Microsoft’s next generation of CRM and ERP applications.
Add the Microsoft cloud, integration with Office 365, LinkedIn and other common data sources and you get a single view of processes, relationships, and data.
Sell smarter with contextual insights and improve coordination between sales and marketing with more visibility and workflows that automatically allocate leads and tasks.
Dynamics 365 can be used across your organisation with extendable modules for Marketing, Finance, Commerce, Service, Operations and HR.
Through AppSource you can find many pre-built solutions from Microsoft and it’s partners to extend the capabilities of Dynamics 365 to meet your business requirements.
Or, use the Microsoft Power Platform to fully customise to your business needs and create your own tailored solutions.
- Seamless integration with Microsoft Cloud, Office 365, LinkedIn, and other data sources for a unified view.
- Sell smarter with contextual insights and automated workflows that improve sales and marketing coordination.
- Extendable modules for Marketing, Finance, Commerce, Service, Operations, and HR.
- Access pre-built solutions via Microsoft AppSource to expand functionality.
Software
Main Features
Contextual AI
Use AI-driven guidance to optimise relationships and focus on the right customers.
Build Relationships
With unified data across LinkedIn Sales Navigator, Dynamics 365 Sales, and Office 365.
Advanced Insights
Identify successful sales calls and replicate using conversation intelligence, and contextual AI-driven insights.
Advanced Insights Improve conversion and win rates
With lead and opportunity scoring based to identify prospects most likely to convert.
Increase response rates
Through warm introductions from colleagues who are already interacting with prospects.
Identify at-risk deals
Gain visibility into conversations, and provide feedback and assistance through built-in coaching tools that helps managers drive performance.
Collaborate and personalise sales documents
Embedded Office 365 tools that fit the way your team works.
Hatchit – your Dynamics 365 Partner
Due to it’s integration with other Microsoft products Dynamics 365 is a natural fit for organisations currently on the Microsoft suite.
If you’re looking for assistance, technical support or deciding whether Dynamics is right for you, please get in touch to discuss your needs.
what you get
Are you looking to deploy CRM? Get our eBook.
If you are looking for assistance from a local partner who knows how to best configure, customise and implement CRM so that you get maximum value then please get in touch.
This CRM does everything.”
Capterra
The Snaps
Sales Force Look
