Dynamics 365 Sales

Visit Tool

Dynamics 365 Sales is a CRM tool that helps sales teams close deals faster using AI-powered insights, sales automation, and collaboration tools. It empowers sales professionals to manage leads, opportunities, and accounts on the go.

Claim this tool

No Views Yet

At a glance

Pricing

Paid

Free tier

Yes

API

Yes

Skill level

Mixed

About

What is Dynamics 365 Sales?

Dynamics 365 Sales is an agentic CRM solution designed to boost business by helping sales teams close deals faster and improve productivity. It leverages AI to provide insights, automate sales processes, and enhance collaboration. Key features include autonomous research on incoming leads, AI-based scoring for opportunity qualification, and recommended actions within the workflow. The platform also offers AI-generated opportunity summaries, meeting preparation notes, and email/call assistance with Copilot. Users can manage tasks on the go with a unified mobile experience, forecast sales, and analyze team performance with natural language queries. It also allows for customization of AI agents and integration with Power Platform for tailored solutions.

Best used for

Ideal for sales reps who need to accelerate lead qualification, prepare for customer engagements, and analyze team performance. Especially valuable for organizations looking to leverage AI and automation to streamline their sales processes and improve deal closure rates.

Common actions

manage sales pipeline

automate sales tasks

forecast sales revenue

qualify sales leads

improve sales productivity

business

Capabilities

Key features

AI-powered lead qualification
Opportunity scoring models
Automated sales guidance
Sales forecasting
Mobile sales management
Copilot email/call assistance
CRM data enrichment

Target Audience

sales rep

Integrations

microsoft-365power-platform

Pricing & Plans

Paid

Freemium

FAQs

What are the different pricing tiers for Dynamics 365 Sales?

Dynamics 365 Sales offers three main tiers: Professional ($65/user/month), Enterprise ($105/user/month), and Premium ($150/user/month). Each tier builds upon the previous one, offering more advanced features like next-generation AI and customizable intelligence solutions for sellers and managers.

How does Dynamics 365 Sales use AI to help sales teams?

The tool uses AI for various tasks, including autonomous research on leads, AI-based scoring for opportunities, and providing recommended actions. It also generates opportunity summaries, meeting preparation notes, and assists with email drafts and call summaries via Microsoft Copilot to improve sales interactions.

Can Dynamics 365 Sales be customized for specific business needs?

Yes, Dynamics 365 Sales allows for extensive customization. Users can configure fields, dashboards, and views to match their organization’s sales methodology. It also integrates with Microsoft Power Platform, enabling the building of custom sales apps and automation of business processes.

Trending

Subcategories trending in Marketing & Growth

Social Media Lead Generation Advertising SEO & AEO Sales Outreach Analytics & Attribution

Trending

Explore

Browse AI tools by category

Content & Design Productivity & Business Coding & Development AI Agents & Automation Research & Education Wellness & Lifestyle Career Development Marketing & Growth Data & Analytics Customer Support & CX Finance E-commerce