Dynamics 365 Sales

Manage your leads effectively from first contact to qualification. Automatic lead scoring determines which leads are most promising, so your sales team can focus on the prospects with the highest conversion chance. Leads can be automatically created from web forms, email campaigns or import files.

Track every sales opportunity through the complete sales process. From initial qualification to closing the deal - your team always has a current overview of all active opportunities, the stage they're in and the expected revenue. Set up personalized sales stages that match your specific sales process.

Make accurate sales forecasts based on real-time pipeline data and historical trends. AI-driven forecasting analyzes patterns in your sales data to make reliable predictions about future revenue. Managers get insight into the pipeline per team, region or product line.

Dynamics 365 Sales analyzes email communication, meetings and interactions to assess the health of your customer relationships. The system alerts when relationships need attention and suggests the best next steps. This way, your team never misses an opportunity to strengthen the relationship.

Automate repetitive sales tasks like follow-up reminders, email sequences, creating quotes and approval processes. Your salespeople spend less time on administration and more time on what they do best: selling. Business process flows guide salespeople through standardized processes.

Microsoft Copilot for Sales is the AI assistant that supports your salespeople with intelligent summaries of customer interactions, automatically generated email suggestions, meeting preparations and action items. Copilot works seamlessly with outlook and teams for an integrated work experience.