Microsoft Dynamics 365 Sales

Increase revenue, enhance customer engagement, and streamline sales processes with our exceptional Dynamics 365 Sales solutions. Our expertise lies in custom development, seamless integration with Microsoft services, and optimizing sales processes for maximum efficiency.

Trusted by startups
and Fortune 500 companies

Functional Capabilities of Microsoft Dynamics 365

Microsoft Dynamics 365 Sales offer a variety of tools to streamline sales processes and improve sales performance with key functions of lead management, sales forecasting, opportunity management, and sales performance analytics. With Dynamics 365 Sales, businesses can make data-driven decisions, track key metrics, and close deals more efficiently.

Lead Capture & Qualification

The system automatically records and evaluates potential customers to identify which ones should be prioritized, enabling you to take prompt action to gain confidence and secure business.

Lead Nurturing

You can utilize sales materials and pre-designed documents for various types of sales communication to efficiently handle multiple leads simultaneously.

Sales Worklist

A sales worklist may include tasks such as lead qualification, customer outreach, follow-up emails, appointment scheduling, and pipeline management. Automating these tasks can help sales teams focus on building relationships and closing deals.

Product Catalogue

It keeps a comprehensive record of your products for sale and their corresponding pricing information. This will enable you to quickly access the necessary details when creating quotes or generating customer invoices.

Mobile App

It lets you gain immediate access to your sales environment and stay connected with your team while on the go from any location through remote access tools, such as mobile apps or web-based platforms.

Sales Performance Tracking

Track your sales team's performance in real-time, individually and collectively, using sales analytics software, with up-to-date insights on key metrics such as conversion rates, revenue generated, and sales activities to optimize your sales strategy.

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Benefits of Microsoft Dynamics 365 Sales

Maximize your sales potential with the following benefits of Microsoft Dynamics 365 Sales. Harness actionable insights, empower your sales team with advanced analytics, and drive sales growth with a comprehensive platform to optimize your sales strategies.

Faster Preparation of Sales Proposals

Utilizing pre-designed proposal templates, instantly extracting the necessary data from your ERP system, and allowing your colleagues to collaborate directly in the proposal development space can significantly expedite the proposal creation.

More Efficient Salespeople

By automating manual tasks and providing your sales team with a clear understanding of the difference between low and high-quality leads, they can focus their energy on developing a tailored approach for those most likely to convert into customers.

More Closed Deals

By responding promptly to customer inquiries, following through on agreements, and maintaining consistency throughout extended sales cycles, your sales team can establish themselves as knowledgeable and reliable professionals increasing the likelihood of successful sales outcomes.

Ongoing Process Improvement

Incorporating AI technology can result in continuous learning from your sales experiences, leading to more precise recommendations. Additionally, utilizing transparent sales processes can help identify and share best practices, improving overall sales performance.

Faster Onboarding of New Sales Representatives

It stores all lead interactions centrally. With a centralized system, the entire history of customer interactions is readily accessible, allowing sales team members to quickly and easily access relevant information as needed.

Let's Discuss Your Project

Get free consultation and let us know your project idea to turn it into an amazing digital product.

How Can ValueCoders Help You With Microsoft Dynamics 365 Sales?

Microsoft Dynamics 365 Sales professionals offer a variety of tools to streamline sales processes and improve sales performance with key functions of lead management, sales forecasting, opportunity management, and sales performance analytics. With Dynamics 365 Sales, businesses can make data-driven decisions, track key metrics, and close deals more efficiently.


We take care of the entire process of integrating Dynamics 365 Sales into your business by configuring and customizing the software.

Our Industry Expertise

Our company has expertise in several industries, and we have extensive experience providing solutions for businesses operating in these sectors. The industries in which we specialize include


Smart apps catering to the needs of healthcare service providers.

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Travel & Tourism

Customized solutions to boost travel & tourism business.

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Banking & Finance

Secure software solutions to meet the needs of banking and fintech companies.

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Logistics & Transport

Robust & scalable applications for logistics and transport business.

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Retail & Ecommerce

Scalable B2B and B2C solutions to take your business to the next level.

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Media & Entertainment

Innovative web solutions designed for media and entertainment domain.

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Education & E-Learning

Custom eLearning solutions to meet the changing industry needs.

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ISVs & Product Firms

High-performing and cost-effective software development solutions.

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Choose From A Variety Of Hiring Models

With us, you can choose from multiple hiring models that best suit your needs

Dedicated Team Dedicated Team

Dedicated Team

If you represent a company with a project that needs dedicated attention, ask about dedicated development teams. It’s a pay-as-you-go monthly rolling contract.

  • No hidden costs
  • 160 Hours of part & full time
  • Monthly billing
  • Pay only for measurable work
Controlled Agile Controlled Agile

Controlled Agile

The controlled agile engagement model best suits those with a limited budget and still requires some flexibility against the changing conditions.

  • Optimal flexibility
  • Agile Team
  • Small projects
  • Complete control over budget
Time & Material Time & Material

Time & Material

If you represent a company with undefined projects and need ongoing work, ask about hourly. It’s a pay-as-you-go hour-wise rolling contract.

  • No hidden costs
  • Requirement based working hours
  • Low financial risk
  • Pay only for measurable work

We are India’s Leading

Microsoft Sales Software Consulting & Development Company

At our Microsoft Dynamics 365 sales consulting and development firm, we offer a broad range of solutions that address the needs of a diverse clientele.

Whether you are a startup, a large enterprise, a development organization, or a digital agency, we have solutions that can meet your needs. Our focus on quality has earned us a reputation as a top provider of software consulting and development services.

  • Experienced Microsoft developers
  • Smooth communication
  • Best development practices
  • Best-in-class project management
  • Global quality standards
  • Customer-centric approach

Awards & Certifications -


We Have Worked With Some Wonderful Companies Globally

Our Microsoft Dynamics sales expert team has a proven track record of helping companies worldwide achieve their goals. As a trusted industry leader, we ensure our clients receive top-quality service and results-driven solutions.

  • Best-in-class security
  • Co-Development teams
  • Stunning performance
  • First time right process
  • Non-Disclosure agreement
  • Daily/weekly/monthly reporting

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User Guide to Microsoft Dynamics 365 Sales

Capabilities of Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales

Microsoft Dynamics Sales is a CRM software that can help businesses manage their sales processes more effectively. There are many things that it can do, a few are mentioned here, have a look:

  • Lead and Opportunity Management: It allows sales teams to manage leads and opportunities through the entire sales pipeline, from initial contact to close.
  • Sales Forecasting: The software provides real-time sales forecasting, allowing sales managers to make informed decisions.
  • Sales Analytics: It offers comprehensive sales analytics that provides a complete view of sales performance across the organization.
  • Sales Collaboration: It enables sales teams to collaborate more effectively through a centralized platform for sharing information, documents, and insights.
  • Integration with Microsoft Office and LinkedIn: It integrates with Microsoft Office and LinkedIn to enable users to access data from LinkedIn and Microsoft Office directly within Dynamics 365 Sales.
  • Mobile App: Dynamics 365 Sales provides a mobile app that allows sales teams to access customer information, sales data, and other key information.

Incorporating Microsoft Dynamics 365 Sales Professional into your sales operations empowers businesses to optimize their sales processes, enhance collaboration, and drive sales growth. Experience the benefits of this comprehensive CRM solution and transform your sales efforts into a strategic advantage.

Customizing Sales Process Stages in Dynamics 365 Sales for Your Business Needs

Yes, Dynamics 365 Sales allow you to customize the sales process stages to fit your business needs. To customize the sales process stages, you can follow these steps:

  • Go to the Sales Hub in Dynamics 365 Sales.
  • Click on the “Settings” button in the top-right corner of the screen.
  • In the dropdown menu, select “Sales Settings.”
  • In the Sales Settings screen, click on the “Process” tab.
  • You will see a list of existing sales processes. Click on the process you want to customize.
  • In the process editor screen, you can add, remove, or rename stages in the sales process. You can also modify the criteria for moving a deal from one stage to another.
  • Click on “Save” once you have made the desired changes.

Once you have customized the sales process stages, the new stages will be reflected in the Sales Hub and in any associated reports or dashboards.

Tracking Customer Interactions and Communication in Dynamics 365 Sales

Tracking Customer Interactions with Dynamics 365

Dynamics 365 Sales lets you track customer interactions and communication through its built-in features. Here are some ways you can track customer interactions and communication in Dynamics 365 Sales:

  • Activities: Activities in Dynamics 365 Sales allow you to track and manage customer interactions such as phone calls, emails, meetings, and tasks and create activities manually or automatically based on customer behavior.
  • Email Integration: Dynamics 365 Sales can integrate with your email account to track and manage customer email interactions. You can track email opens, clicks, and replies; all email communication can be synced to the contact or account record.
  • Social Engagement: Dynamics 365 Sales includes features that allow you to track social media interactions with customers. You can monitor customer sentiment and engagement on social media platforms and respond to customer inquiries.
  • Relationship Analytics: Dynamics 365 Sales includes relationship analytics that provides insights into customer interactions and communication to analyze email and calendar data and identify key relationships and communication patterns.
  • Mobile App: Dynamics 365 Sales provides a mobile app that allows you to access customer data and communication history on the go.

By leveraging the sales and marketing solution capabilities of Dynamics 365 Sales, you can gain valuable insights into customer behavior and preferences. With a comprehensive view of customer interactions and communication, you can build stronger customer relationships, optimize your sales and marketing strategies, and drive business growth.

Managing Your Sales Team and Activities with Dynamics 365 Sales

Dynamics 365 Sales provides several tools for managing your sales team and its activities. Here are some ways you can use Dynamics 365 Sales to manage your sales team:

  • Sales Hub: The Sales Hub in Dynamics 365 Sales provides a central location for managing your sales team and their activities to manage your team’s activities from a single dashboard.
  • Sales Performance Dashboard: The Sales Performance Dashboard in Dynamics 365 Sales provides real-time insights into your team’s sales performance to identify where your team can improve.
  • Sales Forecasting: This feature lets you predict your team’s sales performance based on historical data and current trends. You can use this feature to set sales targets, allocate resources, and identify areas for improvement.
  • Sales Insights: Dynamics 365 Sales includes a Sales Insights feature that uses artificial intelligence to analyze your team’s activities and provide insights into their performance.
  • Sales Gamification: This feature lets you motivate your team members and encourage healthy competition. You can set up contests, award badges, and provide incentives for achieving sales targets and other milestones.

With these features, you can improve sales performance, increase productivity, and build a stronger, more effective sales team.


Learn more about our processes and how we work with the help of the following frequently asked questions.

Q. Why should I choose ValueCoders for Microsoft Power Platform services?

Ans. There are several reasons why you should choose us, India’s leading Microsoft sales software consulting & development company:

  • Expertise: We have a team of experienced and certified Dynamics 365 Sales consultants and developers who have worked on projects across various industries.
  • Customization: We offer tailored solutions designed to fit your specific business needs.
  • Competitive Pricing: We have flexible pricing models that can be customized to meet your budget and project requirements.
  • Quality Assurance: We follow a rigorous process to meet the highest quality standards.
  • Support and Maintenance: We provide ongoing support and maintenance services to ensure that your Dynamics 365 Sales solution continues to operate at peak performance.
  • On-time Delivery: We use agile development methodologies to stay on track and deliver results quickly.

Our expertise, customization, competitive pricing, quality assurance, support and maintenance, and on-time delivery make us the best choice for Dynamics 365 Sales services.

Q. Which is better, Dynamics 365 or Salesforce?

Ans. Choosing between Dynamics 365 and Salesforce depends on your business needs and requirements.

Use Dynamics 365 if:

  • Your business already uses Microsoft products, and you want seamless integration with other Microsoft products such as Office 365 and Power BI.
  • You need extensive customization options and flexibility to tailor your CRM solution to your unique sales processes.
  • You are looking for a cost-effective option with many features and capabilities.
  • You prioritize a user-friendly interface and intuitive navigation, especially if your team is familiar with Microsoft products.

Use Salesforce if:

  • Your business already uses Salesforce or products like Marketing Cloud or Service Cloud.
  • You require more advanced features and customization options, such as complex automation workflows or advanced reporting and analytics.
  • You have a larger budget and are willing to invest in additional features and paid support.
  • You need a highly scalable solution that can grow with your business and handle larger volumes of data and users.
  • You prioritize a customizable interface and are willing to invest in additional training and support to leverage its capabilities fully.

Ultimately, the choice between Dynamics 365 and Salesforce depends on your specific business needs, budget, and priorities. Evaluating both platforms and comparing their strengths and weaknesses is recommended before deciding.

Q. How can Dynamics 365 Sales help me increase my sales revenue?

Ans. Dynamics 365 Sales can help increase your sales revenue in several ways:

  • Streamlining Sales Processes: It can automate and streamline your sales processes, saving time and improving productivity.
  • Better Customer Insights: It provides deep insights into customer behavior, preferences, and needs to anticipate customer needs.
  • Improved Collaboration: It allows for better collaboration between sales teams and other departments, such as marketing and customer service.
  • Sales Forecasting and Analytics: It provides advanced analytics and forecasting capabilities to help your sales team better understand sales trends and identify potential opportunities.
  • Mobile Accessibility: It can be accessed from mobile devices, which allows your sales team to access customer data, manage leads and opportunities, and close deals on the go.

These benefits can ultimately lead to increased sales revenue for your business.

Q. How can I use Dynamics 365 Sales to improve my customer relationships?

Ans. Dynamics 365 Sales can help you improve your customer relationships in several ways:

  • Centralized Customer Data: It provides a centralized database for all customer information, including contact information, purchase history, preferences, and interactions, to gain a comprehensive view of the customer, leading to personalized and effective communication.
  • Sales Automation: Dynamics 365 Sales can automate repetitive tasks, such as data entry and follow-up emails, saving your sales team time and improving productivity freeing up your sales team to focus on building relationships with customers.
  • Personalization: It provides insights into customer behavior and preferences, which can help your sales team provide personalized recommendations and solutions.
  • Collaboration: Dynamics 365 Sales allows for better collaboration between sales teams and other departments, such as marketing and customer service, to ensure a consistent sales and marketing solution and a positive customer experience.
  • Customer Service: It integrates with other Microsoft products, such as Dynamics 365 Customer Service, leading to better customer satisfaction.

Overall, Dynamics 365 Sales provide tools and capabilities that can help improve your customer relationships.

Q. What are the security and privacy features of Dynamics 365 Sales, and how can I protect my customer data?

Ans. Dynamics 365 Sales offers several security and privacy features to help you protect your customer data. Here are some of the key features:

  • Role-based security: It allows you to control user access to sensitive data based on their role.
  • Data encryption: It protects sensitive data in transit and at rest.
  • Multi-factor authentication: It requires users to provide multiple forms of authentication to access the system.
  • Audit logging: It allows you to track changes to data and user activity.
  • Compliance certifications: Dynamics 365 Sales has several compliance certifications, including ISO 27001, SOC 2, and HIPAA.

What Our Clients Have to Say About Us

We are grateful for our clients’ trust in us, and we take great pride in delivering quality solutions that exceed their expectations. Here is what some of them have to say about us:

Working with ValueCoders has been a rewarding experience. Their software solutions are a perfect blend of innovation and functionality.

James Kelly

Co-founder, Miracle Choice

ValueCoders provided us with a robust and scalable software solution. Their team's proficiency is commendable.

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Executive Director, Mueller Health Foundation

ValueCoders delivered a software solution that perfectly aligns with our business needs. They've been instrumental in our project's success.

Kris Bruynson

Director, Storloft

ValueCoders' commitment to delivering high-quality software solutions has made them our go-to partner for all our software needs.

Mohammed Mirza


Working with ValueCoders has been a rewarding experience. Their team's expertise is impressive.



ValueCoders' innovative approach to software engineering has significantly improved our business operations.

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