Dynamics 365 SalesRun your sales process from a single centre with Dynamics 365 Sales
Make your whole sales process — from lead to opportunity, from quote to order — visible and measurable. Build an AI-supported sales infrastructure that works together with Outlook, Teams, Microsoft 365 and the business systems you already run.
Dynamics 365 Sales is the Microsoft CRM solution that lets sales teams manage customer information, meetings, opportunities, quotes and forecasts in a single system. Sales representatives see the next action to take, while managers track the pipeline and expected revenue in real time.
WHICH PROBLEMS DOES IT SOLVE?
Your sales team does not have to change the tools it already uses. Dynamics 365 Sales works together with Outlook, Teams, Excel, Power BI, Power Automate, Power Apps, SharePoint and Microsoft 365.
- Scattered customer information; bring what sits in email, Excel and personal notes together in a shared customer record.
- An invisible pipeline; see which opportunity is at which stage and where the risk is building.
- Forgotten sales actions; manage tasks, meetings and follow-up steps with automatic reminders.
- Unreliable forecasts; use opportunity data to build more consistent sales and revenue forecasts.
- Repetitive manual work; speed up drafting emails, summarising meetings and updating records with AI.
WHAT ARE ITS CORE CAPABILITIES?
Customer and sales management; - lead, contact and account management - opportunity and pipeline management - quote, order and invoice tracking - product catalogue and price lists
Sales productivity; - sales accelerator and work lists - automated task and follow-up flows - Outlook and Teams integration - mobile use
Management and analytics; - sales forecasting - target and performance tracking - Power BI dashboards - opportunity and lead scoring
AI and sales agents; - summarising opportunity and customer records - showing recent changes - preparing for meetings - drafting emails, summarising conversations and industry news - researching and prioritising leads - suggesting the next best action
Sales Opportunity Agent
Research and analyse every opportunity continuously. Give sellers deep knowledge so they can surface deal risks and sell more intelligently.
Deal Closing Agent
Win more deals faster with better prioritisation and autonomous completion. Analyse deals autonomously and equip your sellers with the information they need to succeed. Now in preview.
Sales Qualification Agent
Raise win rates with higher-quality leads and autonomous qualification. Save sales teams time by prioritising and engaging prospects with an always-on AI-powered agent.
Sales Research Agent
Get real-time insights ready for critical decisions. Answer complex sales and operations questions and turn raw data into actionable insight.
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