Microsoft Dynamics 365 Sales
Accelerate revenue with a smarter sales process.
Overview
Microsoft Dynamics 365 Sales is a comprehensive sales application that helps organizations build strong customer relationships, take actions based on insights, and close sales faster. It uses embedded AI to provide predictive forecasting, lead and opportunity scoring, and relationship analytics, all while being deeply integrated with the Microsoft 365 and Power Platform ecosystems.
✨ Key Features
- Predictive Forecasting
- Predictive Lead & Opportunity Scoring
- Relationship Analytics
- Sales Accelerator (Sequences)
- Conversation Intelligence
- Seamless Microsoft 365 Integration
🎯 Key Differentiators
- Native integration with Microsoft 365, Teams, and LinkedIn
- Powerful AI capabilities with Microsoft Copilot
- Highly customizable and scalable platform (Power Platform)
- Unified data model with other Dynamics 365 applications (ERP, Service)
Unique Value: Unifies the sales process with the productivity tools teams use every day (Office, Teams) and enriches it with relationship data from LinkedIn and AI from Copilot, creating a single, intelligent selling platform.
🎯 Use Cases (4)
✅ Best For
- Providing a unified sales workflow for users of Microsoft 365 and Teams.
- Analyzing relationship health based on signals from email and meeting data.
- Creating data-driven forecasts with predictive scoring.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies not invested in the Microsoft software ecosystem.
- Small businesses looking for a very simple, low-cost CRM.
🏆 Alternatives
Offers unparalleled native integration with the Microsoft ecosystem, making it the default choice for many Microsoft-centric enterprises over Salesforce. It is generally more complex and expensive than SMB-focused solutions like Pipedrive or HubSpot.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Custom tier)
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
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