Welcome to Dynamics 365 Sales
Welcome to Dynamics 365 Sales! Dynamics 365 Sales enables salespeople to build strong relationships with their customers, take actions based on insights, and close deals faster. Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. You can also create marketing lists and campaigns, and follow service cases associated with specific accounts or opportunities. This article provides an overview of the capabilities in Dynamics 365 Sales.
Tip
If you’d like to try Dynamics 365 Sales for free, you can sign up for a 30-day trial.
Here's a short video to help you understand the power of using Dynamics 365 Sales in your organization:
Important
Dynamics 365 Sales runs on Microsoft Dataverse and uses Power Apps model-driven app design. You can create and manage model-driven apps by using Power Apps. More information: What are model-driven apps?
Choose the offering that fits your needs
There's a Dynamics 365 Sales offering to fit every need of a business:
Sales Premium: Ideal for enterprises that need a sales automation solution, along with AI-driven insights powered by conversation intelligence, relationship intelligence, and more. Learn more about Dynamics 365 Sales Premium.
Sales Enterprise: Ideal for enterprises that need a sales automation solution with contextual insights and advanced customization capabilities. Learn more about Dynamics 365 Sales Enterprise.
Sales Professional: Ideal for enterprises that need a sales automation solution. Learn more about Dynamics 365 Sales Professional.
Relationship sales: Ideal for enterprises that need to connect sales records with LinkedIn to enhance business processes with data about people, organizations, and relationships. Learn more about Microsoft Relationship Sales.
Microsoft Copilot for Sales: Ideal for enterprises that wants sellers to use Outlook and Microsoft Teams to automatically capture data, access, and register data into any customer relationship management (CRM) system, eliminating manual data entry. Learn more about Microsoft Copilot for Sales.
Dynamics 365 Sales Premium
Dynamics 365 Sales Premium combines Dynamics 365 Sales Enterprise capabilities with AI. The AI-driven features in Sales Premium continuously analyze the customer interaction data stored in Dynamics 365 Sales and collected from Microsoft 365. They help you to understand your business relationships, evaluate your activities in relation to previous successes, and choose the best path forward to build strong relationships with customers, take actions based on insights, and close opportunities faster.
A Dynamics 365 Sales Premium subscription includes all the capabilities of Sales Enterprise plus:
Guided selling: Guide sellers on their next course of action with timely and actionable insights with the sales accelerator.
Relationship intelligence: Build stronger relationships with customers and move relationships forward with AI-guided selling features like the sales assistant, who knows whom, and conversation intelligence. Free up sellers' time by minimizing manual data entry with contextual, real-time suggestions, making sure your data is always up to date. Take preemptive steps to mitigate risks with relationship analytics and health scores.
Predictive models: Increase conversion and win rates by using AI to prioritize leads and opportunities using predictive lead and opportunity scoring and predictive forecasting.
Dynamics 365 Sales Enterprise
With Sales Enterprise, your sales organization can automate the sales process from lead to cash, run marketing campaigns, enforce best practices, collaborate with customers, and much more. A Dynamics 365 Sales Enterprise subscription includes the following capabilities:
Nurture sales from lead to cash: Achieve more consistent sales interactions by following the sales process as it takes you through each stage, from creating a lead to closing the sale. Learn more about the sales process in Dynamics 365 Sales.
Forecast sales: Predict how much revenue your sales team will generate in a given timeframe. Track individual sales performance against quotas to proactively identify pipeline risks and provide coaching. Learn how to project accurate revenue with sales forecasting.
Run and track marketing campaigns: Promote your business and improve sales with targeted marketing campaigns. Track customer response and costs for each campaign. Get started with in-app marketing.
With your Dynamics 365 Sales Enterprise license, you can take advantage of Sales Premium features like sales accelerator, conversation intelligence, and predictive scoring with a limited monthly capacity. Learn more about digital selling capabilities in Sales Enterprise.
Microsoft Relationship Sales
Microsoft Relationship Sales helps sales professionals build the relationships they need to harness the power of relationship selling. This license includes Sales Enterprise and LinkedIn Sales Navigator Advanced Plus. Learn more about LinkedIn Sales Navigator.
Dynamics 365 Sales Professional
The Sales Professional app is similar to the Sales Hub app, but the entities included in Sales Professional are a subset of the entities included in Sales Enterprise. Go to Dynamics 365 Sales Professional documentation.
Here's a short video to help you understand how Dynamics 365 Sales Professional can transform your sales organization:
Microsoft Copilot for Sales
Dynamics 365 Sales customers have limited capabilities included within the Sales Enterprise, Sales Premium, and Relationship Sales licenses. The standard functionality showcases capabilities such as email replies and conversation intelligence in Teams. With the purchase of Copilot for Sales customers can access the full functionality which includes the combined experience with Microsoft Copilot for Microsoft 365. Microsoft Dynamics 365 Sales Premium users only need to purchase Microsoft Copilot for Microsoft 365 to activate Copilot for Sales.
For more information about the Copilot for Sales licensing options for Dynamics 365 Sales customers, see this FAQ.
Compare solutions
To compare the capabilities available in each solution, view the Compare Dynamics 365 Sales plans section on the Pricing page.
How Dynamics 365 helps transform your sales organization
The digital selling capabilities in Dynamics 365 Sales include built-in intelligence to equip your sales teams with adaptive guidance to better serve your customers.
Meet buyers where they are
Engage and interact with your customers at the right time and place, using methods that they prefer:
| Capability | Description | Reference links |
|---|---|---|
| Know the exact customer to engage | Shorten the sales cycle with a single workspace that has everything that sellers need to engage the right customer, stay focused, maximize productivity. | Administrator: Configure the sales accelerator Seller: Prioritize your sales pipeline by using the work list |
| Complete the next best activity | Help sellers focus by giving them clear and achievable sales activities, prioritized through artificial intelligence (AI) and predictive scoring. | Administrator: Configure the sales accelerator Seller: Prioritize your sales pipeline by using the work list |
| Communicate with effective call techniques | Converse with empathy by employing AI-powered conversation intelligence to detect customer emotion, sentiment, and priorities. | Administrator: First-run setup experience for conversation intelligence Seller: View and understand call summary page |
| Connect across channels | Streamline selling with integrated multichannel communications such as, soft phone dialer, Microsoft Teams dialer, and email templates. | Administrator: - Integrate a sample softphone with Dynamics 365 Sales - Configure Microsoft Teams dialer - Set up enhanced email Seller: - Call a customer - Send email using the enhanced email experience |
| Meet and collaborate virtually | Provide coordinated virtual engagement with an enterprise collaboration hub that brings together colleagues, customers, and contextual customer data. | Administrator: Install and set up Microsoft Teams integration Seller: Basic Collaboration experience for Microsoft Teams integration with customer engagement apps in Dynamics 365 |
| 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. | Dynamics 365 Customer Voice documentation |
Build relationships
Build relationships with customers through information from LinkedIn and relationship analytics:
| Capability | Description | Reference link |
|---|---|---|
| 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. | Administrator: Integrate LinkedIn Sales Navigator solutions for Dynamics 365 Sales Sales manager/Seller: How to sync LinkedIn leads by using Dynamics 365 Connector for LinkedIn Lead Gen Forms |
| Find new buyers | See recommended leads and discover mutual connections who can provide a warm introduction. | Administrator: - Integrate LinkedIn Sales Navigator solutions for Dynamics 365 Sales - Configure who knows whom Seller: -How to sync LinkedIn leads by using Dynamics 365 Connector for LinkedIn Lead Gen Forms - How to get introduced to a lead |
| 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. | Administrator: Integrate LinkedIn Sales Navigator solutions for Dynamics 365 Sales Sales manager/Seller: How to sync LinkedIn leads by using Dynamics 365 Connector for LinkedIn Lead Gen Forms |
| Get a unified view of interactions | Use a comprehensive timeline across Dynamics 365, Microsoft 365, and LinkedIn Sales Navigator to deliver consistent experiences. | Administrator: Integrate LinkedIn Sales Navigator solutions for Dynamics 365 Sales Sales manager/Seller: How to sync LinkedIn leads by using Dynamics 365 Connector for LinkedIn Lead Gen Forms |
| 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. | Administrator: Configure relationship analytics and health Seller: Use relationship analytics to gather KPIs |
Collaborate seamlessly
Collaborate with customers by getting visibility into the right data data and communicate seamlessly using Microsoft Teams:
| Capability | Description | Reference link |
|---|---|---|
| Gain visibility into the right data | Access customer data and insights in Microsoft Teams to collaborate productively within the sales team. | Administrator: Install and set up Microsoft Teams integration Seller: Basic Collaboration experience for Microsoft Teams integration with customer engagement apps in Dynamics 365 |
| Communicate in context | Use embedded Microsoft Teams chats in Dynamics 365 for real-time collaboration within the sales team. | Administrator: Install and set up Microsoft Teams integration Seller: Enhanced Collaboration Experience with Microsoft Teams |
Boost seller productivity
Boost seller productivity by automatically capturing tasks and integrating sales processes with marketing:
| Capability | Description | Reference link |
|---|---|---|
| Minimize routine tasks | Get suggestions to automatically create new records such as contacts, meetings, and tasks. | Administrator: - Configure notes analysis - Enable and configure auto capture Seller: - How notes analysis assists you with suggestion - Capture customer-related activities with auto capture |
| Automate sales and marketing processes | Connect your processes with a common platform to optimize efficiencies and marketing ROI and lead handoff. | Administrator/Seller: Overview (Marketing) |
| Work seamlessly using everyday apps | Minimize app switching with contextual sales data surfaced in productivity apps like Outlook. | Administrator: Deploy and install Dynamics 365 App for Outlook Seller: Basic navigation in App for Outlook |
| Manage the pipeline in a single workspace | 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) | Administrator: Configure the opportunity pipeline view Seller: Preview: Manage opportunities using the pipeline view |
Keep selling on the go
Get information on day-to-day tasks and keep your deals current even while you're on the move using the mobile application:
| Capability | Description | Reference link |
|---|---|---|
| Juggle tasks with ease | 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. | Seller: Use the Dynamics 365 Sales mobile app |
| See daily priorities at a glance | Quickly scan upcoming meetings, recent contacts, and real-time notifications to accelerate customer engagement. | Seller: Learn the basics |
| Prepare for meetings | 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. | Seller: View meetings |
| Skip manual data entry | Easily capture notes using voice-to-text or the camera on your smartphone for automatic association with related records. | Seller: Manage notes |
Adapt to rapid changes
Get advanced information about revenue projections, performance, and daily actions, and plan better.
| Capability | Description | Reference link |
|---|---|---|
| Streamline forecasting | Gain visibility and control over revenue with a flexible forecasting solution that reveals risks and opportunities. | Administrator: - Configure forecasts in your organization Seller: - View a forecast - View and understand data through drill-down entities - View and manage underlying opportunities |
| Increase forecast accuracy | Leverage built-in AI to augment seller-submitted forecasts and view deal flows and trends. | Administrator: - Configure premium forecasting - Take snapshots automatically Seller: - Analyze revenue outcome by using predictive forecasting - Understand forecast projections by using trend charts - Analyze deals flows between snapshots |
| Gain real-time visibility into sales performance | Use interactive dashboards and reports to track performance, make data-driven decisions, and deliver more effective coaching. | Administrator: - Create or edit a Power BI embedded system dashboard - Use Power BI with Microsoft Dataverse data - Use Power BI Seller: - Add or edit Power BI visualizations on your dashboard |
| 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. | Administrator: Create and activate a sequence Seller: Prioritize your sales pipeline by using the work list |
| 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. | Administrator: Configure the assistant Seller: Use the assistant to guide customer communications |
| 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. | Administrator: Overview of creating apps in Power Apps |
Integrations
Integrate Dynamics 365 Sales with other applications that your sales team already uses so that you can improve seller efficiency and customer collaboration:
- Integrate LinkedIn Sales Navigator solutions
- Microsoft Teams integration
- Install ZoomInfo app
- Integrate a sample softphone with Dynamics 365 Sales
See also
Feedback
Coming soon: Throughout 2024 we will be phasing out GitHub Issues as the feedback mechanism for content and replacing it with a new feedback system. For more information see: https://aka.ms/ContentUserFeedback.
Submit and view feedback for