements in efficiency, such as reduced processing times, fewer errors, and streamlined workflows.
        • Cost Savings: Measuring cost savings resulting from process optimization and reduced manual effort can demonstrate the tangible benefits of the implementation.

        To track and measure the return on investment (ROI) post-implementation, especially in terms of improved sales performance and customer relationship management, organizations can consider the following:

        • Sales ROI in Returned Revenue: This involves tracking the increase in sales revenue that can be attributed to the implementation of Dynamics 365.
        • Productivity ROI as it relates to People: This involves measuring improvements in productivity that result from using Dynamics 365.
        • TCO – Total Cost of Ownership: This involves calculating the total cost of implementing and maintaining Dynamics 365, and comparing it with the benefits gained.
        • ROI and Financial Metrics: Calculating the return on investment (ROI) of the implementation by comparing the costs incurred with the benefits gained can provide a clear financial picture.

TrellisPoint, Announces Microsoft Relationship Sales Partnership (MRS)

The TrellisPoint team is excited to announce that we are now a Microsoft Relationship Sales Partner. As a Microsoft Relationship Sales Partner we’re...

Read More
3 Mobile App Updates for D365 Sales Coming Soon

3 Mobile App Updates for D365 Sales Coming Soon

New Mobile App Features Available in Release Wave 1 Within the first release of 2022, you’ll see that Microsoft’s focus is on simplifying and...

Read More
Top 6 Benefits of CRM for Manufacturing Companies

Top 6 Benefits of CRM for Manufacturing Companies

Did you know that the CRM industry is a $36 billion industry and that the manufacturing industry is one of the top five industries using CRMs to grow...

Read More