Dynamics 365 Sales capabilities
Shift to digital selling with prebuilt intelligence and equip sales teams with adaptive guidance to better serve customers.
- Know the exact customer to engage
- Complete the next best activity
- Communicate with effective call techniques
- Connect across channels
- Meet and collaborate virtually
- Gather and act on customer feedback
Know the exact customer to engage
Shorten the sales cycle with a single workspace that has everything sellers need to engage the right customer, stay focused, maximize productivity.
Complete the next best activity
Help sellers focus by giving them clear and achievable sales activities, prioritized via AI and predictive scoring.
Communicate with effective call techniques
Converse with empathy by employing AI-powered conversation intelligence to detect customer emotion, sentiment, and priorities.
Connect across channels
Streamline selling with integrated multichannel communications such as soft phone dialer and email templates.
Meet and collaborate virtually
Provide coordinated virtual engagement with an enterprise collaboration hub that brings together colleagues, customers, and contextual customer data.
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.
- Get insights from LinkedIn Sales Navigator
- Find new buyers
- Keep track of buyers
- Get a unified view of interactions
- Identify customers who need attention
- Know how to engage customers
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.
Find new buyers
See recommended leads and discover mutual connections who can provide a warm introduction.
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.
Get a unified view of interactions
Use a comprehensive timeline across Dynamics 365, Microsoft 365, and LinkedIn Sales Navigator to deliver consistent experiences.
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.
Know how to engage customers
Get proactive guidance on topics such as personalized talking points, internal relationships, icebreakers, and next best actions to move relationships forward.
- Minimize routine tasks
- Cut time spent on data entry
- Prioritize daily activities
- Automate sales and marketing processes
- Work seamlessly using everyday apps
Minimize routine tasks
Get suggestions to automatically create new records such as contacts, meetings, and tasks.
Cut time spent on data entry
Use a smartphone to dictate notes and its camera to scan and convert business cards into new records.
Prioritize daily activities
Remain productive anywhere, anytime with native mobile experiences optimized for the seller’s daily tasks.
Automate sales and marketing processes
Connect your processes with a common platform to optimize efficiencies and marketing ROI and lead handoff.
Work seamlessly using everyday apps
Minimize app switching with contextual sales data surfaced in productivity apps like Outlook.
- Streamline forecasting
- Increase forecast accuracy
- Gain real-time visibility into sales performance
- Tailor processes based on best practices
- Adapt AI for your unique needs
- Quickly create custom applications
Gain visibility and control over revenue with a flexible forecasting solution that reveals risks and opportunities.
Increase forecast accuracy
Leverage built-in AI to augment seller-submitted forecasts and view deal flows and trends.
Gain real-time visibility into sales performance
Use interactive dashboards and reports to track performance, make data-driven decisions, and deliver more effective coaching.
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.
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.
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.
Get advice and tips from experts
"Microsoft revenues for that segment have risen from single-digit improvement year over year for the past three years and lowered the cost of sales by 10 percent."
Corporate Vice President, Worldwide Commercial Business, Microsoft
"We use Dynamics 365 to build higher-value relationships, create consistently positive customer experiences, and deliver the financial advice our customers need to realize their dreams."
Transformation Director, Openwork
"With Dynamics 365, we can increase our pace of change and adapt proactively to shifts in the healthcare landscape."
Michael Della Villa
Chief Information Officer, MVP Health Care