Dynamics 365 Sales
Turn Customer Relationships Into Lasting Growth
Empower your sales team with Microsoft Dynamics 365 Sales to manage leads, opportunities, customer relationships, and sales pipelines from one connected platform. Use intelligent insights, automation, and AI-powered capabilities to engage customers, improve productivity, and close deals faster.
Empower Your Sales Teams
Help your sales teams work smarter, build stronger customer relationships, and achieve better sales outcomes with AI-powered capabilities in Dynamics 365 Sales.
Get a clear view of open opportunities, sales activities, assignments, and pipeline changes to focus on the deals that matter most.
Identify promising prospects, understand their needs, and prioritize leads based on available customer and sales information.
Guide sellers through each stage of the sales process with intelligent recommendations, automated activities, and timely insights.
Access relevant customer and opportunity information quickly so your sales team can respond and act at the right time.
Review opportunity summaries, customer information, previous activities, and meeting details before engaging with prospects or customers.
Use AI-driven insights to identify the next best actions and keep customer conversations moving forward.
Bring customer interactions and sales information together to deliver more relevant and consistent experiences.
Keep track of tasks, appointments, follow-ups, and opportunities while staying productive across devices.
Standardize successful sales processes with guided workflows, automated sequences, and recommended actions.
Gain greater visibility into expected revenue and pipeline performance to support more informed business decisions.
Use sales analytics and performance insights to identify trends, measure results, and uncover areas for improvement.
Connect relevant data and insights to give sales teams a more complete understanding of customers and prospects.
Configure intelligent sales capabilities around your business processes, data, and customer engagement requirements.
Extend Dynamics 365 Sales with Power Platform capabilities to automate workflows, connect data, and build tailored business solutions.
Configure sales stages, workflows, activities, and processes to match the way your teams work.
Apply built-in security and access controls to help protect sensitive customer and sales data.
Manage data access and security policies to help your organization meet applicable privacy and regulatory requirements.
Define user permissions and roles to ensure sales information is available only to authorized users.
Accelerate Sales with Intelligent AI Agents
Enhance sales productivity with intelligent agents that support your team across the customer journey—from lead qualification and opportunity management to closing deals and uncovering actionable insights.
Sales Opportunity Agent
Analyze opportunities and uncover deal risks
Continuously review opportunity information to help sellers identify risks, understand customer needs, and focus on the actions that can move deals forward.
Sales Qualification Agent
Identify and prioritize high-quality leads
Use AI-assisted qualification to evaluate leads, surface promising prospects, and help sales teams focus their time on the opportunities with the greatest potential.
Sales Close Agent
Move high-value deals toward faster closure
Analyze opportunities and provide relevant insights and recommendations to help sellers prioritize actions and improve their chances of winning.
Sales Research Agent
Turn sales data into actionable insights
Quickly find relevant customer, opportunity, and sales information to answer complex questions and support faster, more informed decisions.
Custom AI Agents
Create AI agents tailored to your sales processes
Build and manage custom AI agents with Copilot Studio to support your unique sales workflows, business requirements, and data. Extend sales automation with intelligent agents designed around the way your teams work.
Step Into the Future of AI-Powered Sales
Give your sales organization intelligent tools that work alongside your teams to reduce time-consuming tasks, uncover valuable insights, and support faster, more informed decisions throughout the sales journey.
Sales leaders and executives gain greater visibility into performance and revenue opportunities.
Sales representatives and account managers focus more time on customers and high-value opportunities.
Sales operations teams streamline processes, improve productivity, and support consistent sales execution.
Get More from Dynamics 365 with Dynamics Center
Dynamics 365 Consulting
Get expert guidance for planning, implementing, customizing, and optimizing Dynamics 365 Sales to align the platform with your business goals.
Business Solutions & Extensions
Extend your Dynamics 365 Sales environment with tailored integrations, customizations, and solutions designed around your sales process and customer needs.
Implementation & Support
Move to Dynamics 365 Sales with confidence through structured implementation, user training, ongoing support, and continuous optimization from Dynamics Center.