Microsoft Dynamics 365 Sales
Guide sellers with process, predict outcomes with AI, and work natively across Microsoft 365. A classic, uncluttered layout optimized for clarity during vendor selection and architecture reviews.
Platform
Dataverse • Power Platform
Best for
Structured sales motions & enterprise teams
Data
Role-based security & audit trails
✽Key Highlights
AI-driven guidance
Prioritize activities and next-best actions with predictive scoring and real-time recommendations.
Contextual work
Built-in Outlook and Teams integration keeps sellers productive without leaving their flow.
Configurable processes
Business process flows, rules and custom entities model your sales methodology.
Capabilities
Essential tools for your success.
Lead & Opportunity Management
Qualification, scoring, and opportunity hierarchies.
Forecasting
Commit models, pipelines, and territory rollups.
Sales Accelerator
Sequences, auto-capture, and workload balancing for reps.
Conversation Intelligence
Call transcription, sentiment, and coaching insights.
Power Platform Extensibility
Power Apps, Power Automate, and Power BI extend and report on processes.
CPQ & Quotes
Standardize pricing and approvals; generate printable quotes.
Business impact
Representative outcomes organizations often measure after going live.
+28%
Faster deal cycles
+35%
Rep productivity
99.9%
uptime SLA
Enterprise
Security & compliance
50,000+ companies run Dynamics 365 CRM to grow their businesses.
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