Skip to content
Microsoft Dynamics 365


Microsoft Dynamics 365 for Sales empowers the Sales team to build strong customer relationships by taking actions based on insights and increase sales performance by bringing digital intelligence in each case.

By using the built-in digital intelligence, you can predict customer needs and maximize customer service. Increase revenue by closing sales faster and reducing acquisition costs.

Reduce distractions by identifying the most potential customers and know where to prioritize in a fast-paced sales environment. Close deals faster and increase revenue through sales collaboration and productivity.

Microsoft Dynamics 365

Actionable Insights

Prospect & Lead Prioritisation

Transform your organization from diagnosing what happened in the past to predicting what will happen in the future, leading to improvements in retention, engagement, and monetization.

Relationship Health

Sell smarter with signals from Office 365 and Dynamics 365 that reveal relationship health, risk, and next best action, allowing sales team to focus on the most important prospects and customers.

Customer Intelligence

Harness the power of Dynamics 365 for Customer Insights to engage customers in more personalized and effective ways.

Microsoft Dynamics 365

Relationship management

LinkedIn sales navigator integration

Tap into the power of LinkedIn’s network of more than 500 million professional members. Identify, understand, and connect with buyers by tapping into the power of social networks, including those of your colleagues.

Email intelligence

Gain insights from email interactions with customers. Find out which email recipients opened, replied, or opened attachments, so you know which contacts are most receptive to being engaged.

Content personalization

Gain insights from email interactions with customers. Find out which email recipients opened, replied, or opened attachments, so you know which contacts are most receptive to being engaged.

Microsoft Dynamics 365

Sales Productivity

Sales process

Optimize the sales efforts with process automation and a guided sales process based on best practices. Know what steps to take next to close deals faster with embedded business process.

Opportunity management

Manage customers and deals where and how you work, whether it’s web apps or Outlook across smartphone, tablet, PC, and Mac. Office 365 apps work seamlessly with Dynamics 365 for Sales, so salespeople can complete tasks in familiar, preferred tools.

Sales mobility

Sell smarter – anytime, anywhere, even offline. Work on the go with rich, modern mobile apps that provide contextual news, social data, and task flows for quickly completing frequent activities. Quickly manage data using intuitive natural language voice commands to create new records, schedule meetings, set reminders, and find information.

Microsoft Dynamics 365

Sales performance

Seller onboarding

Ease onboarding and align sales behavior with best practices by using business process management and interactive help and documentation. It’s not just for learning how to use the Sales application. It’s also ideal for driving your organization’s specific sales processes and immediate priorities.

Sales effectiveness

Hit your numbers by setting goals, monitoring results, and providing feedback and coaching in real- time. With quota setting and analytic dashboards, easily set goals, monitor results, investigate deviations from plan, and take corrective action.

Reports and dashboards

Get answers fast with natural language Q&A. Conduct all the analysis independently, without having to rely on any technical resources. Use pre- built Power BI Sales Templates to get up and running quickly.

Microsoft Dynamics 365

Partner management

Recruit, onboard and strengthen your partner channel through deeper enablement and activation. Accelerate your partnership’s time to revenue and work to reach the strategic goals of your channel strategy. With the partner dashboard, give partners a quick view of their interactions across opportunities, cases, and other relevant information that their vendor has granted access to.

Provide early pipeline visibility to vendors through deal registration, which provides deal protection and authorization for additional discounts, rebates, and benefits to help win the deal. Allow multiple partners to collaborate on the same opportunity to maximize selling and implementation expertise.