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.
Key highlights
Focused features that help sales organizations close deals faster and more predictably.
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
Common modules and functions implemented in typical Sales engagements.
Lead & Opportunity Management
Qualification, scoring, and opportunity hierarchies.
Sales Accelerator
Sequences, auto-capture, and workload balancing for reps.
Forecasting
Commit models, pipelines, and territory rollups.
Conversation Intelligence
Call transcription, sentiment, and coaching insights.
CPQ & Quotes
Standardize pricing and approvals; generate printable quotes.
Power Platform Extensibility
Power Apps, Power Automate, and Power BI extend and report on processes.
Business impact
Representative outcomes organizations often measure after going live.
Ready to align your sales process to platform capabilities? Start with an architecture review.
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