Close more deals with a connected, data-driven sales process
Dynamics 365 Sales streamlines lead-to-cash with unified customer data, Microsoft 365 + Teams integration, and AI-assisted insights—so reps spend less time on admin and more time selling.
- Full pipeline visibility and forecasting accuracy
- Native Outlook/Teams, SharePoint & Power Automate integration
- Built-in automation for assignments, reminders, and approvals
- Dashboards and KPIs with Power BI
Why Dynamics 365 Sales
Key benefits in a nutshell
Pipeline clarity
Track every deal by stage with weighted forecasts and real-time health signals.
Microsoft 365 + Teams
Work where sellers already are—email, meetings, files and chats all connected.
Automation
Auto-assign leads, set follow-ups, and trigger approvals using Power Automate.
AI assistance
Prioritize with scoring, get next-best-actions, and summarize notes faster.
Files & documents
Store proposals and SoWs in SharePoint—linked directly to accounts and deals.
Dashboards & KPIs
Out-of-the-box dashboards or advanced analytics with Power BI.
Faster onboarding, consistent execution
Standardized stages, templates, and playbooks help new sellers ramp quickly and keep your process consistent across teams and regions.
- Guided sequences and reminders
- Templates for emails, quotes, and orders
- Mobile app for on-the-go updates