Microsoft Dynamics 365 Sales
Information Hub
Click on the icons below to explore the Dynamics 365 Sales Hub!
Streamline your Sales Process
Microsoft Dynamics 365 Sales brings together all CRM capabilities on a single platform to help you build customer relationships that matter. The Microsoft Dynamics 365 Sales platform unifies Microsoft Dynamics for Customer Service, Sales, Marketing, Field Service, and MS Dynamics for Project Service Automation.
Track your entire customer interaction journey from lead to sale and beyond with the Dynamics 365 Sales platform. Make sure your sales team is equipped with the tools they need to not only succeed but thrive in the new, fast-paced service environment.
With the power of Dynamics 365 Sales you can track the entire sales process from prospect to sale and aftercare all on one platform online or with the mobile companion app! If you have questions about the demo video or would like more information, please don’t hesitate to give us a call at 855.913.3228 or send us an email to info@altavistatech.com. You can even fill out our simple contact form and someone will get back to you within 1 business day!
The Dynamics 365 Sales Demo
Dynamics 365 Sales Packages
D365 Sales presents 2 packages based on your needs and business use case. Sales Professional has some limitations that the enterprise version does not.
Sales Professional is designed from the ground up with accessibility in mind, and uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation.
The limitations in D365 Sales Professional include:
- 15 Custom Entities
- 5 Business Process Flows
- 15 Custom Queues
- 10 3rd Party App Installs
- 2 Custom Forms
- 5 Custom Reports, Charts and Dashboards
Furthermore, D365 Sales Professional does not have access to the following features:
- Marketing Lists
- Marketing Campaigns
- Embedded Intelligence
- Quick Campaigns
- Forecasting Sales
- Playbooks
- Competitors
- Sales Goals and Territory Management
- Product Taxonomy & Relationships
- Hierarchies
- Social Engagement/Gamification
- Teams: Define and Configure
Dynamics 365 Sales Enterprise
With D365 Sales Enterprise, your sales organization can automate the sales process from lead to cash, run marketing campaigns, enforce best practices, collaborate with customers, and much more. The following capabilities are available in Sales Enterprise:
- Nurture sales from lead and cash: Achieve more consistent sales interactions by following the sales process as it takes you through each stage, from creating a lead to closing the sale. More information: Understand the sales process.
- Forecast sales: Predict how much revenue your sales team will generate in a given timeframe. Track individual sales performance against quotas, to proactively identify pipeline risks and provide coaching. More information: Project accurate revenue with sales forecasting.
- Enforce best practices with playbooks: Automate repeatable processes and define your organization’s best response to events that impact sales. For example, the best response when a decision maker leaves an organization while the team is working on a deal with that decision maker. More information:Enforce best practices with playbooks
- Run and track marketing campaigns: Promote your business and improve sales with targeted marketing campaigns. Track customer response and costs for each campaign. More information: Get started with in-app marketing (Sales).
Pricing
Microsoft Dynamics 365 Sales breaks down pricing into Professional and Enterprise licenses. Business Central users can also take advantage of a discount on Professional level licenses.
Dynamics 365 Sales Professional
Dynamics 365 Sales Enterprise
Dynamics 365 Sales for BC Users
Upgrade your Microsoft Accounting Platform
Microsoft Dynamics Business Central users can get Dynamics 365 Sales Professional licenses at a discounted rate of $20 per user per month. D365 Sales bolsters the Dynamics Business Central platform, directly integrating to you accounting system to provide a consistent flow of information between your most crucial systems.
Our Implementation Packages
Quick Start Package
The Quick Start implementation package is perfect for organizations that are interested in handling the implementation on their own and have previous experience configuring CRM systems in the cloud.
Deliverables:
- Activate and provision Dynamics 365 Sales environment
- License, configure, and assign security rights (first 5 users) for DD365 users
- Configure Exchange Online integration in D365 using Microsoft Dynamics App for Outlook loaded by customer, if applicable (one email account per user)
- Configure SharePoint Online integration with Account Entity in D365 if applicable
Price*:
$1,800
Entry Package
The Entry package is perfect for the organization with a knowledgeable Marketing employee who has experience implementing CRM systems in the past and only needs assistance to complete the initial setup.
Deliverables:
- Activate and provision Dynamics 365 Sales environment
- License, configure, and assign security rights (first 10 users) for D365 users
- Configure Exchange Online integration in D365 using Microsoft Dynamics App for Outlook loaded by customer, if applicable (one email account per user)
- Configure SharePoint Online integration with Account Entity in D365 if applicable
- Add up to 10 custom fields within the solution
- Review and conduct training workshop on Business Process Flows (one Business Process Flow for Opportunity with up to 8 stages and 5 tasks delivered) – one session up to 2 hours total
- Deliver two client onboarding and adoption training sessions to a Power User within your organization – up to 4 hours total
- Activate D365 Learning Path and provide a AVT approved training guide
- Provide guidance on how to migrate and import data using the Dynamics 365 import tool
Price*:
$9,000
Pro Package
The Pro package is perfect for organization with senior level Sales or Marketing employees who have implemented CRM solutions and only need assistance with completing the initial setup of Dynamics 365 for Sales.
Deliverables:
- Activate and provision Dynamics 365 Sales environment
- License, configure, and assign security rights (first 10 users) for D365 users
- Configure Exchange Online integration in D365 using Microsoft Dynamics App for Outlook loaded by customer, if applicable (one email account per user)
- Configure SharePoint Online integration with Account Entity in D365 if applicable
- Add up to 30 custom fields within the solution
- Review and conduct training workshop on Business Process Flows (one Business Process Flow for Opportunity with up to 8 stages and 5 tasks delivered) – one session up to 2 hours total
- Deliver two client onboarding and adoption training sessions to a Power User within your organization – up to 4 hours total
- Activate D365 Learning Path and provide a AVT approved training guide
- Provide guidance on how to migrate and import data using the Dynamics 365 import tool
- Configure D365 standard forms, views, charts, reports and one dashboard showing standard views and charts
- Load up to a combined 5,000 leads, opportunities, contacts, or accounts
- Train one Power User within your organization to function as an Administrator – up to 4 hours
Price*:
$18,000
*Price is based on implementation as specifically listed in the above deliverables and assumptions and may change based on individuals needs or functionality.
Quick Start Implementation Package
Price*:
$1,800
The Quick Start implementation package is perfect for organizations that are interested in handling the implementation on their own and have previous experience configuring CRM systems in the cloud.
Deliverables:
- Activate and provision Dynamics 365 Sales environment
- License, configure, and assign security rights (first 5 users) for DD365 users
- Configure Exchange Online integration in D365 using Microsoft Dynamics App for Outlook loaded by customer, if applicable (one email account per user)
- Configure SharePoint Online integration with Account Entity in D365 if applicable
Assumptions:
- Exchange Online or Exchange Server required for Outlook integration
- Alta Vista Technology, Inc. must be the digital partner of record and the Cloud Solution Provider with Microsoft for licensing
- Up to 5 users (additional scope required for more users)
- This offer does not include system analysis, fit/gap process, system modifications or integrations but are available if requested for additional fees.
- Dynamics 365 Sales licensing required
*Price is based on implementation as specifically listed in the above deliverables and assumptions and may change based on individuals needs or functionality.
Entry Level Implementation Package
Price*:
$9,000
The Entry package is for the organization with a knowledgeable Marketing employee who has experience implementing CRM systems in the past and only needs assistance to complete the initial setup.
Deliverables:
- Activate and provision Dynamics 365 Sales environment
- License, configure, and assign security rights (first 10 users) for D365 users
- Configure Exchange Online integration in D365 using Microsoft Dynamics App for Outlook loaded by customer, if applicable (one email account per user)
- Configure SharePoint Online integration with Account Entity in D365 if applicable
- Add up to 10 custom fields within the solution
- Review and conduct training workshop on Business Process Flows (one Business Process Flow for Opportunity with up to 8 stages and 5 tasks delivered) – one session up to 2 hours total
- Deliver two client onboarding and adoption training sessions to a Power User within your organization – up to 4 hours total
- Activate D365 Learning Path and provide a AVT approved training guide
- Provide guidance on how to migrate and import data using the Dynamics 365 import tool
Assumptions:
- Exchange Online or Exchange Server required for Outlook integration
- Alta Vista Technology, Inc. must be the digital partner of record and the Cloud Solution Provider with Microsoft for licensing
- Up to 10 users (additional scope required for more users)
- Customer provides clean data for upload based on standard templates provided by AVT
- This offer does not include system analysis, fit/gap process, system modifications or integrations but are available if requested for additional fees.
- Dynamics 365 Sales licensing required
*Price is based on implementation as specifically listed in the above deliverables and assumptions and may change based on individuals needs or functionality.
Pro Implementation Package
Price*:
$18,000
The Pro package is perfect for organization with senior level Sales or Marketing employees who have implemented CRM solutions and only need assistance with completing the initial setup of Dynamics 365 for Sales.
Deliverables:
- Activate and provision Dynamics 365 Sales environment
- License, configure, and assign security rights (first 10 users) for D365 users
- Configure Exchange Online integration in D365 using Microsoft Dynamics App for Outlook loaded by customer, if applicable (one email account per user)
- Configure SharePoint Online integration with Account Entity in D365 if applicable
- Add up to 30 custom fields within the solution
- Review and conduct training workshop on Business Process Flows (one Business Process Flow for Opportunity with up to 8 stages and 5 tasks delivered) – one session up to 2 hours total
- Deliver two client onboarding and adoption training sessions to a Power User within your organization – up to 4 hours total
- Activate D365 Learning Path and provide a AVT approved training guide
- Provide guidance on how to migrate and import data using the Dynamics 365 import tool
- Configure D365 standard forms, views, charts, reports and one dashboard showing standard views and charts
- Load up to a combined 5,000 leads, opportunities, contacts, or accounts
- Train one Power User within your organization to function as an Administrator – up to 4 hours
Assumptions:
- Exchange Online or Exchange Server required for Outlook integration
- Alta Vista Technology, Inc. must be the digital partner of record and the Cloud Solution Provider with Microsoft for licensing
- Up to 25 users (additional scope required for more users)
- Customer provides clean data for upload based on standard templates provided by AVT
- This offer does not include system analysis, fit/gap process, system modifications or integrations but are available if requested for additional fees.
- Dynamics 365 Sales licensing required
*Price is based on implementation as specifically listed in the above deliverables and assumptions and may change based on individuals needs or functionality.
Our Microsoft Dynamics Customer Engagement packages are designed to fit companies of different scope, size, and needs. Just select your package, fill out the form below, and a representative will reach out to you within one business day to provide next steps!
Dynamics 365 Sales Request Form
Please fill out the form below completely and accurately to request your free 30-day trial of Microsoft Dynamics 365 Sales. It is recommended that you read through the information in the packages, pricing, and features tabs before submitting a trial request.
Purchase Dynamics 365 Sales
Please fill out the form below completely and accurately to request your Microsoft Dynamics 365 Sales package. It is recommended that you read through the information in the packages, pricing, and features tabs before submitting a purchase request.
Implementation & Support
Deploying Microsoft Dynamics 365 Sales is simple and fast. Once set up, we’ll provide all necessary software training and ongoing support. The Alta Vista team has completed more than 600 successful software implementations. We’re the partner you can rely on to provide deep Microsoft knowledge to make sure you have the best configuration to meet your unique business needs.