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Dynamics 365 Sales

Go beyond sales force automation with Dynamics 365 Sales to better understand customer needs.

Meet Unifi

Unifi is the Microsoft Dynamics practice with Synergi. Our Microsoft Dynamics specialists work to keep up-to-date on the latest in CRM, ERP, and business applications and support businesses in implementing and making the most of Dynamics.

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Create a sales environment that drives success

Dynamics Sales allow businesses to focus on the right customers, build trusted relationships, and take swift action with a solution that unifies relationship data and provides contextual AI-driven insights.

Keep the focus on relationships with unified sales solutions and data across LinkedIn Sales Navigator and Dynamics 365 Sales.

Free up more time for selling with a streamlined sales process that’s supported by familiar and cohesive tools and intelligent optimisation. Effectively coach your sales team with data-driven feedback and make decisions based on real-time data and emerging trends. Drive revenue with pipeline analysis, deal insights, relationship analytics, and conversation intelligence.

Identify and replicate successful sales calls with conversation intelligence and help sales teams sell smarter with contextual AI-driven insights.

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Build authentic and personal relationships

Unify your relationship data and processes with LinkedIn Sales Navigator integration so your sales team can build trust and easily manage relationships at scale. Get profiles and insights with LinkedIn Sales Navigator integration, including related leads and ways to secure a warm introduction. Keep track of your contacts and visualise relationships among contacts with interactive org charts. Collaborate on and personalise sales documents with embedded Office 365 tools. See your customer’s point of view and improve your sales engagement by bringing your customer data together with survey insights from Microsoft Forms Pro—included with Dynamics 365 Sales.

Create a more effective sales team

Collaborate on deals across functions and geography with customer information and document sharing directly from Microsoft Teams. Minimise manual data entry by scanning and converting business cards into new records in Dynamics 365. Streamline workflow with modern mobile applications and familiar tools like Outlook, Excel, and SharePoint that work seamlessly with Dynamics 365 Sales. Recruit, onboard, and strengthen your partner channel. Give your partners a quick view of interactions across opportunities, cases, and other relevant information with partner relationship management.

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Accelerate sales performance

Help your sales managers drive performance with pipeline analysis, deal insights, relationship analytics and conversation intelligence. Discover emerging customer needs, competitive dynamics, and both market and customer trends with AI-driven insights. Proactively identify "at-risk" deals, gain visibility into conversations, and provide actionable feedback to your team through built-in coaching tools.

Innovate with flexible solutions

Accelerate time to market by quickly adapting the prebuilt application to your needs with visual editors. Automate workflows, analyse data, and easily build custom applications with Microsoft Power Platform. Easily deliver insights to your sales team with built-in AI. Customise insights to fit your sales process—no code required. Reduce the cost and complexity of operating a global infrastructure with Azure, and help safeguard your data throughout Microsoft datacenters. Transform the end-to-end customer journey by unifying your data across marketing, sales, and service.

What can Dynamics 365 Sales do for me?

  • Sell smarter with contextual insights
  • Build relationships with authentic and personal engagement
  • Free up more time for selling by minimising routine tasks with contextual prompts
  • Boost sales productivity with seamless tools
  • Accelerate sales performance
  • Innovate with flexible solutions that grow with your business

By far the best system when it comes to invoicing. We integrated data from Salesforce, Basware and so on into D365. The ease of integration with Azure business events is an added advantage. We were able to use the oData and DMF interfaces of Dynamics for our projects.

Easy to use, does not need extensive training for a not so tech savvy user , the layout of things is pretty nice

I like it a lot because it is very easy to use. All team members see the status of each sales prospect in my company. I find it very useful

There are so many features and apps for this product. Pretty much anything you can dream up they have it or you can create it

Dynamics implements a convenient user interface that is easy to use without prior familiarization. I love how well integration with Outlook and many other programs works

Dynamics has been a very positive experience for us. It has become the lifeblood of our finance and operations departments

Dynamics allowed me to integrate the billing, inventory, payroll, tax and even customer service modules. I truly consider it an indispensable tool when you want to run a business properly

Read Unifi's Case Studies

Discover how Unifi and Microsoft Dynamics have helped other businesses to unite their people, processes, and data and transform their processes.

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