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.

Enable smarter selling with embedded insights

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

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

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

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

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

Empower sellers to build relationships with authentic and personal engagement

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.

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

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.

Free up more time for selling

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

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

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

Boost sales productivity with seamless tools

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.

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.

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

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.

Accelerate sales performance

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

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

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.

Innovate with solutions built to evolve

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.

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

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.

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

Take the next step

Your sales transformation starts here

Enable smarter selling with embedded AI

Focus on the right customers, build trusted relationships, and take swift action with a solution that unifies relationship data and provides contextual AI-driven insights.

Empower sellers to build relationships

Keep the focus on relationships with unified sales solutions and data across LinkedIn Sales Navigator and Dynamics 365 for Sales.

Boost sales productivity with seamless tools

Free up more time for selling with a streamlined sales process that’s supported by familiar and cohesive tools and intelligent optimization.

Improve coaching and sales performance

Get visibility into sales results with analytic dashboards. Coach sellers toward optimal results. Onboard and motivate sellers through sales contests that promote teamwork and accountability.

Increase sales profitably with advanced insights

Enhance sales effectiveness and efficiency with additional AI-powered automation, predictive insights, and intelligence for sellers and sales managers using AI for Sales.

Innovate with sales solutions built to evolve

Drive innovation with adaptable and scalable sales solutions that are easy to tailor, extend, and connect to other applications and services you already use.