4 Sales Tips for Successful Customer Interaction Using Microsoft Dynamics 365

Published December 11 2018 by Kelly McDonald
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What is my team doing today? What am I doing today?  Have I dropped the ball on anything this week?  Am I connecting with my customers at the right time with the right information? These are all questions that sales professionals often ask themselves. However, many times, the answer to these questions are unknown or a “best guess.” Whether you are the CEO, Vice President of Sales, a Sales Director/Manager, or a Sales Professional, you need to stay on top of opportunities before they slip through the cracks.  With Microsoft Dynamics 365 for Sales, you will be able to answer these questions, and many more.

Dynamics 365 is a powerful tool that helps set you up for successful customer interactions. Below are 4 areas you will want to review in Dynamics 365 before engaging with your customer, to make the most of your conversation and come prepared.

1.  Activity Tab

The Activity tab within Opportunities integrates with Microsoft Exchange, allowing you to view unopened emails which may pertain to the open opportunities. Respond to these emails directly from D365 and “track” them, which automatically shares them with your internal team members.

2. Corrective Plan

With a D365 solution from Alithya Fullscope, each Account has a corrective plan with SWOT (strengths, weaknesses, opportunities, and threats) analysis. Review this corrective plan for the account before your meeting to determine what steps you need to take to correct the course for the account.

Interface of Dynamics 365_Corrective


3. Credit History D365 for Sales system is integrated with your ERP system, allowing you to click on the credit history tab and see open balances, credit limits, and more. Kelly_Day in the life blog_image 2


4. Create a Call Sheet

Once you’ve performed any necessary updates to the account, simply open a call sheet within D365 and export it to Microsoft Word or .pdf. This call sheet summarizes the account information for your meeting. Email this to attendees prior to the meeting and have a version for internal employees only. It can also be uploaded to SharePoint, along with proposals and other documents, so that internal employees can review and edit the document. 

Cheers to better customer engagements!

Watch this one hour webcast as is walks you through the day in the life of a sales team using Microsoft Dynamics 365 for Sales. It will highlight how to answer these key questions like: What is my team doing today?What am I doing today? Are we pacing towards hitting our goals this month, quarter, fiscal year? Have I dropped the ball on anything this week? 



Kelly is a customer advocate who dedicates herself to her customers’ success. Her CRM expertise is unparalleled. With her diverse background including her tenure as a CPA, she demonstrates strong financial and competitive analysis that helps drive strong business outcomes for her clients.

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