Overcome sales challenges with Dynamics 365 Sales
Too much time spent on manual tasks?
Automate up to 29% of sales time with AI and free your team to focus on what matters
Struggling with low productivity?
Boost efficiency by 3-5% by integrating AI-powered tools into your sales processes
Fragmented data and no full view of the customers?
Connect multiple systems and data sources into a single, comprehensive 360 customer view
Lack of consistent sales process?
Boost sales performance with Dynamics 365 Sales
AI-driven opportunity prioritization
Use Copilot to automatically create and updates CRM records, analyze sales opportunities, and apply AI-based scoring models.
Smarter customer interactions
Generate CRM based emails, view Copilot created meeting summaries, and analyze customer sentiment and conversation KPIs in real time.
Forecasting and team growth
Get predictive insights across your sales team, track pipeline trends, and make better decisions with AI-powered forecasting and visibility.
Flexible customization
Drive real impact with digital sales transformation
Revenue growth
Increase lead generation, boost upsell and cross-sell, and accelerate deal closures driving higher revenue per customer and larger deal sizes.
Sales team efficiency
Free up sales teams with automated admin tasks, faster access to customer data, and AI-guided pipeline management, enabling more time for meaningful customer interactions.
Cost optimization
Lower operational costs by reducing bad data minimizing IT maintenance efforts, and decreasing the overall cost of sale.
Customer retention
Enhance customer satisfaction and engagement with personalized experiences, leading to stronger loyalty and reduced churn.
Gain advanced capabilities for personalized customer support
Implement Dynamics 365 Sales with experts
Choosing the right partner is key to success. At Netwise, we provide:
Two Microsoft MVPs on board, bringing top-tier product insight and early access to platform innovations
Deep knowledge of Microsoft’s Power Platform ecosystem and integrations
Strategic consulting aligned to your business needs and processes
Adrian, Chief Delivery Officer. At Netwise since 2010. See his journey.
Microsoft Dynamics 365 Sales is a model-driven CRM application built on Microsoft Dataverse for managing leads, accounts, contacts, opportunities, and sales activities.
It stores structured customer and pipeline data and provides configurable business process flows to guide deals through defined sales stages. Each record includes a timeline of emails, meetings, calls, and notes.
The system supports:
Dynamics 365 Sales can be configured through forms, fields, workflows, and Power Platform extensions.
Dynamics 365 Sales introduces a structured data model and standardized opportunity tracking.
Leads and opportunities follow configurable business process flows with defined stages such as qualification, proposal, and closing. Required fields and stage rules help ensure consistent data entry.
Emails and meetings can be synchronized from Outlook and stored automatically on customer records.
Pipeline and forecasts are calculated directly from Dataverse data, allowing managers to monitor deal status and activity levels without relying on spreadsheets.
Dynamics 365 Sales Enterprise supports structured B2B sales processes using a configurable Dataverse data model.
Key features include:
The system can be extended with custom tables and business logic.
Dynamics 365 Sales Enterprise provides a centralized sales dataset stored in Dataverse with role-based security and auditing.
This enables:
The system can also serve as the integration layer between sales and other business systems.
Dynamics 365 Sales Copilot uses CRM data and Microsoft 365 communication data to generate contextual assistance for sales users.
It can:
Copilot is available inside Dynamics 365, Outlook, and Teams and relies on existing CRM and communication data.
An AI sales copilot reduces the time required to review CRM data and communication history.
It supports tasks such as:
Generated content can be saved back into CRM records, improving data completeness and activity tracking.
Sales Hub is the main application used by sales teams in Dynamics 365 Sales.
It provides access to core tables such as:
Sales teams use Sales Hub to manage deals, track activities, and review pipeline data.
The application can be extended with custom tables and dashboards.
Dynamics 365 Sales integrates with other systems through Dataverse APIs and Power Platform connectors.
Typical integrations include:
In many implementations Dynamics 365 Sales manages customer and opportunity data while ERP manages transactions.
Dynamics 365 Sales is licensed per user per month and available in several editions.
Additional costs may include Dataverse storage and Power Platform licensing.
