Microsoft Dynamics 365 Sales is a Customer Relationship Management product that helps sales teams manage customer interactions, track opportunities and progress deals through the sales process. Featuring AI-powered insights and a central view of customer activity, teams can prioritise opportunities, manage follow-ups and make informed decisions throughout the sales cycle.
As an adaptive sales platform within the Dynamics 365 family, Dynamics 365 Sales integrates with Microsoft 365 and other Dynamics 365 products, including Business Central. Customer and sales data can be synchronised between Sales and Business Central, connecting sales activity with relevant financial and operational information while reducing the need to maintain the same information across separate systems.
With all customer and sales information in one connected system, your team can track activity, manage relationships, and progress opportunities with greater clarity. This helps reduce manual effort, improve follow-up consistency, and ensure sales teams are always working with up-to-date information.
Dynamics 365 Sales also supports smarter prioritisation through automation and AI-driven insights, helping teams focus on the right opportunities at the right time.
Beyond core sales management, Dynamics 365 Sales helps teams work more effectively through guided processes, automation, and real-time insights. Lead and opportunity scoring helps prioritise effort, while structured workflows support consistent execution across the pipeline.
With dashboards, reporting, and Power BI integration, sales leaders gain clear visibility of performance and trends, making it easier to identify opportunities for improvement and support more accurate forecasting.
Manage the full sales lifecycle with tools for lead and opportunity tracking, pipeline management, forecasting, quote creation, and deal progression, helping sales teams stay focused on the right opportunities.
Build stronger customer relationships with a centralised view of accounts, contacts, interaction history, and communications, enabling more personalised and informed engagement across the customer journey.
Track and manage opportunities through every stage of the sales pipeline with real-time visibility, prioritisation tools, and performance insights to improve conversion rates and forecast accuracy.
Improve planning and decision-making with AI-driven forecasting tools that analyse pipeline data, historical trends, and performance indicators to deliver more accurate revenue projections.
Gain actionable insights with dashboards, KPIs, and Power BI integration, providing visibility into sales performance, team activity, and revenue trends to support better decision-making.
Synchronise customer and sales data between Dynamics 365 Sales and Business Central, connecting sales teams with relevant financial and operational information throughout the sales process.
Microsoft have conveniently built Copilot directly into Dynamics 365 Sales with specific automation to enhance productivity and efficiency of your Sales team.
Chat with Copilot to retrieve a quick summary of open opportunities and leads to understand which open items need your attention, streamline account handover with summarised insights of customer Accounts or prepare key action talking points for your next meeting.
Sales Qualification Agent helps your team manage inbound leads more efficiently by automating lead research, prioritisation and engagement. By identifying the most promising opportunities, sellers can spend more time focusing on customer conversations and less time on manual qualification.
Sales Research Agent helps you explore Dynamics 365 Sales data using natural language. By analysing CRM data alongside supporting documents, it provides research summaries, key findings and recommendations to support more informed sales decisions.
Sales Close Agent analyses opportunities and customer interactions to provide timely insights throughout the sales process. It helps sellers identify potential risks, prioritise next steps and maintain a consistent approach as opportunities progress.
Fenwick is a leading implementer of Dynamics 365 in Australia. Get in touch to speak with our knowledgeable consultants and discover how we can help optimise your business.
