Jan 19, 2021
4 min read

Benefits of Dynamics 365 for Sales and Marketing

Customers nowadays want a personalized shopping experience that can provide them with an enhanced user journey while adhering to their changing preferences and market trends. To meet this demand, suppliers, and sellers must go beyond the traditional communicate-and-purchase interaction and build proactive relationships with their buyers.

75% of consumers are most likely to buy from a company that recommends products based on purchase history and forms an active connection with their customers.

Microsoft Dynamics 365 is a cloud-based solution that can integrate sales, marketing, CRM, financials, and other operations with tools you already use, such as Excel or Microsoft Outlook. It is a leading CRM that can provide advanced functionality to boost your sales and marketing, improving ROI.

How can Dynamics 365 improve your Sales and Marketing functions?

Microsoft knows that sales efficiency is an essential metric for business tracking profitability. Forecasting sales can help managers allocate resources appropriately, track individual sales performances and identify any risk hindering sales strategy.

With Microsoft Dynamics 365, various functions like Sales Forecast and a Sales Relation Manager can easily be integrated with your existing tools. As a result, sales professionals can accurately predict their sales target and decide on strategies to help them achieve this target.


Here are some of the benefits of incorporating Dynamics 365 in your business operations that can optimize your sales strategies ↓

  • Get all your customer data in one place

It features a couple of CRM-focused applications that can be used alone or integrated with any of the Microsoft Dynamics 365 suite tools, making these CRM apps flexible to use. The best thing about this software is that it can utilize data from all Microsoft products like Outlook and Office and even combine it for efficient customer analysis.

  • More efficient and organized planning

Often, sellers can add many details to sort them out later, only to find an array of unorganized information. Making folders and separating all this information takes up much time and resources. Dynamics 365 can organize your notes as you enter them, updating your CRM with new statements on the go! It can even offer personalized points to help you decide on your best action.

  • Increase your networking opportunities.

A sales professional in an organization may need more networking contacts in other businesses. But to increase your influence and public relations in different niches, you must know the broader network of your customers and employees and know exactly who to target.

With Microsoft Relationship Sales, sellers can engage in a more personalized engagement with customers through the integration of LinkedIn Sales Navigator and Dynamics 365 Sales. As a result, sellers save time and resources and easily find and connect with their optimal customers through LinkedIn information.

  • Use AI to prioritize your dealings.


According to a Gartner study, 15% of all customer service interactions are leveraged by AI, a 400% increase from 2017! This shows AI’s potential to derive insights and analysis for businesses prioritizing growth and sustainability.


Dynamics 365 leverages AI technologies to identify projects that may need more attention and budget than other projects. These AI-driven insights can also offer personalized recommendations for your potential prospects and new leads to follow up based on your past interactions.

You can create a personalized dashboard to see specific information about your preferences and devise marketing strategies accordingly. This also means that marketing teams can be aware of multiple detailed customer information and design campaigns that can meet these clearly defined needs.

Stay agile. Do more with less.

Dynamics 365 is the perfect software to streamline your sales and customer data and allow marketers to stay agile. This can be your secret to enhancing the customer experience and generating better ROI.

Its seamless integration with other tools can help sellers build a beneficial relationship with buyers and have a lasting impact on business and networking relations.