Microsoft Dynamics 365 for Sales enables businesses to build stronger client relationships and cement their role as their customers’ trusted advisor. AlphaBOLD is a Microsoft Gold Dynamics Partner and a 2021 MSUS Partner Award Winner. With 70+ experienced Dynamics experts, we leverage our collective industry knowledge to develop customized action plans tailored to the exact needs of your business.
Dynamics 365 for Sales capabilities
| Sell smarter with contextual insights | Build relationships with engagement | Boost sales productivity with innovative tools |
Accelerate revenue with AI |
|---|---|---|---|
|
Get in-the-moment insights about your customers with sentiment analysis and guide your customers to the right product using guided selling. |
Connect sellers with customers through their preferred communication channels with Microsoft Teams and Dynamics 365 Sales. |
Predict revenue fluctuations and highlight areas of focus from the top to bottom of the funnel. |
Streamline the sales cycle with AI driven suggested actions, focusing on the highest-priority activity with the best probability to close. |
| Sell smarter with contextual insights | Build relationships with engagement |
|---|---|
|
Get in-the-moment insights about your customers with sentiment analysis and guide your customers to the right product using guided selling. |
Connect sellers with customers through their preferred communication channels with Microsoft Teams and Dynamics 365 Sales. |
| Boost sales productivity with innovative tools |
Accelerate revenue with AI |
|---|---|
|
Predict revenue fluctuations and highlight areas of focus from the top to bottom of the funnel. |
Streamline the sales cycle with AI driven suggested actions, focusing on the highest-priority activity with the best probability to close. |
Ready to start with Dynamics 365 for Sales?
Get a personalized consultation for your project.
Complex integration & solutions
Behavioral CRM
Behavioral CRM is a connected system that enables sales and marketing to work together efficiently. The solution provides them with improved insights and efficient sales collaboration, thus empowering them to execute the sales strategy effectively. With tailored information, improved tracking, access to data, and time efficiency, the Behavioral CRM improves the overall sales and profitability of the company.
Why AlphaBOLD As Your Microsoft Dynamics Partner?
SEE WHAT OUR CLIENTS HAVE TO SAY ABOUT US
“We needed a partner to help us implement and configure our Dynamics CRM system. We chose AlphaBOLD based on their expertise within the Microsoft technology stack, as well as their thorough understanding of our industry, business model, and unique challenges. I would highly recommend the AlphaBOLD CRM team.”
JEFF SMITHIT DIRECTOR, JWC ENVIRONMENTAL 
"We needed tools that work fast and give us visibility into our internal processes, and needed our team to be able to access, manage, and review data easily. We also wanted to improve our order management and customer support, and that is exactly the reality we are living thanks to AlphaBOLD."
Phil Lubinski OwSenior Manager Customer Service | TaylorMade Golf Companyner & President - Inspire Fitness 
“Calpine is helping CCAs manage their customers better and offer them green energy alternatives.
Dynamics 365 enables Calpine to stay on top of all customer interactions and make this transition to
green energy easier. AlphaBOLD has helped Calpine materialize its vision to promote renewable energy
usage.”
George TheofanousManager, CCA Applications, Calpine Energy Solutions, LLC 
Featured success stories
FAQ’s
What does Dynamics 365 Sales include?
Dynamics 365 Sales enables salespeople to build strong relationships with their customers, take actions based on insights, and close deals faster. Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. You can also create marketing lists and campaigns and follow service cases associated with specific accounts or opportunities.
How can AlphaBOLD help with my Dynamics 365 Sales Implementation?
AlphaBOLD can help you with any stage of your Dynamics 365 Sales implementation. Whether you are transitioning off of another CRM, implementing fresh, or just need help with your existing implementation, AlphaBOLD can help you cross the finish line.
How can I integrate Dynamics 365 with Office 365?
Thankfully Dynamics 365 is fully integrated with the Office 365 platform. This allows you to seamlessly login to Dynamics using the same credentials that you use to login to Office 365 with no additional setup or configuration. Additionally, Dynamics 365 will integrate with your e-mail with minimal effort.
How can I customize Dynamics 365 Sales to fit my organization’s processes?
To get started, we would recommend viewing one of the many excellent tutorials and videos that are provided by Microsoft. If you get stuck, have hit a roadblock, or simply don’t have the time, AlphaBOLD would love to partner with you to help you overcome your obstacles. Reach out to our team of BOLDEnthusiasts and let AlphaBOLD help you get started.
The Chat license is needed for each user that uses the chat feature to talk to the customer.
The Voice license provides hosted phone capabilities and voice transcription, click to dial, and screen pop capabilities.
The digital messaging add-on provides the same license as the chat license and provides the ability to converse via SMS.
The digital messaging with a voice add-on provides all of the above functionality.
How do I get started?
Sign up for a free consultation with our CRM experts to learn to get your Dynamics 365 Sales journey started. Our experts will reach out to you and guide you through every step.
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