Help your sellers drive more efficient sales, make smarter sales decisions, and win more deals with Dynamics 365 and Office 365.

Collaborate using tools you already know

Share Office 365 documents, update OneNote notebooks, and connect to Microsoft Teams to co-author sales documents and engage customers.

Stay productive using integrated tools

Edit records and Office 365 documents and update Excel data within Dynamics 365 Sales, reducing the need to switch between applications or re-enter data.

Analyze and report inside Dynamics 365

Share a Power BI sales analytics dashboard or report within Dynamics 365 Sales.

Get data on the go with mobile-integrated apps

Access customer records, sales insights, and alerts from within Outlook on the desktop, web, or phone and the Dynamics 365 for Teams app.

Explore Dynamics 365 Sales capabilities

  • Sell smarter with contextual insights

    Improve conversion and win rates with lead and opportunity scoring based on advanced scoring models to identify customers most likely to convert and buy.

    Increase response rates through warm introductions from colleagues who are already emailing, meeting, and collaborating with prospects.

    Tailor engagement based on contextual insights that recommend personalized talking points and next best actions.

    Show sellers when and how customers interact with their emails, so they can be more proactive and responsive in their email communications.

    Keep relationships on track with signals from Dynamics 365 and Office 365 that reveal relationship health and risks.

  • Build relationships with authentic and personal engagement

    Unify relationship data and processes with LinkedIn Sales Navigator integration so sellers can build trust and easily manage relationships at scale.

    Get profiles and insights with LinkedIn Sales Navigator integration, including related leads and ways to secure a warm introduction.

    Keep track of contacts and visualize relationships among contacts with interactive org charts.

    Collaborate and personalize sales documents with embedded Office 365 tools—fitting the way sellers work.

    See the customer’s point of view and improve sales engagement by bringing your customer data together with survey insights from Microsoft Forms Pro—included with Dynamics 365 Sales.

  • Free up more time for selling

    Minimize routine tasks with contextual prompts that, as sellers enter notes, suggest new records to create.

    Concentrate on selling with sales playbooks that contain repeatable, winning sales techniques and contextual reference materials.

    Spend less time searching for content with modern sales enablement capabilities that intelligently recommend the most relevant content and related training to sellers.

    Reduce training with a business process UI that provides contextual guidance during every phase of the sales cycle.

  • Boost sales productivity with seamless tools

    Collaborate on deals across functions and geography with customer information and document sharing directly from Microsoft Teams, a modern hub for chat, meetings, documents, and business applications.

    Minimize manual data entry by scanning and converting business cards into new records in Dynamics 365.

    Streamline workflow with modern mobile applications and familiar tools like Outlook, Excel, and SharePoint that work seamlessly with Dynamics 365 Sales.

    Recruit, onboard, and strengthen your partner channel. Give partners a quick view of interactions across opportunities, cases, and other relevant information with partner relationship management.

  • Accelerate sales performance

    Help sales managers drive performance with pipeline analysis, deal insights, relationship analytics, and conversation intelligence.

    Discover emerging customer needs, competitive dynamics, and market trends with AI-driven insights.

    Proactively identify at-risk deals, gain visibility into conversations, and provide actionable feedback through built-in coaching tools.

  • Innovate with flexible solutions that grow with your business

    Accelerate time to market by quickly adapting the prebuilt application to your needs with visual editors. Automate workflows, analyze data, and easily build custom applications with Microsoft Power Platform.

    Easily deliver insights to your sales team with built-in AI. Customize insights to fit your sales process—no code required.

    Reduce the cost and complexity of operating a global infrastructure with Azure, and help safeguard your data throughout Microsoft data centers.

    Transform the end-to-end customer journey by unifying your data across marketing, sales, and service.

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    About NaviWorld

    NaviWorld Australia is a leading provider of end-to-end integrated and flexible business management solutions for mid-sized companies in Australia and the surrounding region. With offerings tailored to various industries, from Distribution to Retail, Services to Manufacturing, NaviWorld brings a portfolio of globally successful, fully integrated technology-driven business solutions to our valued customers.

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