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Microsoft Dynamics 365 for sales


Sales management software that offers digital insight into each deal. Giving you the tools to add superior personalised attention that enhances relationships and breeds revenue.

Readable data that ensures you are focused, and act on the correct priorities. Increase sales speed and identify the perfect point in the sales cycle from predictive intelligence. Office 365 and Dynamics 365 advises you on your relationship health or any risks, so you know exactly when to act. Strengthen relationships by offering relevant product recommendations.

That personal touch. Know your customers, understand their behaviour, trends and see their potential. Your sales team will be equipped to build and develop customer relationships.

Analyse from email interactions which contacts are most receptive. Establish high-quality leads by using sales software and social media to pin point and act on buying signals. Email, calendar, and Dynamics 365 data will reveal specific information about account and opportunities to ensure you strike at the right moment.

Effective Management of data will give you more time for selling, and require less time for administration. Boost productivity, increase revenue, gain key insights and reduce costs, when you automate your sales processes through Microsoft Office embedded capabilities. With an automated advised sales process, you will know what steps to take throughout your sales process. Work remotely anytime, anywhere, with mobile apps that provide news, social data and tasks. Select your preferred tools when managing customers, and work exactly how you want to.

Dashboards, charts and Power BI will equip you with the real time analytical data based on historical and predictive information. Hit your numbers by setting goals and monitoring results. Give feedback, run competitions and motivate your team to achieve.

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Key Benefits


Keep track of Customers

Create or edit an account, or contact ensuring you always have the correct details. Manage the sales process more effectively by nurturing sales from lead to order.


Create Collateral

Create or edit a quote, sales order, invoice or even a product. Specify a goal, or goal rollup query. Total customisation ensures you are always aware of your position with all required information at the touch of a button.


Create a Marketing Campaign

Create a marketing list using in-app marketing. Expand your customer base and customise campaigns.


Familiar Features

With a design layout that matches other Microsoft solutions, you can avoid extensive training.


Business Insight

Visibility into your organisations to make informed decisions and grow your business.


Opportunity Management

Qualify, re-open, create or edit an opportunity. Close opportunities as won or lost. Everything you need to know is tracked.

Key Benefits


Financial Management

General Ledger, create your own chart of accounts relevant for your company. Account receivables, apply incoming payments to related customer or vendor ledger entries and close the related sales invoices or purchase credit memos as paid. Account payables, generate vendor payments prioritised by payment discounts and overdue penalties.


Inventory Management

Inventory, perform basic inventory tasks quicker when receiving, selling, and calculating the cost of items. Item substitutions, link items within the same or similar features so that if a customer orders an item that is unavailable, you can suggest a substitute item. Returns and cancellations, post sales credit memo and visibility to manage customer refunds.



Purchase order management record costs and track accounts payable. Vendor management automate tasks for vendors to record your agreements concerning discounts, prices and payment methods. Vendor item catalogue precisely identify ordered items using vendor numbers linked to your company's internal numbers.


Additional Capabilities

Multiple currency, manage receivables and payables in the currencies needed, and record G/L transactions in different currencies.
Dimensions, add tags to entries for quicker categorisation and analysis, giving you rich analysis of your data.
Document Reporting, customers can create/edit/modify the report layout in a Microsoft Word document using a WYSIWYG editing experience.


Project Management

Job Management create, manage and track customer projects with sophisticated job costing and reporting capabilities. Capacity management, plan capacity and sales and manage usage statistics and profitability of resources. Budgets/estimates improve your organisations flexibility to develop, modify and control budgets to avoid over-expenditure.