Dynamics 365 for Sales
Your sales transformation starts here
Keep relationships on track
Focus on high priority customers with notifications from Dynamics 365 and Office 365 that reveal relationship health and risks.
Enable smarter selling with embedded AI
Use relationship data and contextual AI-driven insights to focus on the right customers and build trusted relationships.
Connect with prospects
Raise response rates through personalized introductions from colleagues who are already emailing, meeting, and collaborating with prospects.
Tailor engagement
Deliver instant and relevant information based on embedded insights that recommend personalized talking points and the next best steps.
Optimize email engagement
Illustrate how customers interact with emails to sellers so they can be more proactive and responsive in their communications.
Identify the right buyers
Increase sales with advanced scoring models that determine which customers have a higher likelihood of buying.
Empower sellers to build relationships
Unified sales solutions and data from LinkedIn Sales Navigator/Dynamics 365 Sales keep the focus on customer relationships.
Connect data processes to enable relationship selling
Consolidate relationship data and processes with the integration between LinkedIn, Sales Navigator, and Dynamics 365 for Sales to give sellers the insights they need to build trust and manage relationships.
Gain contextual insights from LinkedIn
Enjoy richer profiles a data through Sales Navigator integration, including related leads and ways to secure a warm introduction.
Personalize content
Collaborate and personalize sales documents with embedded Office 365 tools that fit the seller’s style and target demographic.
Get a clear view of the organizational structure
Interactive org charts make keeping track of contacts in an account and understanding the relationships between clients easy and useful.
Boost sales productivity with expert tools
Add selling time with a streamlined sales process supported by familiar and cohesive tools featuring intelligent optimization.
Simplify data entry
Save time with contextual prompts that suggest new resources to create as sellers enter notes.
Share sales best practices
Use winning sales techniques and contextual reference material to increase your chances of making the sale.
Minimize training
Easily navigate through the sales process with a business process UI that provides clear guidance during each phase of the sales cycle.
Improve coaching and sales performance
Dashboards let you see sales results and how to reach optimal results. Motivate sellers through sales contests that promote teamwork and accountability.
Work with familiar tools
Accelerate deals with an immersive experience for opportunity management that increases seller productivity by using familiar tools like Outlook, Excel, and SharePoint.
Sell anytime, anywhere
Support work on the go with modern mobile applications that provide provisional news, social data, and task flows to increase usability.
Work better together
Work together on deals across departments with customer information and document sharing directly from Microsoft Teams, meetings, notes, documents, and business applications.
Connect with your partners
Recruit, onboard, and build your partner channel through deeper enablement and activation. Partner relationship management will let you review important information with your partners such as opportunities, cases, and strategies.
Increase sales profitably with Dynamic 365 Sales insights
AI-powered automation, predictive insights, and intelligence for sellers all enhance the effectiveness of the sales operation.
Know your business
Identify issues and trends with interactive dashboards and reports based on previously collected data. Get visual answers using conversational Q&A.
Shorten ramp-up-time
Make onboarding easy for new sellers with aligned sales behavior that utilizes interactive help and documentation.
Motivate sellers
Energize sellers with exciting team-based sales contests to improve overall sales performance. Hold your employees accountable with a solution that makes results highly visible.
Innovate with sales solution built to evolve
Use adaptable and scalable sales solutions to drive innovation by extending and connecting to other applications and services.
Extend and connect
Automate processes across Dynamics 365 applications and partner systems for a unified experience.
Adapt quickly
Accelerate time-to-market by adapting the application to fit your needs. Use no-code visual editors and tools to simplify the creation of custom sales applications.
Invest with confidence
The Microsoft cloud platform will reduce the cost of and complexity of operating a global infrastructure while trusted Microsoft datacenters safeguard your data.
Drive innovation
Revolutionize the end-to-end customer journey with unified data across marketing, sales, and service that breaks down silos.