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Microsoft Dynamics 365 Sales software manages leads, opportunities, quotes and forecasts inside the Microsoft environment, so emails, meetings and documents in Outlook and Teams connect to the customer record.
Capture, score and assign leads automatically.
Pipeline stages with guided selling steps.
Price lists, quotes and approvals.
Track emails and meetings without switching apps.
Pipeline forecasts by team and period.
AI summaries and email drafts for sellers, where licensed.
Confirm the product fits your processes, users and licence budget.
Agree the setup, integrations and data with your team.
Configure in short cycles and test with your own users.
Launch, train and support you through the first months.
Other products and services that usually go with this one.
Dynamics 365 Sales software suits Microsoft-centred organisations needing deep customisation. Zoho CRM is faster and cheaper to roll out for many teams.
Yes. Customers, items and orders can sync between the two.
No. Microsoft Copilot features are optional and licensed separately.
Microsoft, Dynamics 365, Microsoft 365, Microsoft Teams, Power Apps, Power Automate, Power BI, Power Pages and SharePoint are trademarks of the Microsoft group of companies.
