Foster Customer Relationships with Intelligent CRM
Combining Microsoft Dynamics 365 for Sales with LinkedIn Sales Navigator to help sellers identify the right customers - and the right time and way to engage with them.
Meet Today's Challenges with Next-Generation CRM
Microsoft Dynamics 365 is a set of intelligent business applications that helps you run your entire business and deliver greater results through predictive, AI-driven insights. Bring your customers and business together with the next generation of CRM and ERP applications.
Relationship Sales Solution
Foster customer relationships by combining Dynamics 365 for Sales with LinkedIn Sales Navigator. Identify the right customers and engage at the perfect time with social selling intelligence.
End-to-End Business Process
Role-oriented workflows guide sales teams from lead capture through opportunity management to quote generation and deal closure, ensuring consistency and best practices.
Discovery Framework
Key questions to assess your CRM readiness and requirements
Discovery – What?
- How comfortable are you with the current sales lead/opportunity data?
- Do you currently have a sales pipeline?
- Where are you experiencing issues in your current sales process?
- How automated is your sales process?
- What are your customers saying?
Discovery – How?
- How did the organization land on CRM as a priority?
- Can you describe how your business will be in 1-3 years?
- What are you looking to improve in terms of compliance risk?
- How are the sales team sharing the data or presenting their activity/work?
- How much time are you spending addressing these challenges?
Discovery – Why?
- Why is this a high priority now?
- What other areas do these challenges create issues in?
- Why do you need to resolve this?
Lead to Opportunity Process
Streamlined pipeline from first contact to closed deal
Lead Capture
Automatically capture leads from multiple channels including web forms, LinkedIn, and marketing campaigns
Lead Qualification
AI-powered lead scoring and automated qualification based on engagement and fit
Opportunity Creation
Convert qualified leads into opportunities with complete context and relationship history
Quote Generation
Create professional quotes with product catalogs, pricing, and discount rules
Close Deal
Track deal progress, forecast revenue, and close opportunities faster
Relationship Sales with LinkedIn
Modern social selling integrated directly into your CRM
LinkedIn Sales Navigator Integration
Access LinkedIn Sales Navigator directly within Dynamics 365 to research prospects, build relationships, and identify decision makers
Social Selling Intelligence
Get insights on when and how to engage with prospects based on their LinkedIn activity and professional network
InMail & Connection Tracking
Send InMail messages and track LinkedIn connections, interactions, and engagement history within your CRM
Lead Recommendations
AI-powered recommendations on the best prospects to contact based on LinkedIn profile similarity and engagement patterns
LinkedIn Sales Navigator
Access LinkedIn's vast professional network of 900+ million members directly within Dynamics 365. Research prospects, identify decision makers, and leverage warm introductions to accelerate your sales cycle.
AI-Powered Sales Intelligence
Predictive insights that help you sell smarter and faster
Predictive Lead Scoring
AI analyzes historical data to score leads and predict which ones are most likely to convert
Sales Forecasting
Machine learning models predict pipeline outcomes and revenue forecasts with high accuracy
Next Best Action
AI recommends the optimal next step for each opportunity based on similar successful deals
Relationship Intelligence
Discover hidden connections and warm introductions through relationship analytics
Role-Oriented Features
Tailored experiences for every member of your team
Sales Representatives
- Mobile CRM access for on-the-go updates
- Guided selling with playbooks and scripts
- Automated activity capture from email and calendar
- Real-time pipeline visibility
Sales Managers
- Team performance dashboards
- Pipeline analytics and forecasting
- Coaching insights and recommendations
- Territory and quota management
Marketing Teams
- Lead nurturing campaigns
- Marketing attribution tracking
- Event management and registration
- Content personalization
Customer Service
- Unified customer view across sales and service
- Case management and SLA tracking
- Knowledge base integration
- Omnichannel support (phone, email, chat, social)
Transform Your Sales Operations
Deliver exceptional results with intelligent business applications
Increase Sales Productivity
Automate manual tasks and give sellers more time to sell with AI-powered insights and recommendations
Build Stronger Relationships
360-degree customer view enables personalized engagement and better relationship management
Data-Driven Decisions
Real-time analytics and AI-powered forecasting provide actionable insights for strategic planning
Social Selling Power
LinkedIn Sales Navigator integration enables modern relationship selling at scale
Seamless Integration
Works natively with Microsoft 365, Teams, Outlook, and thousands of third-party apps
Accelerate Deal Velocity
Guided selling, automated workflows, and AI recommendations help close deals faster
Proven Results
Real impact from Dynamics 365 Sales implementations
Implementation Process
Your journey to sales transformation
- 11-2 weeksStage 1
Discovery & Planning
Understand your sales process, define requirements, and create implementation roadmap
Deliverables- Current state assessment
- Future state design
- Project plan
- 23-4 weeksStage 2
System Configuration
Configure Dynamics 365 Sales, set up workflows, integrations, and customizations
Deliverables- Configured CRM system
- Custom entities and fields
- Automated workflows
- 31-2 weeksStage 3
Data Migration
Migrate customer data, sales history, and opportunity information from legacy systems
Deliverables- Data migration scripts
- Validated data
- Historical records
- 42-3 weeksStage 4
User Training & Adoption
Train sales teams, create documentation, and drive user adoption
Deliverables- Training materials
- User guides
- Admin training
- 5OngoingStage 5
Go-Live & Support
Launch system, provide hypercare support, and optimize based on feedback
Deliverables- Go-live support
- Performance monitoring
- Continuous optimization
Ready to Transform Your Sales Process?
Combine the power of Microsoft Dynamics 365 Sales with LinkedIn Sales Navigator to build stronger customer relationships and close more deals.