Microsoft Dynamics 365 Consulting

Improve your company’s business and sales processes with Microsoft Dynamics 365 Consulting services. Our team of qualified experts will create a customized strategy for you, helping you every step of the way.

Get Started Today

Why Your Business Needs Microsoft Dynamics 365 for Sales

Businesses need to stay agile and up to date on the latest technologies in order to deliver stellar customer satisfaction experiences.

What if there was a way to keep all your business applications in one place, empowering your team to operate efficiently and create a more engaging customer journey?

Enter Dynamics 365. All of the applications within the platform are designed to work together with each other and with existing systems. It gives businesses the ability to connect throughout the entire organization with a comprehensive solution.

Integent Helps Customers Succeed with Dynamics 365 Consulting

Integent’s flexible consulting services provides for a rapid and cost-effective Dynamics 365 implementation custom tailored to your organizations specific business strategy. We provide a myriad of flexible services to ensure we provide just the right amount of assistance with your Microsoft Dynamics 365 solution, as we work beside you to build a customer-centric application to meet your specific needs:

Customization and configuration

Custom Integrations

Power Automate workflows

Custom Development

Data Migration

Extensions or add-ons

Integent’s team of Microsoft experts have been helping customers for years. The knowledge gained from each customer engagement is a value-add for you. At Integent, we work with you to first assess your needs, following by configure and validate your system, to finally train your users. And of course, we provide fantastic ongoing support as well, to ensure your system and your users are working in harmony together!

Dynamics 365 Training Videos

Dynamics 365 for Sales Administration: 02 Configuring Document Management

February 15, 2023

Dynamics CRM at a Glance

Engage Customers

Prioritize your high-potential prospects.
Get a complete view of customer interactions.
Identify all the important stakeholders.
Personalize interactions with your customers.

Increase Productivity

Team up with customers and colleagues to collaborate. Create winning sales proposals and access relevant documents.
Automate your sales process, eliminating time-consuming, repetitive tasks.

Improve Performance

Gain real-time visibility into your pipeline with interactive dashboards and reports.
Make better decisions using the most current data.
Gain strategic insight with integrated customer surveys.

Dynamics 365 for Sales Deep-Dive

Customer Relationship Management

Customer relationship management, or CRM, is a data-driven system that assists organizations in managing various activities related to current and potential customers.

Your team is able to track leads through the entire sales process. A CRM solution supports all departments within your business, including sales, customer service, and marketing.

Users can automate various marketing tasks, get customer behavior insight, track potential leads, and create customized reports and dashboards.

By being more efficient, your teams can focus on connecting with customers and following through on all potential opportunities.

Tap Into Streamlined Digital Selling

Within the custom sales dashboard, you’re able to create a single workspace for each customers sales data. Everything your sales team needs will be in one spot. They’ll know exactly where they are in the buyer’s journey and what steps need to be taken next from lead to opportunities. The sales team will see achievable and clear sales activities that were put into place with configurable sequences.

Everything is entirely automated, so your sales productivity will close more deals. Additionally, you can review your processes from the customer’s point of view. This allows you to improve your sales engagement by utilizing survey insights through Dynamics 365 Customer Voice.

Through Microsoft Dynamics CRM, your sales team can view relevant LinkedIn Sales Navigator insights and profiles as part of the customer’s account.

Get to Know Your Customers Better

Dynamic 365 Customer Voice allows you to capture customer feedback immediately across multiple channels. You can issue personalized surveys in order to track your customers’ perceptions and opinions of your products and services. Additionally, you can evaluate how they view the sales and customer service process, creating unique customer experiences within Microsoft Dynamics 365 for Sales.

Within this aspect of the platform, you can create customer profiles that allow team members to see what the recommended engagement decisions are for each customer. You can use metrics, trends, and sentiments that enable you to have a comprehensive understanding of your customer’s needs. Increase your sales and business opportunities by successfully understanding your customers, making unique customer experiences.

Microsoft Dynamics 365 Project Operations connects sales, resourcing, project management, and finance teams in a single application to accelerate project delivery and maximize profitability.

Learn About Dynamics 365 project Operations

Why You Need Dynamics 365 CRM Consulting

Dynamics 365 is an robust platform that empowers businesses to build stronger customer relationships and enable their teams to increase sales performance.

However, setting up the tool and ensuring user adoption and that you’re using every aspect of it to its maximum capacity can be difficult for the average business owner.

You don’t have time to figure out how to use the program on top of everything else you have to do. You need to focus on your day-to-day operations while your sales team focuses on your customers.

Comprehensive Services

INTEGENT offers a wide range of custom solutions & services to provide your company with an effective and hassle-free Dynamics 365 solution. We spend time talking with you and your team members, learning how your processes can be improved and how Dynamics 365 for Sales solution can best serve you and help streamline your business processes.

Training

Integent’s training programs are driven by a comprehensive approach. Because each client is unique, our training programs are custom-tailored to ensure maximum impact. Our trainings are focused on results, allowing your team to apply what they learn in the course immediately.

Consulting

In order to provide the solution your company requires, our consulting technique is to work closely with your team to ensure we fully understand your needs. Whether you require an agile approach and deploy Microsoft Dynamics in just a few weeks, or plan a more detailed rollout, we work with you.

Support

Integent offers super-flexible support plans for organizations of all types and sizes to keep your users and your Microsoft Dynamics application fully optimized. Our support plans can be used for just about any type of work needed, eliminating the need for additional proposals or statements of work.

Partner with INTEGENT

Our Microsoft products and services consulting and training enables businesses to achieve cost-effective solutions by leveraging the technology built into the Microsoft systems. You’re able to stay on top of customer needs and enhance your productivity.

The team at INTEGENT has the expertise to skillfully and effectively onboard your entire team onto Dynamics 365 for Sales. We’re an end-to-end Office 365 and Dynamics CRM provider. We help our clients get maximum value from the platform. Whether managed services, project service automation, business management or sales automation, Integent has you covered.

Contact a member of our team today to set up an introductory call to discuss how we can help you with Dynamics 365, Dynamics 365 Business Central, Field Service, Dynamics 365 for Finance, Power BI for Business Intelligence, Microsoft Teams, Power Apps and Power Automate.

Get Started Today

Not Sure What You Are Looking For?

It can be difficult to pinpoint an issue without the help of an outside source, that’s where Integent comes in. At the start of every client engagement we conduct discovery sessions to identify areas of potential improvement. Let’s avoid situations that simply replicate a dysfunctional process. With Integent on your side, utilizing your Microsoft application is simple and actionable.

Get Started Today

Dynamics 365 Sales Offerings

"Dynamics 365 for Sales", also known as Dynamics CRM, helps your sales teams build long lasting partnerships with customers. It also helps them to get wins faster! Dynamics 365 Sales may be used to capture and track contacts, opportunities, accounts, and much more. The CRM solution will help your sales people convert leads to opportunities to sales and orders.

Which offering is right for you?

Microsoft D365 has an offering for every business need. See which solution is a fit for your business:

Sales Premium: is the offering for enterprises that need a complete automation solution. Insights are driven by AI and powered by relationship and conversation intelligence.
Sales Enterprise: This service provides companies with cutting-edge technology to maximize the efficiency of their sales team and give them the ability to tailor their experience.
Relationship Sales: provides all the features of Sales Enterprise. Additionally, it provides LinkedIn Sales Navigator for those who need to connect sales records with LinkedIn. This connection can help to enhance business processes with data about people, organizations, and relationships.
Sales Professional: Ideal for enterprises that need a sales automation solution that provides core sales force automation and Microsoft 365 integration.

Below are descriptions of each Microsoft Products and Services

Dynamics 365 Sales Premium

Dynamics 365 Sales Premium unifies the features of Dynamics 365 Sales Enterprise with artificial intelligence-powered capabilities. This technology uses a large amount of customer interaction data to provide ongoing analysis.

This data is already stored in your Dynamics 365 Sales and Microsoft 365 databases. This helps you to Gain a clearer insight into how your business interacts with others, assess the success of your actions in comparison to what has worked previously, and make an informed decision on the best course of action.

This also enables building strong, long-lasting relationships with customers, actions taken based on insights, and opportunities that will close faster.

Signing up for Dynamics 365 Sales Premium gives you access to extra features that go beyond what Dynamics 365 Sales Enterprise offers.

Predictive models: Use AI to increase win rates and conversions. AI can prioritize leads and opportunities based on the highest probability of conversion. The following are available:

Predictive forecasting
Predictive lead scoring
Predictive opportunity scoring

Relationship intelligence: Develop strong customer connections and utilize Artificial Intelligence to help guide sales. AI can help minimize time spent on manual data entry by providing current and relevant suggestions that help to keep records up-to-date. Features available include:

Who knows whom
Conversation intelligence
Assistant
Relationship analytics and health

Guided selling: Sellers are guided on their next course of action. This is done with timely and actionable insights.

Dynamics 365 Sales Enterprise

Sales Enterprise is a powerful tool that can streamline the entire sales process, from acquiring leads to receiving payments. It can also be used to manage marketing campaigns, enforce good practices, and interact with customers. In addition, it has additional features that can help businesses be successful. These capabilities include...

Nurture sales from lead and cash: It is achievable to have a better, more uniform selling experience by following a standard sales structure. This approach will guide you through each step of the process, from initially connecting with a potential customer to finally closing the sale.
Forecast sales: Individual sales performance may be tracked against quotas, which helps identify pipeline risks. This helps you predict the revenue your sales team will generate in a specific amount Ensure that operations adhere to the highest standards with pre-defined protocols; automate tasks that are repeated and clearly outline your company's best course of action in any situation that might have an effect.ct sales. When a decision maker leaves an organization, it can be difficult to know how to respond. It is especially challenging when the team is currently working on a deal with that decision maker. The best response in this situation depends on the individual circumLaunch promotional efforts to increase visibility and sales of your business. Monitor customer reactions and tally the expenses associated with each campaign. campaign.

With your Dynamics 365 Sales Enterprise license, you can set up and experience Sales Premium features. These features include Sales accelerator, conversation intelligence, and predictive scoring. However, these features have a limited monthly capacity.

Microsoft Relationship Sales

Microsoft Relationship Sales provides a way for sellers to utilize LinkedIn Sales Navigator and Dynamics 365 Sales Enterprise/Premium to achieve more individualized and customer-focused communication. This solution is meant to assist salespeople in their interactions.

Embedding Sales Navigator in Dynamics 365 Sales
Syncing activities from Sales Navigator
Saving accounts, leads, and contacts to Sales Navigator
Smart Links

Microsoft Dynamics 365 Consulting

Why Your Business Needs Microsoft Dynamics 365 for Sales

Contact Us

Integent Helps Customers Succeed with Dynamics 365 Consulting

Dynamics 365 Training Videos

Dynamics CRM at a Glance

Engage Customers

Increase Productivity

Improve Performance

Dynamics 365 for Sales Deep-Dive

Customer Relationship Management

Tap Into Streamlined Digital Selling

Get to Know Your Customers Better

Why You Need Dynamics 365 CRM Consulting

Comprehensive Services

Training

Consulting

Support

Partner with INTEGENT

Not Sure What You Are Looking For?

Dynamics 365 Sales Offerings

Which offering is right for you?

Dynamics 365 Sales Premium

Dynamics 365 Sales Enterprise

Microsoft Relationship Sales