Microsoft Dynamics 365 Sales

Dynamics 365 Sales is a comprehensive customer relationship management (CRM) solution designed to help businesses build and nurture stronger customer relationships. It offers a range of features to streamline sales processes, including lead and opportunity management, forecasting, and personalized customer engagement. With its integration with Microsoft 365 and LinkedIn, Dynamics 365 Sales provides valuable insights and helps sales teams prioritize their efforts. Its user-friendly interface and customizable dashboards make it easy for sales professionals to track performance and drive business growth.

Overview | Features | Pricing | Copilot | Insights

What can Dynamics 365 Sales do for you?

Sales success hinges on efficiency, personalization, and adaptability. Dynamics 365 Sales is a powerful tool designed to enhance every aspect of your sales process, from lead generation to closing deals and beyond.

D365 Sales

AI-Powered Insights

Boost sales productivity and efficiency with AI-powered insights and automation

Customer Relationship Management (CRM)

Build strong customer relationships and loyalty with personalized and proactive engagement

Data-driven forecasting

Optimize sales performance and revenue with data-driven forecasting and coaching

Integrated Business Applications

Streamline sales processes and workflows with seamless integration with Microsoft 365 and other apps

Scalability and Flexibility

Scale and adapt to changing business needs with a flexible and customizable platform

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Talk to Our Expert Team

Discover and leverage new business capabilities with Dynamics 365 Sales. Expand your potential and drive growth with tailored solutions.

Schedule a Consultation

Dynamics 365 Features

Dynamics 365 Sales offers a comprehensive suite of features to streamline your sales process and enhance customer interactions.

Customer Relationship Management (CRM)

Manage customer relationships and interactions across the entire sales cycle

Unified Sales Dashboard

Track leads, opportunities, quotes, orders, invoices, and contracts in a unified dashboard.

Office 365

Create and share personalized sales proposals and presentations with embedded Office 365 tools.

Sales Collaboration

Seamlessly collaborate with colleagues and customers using Microsoft Teams, Outlook, and LinkedIn (Sales Navigator).

Power Automate & Power Apps

Automate sales processes and workflows with Power Automate and Power Apps.

Seamless Integration

Integrates with Dynamics 365 apps like Field Service, Customer Service, Marketing, Project Service Automation, and Business Central.

Dynamics 365 Sales Pricing

Sales Professional

$65

Per user per month

Core sales force automation and Microsoft 365 integration

Sales Enterprise

$70

Per user per month

Industry-leading sales force automation with contextual insights, next-generation AI, and advanced customization

Includes Copilot capabilities like natural language insights, record updates, email and meeting assistance, and opportunity summaries

Sales Premium

$135

Per user per month

Dynamics 365 Sales Enterprise plus prebuilt customizable intelligence solutions for sellers and managers

Includes Copilot capabilities like natural language insights, record updates, email and meeting assistance, and opportunity summaries

Microsoft Relationship

$162

Per user per month

Dynamics 365 Sales Enterprise plus LinkedIn Sales Navigator Enterprise

Requires a 10-seat minimum

Dynamics 365 Copilot for Sales

Dynamics 365 Copilot for Sales is a game-changer for sellers, enhancing their capabilities and empowering them to achieve more. By leveraging AI-driven insights and personalized assistance, Copilot for Sales enables sellers to work more efficiently and deliver exceptional customer experiences.

Efficient Workflows

Sellers can work more efficiently with email assistance, personalized sales content creation, and AI-generated insights, enabling them to focus on what matters most – building relationships and closing deals.

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Improved Customer Experiences

With personalized sales content and recommendations for the next steps, sellers can enhance customer experiences and drive loyalty.

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Enhanced Visibility

Gain visibility and control over your sales pipeline and performance with real-time dashboards and reports, allowing you to make informed decisions and optimize your sales strategy.

Copilot for Sales

$50

Per user per month

An AI assistant in Microsoft 365 for sellers

  • Works with Dynamics 365 Sales and Salesforce Sales Cloud and can be configured to connect to other sales solutions
  • Includes Copilot for Microsoft 365
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Seamless Integration

If you’re already using Copilot for Microsoft 365, Copilot for Sales seamlessly builds upon this foundation by providing Copilot with the ability to reference CRM data, enriching its capabilities and further enhancing your sales process.

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Seamless Integration

If you’re already using Copilot for Microsoft 365, Copilot for Sales seamlessly builds upon this foundation by providing Copilot with the ability to reference CRM data, enriching its capabilities and further enhancing your sales process.

Accelerated Sales Cycles

Copilot for Sales helps accelerate sales cycles and close more deals with intelligent recommendations and guidance, ensuring you never miss an opportunity..

Microsoft Solutions Partner

with a Proven Track Record

30+

years of expertise delivering tailored solutions

3 x

Microsoft Partner of the Year

1,500+

ERP projects completed in various global industries

Microsoft-Gold-Partner

The highest achievement a Dynamics provider can earn

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Maximize Sales Success with Dynamics 365 Sales

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    Questions About Dynamics 365 Sales?

    Dynamics 365 Sales is a cloud-based application that helps sales teams manage their customer relationships, track their opportunities, and close deals faster. It integrates with Microsoft 365 and other Dynamics 365 applications to provide a unified and seamless experience.

    The plans differ in terms of features, capabilities, and pricing. The Sales Professional plan is designed for small and medium-sized businesses that need core sales functionality. The Sales Enterprise plan is for larger or more complex sales organizations that need advanced sales capabilities. The Sales Premium plan includes all the features of Sales Enterprise, plus Dynamics 365 Sales Insights and Dynamics 365 Customer Voice. The Microsoft Relationship Sales plan combines Dynamics 365 Sales Enterprise with LinkedIn Sales Navigator to help sellers find and engage with prospects.

    Yes, Dynamics 365 Sales integrates directly to Dynamics 365 Business Central to expand Business Central’s limited CRM capabilities.

    You can sign up for a 30-day free trial of Dynamics 365 Sales on the Microsoft website. You will need a Microsoft account and an email address to register. You can also contact us to request a demo or a personalized quote.