Sales CRM
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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
Mon - Fri 9AM - 5PM PST