215%
ROI over three years
7
Months to payback
15%
Increase in seller efficiency when collaborating with team members
Modern sales teams need more than spreadsheets, disconnected systems and manual processes to stay competitive. Businesses require real-time visibility into customer relationships, sales activity and pipeline performance to drive consistent growth.
Microsoft Dynamics 365 Sales is a powerful CRM and sales automation platform that helps organisations strengthen customer relationships, improve sales productivity and close deals faster. By combining customer data, automation, AI-driven insights and intelligent forecasting, Dynamics 365 Sales enables teams to focus on selling rather than administration.
At Monpellier, we help organisations implement and optimise Microsoft Dynamics 365 Sales solutions that improve visibility, streamline sales processes and support long-term business growth.
ROI over three years
Months to payback
Increase in seller efficiency when collaborating with team members
Microsoft Dynamics 365 Sales is a cloud-based customer relationship management (CRM) platform designed to help organisations manage leads, opportunities, customer interactions and sales performance from a single connected system.
The platform provides sales teams with real-time access to customer information, pipeline activity, forecasting tools and intelligent insights that support better decision-making and stronger customer engagement.
As part of the wider Microsoft Dynamics 365 ecosystem, Dynamics 365 Sales integrates with Microsoft 365, Outlook, Teams, Power BI and other Dynamics 365 applications to create a connected sales environment.
Sales teams often struggle with fragmented customer information, manual reporting and limited visibility into performance.
Dynamics 365 Sales helps organisations:
By connecting customer data and sales activity within one platform, businesses can create more efficient and effective sales processes.
Manage customer information, communications and engagement history from a central platform.
Gain a complete view of customer relationships and interactions across the entire sales journey.
Track prospects from initial enquiry through to closed sale.
Monitor lead activity, qualify opportunities and prioritise high-value prospects more effectively.
Reduce manual administration through automated workflows, reminders, task management and follow-up activities.
Sales teams can spend less time on repetitive processes and more time engaging with customers.
Monitor every stage of the sales process with real-time visibility into opportunities, deal progression and revenue forecasts.
Identify potential bottlenecks and improve sales performance with greater transparency.
Use built-in intelligence to identify trends, predict customer behaviour and uncover new sales opportunities.
Dynamics 365 Sales helps organisations make smarter decisions using connected customer data.
Track performance through real-time dashboards, reports and analytics.
Improve forecasting accuracy and gain greater visibility into individual, team and organisational performance.
Dynamics 365 Sales supports organisations across a wide range of industries.
Improve account management, sales forecasting and customer engagement while gaining greater visibility into opportunities and production-related sales activity.
Manage customer relationships, quotations, orders and sales performance more effectively through connected systems and real-time reporting.
Track opportunities, strengthen client relationships and improve visibility into sales pipelines and revenue performance.
Manage complex sales cycles, customer communications and business development activities through a single CRM platform.
Create scalable sales processes that support business growth while reducing manual administration and reporting challenges.
Microsoft Dynamics 365 Sales offers benefits such as improved sales efficiency, enhanced customer engagement, and data-driven decision-making to help businesses achieve higher revenue and sales success.
Many organisations lose valuable time through manual processes and disconnected systems.
Dynamics 365 Sales helps automate key activities including:
Automation reduces administrative workload while helping teams respond faster and maintain consistent engagement throughout the sales cycle.
Successful sales strategies are built on strong customer relationships.
Dynamics 365 Sales gives teams access to:
With a complete view of every customer relationship, sales teams can provide more personalised experiences and improve customer engagement.
One of the key advantages of Dynamics 365 Sales is its integration with familiar Microsoft applications.
Users can work seamlessly across:
This connected ecosystem improves collaboration, increases efficiency and reduces the need to switch between multiple systems.
For organisations using Microsoft Dynamics 365 Business Central, Dynamics 365 Sales provides greater visibility across customer, financial and operational data.
Integration benefits include:
By connecting CRM and ERP data, businesses gain a more complete understanding of customers, opportunities and performance.
Dynamics 365 Sales provides a comprehensive overview of a powerful sales automation platform that empowers organisations with intelligent insights, lead management, and collaborative tools to drive sales success.
per named user, per month. Annual commitment.
Copilot available as an add-on
per named user, per month. Annual commitment.
Now includes Microsoft Sales Copilot
per named user, per month.
Now includes Microsoft Sales Copilot
per named user, per month. Annual commitment.
Requires a 10-seat minimum
per named user, per month. Annual commitment.
Available as an add-on for other plans
Microsoft Dynamics 365 Sales is a CRM and sales automation platform that helps organisations manage customer relationships, sales pipelines, leads, opportunities and sales performance from a single connected system.
Benefits include improved lead management, greater sales visibility, stronger customer relationships, automation of repetitive tasks, enhanced forecasting and increased sales productivity.
Yes. Dynamics 365 Sales is scalable and can support growing SMEs as well as larger organisations looking to improve sales performance and customer relationship management.
Yes. Dynamics 365 Sales integrates with Business Central to connect customer, sales, financial and operational data across the organisation.
Yes. Dynamics 365 Sales integrates with Microsoft Outlook, Teams and other Microsoft applications, allowing users to access customer information and manage sales activity more efficiently.
For over 20 years, Monpellier has helped businesses improve operational performance through connected business software solutions.
We work closely with organisations to understand their sales processes, customer engagement challenges and growth objectives before delivering tailored Dynamics 365 solutions.
Our services include:
From initial planning through to long-term support, Monpellier provides practical expertise to help organisations maximise the value of Microsoft Dynamics 365 Sales.
Whether you’re replacing legacy CRM software, improving sales visibility or looking to create a more connected customer engagement strategy, Monpellier can help.
Contact our team today to discover how Microsoft Dynamics 365 Sales can help improve productivity, strengthen customer relationships and drive sustainable business growth.
info@monpellier.co.uk
0191 500 8150
Evolve Business Centre, Rainton Bridge Business Park, Cygnet Way, Houghton le Spring, Sunderland, DH4 5QY
