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Accelerate sales by using customer, marketing, and sales data to identify ideal customer targets, recommend next best actions, and collaborate with peers.

1. Visualize your customers with data: Unite data to better understand your customers and use AI to inform your next best action.

2. Move to yes faster: Accelerate the sales pipeline and improve experiences by connecting sales and marketing, with support from AI and automation.

3. Simplify workflows and mentor teams: Close more deals with real-time coaching and productivity tools. Design and run any business process with point-and-click simplicity using Workflow. Manage success with flexible approval processes for deal discounts, expenses, and more.

With the sales process management solution in Dynamics, you can save time and simplify approvals by automating your sales processes with just a few clicks. This easy-to-use workflow automation software allows you to visualize and create any process with drag-and-drop simplicity, no matter how complex the process. Create workflows that guide sales agents through qualification conversations, intelligently recommend next steps on a deal, or automate manual tasks like filling out orders or putting together complex proposals.


Modern Reporting with Power BI in CRM:

Build reports without help from IT.

Our CRM analytics software keeps you updated with customized sales forecasting reports that you can build with ease. Just drag and drop the fields, filters, groupings, and charts that you want, and get an immediate real-time view.

Modify charts in your report, on the same screen. Track team performance with dashboards and other sales reporting tools, and quickly make changes to components to get the most important information front and center.

Make critical decisions from anywhere. Use the customer analytics software within Dynamics CRM to help you check on your key business metrics from anywhere. From email and opportunity management to tasks and collaboration, get what you need to close deals faster, on any device.

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