Microsoft Dynamic 365 Sales
Go beyond sales force automation (SFA) with Dynamics 365 for Sales to better understand customer needs, engage more effectively, and win more deals.
Turn relationships into revenue
Enable smarter selling with embedded AI
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.
Empower sellers to build relationships
Keep the focus on relationships with unified sales solutions and data across LinkedIn Sales Navigator and Dynamics 365 for Sales.
Boost sales productivity with seamless tools
Free up more time for selling with a streamlined sales process that’s supported by familiar and cohesive tools and intelligent optimization.
Improve coaching and sales performance
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.
Increase sales profitably with advanced insights
Enhance sales effectiveness and efficiency with additional AI-powered automation, predictive insights, and intelligence for sellers and sales managers using Dynamics 365 Sales Insights.
Innovate with sales solutions built to evolve
Drive innovation with adaptable and scalable sales solutions that are easy to tailor, extend, and connect to other applications and services you already use.
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Choose your plan
You will be charged for the plan after the admin approves your vendor account
Dynamics 365
for Sales
Professional
Core sales force automation andOffice 365 integration
- 15 Accounts
- 100 GB Space
- 1 Domain Name
- 500 GB Bandwidth
Dynamics 365
for Sales
Enterprise
Industry-leading sales force automationwith embedded insights and
advanced customization capabilities
- 15 Accounts
- 100 GB Space
- 1 Domain Name
- 500 GB Bandwidth
Customer Engagement Plan
Dynamics 365 for Sales Enterprise, CustomerService, Field Service, Project Service
Automation
- 15 Accounts
- 100 GB Space
- 1 Domain Name
- 500 GB Bandwidth
Connect data and processes to enable relationship selling
Unify relationship data and processes with integration between LinkedIn Sales Navigator and Dynamics 365 for Sales, so sellers have the insights they need to build trust and easily manage relationships at scale. We will understand your business needs, collaborate with you on the scope of work, deliver a PoC and suggest what solution is best suited to your business.
Capture buying signals from social media
Provide insights that show relevant conversations to join and content to share, so sellers can seize opportunities to engage buyers on social media.
Increase sales effectiveness
Hit your numbers by setting goals, monitoring results, and providing timely feedback and coaching. Investigate deviations from plan and take corrective action using real-time analytic dashboards.
Motivate sellers
Energize your sellers with fun and exciting team-based sales contests. Improve sales performance and hold everyone accountable with a unique gamification solution that makes results highly visible.
Dynamics 365 Modules
Be ready for growth through nimble, adaptable applications.
Dynamics for Sales
Have your team spend more time converting sales leads than be caught up with admin procedures. Get more from your investment.
Dynamics for Customer Service
Improve your customer experience. Exceed customers’ expectations by relying on predictable data and build stronger relationships.
Dynamics for Field Service
Optimise field service operations and delight customers with improved resource productivity and ROI.
Dynamics for Operations
Connect all your departments and processes and have better insight into your overall business performance.
Dynamics for Marketing
Stay ahead of the game with an integrated marketing approach which allows you to run several marketing campaigns across multiple channels.
Dynamics for Project Service Automation
Monitor the progress of your projects, collaborate more and proactively anticipate project needs.
Enable your Business with Microsoft Dynamics 365
Accelerate your business growth
With the introduction of Dynamics 365 Healthcare Accelerator, the Dynamics 365 Business Application Platform brings to life its first vertically focused set of Common Data Model extensions. The Dynamics 365 Healthcare accelerator solution adds a robust set of features to the already extensive productivity suite offered by Dynamics 365 specifically for Healthcare.
In today’s blog, we’ll discuss the Microsoft Dynamics 365 Health solution and the many facets it encompasses.
Deep Dive of Entities
Self-Contained Solution
The free downloadable package provides the baseline entities necessary to build your unique processes upon. The Dynamics Higher Education Accelerator contains:
- Ribbon and navigation delivered for Higher Education experience
- Fields and forms for both out of box and custom entities
- System Views that provide easy access to entities
- A Power BI report that allows us to analyze the history of a completed course, drilling into details on student performance, teacher effectiveness, and course feedback
Student record
The Student record provides a vast array of out-of-box fields, custom fields unique to the Accelerator as well as sub-GRIDs that taken together provide a single view of detailed data regarding the student:
- Tabs of data allowing you to easily see the student status, current academic concentration, address, contact numbers and more
- Previous Education history is available and allows for visibility into the past of the student prior to arrival at your institution via Academic Period records
- Entire Activity history of all actions taken by Dynamics 365 Users against that student including Appointments, Transactional Emails, Tasks, and Marketing Emails
- Full Case history to understand the various types of requests that are flowing in from the student via Email, call-ins, and requests submitted on the Dynamics 365 Portal
- Course History of the courses this student has either completed or are in-progress while enrolled at your institution
- Extra-Curricular (Club and Organization) participation by the student
- Ability to display results of any Exams that have been completed by the student, either prior to arriving at the school or while enrolled at the school
Expand and grow across the campus
Use as many of these higher education entities that you desire in your unique business processes and you’re free to add your own custom entities as well. A major strength of Dynamics 365 and the Power platform is the platform allows you to configure and customize the experience to match the specific requirements of your school. Entity forms can be edited to maximize how users perform their jobs at your school.
You can grow into various departments within your school with Dynamics 365 including recruitment, student services, student success, career services, alumni management, and more. Many schools begin deploying in one facet of their business and then eventually desire to deploy Dynamics 365 campus wide.
Partner solutions can be layered into the design that provide deep, targeted features based on best practices of their customer base and industry knowledge. There may be times when you’ll want to license capabilities versus building yourself and AppSource is a great way to exploit the power of Dynamics 365 and the Power platform. Having a published model from Microsoft allows for better collaboration between customers, designers, and partners.
Course History record
This Entity is typically populated via an integration to back-end applications via use of the Common Data Service the Accelerator is optimized for.
In this record, you can capture:
- Course and Course Section the student registered for
- Instructor of the course section
- Credits earned
- Grade for the course
Entities within the solution
The Dynamics 365 Higher Education Accelerator delivers a host of entities that will allow you to blue print the previous history academic history of the student and as well as where they sit today regarding accomplishing their objectives.
The following entities that are a part of the first version of the Dynamics 365 Higher Education Accelerator:
- Accounts
- Contacts
- Academic Period
- Academic Period Detail
- Area of Interest
- Area of Study
- Course
- Course History
- Course Section
- Education Level
- Extra Curricular Activity
- Extra Curricular Participant
- Previous Education
- Program
- Program Level
- Program Version
- Program version Detail
- Registration Status
- Student Program Type
- Student Status
- Test Score
- Test Type
Seamless Flow of information into Dynamics
The Accelerator contains a wealth of entities that will allow your organization to establish Dynamics 365 records that mirror those found in your back-end LMS and SIS systems. Using the Common Data Service, you can easily pass strategic data into the Dynamics 365 student record. No more hunting for data across various applications open on the desktop. Let the Dynamics 365 Student record be the record of truth and engage through Dynamics 365 to deliver the best support for the student. This ability to infuse strategic data into Dynamics 365 makes for robust records and saves time form having to hunt into an array of other enterprise applications to source data.
In Closing
I encourage you to register and download the Dynamics 365 Higher Education Accelerator. We want to build a community around customers and partners that want collaborate and continue to improve upon the design of the Accelerator. I’m looking forward myself to building on top of the first version of the Accelerator and prototyping a host of processes I’m working through with customers.
There are plans by Microsoft for future releases as well as additional content being authored based on this accelerator design by our strong partner channel. We look forward to continued conversations with schools about their unique business development and about how Dynamics 365 and all of Microsoft’s technologies can transform your organization.