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With Dynamics 365 for Sales, sellers can automate sales processes to boost productivity, gain key insights, streamline sales cycles, and reduce costs. Sellers have a whole new view of customers with capabilities at their fingertips that allow them to detect future opportunities and sell more effectively. Dynamics 365 is a relationship assistant that allows users to consider contact insights and make fast acting decisions that continue to build those crucial relationships. This instant access to customer data such as email interactions and engagement equips sellers to take meaningful action.

Collaborate efficiently and close deals faster. Share meeting notes and events and co-author custom sales documents in real-time. Offline mobile capabilities enable salespeople to work anytime, anywhere, on any device.

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Your Sales transformation starts here

Digital Intelligence


  • Make Informed Decisions

    Use contextual, embedded intelligence to predict customer needs and meet them with personalised and relevant interactions that maximise customer relationships and revenue.


  • Elevate Email Communications

    Optimise your email communications with embedded intelligence that lets you know when and how customers interact with your emails, so you can be more proactive and responsive in your communications.


  • Keep A Pulse On Social Trends

    Find out what buyers are really thinking with social intelligence that reveals social sentiment and identifies potential competitive threats.

Personal Engagement with Microsoft Dynamics 365 for Sales

Tap into the wisdom and experience of your team with shared meeting notes, events and custom sales documents created with real-time co-authoring.


  • Put Buyers First with Relationship Selling

    Build trust with insights centered on specific customer needs and easily manage relationships at scale with integration between LinkedIn and Dynamics 365 that unifies data and processes.


  • Engage Buyers with Social Media

    Find opportunities and nurture relationships with embedded intelligence that highlights relevant conversations to join and recommends content to share.


  • Deliver Personalised Content

    Get suggestions for relevant content based on what you’re working on and who you’re working with. Quickly create personalised sales documents with familiar Office 365 tools that enable simultaneous collaboration and editing.

Sales Productivity

Spend more time selling and less time on administration


  • Provide Intelligent Guidance

    Increase user adoption and minimise training with rich, context-sensitive help and an intelligent, event-driven sales process.


  • Simplify Sales Execution

    Accelerate deals with an end-to-end, immersive experience for opportunity management. Use familiar tools like Excel and Outlook for day-to-day sales activities.


  • Sell Anytime, Anywhere

    Work on the go, even without connectivity, with modern mobile apps that provide contextual news, social data, and task flows.

Accelerate sales performance


  • Shorten Ramp Up Time

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


  • Increase Sales Effectiveness

    Hit your numbers by setting goals, monitoring results, and providing timely feedback and coaching. Investigate deviations from plan and take corrective action using real-time analytic dashboards.


  • Gain Visibility and Insights

    Go from data to insights with real-time dashboards that have interactive, drill-down capabilities and natural language queries.

Add prebuilt, customizable, applications

Do even more with Dynamics 365 for Sales using AppSource

  • Enhance your sales CRM systems and processes by integrating add-on applications from Microsoft and our partners.
  • Do more with your Dynamics 365 data. Easily create custom applications that connect with Dynamics 365 to solve your exact business needs with little to no additional code development.

Ready to help your business grow, evolve and transform?

Start a discussion with us about Microsoft Dynamics 365.

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