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Dynamics 365 Sales Integration
Integrating Dynamics 365 Sales with third-party systems provides organizations with a broad range of benefits. Businesses save time, money, and become more profitable by automating manual processes. The experienced Dynamics 365 Sales integration services team at Perituza has helped organizations all over the world to transform their sales processes and achieve exponential growth.
Dynamics 365 Sales Integration
Integrating Dynamics 365 Sales with third-party systems provides organizations with a broad range of benefits. Businesses save time, money, and become more profitable by automating manual processes. The experienced Dynamics 365 Sales integration services team at Perituza has helped organizations all over the world to transform their sales processes and achieve exponential growth.
Benefits of Microsoft Dynamics 365 Sales integration
Dynamics 365 sales integration involves connecting CRM tools to third-party applications to automate processes. This eliminates the need for manual tasks like constantly switching between different tools or entering data in multiple systems. Sales employees spend less time on repetitive tasks and more on high-value functions that drive sales.
Some of the benefits that integrating Dynamics 365 Sales includes:
More leads
More closed deals
Higher average sales
Streamlined communication with customers
Increased collaboration among employees
Global view of customer data and powerful sales insights
Simplified sales process
Dynamics 365 Sales integration services options
As a certified Microsoft partner, Perituza can integrate Dynamics 365 Sales with an unlimited number of third-party platforms to give you a robust and powerful all-in-one sales solution. Some of the third-party integrations that we commonly perform include:
Dynamics 365 Sales with ERP
Integrating with an ERP system gives organizations access to real-time data stored in the ERP solution. Sales teams can communicate better with leads and customers. They can provide accurate prices, check inventory, and even offer personalized discounts.
Dynamics 365 Sales with email
Sales teams are regularly in contact with prospects and customers through email. Manually sending emails monopolizes much of a sales representative’s day. By integrating Dynamics 365 Sales with email, team members can automate the process through templates and capturing customer data from email correspondence.
Dynamics 365 Sales with BI dashboard
Integrating with an analytical tool like a BI dashboard allows organizations to aggregate data from Dynamics 365 and other systems. This provides sales teams with comprehensive reports and insights into the sales process.
Dynamics 365 Sales with DMS
Keeping documents secure and accessible are essential for modern businesses. Integrating Dynamics 365 Sales with a document management system like SharePoint gives sales teams immediate access to documents right from the Dynamics 365 portal.
Dynamics 365 Sales with Office 365
Using Dynamics 365 Sales with Office 365 increases collaboration among team members while taking advantage of Microsoft productivity tools. For example, team members can import data from Excel into Dynamics 365 for analytical purposes or manage meetings and tasks through Microsoft Exchange.
Get more out Dynamics 365 Sales
If you are ready to transform your business processes while giving your sales teams the tools that they need to succeed, contact Perituza’s experienced Dynamics 365 Sales integration services team today for a free consultation.
Get more out Dynamics 365 Sales
If you are ready to transform your business processes while giving your sales teams the tools that they need to succeed, contact Perituza’s experienced Dynamics 365 Sales integration services team today for a free consultation.
Home > Services > Dynamics 365 Sales Integration
Dynamics 365 Sales Integration
Integrating Dynamics 365 Sales with third-party systems provides organizations with a broad range of benefits. Businesses save time, money, and become more profitable by automating manual processes. The experienced Dynamics 365 Sales integration services team at Perituza has helped organizations all over the world to transform their sales processes and achieve exponential growth.
Benefits of Microsoft Dynamics 365 Sales integration
Dynamics 365 sales integration involves connecting CRM tools to third-party applications to automate processes. This eliminates the need for manual tasks like constantly switching between different tools or entering data in multiple systems. Sales employees spend less time on repetitive tasks and more on high-value functions that drive sales.
Some of the benefits that integrating Dynamics 365 Sales includes:
- More leads
- More closed deals
- Higher average sales
- Streamlined communication with customers
- Increased collaboration among employees
- Global view of customer data and powerful sales insights
- Simplified sales process
Dynamics 365 Sales integration services options
As a certified Microsoft partner, Perituza can integrate Dynamics 365 Sales with an unlimited number of third-party platforms to give you a robust and powerful all-in-one sales solution. Some of the third-party integrations that we commonly perform include:
Dynamics 365 Sales with ERP
Integrating with an ERP system gives organizations access to real-time data stored in the ERP solution. Sales teams can communicate better with leads and customers. They can provide accurate prices, check inventory, and even offer personalized discounts.
Dynamics 365 Sales with email
Sales teams are regularly in contact with prospects and customers through email. Manually sending emails monopolizes much of a sales representative’s day. By integrating Dynamics 365 Sales with email, team members can automate the process through templates and capturing customer data from email correspondence.
Dynamics 365 Sales with BI dashboard
Integrating with an analytical tool like a BI dashboard allows organizations to aggregate data from Dynamics 365 and other systems. This provides sales teams with comprehensive reports and insights into the sales process.
Dynamics 365 Sales with DMS
Keeping documents secure and accessible are essential for modern businesses. Integrating Dynamics 365 Sales with a document management system like SharePoint gives sales teams immediate access to documents right from the Dynamics 365 portal.
Dynamics 365 Sales with Office 365
Using Dynamics 365 Sales with Office 365 increases collaboration among team members while taking advantage of Microsoft productivity tools. For example, team members can import data from Excel into Dynamics 365 for analytical purposes or manage meetings and tasks through Microsoft Exchange.