Services / Sales
Close deals faster and improve team productivity with a trusted, AI-assisted CRM.
Sales teams lose deals to inconsistent follow-up and CRM data nobody trusts, not to a lack of effort. Dynamics 365 Sales gives reps a guided process to follow and gives managers real visibility, without either side doing more data entry than the deal is worth.
01
Core sales functions
- Lead management — turn prospects into tracked pipeline opportunities
- Opportunity management — forecasting, close dates, and probability scoring
- Quotes and sales orders — formal proposals through to purchase
- Products and price lists — accurate, consistent quoting
- Business process flows — guided, stage-by-stage selling for every role
02
AI & intelligence
- Copilot-generated summaries of sales activity, on demand
- Automatic tracking of emails, calls, and Teams meetings against records
- Natural-language insights and opportunity summaries
- Predictive scoring to help prioritise the deals worth chasing
03
Productivity & integration
- Mobile app for reps working from the field
- Outlook and Teams integration — update records without leaving your inbox
- Automatic activity capture across every customer touchpoint
Built for
The problems this actually solves.
Inconsistent CRM data entry across the team
No real-time visibility into account or pipeline health
Slow onboarding and inconsistent process for new or junior sales staff
Licensing
What it costs.
Licensed per user, per month, with an integration option available for Business Central customers.
Other Dynamics 365 solutions
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