Two Men in Office

Microsoft Dynamics 365 for Sales

Shift to digital selling with prebuilt intelligence and equip sales teams with adaptive guidance to better serve customers.

Dynamics 365 Sales capabilities

Shift to digital experiences

Know the exact customer to engage

Shorten the sales cycle with a single workspace that has everything sellers need to engage the right customer, stay focused, maximize productivity.

Complete the next best activity

Help sellers focus by giving them clear and achievable sales activities, prioritized via AI and predictive scoring.

Communication with effective call techniques

Scale and perform as you grow using modern technologies built on the Microsoft cloud, such as machine learning, IoT, and mixed reality, to help you adapt to market dynamics.

Connect across channels

Streamline selling with integrated multichannel communications such as soft phone dialer and email templates.

Meet and Collaborate Virtually

Provide coordinated virtual engagement with an enterprise collaboration hub that brings together colleagues, customers, and contextual customer data.

Gather and act on customer feedback

See the customer’s point of view and improve sales engagement by incorporating survey insights from Dynamics 365 Customer Voice—included with Dynamics 365 Sales.

Build relationships

Get insights from LinkedIn Sales Navigatro

Within a unified experience from Dynamics 365, view contextual LinkedIn profiles and insights as part of account, contact, lead, and opportunities records.

Find new
buyers

See recommended leads and discover mutual connections who can provide a warm introduction.

Keep track of
buyers

Within a unified experience from Dynamics 365 Sales, find out when contacts change jobs and visualize relationships between contacts with interactive org charts.

Get a unified view of interactions

Use a comprehensive timeline across Dynamics 365, Microsoft 365, and LinkedIn Sales Navigator to deliver consistent experiences.

Identify customers who need attention

Track relationships with a single score based on signals from Dynamics 365 and Microsoft 365 that reveal relationship health and risks.

know how to engage customers

Get proactive guidance on topics such as personalized talking points, internal relationships, icebreakers, and next best actions to move relationships forward.

Boost seller productivity

Minimize routine
tasks

Get suggestions to automatically create new records such as contacts, meetings, and tasks.

Cut time spent on data entry

Use a smartphone to dictate notes and its camera to scan and convert business cards into new records.

Prioritize daily activities 

Remain productive anywhere, anytime with native mobile experiences optimized for the seller’s daily tasks.

Automate sales and marketing processes

Connect your processes with a common platform to optimize efficiencies and marketing ROI and lead handoff.

Work seamlessly using everyday apps

Minimize app switching with contextual sales data surfaced in productivity apps like Outlook.

Adapt to rapid changes

Streamline
forecasting

Gain visibility and control over revenue with a flexible forecasting solution that reveals risks and opportunities.

tailor processes based on best practices

Design a sequence of activities and connect the sequence to leads and opportunities that appear in a seller’s work queue.

Increase forecast accuracy

Leverage built-in AI to augment seller-submitted forecasts and view deal flows and trends.

Gain real-time visibility into sales performance 

Use interactive dashboards and reports to track performance, make data-driven decisions, and deliver more effective coaching.

Adapt AI for your unique needs

Use a powerful, flexible, no-code tool to quickly design and implement next best action recommendations for your sales team.

Quickly create customer applications

Extend and adapt the solution with Microsoft Power Platform, including Power Apps and Power Automate, to create custom applications and orchestrate workflows to optimize revenue generation.

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