Microsoft Dynamics 365 for Sales

Earn Customers for Life with Intelligence Customer Service

Today’s sales landscape has changed. There’s more information, more people, and more choices in this always on, mobile-centric world. As a result, today’s buying process is more complicated than ever, with buyers who are more informed, independent, savvy, and highly influential.

Go beyond sales force automation with Dynamics 365 for Sales, enabling you to better understand customer needs, engage more effectively, and win more deals.

  • Grow Your Business Profitably

Use built-in digital intelligence and automated business processes to increase your revenue while controlling acquisition costs.

  • Sell More By Staying Focused

Maximize your sales team’s performance by reducing distractions and helping them focus on the priorities.

  • Work Smarter to Win Faster

Close deals faster by working efficiently, collaborating, and applying contextual insights from your sales management software.


Sell smarter with infused artificial intelligence

  • Predictive Lead Scoring

Increase conversions and win rates by finding and prioritizing prospects with the highest likelihood to buy based on predictive intelligence

  • Relationship Health

Prioritize customers with a single relationship score based on AI and machine learning signals from Office 365 and Dynamics 365 that reveal relationship health, risk, and next best action.

  • Social Health

Find out what buyers are really thinking with social media insights that reveals sentiment, identifies potential competitive threats, and helps sellers keep a pulse on market trends.


Foster relationships with authentic and personal engagement

  • Relationship Sales

Identify and connect with buyers by tapping into the power of the LinkedIn network and easily manage relationships at scale with unified data and processes.

  • Social Engagement

Easily find opportunities and engage buyers on social media with AI that highlights relevant conversations to join and recommends content to share.

  • AI-integrated Sales Assistant

Get alerts and reminders that help you build customer relationships. Know when to reach out to an inactive contact or a prospect who opened your email.

  • Content Personalization

Get suggestions for relevant content based on what you are working on and who you are working with. Quickly create – and simultaneously collaborate and edit – documents with Office 365 tools.


Boost productivity and increase revenue by integrating best practices

  • Guided Sales

Streamline selling with an embedded sales process based on best practices. Increase user adoption with rich, context-sensitive help and guidance across the web and mobile apps.

  • Opportunity Management

Simplify sales execution with immersive Office 365 capabilities so sellers can use familiar tools like Excel and Outlook, without the hassle of switching applications.

  • Sales Mobility

Sell anytime, anywhere – even offline. Work on the go with rich, modern mobile apps that provide contextual news, social data, and task flows for quickly completing frequent activities.

  • Partner Management

Recruit, on-board, and strengthen the partner channel through deeper enablement and activation. Give partners a quick view of their interactions across opportunities, cases, and other activities.


Accelerate sales performance throughout the entire sales cycle

  • Seller Onboarding

Ease onboarding and align sales behavior with best practices by using business process management and interactive help and documentation.

  • Sales Effectiveness

Hit your numbers by more easily setting goals, monitoring results, investigating deviations from plan, and taking corrective action through quota setting and analytic dashboards.

  • Reports and Dashboards

Go from data to insights fast with real-time dashboards that have interactive, drill-down capabilities and natural language queries.

  • Gamification

Energize sellers with fun and exciting team-based sales contests. Hold everyone accountable by making results highly visible with web, mobile, and TV monitors.


Innovate with a modern, intelligent sales platform

  • Simple Configuration

Easily adapt the application to suit your specific processes without writing any code. Configure once and deploy to multiple platforms with a common framework and responsive design.

  • Extensible Platform

Seamlessly integrate additional business applications or data sources such as marketing and customer service – unifying systems and connecting teams to support your growing business.

  • Powerful AI

Transform with deep insights provided by artificial intelligence and machine learning algorithms. Make sense out of vast amounts of data to guide your teams toward the right business outcomes.


Built-In Digital Intelligence

  • Interactive Dashboards

Provide real-time views of key service metrics through fully customizable, & interactive dashboards.

  • Customer Insight

Deepen customer insight and identify business opportunities by tracking and correlating customer satisfaction with service metrics.

  • Trends and Forecasting

Identify trends, explore scenarios, and forecast outcomes to reduce effort scores, improve performance and identify best practices.