microsoft-dynamics-365-sales (CRM)

Win more deals

Find the right opportunities, build trusted relationships, and take swift action with Dynamics 365 for Sales—sales force automation with unified relationship data and built-in AI.

Identify the right buyers

Increase conversion and win rates with lead and opportunity scoring based on advanced scoring models for likelihood to convert and buy.

Connect with prospects

Increase response rates through warm introductions from colleagues who are already emailing, meeting, and collaborating with prospects.

Tailor engagement

Deliver in-the-moment and relevant interactions based on embedded insights that recommend personalized talking points and next best steps.

Optimize email engagement

Show sellers when and how customers interact with their emails, so they can be more proactive and responsive in their communications.

Keep relationships on track

Focus on high priority customers with signals from Dynamics 365 and Office 365 that reveal relationship health and risks.

Connect data and processes to enable relationship selling

Unify relationship data and processes with the integration between LinkedIn Sales Navigator and Dynamics 365 for Sales, so sellers have the insights they need to build trust and easily manage relationships at scale.

Gain contextual insights from LinkedIn

Get richer profiles and data with LinkedIn Sales Navigator integration, including related leads and ways to secure a warm introduction.

Get a clear view of the organizational structure

With interactive org charts, keep track of the contacts at an account and understand the relationships among contacts to identify potential stakeholders and influencers. Personalize content Collaborate and personalize sales documents with embedded Office 365 tools that fit the way sellers work.

Simplify data entry

Save time with contextual prompts that suggest new records to create as sellers enter notes.

Share sales best practices

Concentrate on selling with sales playbooks that contain repeatable, winning sales techniques and contextual reference materials.

Minimize training

Navigate efficiently through the sales process with a business process UI that provides contextual guidance during every phase of the sales cycle.

Work better together

Collaborate on deals across functions and geography with customer information and document sharing directly from Microsoft Teams1, a modern hub for chat, meetings, notes, documents, and business applications.

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Work with familiar tools

Accelerate deals with an end-to-end, immersive experience for opportunity management. Increase seller productivity with familiar tools like Outlook, Excel, and SharePoint that work seamlessly with Dynamics 365 for Sales.

Sell anytime, anywhere

Support work on the go with modern mobile applications that provide contextual news, social data, and task flows that increase usability.

Connect with your partners

Recruit, onboard, and strengthen your partner channel through deeper enablement and activation. Give partners a quick view of interactions across opportunities, cases, and other relevant information with partner relationship management.

Know your business

Spot issues and trends with interactive dashboards and reports based on historical data. Get answers with rich visualizations using conversational Q&A.

Shorten ramp-up time

Ease onboarding for new sellers. Align sales behavior with best practices using interactive help and documentation.

Motivate sellers

Energize sellers with fun and exciting team-based sales contests. Improve sales performance and hold everyone accountable with a solution that makes results highly visible.

Adapt quickly

Accelerate time-to-market and adapt the application to your needs with no-code visual editors and tools that make it easy to build and deploy custom sales applications.

Extend and connect

Automate processes across Dynamics 365 applications and partner systems for a unified experience.

Invest with confidence

Reduce the cost and complexity of operating a global infrastructure by relying on the Microsoft cloud platform, and trust state-of-the-art Microsoft datacenters to safeguard your data.

Drive innovation

Transform the end-to-end customer journey with unified data across marketing, sales, and service that breaks down silos.