Dynamics 365 Sales capabilities

Shorten the sales cycle by using a single workspace—powered by AI—that has everything sellers need to engage the right customer, stay focused, and maximize productivity.

Help sellers focus by giving them clear and achievable sales activities, surfaced through configurable sequences.

Enhance empathy by using AI-powered conversation intelligence in calls to detect customer emotion, sentiment, and priorities.

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

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

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.

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

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

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

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

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

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

Access customer data and insights in Microsoft Teams to collaborate productively within the sales team.

Use embedded Microsoft Teams chats in Dynamics 365 for real-time collaboration within the sales team.

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).

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

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

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

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.

Quickly scan upcoming meetings, recent contacts, and real-time notifications to accelerate customer engagement.

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.

Easily capture notes using voice-to-text or the camera on your smartphone for automatic association with related records.

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

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

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

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

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

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