AI-Powered Transformation with Dynamics 365 Sales

Revolutionize your sales pipeline and strengthen customer relationships with AI-powered Dynamics 365 Sales. Automate repetitive tasks, close deals faster, and build long-lasting relationships.

Copilot & AI Agents in Sales

Discover how Copilot and AI agents automate lead qualification, deal management, and sales insights.

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AI-Powered Transformation with Dynamics 365 Sales

Why does your business need AI-Powered Dynamics 365 Sales?

Transform Your Selling Approach

Transform Your Selling Approach

Eliminate traditional selling techniques involving common promotional messaging for all customers. Redefine sales by learning more about your customers, personalizing communications, and collaborating with business functions for targeted marketing to build deeper relationships and transform your overall selling experience.

Accelerate Deal Closures

Accelerate Deal Closures

Stop nurturing every potential customer with the same strategies and techniques. Use AI insights and automation to identify high-potential opportunities, nurture them with enticing promotional offers, and convert them into orders.

Create a Unified Customer View

Create a Unified Customer View

Customer information scattered across different sales and marketing channels is outdated. Microsoft’s CRM solution offers a unified, AI-assisted view of your customers and their shopping patterns to drive valuable engagements and long-lasting relationships.

Enhance Sales Forecasting Accuracy

Enhance Sales Forecasting Accuracy

Dynamics 365 Sales offers a 360-degree view of your customers’ past purchases and interactions, enabling you to predict their preferred products, purchase channels, shopping times, and devices, resulting in strategic adjustments to promotions and sales techniques.

Build Stronger Customer Relationships

Build Stronger Customer Relationships

Creating the same engagement and experience for every customer doesn’t attract customers anymore. With the right tool, you can understand your customers, personalize engagement to address their needs, and create unique experiences to retain them for the future with loyalty only to your business.

Copilot in Dynamics 365 Sales

Opportunity management

Copilot in Dynamics 365 Sales helps in analyzing your leads, score them based on your business criteria, allocate them to sales representatives, and keep engaging with them for conversion into closed deals.

Insights and analytics

Analyze customers’ shopping habits, product sentiment, and behavioral shifts with Copilot in Dynamics 365 Sales to accurately forecast future sales and adapt customer engagement strategies proactively.

Customer engagement

Enrich your customer interactions by engaging across multiple channels. Moreover, use AI-generated insights to understand their preferences and personalize product experiences that leads to customer satisfaction and improved customer relationships.

Sales performance management

Manage your sales performance with Copilot by keeping the entire sales lifecycle on track. Set goals, monitor activities and tasks, analyze performance with AI-driven insights, and make informed decisions to achieve your targets.

Cross-departmental collaboration

Enable collaboration between different business functions – marketing, sales, and customer services – to have a unified view of customers that helps you make sales-specific decisions and strategies.

AI Agents in Dynamics 365 Sales

Sales Qualification Agent

Sales Qualification Agent in Dynamics 365 CRM automates lead qualification by analyzing your CRM data and engagement history, using AI-driven scoring to prioritize high-potential prospects. Copilot in Dynamics 365 suggests next best actions, filters out low-quality leads, and integrates with Customer Insights to provide a 360-degree view of lead readiness.

Sales Order Agent

The Sales Order Agent streamlines order creation and processing within Dynamics 365 CRM while validating pricing, discounts, and inventory availability in real time. In addition, it automates repetitive order tasks, ensures compliance with approval workflows, and connects with ERP systems for seamless fulfillment and invoicing.

Sales Research Agent

The Sales Research Agent provides contextual insights on prospects and accounts by combining internal data with external signals such as competitors, market trends, social media, and news. Copilot delivers AI-powered account summaries and recommends personalized engagement tactics to help sales teams prepare for meetings and engage more effectively.

Our Services

Intech helps revolutionize your sales operations by leveraging AI for customer experience management. Dynamics 365 Sales connects data dots across your business to enhance the entire prospect-to-customer lifecycle, helping you address your customers’ needs with customized solutions.

Implementation

Implementation

We configure the Sales solution to align it with your business objectives and industry trends. With relevant customized modules and integrated functionalities, we deploy it safely to your technology environment to enable AI-driven technology transformation.

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Training

Training

We create learning paths for different employees with diverse roles and responsibilities in the Sales and Marketing teams using this solution. Whether it is basic navigation or advanced features, we conduct virtual or face-to-face training programs to help you derive the maximum benefit from this CRM solution.

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Migration

Migration

Your shift from the existing system to the AI-led Dynamics 365 Sales is made easy by our expert team. We prepare you for migration from your legacy software to the advanced Dynamics 365 software by extracting, cleaning, mapping, transforming, loading, and validating data to ensure alignment with the new system.

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Support

Support

Whether you need guidance on modules or functionalities, assistance on the technical aspects of the solution, or consultation on proper use of the solution, we provide end-to-end support to maximize your ROI from this AI-powered CRM solution. We offer both post-go-live and extended support to ensure better change management.

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Intech-Built Extensions for Dynamics 365 Sales

Below are some of our top solutions that integrate seamlessly with Dynamics 365 Sales to cater to your specific business needs. Implement these modules to up your game in business sales and customer relationship management

Approval management

Approval management

Intech’s Approval Management App for Dynamics 365 eliminates approval delays with streamlined, configurable workflows and smarter decision-making. From multi-level approvals to Teams and Outlook integration, it simplifies complex processes and brings speed, transparency, and control to your CRM

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Dealer Management System

Dealer Management System

Intech’s Dealer Management System helps you manage your dealer network with ease by streamlining the inventory, end-to-end sales process, compliance, and campaign management.

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Expense Management

Expense Management

This add-on makes managing expenses convenient with a web-based, user-friendly interface that facilitates speedy approvals, automated data entry, and real-time notifications.

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Sales and Service for Manufacturing

Sales and Service for Manufacturing

Forecast demand, streamline quotation process, build transparent payment cycles, and manage sales workflow with this ISV functionality from Intech.

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Flexible Licensing Options for Dynamics 365 Sales

Dynamics 365 Sales Professional

This license provides access to all the core modules of the Dynamics 365 Sales solution to convert opportunities into successful sales.

Dynamics 365 Sales Enterprise Edition

The Enterprise edition provides the benefits of advanced-level customizations, AI features, and contextual insights on top of the Professional license.

Dynamics 365 Sales Premium

Sellers and sales managers can enjoy more productivity with pre-built, customizable intelligence solutions added to the Enterprise edition.

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Successful customer stories

Want to see how our customers are reaping the benefits of the Dynamics 365 Sales solution?

JK Fenner enhances dealer engagement with Dynamics 365

Product
Dynamics 365
Industry
Manufacturing
Region
India
Read Story

A USA manufacturer efficiently manages data to generate insights with Microsoft Fabric

Product
Microsoft Fabric
Industry
Manufacturing
Region
USA
Read Story

Jewellery manufacturer and retailer leverage Power Apps to enhance process efficiencies and productivity

Product
Dynamics 365 Finance & Operations
Industry
Manufacturing
Region
India
Read Story
See All Customer Stories

Lead Your Industry. Lead with Intech

Give an effective push to your sales operations with Dynamics 365 Sales.
Sail smoothly through the sales lifecycle, close more deals, and get real-time insights and AI-powered business intelligence on customers.

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Frequently Asked Questions

Any business question, answered with precision.

Microsoft Teams is already integrated with this cloud and AI transformation solution. It enables the sales team to manage all sales activities on Teams itself. It allows you to:

  • View customer account details
  • Share sales opportunity status
  • View customer purchase history
  • Check customer service records
  • Monitor follow-up activities
  • Collaborate with other teams through Teams chat and calls

These help you collaborate with team members on managing customer accounts, resulting in better conversions and healthier customer relationships.

You must use the most basic and cheapest license package – Professional. This license facilitates AI-powered automation in the Microsoft ecosystem. It does not have AI capabilities, but it has core CRM features that support lead management, opportunity management, sales forecasting, pipeline management, and customer relationship management.

Dynamics 365 Sales is integrated with LinkedIn Sales Navigator to make the best use of insights from this professional network for converting leads into customers. It makes use of the following LinkedIn aspects:

  • Advanced search filters to find leads based on factors like existing company, role, and industry
  • Find mutual connections and build a rapport with them, communicate further, and convert them into customers
  • Collect more details on a business’s key decision-makers and explore further to connect with them

You can benefit from the AI capabilities of the Sales Insights module provided under Enterprise and Premium licenses. These include:

  • Predictive analytics to score and rank leads and opportunities
  • Real-time suggestions on customer relationship improvement techniques
  • Conversation intelligence to analyze text from calls to generate insights
  • AI forecasts to help plan resource requirements, allocation, and hiring

Intech ensures customization of the solution to meet your business requirements, helping you achieve your sales goals. Our involvement starts with solution implementation, employee training, and ongoing support to ensure a smooth transition without any hassles. As a trusted Microsoft Dynamics 365 partner, our expertise is always at your disposal to facilitate a strategic advantage for you over your peers.