Dynamics 365 Sales

Empower your sellers and accelerate revenue

Dynamics 365 Sales allows your sales team to build and strengthen relationships with customers, make choices based on intelligent insights and close profitable deals faster.

Dynamics 365 Sales can help you keep track of all accounts and contacts, nurture sales from lead to order and create sales collateral. You’ll also be able to create marketing lists and campaigns, and monitor service cases associated with specific accounts or opportunities.

Discover more about Dynamics 365 Sales with this video from Microsoft.

Close more deals

Reduce mundane tasks

Generate customer-specific email drafts and opportunity summaries, with Copilot capabilities.

Prioritise your pipeline

Focus on the right customers with AI-based scoring models, prioritised work lists and data visualisations.

Streamline workflows

Minimise app-switching with automatic updates in Microsoft apps.

Meet customer needs

Prepare for engagement

Use Copilot to generate summaries of customer details, meetings, emails and relationship history.

Take best action

Get recommendations for engagement activities and notifications about contact activity and upcoming close dates.

Improve proactivity

Receive AI-generated meeting summaries, including keyword and conversation analysis, competitor mentions, KPIs and suggested tasks.

Guide sales teams

Forecast sales

Predict revenue and track performance against goals, with forecasts and charts.

Scale best practice

Provide automated sales guidance by creating sequences of sales actions for your team.

Coach with confidence

Get insights and KPIs from top performers to discover how others can learn from their success.

Interested? Get a quote today

Get a free, no-obligation quote in less than 10 minutes by telling us about your organisational goals and needs via our questionnaire.