- All activities such as phone calls or appointments related to a customer or opportunity in a single location.
- Automatic reminders and suggestions regarding sales opportunities or appointments through the relationship assistant.
- Guided business processes show you what step you need to take next to get to completion faster.
- Business processes can be adapted to the requirements of your company.
- Dynamics 365 Sales is closely linked to Office 365 and thus makes working in the CRM system much easier:
- With SharePoint you ensure structured data storage , save and organize your documents in a central location that can be accessed from anywhere.
- Easily edit CRM data without having to switch between applications.
- Access from anywhere and on all end devices (PC, Mac, tablet or smartphone)
By the way: A decisive criterion for a CRM system quickly gaining acceptance within the company is user training . The better your employees can use Microsoft Dynamics 365 Sales, the faster you can use the full potential of this solution.