Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales





Connect processes, customer data, and productivity tools

Sell Smarter with Dynamics 365 Sales

The combination of Dynamics 365 Sales and Microsoft 365 will help you boost seller productivity and effectiveness, guiding them with AI-driven insights and automating manual tasks to accelerate sales cycles.

Sales Insights

Easy for Sellers to Use

Quick to Implement

See how Dynamics 365 Sales can empower your sales team



Make Smarter Decisions 

Guide sellers with AI-driven insights that offer next-best steps and contextual prompts to move deals forward



Free Up Time For Selling 

Go from quote to cash without leaving Outlook. Create quotes and orders, check customer history, and verify account information right from your inbox.



Get Up and Running Fast 

Setting up services and migrating historical data takes days, not weeks. There is also a familiar user experience across all your devices so that your team will be productive from the start.

Dynamics 365 Sales Professional


Per user/month

Core sales force automation and Microsoft 365 integration


Sales Execution

  • Forecasting
  • Lead and opportunity management
  • Marketing lists and quick campaigns
  • Products, price lists, and product bundles
  • Quotes, orders, and invoices
  • CPQ and data enrichment solution discovery
  • Live org charts
  • Business card scanner1

Microsoft 365 integration

  • Outlook
  • Exchange
  • Excel
  • Teams
  • OneDrive/SharePoint
  • OneNote

Reporting and analysis

  • Export to Excel, advanced analytics with separate Power BI license
  • Real-time sales reports and dashboards
  • Portals2

Customization and extensibility

  • Application customizations
  • Custom applications3
  • Workflow automation4

1 Business card scanner is available with the purchase of an AI Builder license.
2 Portals are available with the purchase of a Power Apps portals license.
3 Custom applications are available with the purchase of a Power Apps license.
4 Workflow automations are available with the purchase of a Power Automate license.

Dynamics 365 Sales is the only salesforce automation tool on the market built on the Microsoft platform with Azure enterprise-level security and full integration with all the other Microsoft products.

Would you like to learn more?  Simply enter your contact information and a representative will contact you to set up a free initial consultation.