Why Does Your Business Need
Dynamics 365 Sales?
Transform Your Selling Approach
Accelerate Deal Closures
Create a Unified Customer View
Enhance Sales Forecasting Accuracy
Build Stronger Customer Relationships
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
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.
Dynamics 365 Extensions for your Sales Solution
AI-enabled capabilities that enhance your sales efficiency and decision-making accuracy. Below are some of our top solutions that integrate seamlessly with Dynamics 365 Sales to address your specific business needs.
Flexible Licensing Options for
Dynamics 365 Sales
Dynamics 365 Sales Professional
Dynamics 365 Sales Enterprise Edition
Dynamics 365 Sales Premium
Successful Customer Stories
Take a look at how our customers benefited from Dynamics 365 Sales.
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.
Resources & Competitive Insights
As a certified Microsoft Solutions partner, we help businesses harness the full potential of AI-powered Microsoft Dynamics 365 ERP, CRM, Business Intelligence, and Microsoft Fabric. Read these insights to learn more.
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 can start with the most basic and cost-effective license: Professional. It includes core CRM capabilities such as lead and opportunity management, sales forecasting, pipeline tracking, and customer relationship management. While it doesn’t include built-in AI features, it provides a strong foundation to support your sales processes.
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.