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Sales CRM

The Dynamics 365 Sales Customer Relationship Management system enables your salespeople to build strong relationships with 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.

Win New Customers Through Teamwork

Connect sellers with customers through their preferred communication channels with Microsoft Teams and Dynamics 365 Sales.

Accelerate Revenue With AI

Streamline sales cycles through suggested next best actions, focusing on the highest-priority activity with the best propensity to close.

Predict and Manage Pipelines With Confidence

Predict revenue fluctuations and highlight areas of focus from top to bottom of the funnel.

Improve customer calls through feedback

Get in-the-moment insights about customer emotion, competitive market, sentiment, and priorities in phone calls to enable guided selling.

Help Sellers Sell and Buyers Buy

Bring together the entire sales team to facilitate the buyer journey.

Sales Managers

Planning and forecasting

Real-time visibility

Coaching at scale

Sellers

Prioritized customers and activities

Effective conversation techniques

Built-in collaboration

Sales Operations

Tailor for specific roles

Customizable AI

Configurable sales process

Dynamics 365 Sales Professional CRM

Know The Right Customer to Engage

Shorten the sales cycle with a single workspace that has everything that sellers need to engage the right customer, stay focused, maximize productivity.

Connect Across Channels

Streamline selling with integrated multichannel communications such as, soft phone dialer, Microsoft Teams dialer, and email templates.

Find and Keep Track of Buyers

See recommended leads and discover mutual connections who can provide a warm introduction. Find out when contacts change jobs and visualize relationships between contacts with interactive org charts.

Identify Customers Who Need Attention

Track relationships with a single score based on signals from Dynamics 365 and Microsoft 365 that reveal relationship health and risks.

Minimize Routine Tasks

Get suggestions to automatically create new records such as contacts, meetings, and tasks.

Manage The Pipeline in a Single Workspace

Use an intuitive, personalized workspace to view deals, get context, and act swiftly. Get one-click actions and built-in productivity and collaboration from Microsoft 365 and Teams.

Prepare For Meetings

Using the mobile app for iOS and Android, view critical meeting details, attendee information, and AI-generated reminders, and join Teams meetings—all from a single meeting card.

Gain Real-Time Visibility Into Sales Performance

Use interactive dashboards and reports to track performance, make data-driven decisions, and deliver more effective coaching.

Visual Insights:

The out-of-the-box dashboards and charts have almost everything that you need to get insight into your business.

Customer 360° View:

Once in the app, quickly get an overview of what’s happening with a customer, such as communications with them, progress of individual deals, and much more, all in one place.

Business Process Flow:

The guided process flows on the Lead and Opportunity form tell you exactly what to do next. You can quickly find out the steps you must take to increase the likelihood of a successful sale and an increased sales count. The process bar can be docked to the right side of the screen for an omnipresent experience while you work on the opportunity.

Activities Timeline:

All the appointments you schedule while you work on an opportunity, the emails that you send or the phone calls you make are available in one place, giving you all the context you need to do your job.

Store and view documents in the context of records:

Do you have presentations or documents for an opportunity all over the place? Store them all in one place, so anyone who’s working on the opportunity can view them.

Simplified opportunity-to-invoice process:

It is easy to move a customer through the Sales funnel. Just generate a quote right from the opportunity you’re working on, and activate it. Use the same quote to quickly generate an invoice and mark the deal as won. You can also email the quotes and invoices to your customer in just one click.

Sales data anywhere and everywhere:

It is easy to move a customer through the Sales funnel. Just generate a quote right from the opportunity you’re working on, and activate it. Use the same quote to quickly generate an invoice and mark the deal as won. You can also email the quotes and invoices to your customer in just one click.

CHOOSE THE PRODUCT THAT FITS YOUR NEEDS

Know The Right Customer to Engage

Dynamics 365 Sales Professional

Core sales force automation and Microsoft 365 integration

Dynamics 365 Sales Enterprise

Industry-leading sales force automation with contextual insights and advanced customization capabilities

Dynamics 365 Sales Premium

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

Microsoft Relationship Sales

Dynamics 365 Sales Enterprise plus LinkedIn Sales Navigator Enterprise


*Requires a 10-seat minimum

Dynamics 365 Sales Professional

Microsoft Relationship Sales

Dynamics 365 Sales Enterprise

Dynamics 365 Sales Premium

Sales execution

Microsoft Office 365 Integration

Reporting and analysis

Customization and extensibility³

LinkedIn Sales Navigator

Contextual insights⁶

Sales accelerator⁶

Conversation intelligence⁶

Dynamics 365 Sales Products

Limited

Included

Add-in

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