Skip to the main content.

Microsoft Dynamics 365 Sales Partner

TrellisPoint, your D365 Sales Implementation Partner for Strategic Growth

 

GET STARTED

Accelerate Revenue & Close More Deals

At TrellisPoint, we specialize in implementing Microsoft Dynamics 365 Sales. It's a comprehensive CRM solution designed to streamline your sales processes, improve customer relationships, and drive business growth.
 

D365 Sales Key Features

Dynamics 365 Sales for Sales Managers

Revenue Intelligence

Revenue Intelligence

Copilot helps sales managers set up pricing, define targets, forecast sales, and manage the top line proactively and efficiently.

Sales Performance Analysis

Sales Performance Analysis

Managers can use Copilot to analyze sales performance, track team activities, and gain insights into areas that need improvement.

Coaching & Training

Coaching and Training

Copilot provides insights and recommendations that managers can use to coach their sales teams, improving overall performance and effectiveness.

Forecast Adjustments

Forecast Adjustments

Managers can adjust forecast values at different levels, ensuring accurate and up-to-date sales predictions.

Strategy Development

Strategy Development

Copilot assists in developing and implementing sales strategies by providing actionable insights and facilitating engagement with prospects and customers.

Dynamics 365 Sales for Sales Teams

Opportunity Summaries-1

Opportunity Summaries

Copilot provides quick summaries of opportunity and lead records, allowing salespeople to catch up on updates and prepare for meetings more efficiently.

Data Retrieval-1

Data Retrieval

Copilot can retrieve and summarize data from various sources within Dynamics 365 Sales, helping salespeople quickly access relevant information about their customers and opportunities.

Email Drafting-1

Email Drafting

Copilot assists in drafting emails by suggesting content based on the context of the sales interaction, making communication more efficient and personalized.

Task Automation-1

Task Automation

Routine tasks such as data entry and follow-up reminders can be automated by Copilot, freeing up time for salespeople to focus on more strategic activities.

Meeting Preparation-1

Meeting Preparation

Copilot helps salespeople prepare for meetings by providing summaries and insights on customer interactions and sales opportunities.

Qualify Opportunities

View AI-based scoring models and a prioritized work list for leads and opportunities.

Qualify-opportunities

Prepare for Engagements

View a timeline of past customer activities or use Copilot to generate opportunity summaries and meeting preparation notes.

Prepare for engagements

Track Progress

Track your pipeline and progress toward key performance indicators (KPIs) using embedded charts and dashboards.

track progress

Take the Best Action

Get suggestions for sales actions and next steps to advance the deal.

take the best action

Dynamics 365 is Recognized as a Leader by Top Industry Analysts

Forrester named Microsoft as a Leader in the CRM Suites Wave, Core CRM Solutions Wave and the Sales Force Automation Wave.
Gartner named Microsoft a Leader in the 2023 Gartner® Magic Quadrant™ for Sales Force Automation Platforms4 and a Leader in the 2023 Gartner® Magic Quadrant™ for B2B Marketing Automation Platforms
Microsoft Dynamics 365 Customer Insights recognized as an Overall, Product, Innovation and Market Leader in KuppingerCole’s Leadership Compass 2022 for Customer Data Platforms

Microsoft is on the Constellation ShortList for top vendors in Sales Force Automation, Sales Engagement Platforms and B2B Marketing Automation

Popular Integrations with D365 Sales

office 365

Microsoft 365 and Office Applications


Dynamics 365 Sales integrates seamlessly with Microsoft 365, including Word, Excel, and Outlook, allowing for easy data import/export, document management, and email communication.

sales navigator

LinkedIn Sales Navigator


Integration with LinkedIn Sales Navigator enables sales teams to leverage social selling by accessing LinkedIn profiles, finding new leads, and receiving lead recommendations directly within Dynamics 365 Sales.

Azure

Azure and Power Platform


Dynamics 365 Sales integrates with Azure and the Power Platform, enabling advanced analytics, AI capabilities, and custom workflows. This integration allows businesses to automate processes, gain deeper insights, and enhance productivity with low-code/no-code solutions.

Business Central

Business Central and Field Service


The integration between Dynamics 365 Sales and other Dynamics 365 modules like Business Central and Field Service provides a holistic view of operations. It ensures real-time synchronization of data, efficient scheduling, and accurate invoicing, enhancing overall operational efficiency​

copilot d 365 integrations

Compatible with Leading Marketing Automation Platforms

Mailchimp Marketo Click Dimensions Hubspot Emfluence Act On constant-contact-logo zoho logo
 

Dynamics 365 Sales FAQ

Dynamics 365 Sales Articles

2 min read

Unifying CRM Systems for a Health, Wealth & Life Insurance Firm with Dynamics 365 CE

Unifying CRM Systems for a Health, Wealth & Life Insurance Firm with Dynamics 365 CE Industry & Challenge A leading financial services firm specializing in health, wealth, and life insurance struggled with disconnected CRM...
2 min read

Modernizing Sales and R&D with D365 & Power Platform | Manufacturing

Modernizing Sales & R&D for a Chemical Manufacturer with D365 & Power Platform Industry & Challenge A chemical manufacturing company struggled with poor CRM adoption, outdated systems, and an inefficient R&D process. Their...
2 min read

Reviving a Struggling CRM Implementation | IT Firm with D365 Sales

Reviving a Struggling CRM Implementation for an IT Firm with Dynamics 365 Sales Industry & Challenge An IT services company had already implemented Dynamics 365 Sales, but the system was failing to meet the needs of its...
2 min read

Reliable CRM Support During an Internal Employee's Extended Leave

Reliable CRM Support Provided When the Internal Resource Was Unavailable at a Wealth Management Firm Industry & Challenge A wealth management firm in the fin serv industry faced a sudden operational gap when their primary...
2 min read

Using Microsoft Dynamics 365 to Eliminate Data Silos in Manufacturing

Modernizing Business Systems: A Manufacturer’s Move to a Unified Microsoft Platform Industry & Challenge A chemical manufacturing company faced a critical operational challenge, their Enterprise Resource Planning (ERP) and...
6 min read

3 Steps to Plant, Grow, Nurture & Harvest Insights | CRM Data Garden

Plant, Nurture, Grow & Harvest Insights from Your CRM Data Garden Quick Overview: 3 Steps for a Thriving CRM Data Garden Plant (Unify & Prepare Data): Consolidate data sources into one CRM and cleanse out errors or...

TrellisPoint Can Help!

Implementing Dynamics 365 for Sales can significantly transform your sales operations, enhance customer relationships, and drive growth. At TrellisPoint, we specialize in delivering tailored implementation services that ensure you get the most out of this powerful CRM solution.