Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Send prospects the next steps agreed on an introductory call.
Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.
Keep new prospect statuses current after introductory email batches.
Your CRM follow-up list shows who received a first email and whose address bounced, so the next move is clear after each batch.
Count new business deals for a chosen owner and closing window.
Get a sales pipeline report for the slice you request. Open the matching deals to check the count or value.
Restart early client conversations with a relevant next step.
Keep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.
Turn updated prospect needs into a proposal ready for review.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.