Dynamics 365 solutions
Sell smarter.
Dynamics 365 Sales helps your teams track every opportunity, focus on the right customers and forecast results, with Copilot built into their day.
The right customers, at the right time.
Forecasts based on current data.
Copilot and automation handle repetitive tasks.
Features and impact
Lead qualification, guided sales stages and opportunity tracking in a clear process.
Business impact
A prioritized work list and follow-up sequences so sellers focus on the right actions.
Business impact
Forecasts by team and period, updated in real time from the pipeline.
Business impact
Copilot summarizes opportunities and conversations, prepares meetings and suggests emails from context.
Business impact
Product catalog, price lists, quotes and orders, synced with your ERP.
Business impact
Integration with Outlook, Teams and LinkedIn Sales Navigator, plus a mobile app.
Business impact
Clear stages fitted to your cycle.
A simple solution sellers want to use.
Sales connected to finance and operations.
Microsoft technologies involved
Yes. Sellers view and update the CRM from Outlook and link their emails and meetings to the right records.
Several Copilot features are included in Dynamics 365 Sales; others depend on your licence. We check with you what is available.
Yes. Stages, fields and rules are configured without code to reflect the way you sell.
Yes, with the Dynamics 365 mobile app for iOS and Android.
Yes. We migrate accounts, contacts, opportunities and history, then train your teams.
Book a 30-minute assessment with a Dynamics 365 expert. No commitment.