Microsoft Dynamics 365 for Sales

A Sales CRM Software Solution to Help You Close More Deals,

Boost Productivity & Forecast Accurately

Empower your sales teams

Close more deals and increase seller efficiency with an AI-powered CRM solution.

Boost sales efficiency with Microsoft Sales Copilot! Bridge your CRM data and Microsoft 365 productivity tools seamlessly.

Turn prospects into engaged customers with intelligent sales

Turning prospects into engaged customers is a process. In order to achieve these goals, organizations must focus on
4 key priorities:

1. Nurture more demand
2. Personalize buyer experiences
3. Build relationships at scale
4. Make insight-driven decisions

Nurture more demand

Run targeted, multi-channel campaigns and personalise each buyer’s journey to generate more sales-ready leads.

Personalize buyer experiences

Create seamless customer experiences through marketing automation, shared data, and processes.

Build relationships at scale

Personalise and extend the capabilities of your app by connecting it with the apps and services you already use.

Make insight-driven decisions

Improve performance with AI-driven insights, lead scoring, and custom dashboards, plus gain a 360-degree view of customers.

Close more deals & boost productivity! 

From reactive to proactive

Prepare for Engagements

View a timeline of past customer activities or use Copilot to generate opportunity summaries and meeting preparation notes.

Take The Best Action

Get suggestions for sales actions and next steps to advance the deal.

Improve Interactions

Get email and call assistance using Copilot-generated email drafts and call summaries that include an analysis of sales KPIs and suggested tasks.

Forecast Sales

Predict revenue and track performance against goals with forecasts and charts.

Analyse Team Performance

Get insights into forecasts and team metrics like conversion and win rates by querying Copilot using natural language or prebuilt prompts.

Scale Best Practices

Provide automated sales guidance by creating sequences of sales actions for your team.

Driving data consolidation and powering strategic insights:

Microsoft Dynamics 365 & Sasfin Wealth

Towards a revenue-generating sales and service management platform:

Microsoft Dynamics 365 & ICON

Vitality is boosting sales with Microsoft Dynamics 365

Find out how this innovative UK health and life insurer is doing this.

Improving service & relationship management: Microsoft Dynamics 365 & Astute