Dynamics 365 Sales

Accelerate sales by using customer, marketing, and sales data to identify ideal customer targets, recommend next best actions, and collaborate with peers.

Win new customers through teamwork

Connect across channels; Connect sellers with customers through their preferred communication channels with Microsoft Teams and Dynamics 365 Sales.

Instantly collaborate with experts; Include subject matter experts from across the organization in real time, with all the context, so sellers can move fast to get the deal done.

Be productive from anywhere; Get data and take action on the go with a native mobile app.


Accelerate revenue with AI

Enhance intuition with insights; Streamline sales cycles through suggested next best actions, focusing on the highest-priority activity with the best propensity to close.

Take action seamlessly; Take the suggested actions right from the dashboard with a prioritized worklist.

Get notified about deal risks; Help increase closure rates with notifications about when deals are at risk.

Improve account relationships; Receive recommendations to help improve account relationships at risk.

Predict and manage pipelines with confidence

Gain visibility across the entire sales cycle; Analyze individual and collective pipelines for accurate forecasts through automated insights.

Spotlight potential strengths and weaknesses; Predict revenue fluctuations and highlight areas of focus from top to bottom of the funnel.

Focus on what matters; Reduce time spent on reporting by surfacing exceptions using built-in reports.


Improve customer calls through feedback

Enable guided selling with in-the-moment insights; Coach sellers with real-time conversation intelligence about customer emotion, competitive market, sentiment, and priorities in phone calls.

Make the sales journey more straightforward for sellers; Build consecutive sales journeys that remove the guesswork around next steps, accrue to business goals, and are easily measurable.

Quickly train new sellers; Help them learn what drives success by reviewing actions that previous sellers took as a result of feedback during sales calls.

Easily implement best practices through a single collaboration platform; Use Microsoft 365, Microsoft Teams, and Dynamics 365 Sales together to make it easy for everyone to benefit from best practices.



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