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7 min read • May 19, 2022
As a former CRM sales super user at a
medium-sized company, I am well acquainted with everyday life in a sales
department. The word "CRM" was always followed by a sigh.
The Management would complain that Leads
did not qualify in time or that opportunities were not registered.
Salespeople have a hard time prioritizing what to do – they “can’t see the wood for the trees” - and often complain about having to do too much administrative work.
The great advantage of Dynamics 365 is
that the software can be directly integrated with apps that
most businesses already use, such as Teams, Excel, SharePoint,
OneNote and Outlook.
Let me try to make your sales day easier by sharing my 8 favourites, both from
Dynamics 365 Sales CRM as well as the Microsoft platform.
By integrating Microsoft Teams into Dynamics 365 Sales, which is
an out-of-the-box feature, it
will not only save you time, as you do not have to
switch between apps, but will also accelerate workflow efficiency by bringing
together all stakeholders in the context of the deal they are pursuing.
This works across any record in Dynamics; leads, opportunity, accounts, contacts and so forth.
Search for existing accounts in your CRM database from within LinkedIn Sales Navigator. Once you´ve done that you can also select an
existing opportunity related to the account that you have picked, and you can
add a stakeholder role to this contact.
From the leads, opportunities, account- and contact views in Dynamics
365 CRM, you can access and see the LinkedIn profiles for a contact as well as
the company profile on LinkedIn.
This enables the
possibility of sending emails or messages
directly to a contact without having to navigate back to Sales Navigator.
LinkedIn InMail allows you to send a message to your contact through
LinkedIn and it creates an activity in the timeline in Dynamics at the same
Or why not send an introduction request to some of your connections in
order to broaden your network.
We already know that Excel and Dynamics work well together as both are
Microsoft tools, and there are also pre-built dashboard options in Dynamics, as
well as integration to Power BI.
However, I would like to focus
on the new Deal Manager in Dynamics 365, which provides a summary and a
visualisation of your open
Opportunities. The bigger the circle, the more the
estimated revenue is worth, the green circles are the ones most
likely to close and red the ones are less likely. This is using a Sales Insights
AI feature called Predictive Opportunity Scoring based on what has been won or
lost in the past. It gives a nice overview and helps sales to prioritise their list of opportunities. And of course, there are filtering and editing options, so that you do not have to switch views.
If you are a salesperson who´s not already
using the Dynamics 365 Sales App, I suggest that you download it now.
Get easy access to your leads, opportunities, accounts and contacts, meetings
etc. or search for other records. Take notes by typing, or use the integrated speech-to-text
feature if you’re on the move! Maybe you did some quick sketching with a pen and paper together
with a customer – simply take a picture of that drawing and add it directly to the Note.
The mobile app provides a rich offline experience that lets you work with
commands such as create, read, update, and delete—along with some
special commands—so you always stay productive. After you're back online,
changes you've made are synchronised and updated in the system.
Continuing the above topic on flexibility and
being able to work wherever you are located - yes, you can use
Teams in Dynamics 365 to chat and collaborate with colleagues. Furthermore, to make it as
convenient as possible for you as a user, you can also work the other way
around – by accessing Dynamics 365 Sales from within Teams!
It expands the possibilities for cooperation even further when you are able to
ensure that the whole team has all the customer and project data they need, in
With the out-of-the-box Sales accelerator, you can work with an intelligent and
organised work list. It
helps to prioritise your daily work and gathers all information in one place.
By adding rules, you can auto assign Leads from, for example a specific lead source, to
another user. Enabling more team members to help out is one way of speeding
up the qualifying process.
As Covid restrictions are eased, many of
us are looking forward to meeting in person
again! There is already a standard map available in Dynamics 365 CRM, but if you are planning a customer visit or maybe a road show of some kind,
it could be worth integrating Maplytics!
With the Appointment Planner in Maplytics, you can get an
overview of other Accounts located within a specified distance of the Customer
you are visiting, get route suggestion, or see which areas that you may need to
expand in with Heat maps.
Speeding up and streamlining approval processes can be crucial in a sales
department! Whether you need a client discount, an expense report or a vacation
request approved - manage it all with Approvals in Teams!
When a frontline worker needs something approved and recorded with more
formal attestation, for example an NDA, they can easily create an electronic
signature approval using Adobe Sign, DocuSign, and other third-party providers
natively within the Approval app.
The Approvals app provides a simple way of bringing auditing, compliance,
accountability, and workflows to both structured and unstructured Approvals in
The market has quickly evolved to offer a
multitude of CRM systems, some of which offer more functionalities and perks
Having a common data platform, like Microsoft Dataverse, which is
designed to work with any type of data, not only speeds up
processes, but also offers more in-depth
insights that are specifically tailored to your business.
With that said - having the tools doesn’t mean you have a complete solution. Another key aspect is to have clearly defined and unified working processes and routines within your
If this text has raised any questions or
you would like more information, please do not hesitate to
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