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What can Microsoft Dynamics 365 Sales do for you?


Everything you need to know about Dynamics 365 Sales

Access your Sales data, everywhere and anywhere


This blog is to help you to better understand Microsoft Dynamics 365 Sales.  To help you get started, below is an outline of the different Dynamics 365 Sales solution offering and capabilities to help you to simply choose the Sales Solution offering that best suits your business needs!

What is Microsoft Dynamics 365 CRM CE? 

Dynamics 365 is Microsoft’s latest version of its business applications. The CRM customer engagement capabilities in Microsoft Dynamics 365 consist of Sales, Marketing, Customer Service, Field Service, and Project Operations.

With Microsoft Dynamics 365 CRM, you simply choose to use the CRM module/s which best suit your business needs and add on as the business needs change and grow.  Microsoft Dynamics 365 runs on premises or in the cloud and where the Cloud deployment is the most popular since most businesses find it the most cost effective, efficient and secure.

The Dynamics 365 Sales module is designed as a powerful CRM app that allows your sales department to manage a sales pipeline and customer relationships. It also supports collaboration within the sales department and across departments when you also use modules that target marketing, customer service and field service, and the good news is if your business is project driven – you can deploy the Project Operations module.

Learn how to easily capture and access your sales data anywhere and everywhere with Sales Automation to transform your business…

To help you get-started, check out the D365 sales solution which is right for you – why not contact us now for a free 20-minute demo and where our D365 team will guide you through the best solution along with competitive and flexible pricing plans to meet your business needs

Book your free online meeting now, to learn how…


What can Microsoft Dynamics 365 Sales do for you?

See how equipping your sales team with tools that are optimised for the modern buyer’s journey unlocks valuable insights, connects your marketing and sales teams, and drives smarter sales decisions.   Did you know that Microsoft Dynamics 365 Sales enables sales teams to build strong relationships with their customers?

  • take actions based on insights
  • close deals faster
  • keep track of your accounts and contacts
  • nurture your sales from lead to order
  • create sales collateral
  • create marketing lists and campaigns
  • follow service cases associated with specific accounts or opportunities and much more…

Check out this short video to help you understand the power of leveraging Dynamics 365 Sales in your organisation.


Check out some of the key Features & Benefits of D365 Sales


Dynamics 365 Sales Premium

  • This is an ideal fit for organisations that need a sales automation solution, along with AI-driven insights powered by conversation intelligence, relationship intelligence and more.
  • Dynamics 365 Sales Premium combines Dynamics 365 Sales Enterprise capabilities with AI-driven features. The AI-driven features continuously analyse the vast collection of customer-interaction data already stored in your Dynamics 365 Sales and Microsoft 365 databases.
  • This helps you to better understand your business relationships, evaluate your activities in relation to previous successes, and choose the best path forward. Also, it enables you to build strong relationships with customers, take actions based on insights, and close opportunities faster.

When you subscribe to Dynamics 365 Sales Premium, you get the following capabilities in addition to Dynamics 365 Sales Enterprise capabilities:

  • Guided selling: Guide sellers on their next course of action with timely and actionable insights. You can achieve this through the Sales accelerator feature.
  • Relationship intelligence: Build stronger relationships with customers and move relationships forward with AI-guided selling. Free up sellers’ time by minimizing manual data entry with contextual, real-time suggestions for updating existing records and creating new records, making sure your data is always up to date. Take pre-emptive steps to mitigate risks with a relationship health score. The following features are available:
    • Assistant
    • Relationship analytics and health
    • Who knows whom
    • Conversation intelligence
  • Predictive models: Increase conversion and win rates by using AI to prioritize leads and opportunities with the highest likelihood to convert and buy. The following features are available:
    • Predictive lead scoring
    • Predictive opportunity scoring
    • Predictive forecasting

Dynamics 365 Sales Enterprise

This is the ideal fit for enterprises that need a sales automation solution with contextual insights and advanced customisation capabilities.

With Sales Enterprise, your sales organization can automate the sales process from lead to cash, run marketing campaigns, enforce best practices, collaborate with customers, and much more. The following capabilities are available in Sales Enterprise:

  • Nurture sales from lead and cash: Achieve more consistent sales interactions by following the sales process as it takes you through each stage, from creating a lead to closing the sale.
  • Forecast sales: Predict how much revenue your sales team will generate in a given timeframe. Track individual sales performance against quotas, to proactively identify pipeline risks and provide coaching.
  • Enforce best practices with playbooks: Automate repeatable processes and define your organization’s best response to events that impact sales. For example, the best response when a decision maker leaves an organization while the team is working on a deal with that decision maker.
  • Run and track marketing campaigns: Promote your business and improve sales with targeted marketing campaigns. Track customer response and costs for each campaign.

With your Dynamics 365 Sales Enterprise license, you can set up and experience Sales Premium features such as Sales accelerator, conversation intelligence, and predictive scoring with a limited monthly capacity.

Microsoft Relationship Sales:

This is an ideal fit for enterprises that need to connect sales records with LinkedIn to enhance business processes with data about people, organizations, and relationships.

The Microsoft Relationship Sales solution combines LinkedIn Sales Navigator with Dynamics 365 Sales Enterprise or Sales Premium, to empower sellers to have more personalized and valuable interaction with customers by:

  • Embedding Sales Navigator in Dynamics 365 Sales
  • Syncing activities from Sales Navigator
  • Saving accounts, leads, and contacts to Sales Navigator
  • Smart Links

Microsoft Dynamics 365 Sales Professional

Microsoft Dynamics 365 Sales Professional is an ideal fit for enterprises that need a sales automation solution. The Sales Professional app is similar to the Sales Hub app, but the entities included in the Sales Professional app are a subset of the entities included in the Sales Enterprise.

Here’s a short video to help you understand how Dynamics 365 Sales Professional can transform your sales organistion:



All your Sales Data anytime, anywhere and everywhere…

Get all your customer and sales data right on your mobile device or tablet. Whether you are visiting a customer or on the road, you can quickly pull out your device to update the opportunity with information. What’s more – you get the same consistent experience regardless of the device you use.


Here are some of the feature highlights of Dynamics 365 Sales:

Microsoft Dynamics 365 Sales


  • Visual insights – The out-of-the-box dashboards and charts have almost everything that you need to get insight into your business.
  • Customer 360° view – Once in the app, quickly get an overview of what’s happening with a customer, such as communications with them, progress of individual deals, and much more, all in one place.
  • Business process flow – The guided process flows on the Lead and Opportunity form tell you exactly what to do next. You can quickly find out the steps you must take to increase the likelihood of a successful sale and an increased sales count. The process bar can be docked to the right side of the screen for an omnipresent experience while you work on the opportunity.
  • Activities timeline – All the appointments you schedule while you work on an opportunity, the emails that you send or the phone calls you make are available in one place, giving you all the context, you need to do your job.
  • Store and view documents in the context of records – Do you have presentations or documents for an opportunity all over the place? Store them all in one place, so anyone who’s working on the opportunity can view them!
  • Simplified opportunity-to-invoice process – It is easy to move a customer through the Sales funnel. Just generate a quote right from the opportunity you’re working on and activate it. Use the same quote to quickly generate an invoice and mark the deal as won. You can also email the quotes and invoices to your customer in just one click.
  • Document templates – The Word and Excel templates ensure that the documents that you’re sending out to your customers align with you company’s brand.

Take a quick tour of the D365 Sales Comparison chart and see how easily D365 Sales helps to transform your Sales Organisation.

Dynamics 365 Sales comes with digital selling capabilities with prebuilt intelligence that equip sales teams with adaptive guidance to better serve customers. Here are the capabilities in detail:

Meet buyers where they are:

Engage and interact with your customers at the right time and place, using methods that they prefer:

Capability Description Reference links
Know the exact customer to engage Shorten the sales cycle with a single workspace that has everything that sellers need to engage the right customer, stay focused, maximize productivity. Administrator: Configure the sales accelerator
Seller: Prioritize your sales pipeline by using the work list
Complete the next best activity Help sellers focus by giving them clear and achievable sales activities, prioritized through artificial intelligence (AI) and predictive scoring. Administrator: Configure the sales accelerator
Seller: Prioritize your sales pipeline by using the work list
Communicate with effective call techniques Converse with empathy by employing AI-powered conversation intelligence to detect customer emotion, sentiment, and priorities. Administrator: First-run setup experience for conversation intelligence
Seller: View and understand call summary page
Connect across channels Streamline selling with integrated multichannel communications such as, soft phone dialer, Microsoft Teams dialer, and email templates. Administrator:
– Integrate a sample softphone with Dynamics 365 Sales
– Configure Microsoft Teams dialer
– Set up enhanced email
– Call a customer
– Send email using the enhanced email experience
Meet and collaborate virtually Provide coordinated virtual engagement with an enterprise collaboration hub that brings together colleagues, customers, and contextual customer data. Administrator: Install and set up Microsoft Teams integration
Seller: Basic Collaboration experience for Microsoft Teams integration with customer engagement apps in Dynamics 365
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. Dynamics 365 Customer Voice documentation

Build relationships:

Build relationships with customers through information from LinkedIn and relationship analytics:

Capability Description Reference link
Get insights from LinkedIn Sales Navigator Within a unified experience from Dynamics 365, view contextual LinkedIn profiles and insights as part of account, contact, lead, and opportunities records. Administrator: Integrate LinkedIn Sales Navigator solutions for Dynamics 365 Sales
Sales manager/Seller: How to sync LinkedIn leads by using Dynamics 365 Connector for LinkedIn Lead Gen Forms
Find new buyers See recommended leads and discover mutual connections who can provide a warm introduction. Administrator:
– Integrate LinkedIn Sales Navigator solutions for Dynamics 365 Sales
– Configure who knows whom
How to sync LinkedIn leads by using Dynamics 365 Connector for LinkedIn Lead Gen Forms
– How to get introduced to a lead
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. Administrator: Integrate LinkedIn Sales Navigator solutions for Dynamics 365 Sales
Sales manager/Seller: How to sync LinkedIn leads by using Dynamics 365 Connector for LinkedIn Lead Gen Forms
Get a unified view of interactions Use a comprehensive timeline across Dynamics 365, Microsoft 365, and LinkedIn Sales Navigator to deliver consistent experiences. Administrator: Integrate LinkedIn Sales Navigator solutions for Dynamics 365 Sales
Sales manager/Seller: How to sync LinkedIn leads by using Dynamics 365 Connector for LinkedIn Lead Gen Forms
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. Administrator: Configure relationship analytics and health
Seller: Use relationship analytics to gather KPIs

Collaborate seamlessly

Collaborate with customers by getting visibility into the right data and communicate seamlessly using Microsoft Teams:

Capability Description Reference link
Gain visibility into the right data Access customer data and insights in Microsoft Teams to collaborate productively within the sales team. Administrator: Install and set up Microsoft Teams integration
Seller: Basic Collaboration experience for Microsoft Teams integration with customer engagement apps in Dynamics 365
Communicate in context Use embedded Microsoft Teams chats in Dynamics 365 for real-time collaboration within the sales team. Administrator: Install and set up Microsoft Teams integration
Seller: Enhanced Collaboration Experience with Microsoft Teams

Boost seller productivity

Boost seller productivity by automatically capturing tasks and integrating sales processes with marketing:

Capability Description Reference link
Minimize routine tasks Get suggestions to automatically create new records such as contacts, meetings, and tasks. Administrator:
– Configure notes analysis
– Enable and configure auto capture
– How notes analysis assists you with suggestion
– Capture customer-related activities with auto capture
Automate sales and marketing processes Connect your processes with a common platform to optimize efficiencies and marketing ROI and lead handoff. Administrator/Seller: Overview (Marketing)
Work seamlessly using everyday apps Minimize app switching with contextual sales data surfaced in productivity apps like Outlook. Administrator: Deploy and install Dynamics 365 App for Outlook
Seller: Basic navigation in App for Outlook
Manage the pipeline in a single workspace Use an intuitive, personalized workspace to view deals, get context, and act swiftly. Get one-click actions and built-in productivity and collaboration from Microsoft 365 and Teams (preview) Administrator: Configure the opportunity pipeline view
Seller: Preview: Manage opportunities using the pipeline view

Keep selling on the go:

Get information on day-to-day tasks and keep your deals current even while you’re on the move using the mobile application:

Capability Description Reference link
Juggle tasks with ease Stay on top of tasks from anywhere with a mobile-first interface that includes push notifications and robust search, and quickly create or update records in mobile-optimized forms. Seller: Use the Dynamics 365 Sales mobile app
See daily priorities at a glance Quickly scan upcoming meetings, recent contacts, and real-time notifications to accelerate customer engagement. Seller: Learn the basics
Prepare for meetings Using the mobile app for iOS and Android, view critical meeting details, attendee information, and AI-generated reminders, and join Teams meetings—all from a single meeting card. Seller: View meetings
Skip manual data entry Easily capture notes using voice-to-text or the camera on your smartphone for automatic association with related records. Seller: Manage notes

Adapt to rapid changes

Get advanced information about revenue projections, performance, and daily actions, and plan better.

Capability Description Reference link
Streamline forecasting Gain visibility and control over revenue with a flexible forecasting solution that reveals risks and opportunities. Administrator:
– Configure forecasts in your organization
– View a forecast
– View and understand data through drill-down entities
– View and manage underlying opportunities
Increase forecast accuracy Leverage built-in AI to augment seller-submitted forecasts and view deal flows and trends. Administrator:
– Configure premium forecasting
– Take snapshots automatically
– Analyse
– Understand forecast projections by using trend charts
– Analyse
Gain real-time visibility into sales performance Use interactive dashboards and reports to track performance, make data-driven decisions, and deliver more effective coaching. Administrator:
– Create or edit a Power BI embedded system dashboard
– Use Power BI with Microsoft Dataverse data
– Use Power BI
– Add or edit Power BI visualizations on your dashboard
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. Administrator: Create and activate a sequence
Seller: Prioritize your sales pipeline by using the work list
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. Administrator: Configure the assistant
Seller: Use the assistant to guide customer communications
Quickly create custom 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. Administrator: Overview of creating apps in Power Apps


Integrate Dynamics 365 Sales with other applications that your Sales team is leveraging so that you can improve seller efficiency and customer collaboration:

  • Integrate LinkedIn Sales Navigator solutions
  • Microsoft Teams integration
  • Install ZoomInfo app
  • Integrate a sample softphone with Dynamics 365 Sales


Click Here to check out what’s new and planned for D365 Sales in the recent Release Wave 1 2023





Simplifying the Dynamics 365 Sales Process

If you would like to learn more about how Microsoft Dynamics 365 Sales leads the way for our Customer Success Stories

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