Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Sales
AI-Powered CRM Solution for Modern Sales Teams
Sales processes today are more complex, data-driven and fast-moving than ever. Microsoft Dynamics 365 Sales is the intelligent CRM solution that brings lead management, opportunity management, forecasting, sales force automation and customer interactions together in one unified platform, enhanced by Microsoft Copilot, autonomous AI agents and seamless integration with Microsoft 365.
- Automated lead and opportunity management in a central CRM platform.
- Real-time insights into pipeline, forecasts and sales performance.
- AI-powered prioritisation, summaries and next best actions with Microsoft Copilot.
- Native integration with Teams, Outlook and Power Platform.
- AI-powered sales agents for research, qualification and prioritisation
Microsoft Dynamics 365 Sales is...
Leader in Sales Force
Automation
Gartner 2025
AI-Powered
CRM Solution
modern sales teams
Available
Globally
40+ languages
Copilot
ready
Microsoft 365 ecosystem
Why Microsoft is the right choice?
Microsoft: A Leader in Sales Force Automation
Microsoft was named a Leader in the 2025 Gartner® Magic Quadrant™ for Sales Force Automation Platforms.
- Recognised as a Leader in the Gartner® Magic Quadrant™ for Sales Force Automation Platforms 2025.
- Named a Leader for the 15th consecutive year in Sales Force Automation, according to Microsoft.
- Microsoft positions Dynamics 365 Sales with AI, Copilot and autonomous agents for modern sales processes.
- Gartner predicts that by 2028, at least 15% of daily work decisions will be made autonomously through agentic AI.
Source: Gartner
Your Advantages: How will your Company benefit from it?
- 360° Customer View in Real Time: All interactions, activities, and customer data centralized in a single overview. Your sales team operates with complete context regarding leads, contacts, and opportunities.
- Shorter Sales Cycles through AI Support: AI prioritizes leads, suggests next steps, and assists with follow-ups, allowing for greater focus on customers and closing deals.
- Informed Revenue Forecasts: Analyzing pipeline and historical data enables more accurate forecasts and better decision-making within the sales department.
- Seamless Integration with Microsoft: Outlook, Teams, Power BI, and LinkedIn Sales Navigator are directly integrated. Your CRM is right where your employees work every day.
- Flexibly Customizable with Low-Code: Fields, workflows, and processes can be easily adapted without complex development and are scalable to meet evolving requirements.
- Enterprise Security and Data Protection: Role-based security roles control access to sales data. Dynamics 365 Sales runs on Microsoft Cloud services with compliance standards such as ISO/IEC 27001 and supports organisations in meeting GDPR requirements.
Core Features: What Can Microsoft Dynamics 365 Sales Do?
Lead Management and Automatic Qualification
- AI-based lead scoring and automatic prioritisation
- Sales Qualification Agent with 24/7 autonomous lead research
- LinkedIn integration for instant customer context
- Automatic lead assignment by territory and product focus
Opportunity Management and Deal Steering
- Visualised pipeline across all sales stages
- AI opportunity scores and recommended actions
- Automatic meeting preparation with customer history
- Quote and order management with Word/PDF export
Revenue Forecasting and Pipeline Analytics
- AI forecasts at team, regional and company level
- Real-time comparison: forecast vs. target vs. actual
- What-if scenarios for budget planning
- Native Power BI dashboards for sales managers
Conversation Intelligence and Call Analytics
- Automatic transcription and sentiment analysis
- Detection of buying signals, objections and competitor mentions
- Coaching insights: talk ratio, questioning technique, recommendation rate
- AI-generated email follow-ups after every conversation
Sales Team Management and Coaching
- Role-based dashboards for sellers and managers
- AI identifies best practices from top performers
- Automated sequences with deviation alerts
- Integrated onboarding and sales enablement
Microsoft Dynamics 365 Sales Feature Overview
Everything Modern Sales Teams Need
Lead Management
- Contact and account management (360°)
- Lead capture and automatic scoring
- Activity tracking (email, call, meeting)
- Customer segmentation and target group analysis
- LinkedIn Sales Navigator integration
- Duplicate detection and data hygiene
Opportunities & Sales
- Pipeline management with drag and drop
- Opportunity scoring and next-best-action
- Quote creation and order management
- Automated sales sequences
- RFP processing with AI support
- Mobile app for iOS and Android
Forecasting & Analytics
- AI revenue forecasts with confidence scores
- Rollup forecasts at all levels
- Win/loss analysis and deal velocity
- Power BI dashboards in real time
- Conversion rates across all pipeline stages
- Excel export for custom analyses
Integration & Platform
- Microsoft Outlook and Teams natively integrated
- Power BI, Power Automate, Power Apps
- LinkedIn Sales Navigator
- Dynamics 365 Finance and Business Central
- Azure Integration Services
- Microsoft 365 Copilot for Sales
AI and Copilot in Dynamics 365 Sales
Copilot in the Sales Conversation: Microsoft Copilot for Sales creates email drafts, meeting summaries and opportunity briefings directly in Outlook and Teams, with no context switching.
AI Opportunity Scoring: Sales opportunities automatically receive an AI score (e.g. Grade A, Score 91) including real-time reasoning on budget, decision-makers and buying timeline.
Sales Qualification Agent: An AI agent qualifies and prioritises leads automatically, researches company information and only passes relevant contacts to the sales team.
Conversation Intelligence: Customer calls are transcribed and analysed to automatically detect buying signals, objections and competitor references.
AI-Powered Revenue Forecasts: Forecasting models analyse pipeline data, close rates and trends for more accurate revenue predictions.
Sales Close and Research Agents (Preview): AI agents identify closing risks and deliver market and competitive intelligence directly in the sales dashboard.
Discover more
Add ons for Microsoft Dynamics
Dynamity Advanced Integration
Implement interfaces faster with improved monitoring and centralized tracking directly in Dynamics 365.
Dynamity ZUGFeRD SSRS Export
Create compliant electronic invoices from existing SSRS layouts without rebuilding or new tools.
Shareflex Integration in Microsoft Dynamics 365
Dokumentenmanagement für Dynamics 365 Finance & Operations
Why choose Dynamity as your partner?
At Dynamity, you work directly with experienced Dynamics 365 specialists. We support you from the initial consultation through implementation to training and long-term support, all from a single source.
- 20+ years of Dynamics 365 experience
- 200+ successfully completed projects
- Microsoft Solutions Partner
- Proprietary add-ons for integration and automation
- Training and professional development for your team
- Long-term support and continuous improvement after go-live
- Offices in Germany and Austria
Together we succeed
Customer success stories
GEPA
As part of a cloud migration, Dynamity implemented Microsoft Dynamics 365 Finance, Supply Chain Management and Commerce for GEPA. Sales processes, omnichannel order capture, EDI interfaces and the Magento online shop connection were fully unified in one central platform. Result: end-to-end sales data across all channels in real time.
Dauphin HumanDesign Group
Holistic workplace solutions for modern working environments, with a focus on ergonomics, design and productivity. Dynamity has supported Dauphin for over 6 years in optimising sales processes and advancing Microsoft Dynamics 365.
Frequently Asked Questions About Microsoft Dynamics 365 Sales and Dynamity Group
How much does Microsoft Dynamics 365 Sales cost?
The licensing model is user-based and subscription-based. The Sales Professional licence starts from approx. €65 per user/month, Sales Enterprise from approx. €95. Implementation costs depend on the project scope. We are happy to prepare an individual quote for you.
Request a consultation
What is the difference between Dynamics 365 Sales and Business Central CRM?
Dynamics 365 Sales is a dedicated, full-featured CRM with deep AI capabilities, LinkedIn integration and enterprise-grade functionality, primarily for organisations with structured, complex sales processes. Business Central includes a simpler CRM base functionality for smaller businesses. We are happy to advise you on the right choice.
Request consultation now
How long does a Dynamics 365 Sales implementation take?
For a standard implementation in mid-sized companies, we typically estimate 2 to 4 weeks. More complex requirements with custom configurations or migration from legacy systems may take several months. A detailed assessment is provided during the initial consultation.
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Can I connect Dynamics 365 Sales with my existing ERP?
Yes, with native integration to Dynamics 365 Finance and Business Central, as well as through Dynamics 365 integration APIs for third-party systems. Our add-on Dynamity Advanced Integration significantly simplifies the connection to existing ERP landscapes.
What data is synchronised with Outlook and Teams?
Emails, appointments, contacts and tasks from Outlook are bidirectionally synchronised with CRM records. Teams calls and meetings are captured through Call Intelligence and stored as activities on the customer card. Copilot automatically creates summaries and follow-up tasks.
Is Dynamics 365 Sales GDPR-compliant for use in Europe?
Yes, Microsoft Dynamics 365 Sales supports organisations in meeting GDPR requirements. Customer data is stored in the Microsoft Cloud (e.g. Azure/Dataverse), which includes comprehensive compliance offerings such as ISO/IEC 27001. Microsoft also provides numerous features, tools and documentation to address data protection requirements, including GDPR.
Dynamics 365 Sales
News and updates
D365 Auto charge compounding and sequencing
D365 Apply Compound Charges to Quotations and Sales Orders
D365 Using external item identifiers to add products to orders
Attribute-based sales prices for product configuration models
Ready for Dynamics 365 Sales?
Dynamity Group
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