Dynamics 365 For Sales

Grow your Business with Microsoft Dynamics 365 For Sales

Microsoft Dynamics 365 for Sales empowers your sales team with the insights, guidance, and tools to drive personal engagement with customers. For Organizations attempting to spice up the effectiveness of their business development activities, Microsoft Dynamics 365 For Sales provides foremost sales automation platform capable of managing their entire business development process.

Accessible through web, or via purpose-built mobile apps, embedded directly in Microsoft Outlook, Dynamics 365 For Sales can facilitate organizations gain a 360-degree browse of essential business development processes, maximize revenue opportunities, and effectively collaborate across trailing teams.

Benefits of Dynamics 365 for Sales

Accelerate Sales Team Performance 

Increase sales effectiveness and performance by setting goals, monitoring results take corrective actions by using real-time dashboards.

Streamline Seller Productivity with Cohesive Tools

Cohesive tools like Excel and Outlook that work seamlessly with dynamics 365 for sales. Streamline Seller Productivity.

Empower your sales with AI-Driven Insights

AI capabilities of Microsoft Dynamics 365 AI for Sales can empower your sales team and provide actionable insights to take productive decisions.

Foster Sellers to Build Relationship with Buyers

By combining LinkedIn Sales Navigator and Dynamics 365 for sales, sellers can get insights they need to manage buyers relationships.

Dynamics 365 For Sales Key Capabilities

ACTIONABLE INSIGHTS

Sell smarter with embedded intelligence.Get recommendations and guidance at every stage of the deal so you stay focused on moving deals forward.

RELATIONSHIP MANAGEMENT

 

Foster relationships with authentic and personal engagement. Find and connect with the right buyers and grow sales relationships by combining LinkedIn Sales Navigator and Dynamics 365 for Sales.

SALES PRODUCTIVITY

 

Boost productivity and increase revenue.Seamlessly connect business data with Office 365 and LinkedIn data to guide sellers throughout your sales processes – even while on the go.

SALES PERFORMANCE

Accelerate sales performance.Get visibility into sales performance with analytics dashboards based on historical and predictive data. Onboard and motivate sellers through sales contests that promote teamwork and accountability.

CYNOTECK – AN EXPERT IN MANAGING AND IMPLEMENTING MICROSOFT DYNAMICS 365 FOR SALES

Cynoteck is a Microsoft Gold Partner, we have strong expertise in Dynamics 365 for sales implementations across different industry verticals.  Our Microsoft Dynamics 365 Sales solutions provide best-in-class sales automation implementations. Capable of managing the entire sales process for organizations that are looking to improve the effectiveness of their business development activities.
It is important that sales teams understand how technology will benefit them before Dynamics 365 for Sales can achieve these results. The reason why CRM projects often fail to deliver their expected results is because of poor user adoption. Cynoteck Technology engages and educates sales teams to ensure requirements are heard. We demonstrate how Dynamics 365 for Sales can help you sell more effectively to acquire user adoption and develop a culture of engagement empowerment from the outset.
Adopting this approach will help you overcome frequent user barriers that in turn will help organizations gain a 360-degree view of critical business development processes and maximize revenue opportunities.

Dynamic 365 for sales implementation packages

Free

1-Hour

Module

Dynamics 365 for Sales

For the organizations that are either looking to move into Dynamics 365 for Sales from other CRMs or looking into implementing a CRM within their organization

Agenda

Introduction to Dynamics 365 for Sales

Review of core processes and current business
challenges.

Current Sales Process Review

Deliverable

Understanding of current sales process

How can the current sales process be optimized and mapped to Dynamics 365 for sales

Dynamics 365 implementation proposal.

Essential

40 Hours

Module

Dynamics 365 for Sales

Agenda

Introduction Dynamics 365 for sales

Identify how Dynamics 365 for Sales QuickStart package is a simple, cost effective way to bring your sales pipeline to life.
Grow your business and start managing sales leads and

Identify how Dynamics 365 is a cost effective way to bring
your sales pipeline to life.

Deliverable

Business Unit Setup

CRM Unit Setup -Upto 5 users

Role and Permission Setup

Mailbox Configuration

Currency Setup

Admin Training

Introduction to Dashboard and Report

After configuring the essential package your system will be up and running to use Dynamics 365 for sales .
You will start seeing the benefits of using this system immediately

Introduction to Dashboard and Report

After configuring the essential package your system will be up and running to use Dynamics 365 for sales .
You will start seeing the benefits of using this system immediately

Premium Package

100 Hours

Module

Dynamics 365 for Sales

This package already covers complete essential package (40 hours) which includes:
– Business Unit Setup
– CRM Users Setup
– Roles and Permission Setup
– Mailbox Configuration
– Currency Setup
– Admin Training

– Introduction to Dashboards and Reports

Agenda

Introduction Dynamics 365 for sales

Identify how Dynamics 365 for Sales QuickStart package is a simple, cost effective way to bring your sales pipeline to life.

Current Sales Process Review

Identify how Dynamics 365 is a cost effective way to bring
your sales pipeline to life.

Deliverable

Understanding of current sales process

Integration:
– Outlook Integration
– Sharepoint and OneNote
– Yammer
– Social Engagement

Reporting:
Reports by Wizard
Dashboards and Views

Advance

160 Hours

Module

Dynamics 365 for Sales

This package already covers complete essential package (160 hours) which includes basic setup, Integration and reporting.

Agenda

Introduction Dynamics 365 for sales

Identify how Dynamics 365 for Sales QuickStart package is a simple, cost effective way to bring your sales pipeline to life.

Current Sales Process Review

Deliverable

Understanding of current sales process

– Dynamics 365 Portal configuration
– Mobile app configuration
– Customization:
Reports – 5 reports
Forms – 5 Forms
Entities – 5 Entities
Workflows – 5 workflow

* Development with simple and medium complexity

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