Overcoming Sales Challenges with Dynamics 365

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Most sales leaders are interested in one thing and one thing only – reaching their number. In order to do that, they have to overcome more than a couple of complex challenges. Knowledge is power and, given the fact that technology is now empowering and influencing customers more deeply than ever, traditional sales methods are no longer as effective as they used to be.


Microsoft Dynamics 365 for Sales is an enterprise solution designed to better analyze and understand customer needs, engage more effectively, and win more deals by prioritizing the right leads at the right time. In this blog, we will take a look at some of the challenges sales leaders are facing today and how D365 can help fight through them.

Some of the most important issues regarding sales:

Better engagement

In a world shaped by millennials who spend most of their time on their phone or computer, getting customers to pay attention to your content in a sea of other choices is a must. If they’re not interested in what they’re seeing, buyers can move on to the next thing in a matter of seconds.

Sending the right message at the right time

When a customer makes a decision about purchasing a certain product or service, a pattern of behavior usually appears. Maybe it’s looking up things on your organization’s website, clicking specific links or reading and commenting on reviews – sales leaders have to be aware of these things in order to make the right move at the right moment.

360-degree customer views

The ever-elusive 360-degree customer profile is becoming more complex to understand by the minute, thanks to the boom of platforms such as social media. Salespeople need to gather as much information as possible in order to better target their customers.

Rep productivity

When focused only on chasing numbers, reps can actually become less productive, as their ability to improvise, think and act is dampened by the pressure of having to increase ROI all the time.

How D365 for Sales overcomes these challenges:

It enables sales leaders to sell smarter with embedded intelligence

Personalized and relevant interactions based on contextual, embedded intelligence are now part of D365 and can help sales leaders exceed all expectations. With embedded intelligence that lets you know when and how customers are interacting with your emails, you can be more proactive and clever about how you communicate. Apart from that, social intelligence helps make sense of social sentiment and reviews and highlights potential competitive threats.

 It’s built for fostering relationships with authentic and personal engagement

D365 helps sales leaders build trust with insights centered on specific customer needs and easily manages relationships at scale with unprecedented integration between LinkedIn and Dynamics 365. Using embedded intelligence, it can also highlight relevant conversations to join and recommend content to share. Embedded intelligence provides suggestions for potentially useful content based on what you’re working on and who you’re working with, as well.

It can accelerate sales performance

With a familiar, easy-to-use interface, onboarding processes are now a smooth process. D365 enables users to quickly set goals and monitor results whilst providing timely feedback and suggestions. Users can now take corrective action thanks to real-time analytic dashboards.

The journey from data to insights is also much quicker with D365 for Sales. With real-time dashboards that have interactive capabilities and natural language queries, searching for the right information can be done in a matter of seconds.

D365 also looks to motivate sales reps with fun and exciting team-based sales contests. If you’re sick of looking at daunting numbers and goals all the time, change the mood with a unique gamification solution that makes results highly visible and increases competitiveness.

Sales aren’t just a number

With D365 for Sales, hitting a number isn’t the only goal. If your organization aims to create and foster quality relationships focused on long-term success, it’s got you covered on every front. Don’t miss an opportunity to take your enterprise to the next level and prepare it for the future – with Merit Solutions and Microsoft as your partners, your sales department could become a force to be reckoned with on any market.

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