Sell smarter with Dynamics 365 Sales
BUILT ON THE MICROSOFT CLOUD
One connected view of every customer and deal
Clarity
Every stage, owner and next step is visible to the whole team.
Predictability
Forecasts are built from live pipeline data, not last-minute spreadsheets.
Momentum
Automation and AI assistance keep deals moving without manual chasing.
Every opportunity, from lead to won
Everything your sales team needs
Lead & Opportunity Management
Capture leads from every channel, qualify them and move opportunities through a clear, stage-based pipeline.
Sales Forecasting
Build accurate forecasts from live pipeline data so leaders can plan with confidence and spot gaps early.
AI Assistance with Copilot
Use Copilot to summarise account history, draft follow-up emails and prepare for meetings in less time.
Outlook & Teams Integration
Link emails, meetings and conversations to the right account without leaving the tools your team already uses.
Customer Insights & Analytics
Use dashboards and Power BI reports to see win rates, deal velocity and where revenue is coming from.
Sales Process Automation
Automate reminders, approvals and repetitive tasks with Power Automate so nothing falls through the cracks.
From scattered data to a single source of truth
Before
- Deals tracked in spreadsheets and inboxes
- Pipeline reviews built from manual exports
- Follow-ups depend on memory
- Managers chase updates instead of coaching
After
- One record for every account and deal
- Live dashboards and reliable forecasts
- Automated reminders and AI-drafted follow-ups
- Managers focus on coaching and strategy
Built for the way your business sells
Manufacturing
Track distributor and key-account pipelines with product-level detail.
Retail & Distribution
Manage high volumes of opportunities and reorders with clear ownership.
Professional Services
Link proposals, engagements and renewals to the people doing the work.
Financial Services
Maintain compliance-ready records and clear audit trails for every client.
Healthcare & Life Sciences
Coordinate relationships across departments with secure, governed data.
Technology & SaaS
Support subscription renewals, expansion and partner-led sales.
Connected to the tools you already use
Outlook
Email and calendar linked to every account.
Microsoft Teams
Share updates and work on deals with your team.
Power BI
Dashboards and reports on your live pipeline.
Dynamics 365 Sales
Leads, opportunities and forecasting in one place, with every connected tool feeding the same record.
Power Automate
Automated reminders, approvals and workflows.
Power Apps
Custom apps built around your sales processes.
Azure
Secure cloud hosting, data and integration.
WHAT YOU GET
Better selling, with less admin
- A single, shared view of every account, contact and deal
- Clear pipeline stages that make next steps obvious
- Forecasts built from live data, not spreadsheets
- Mobile access so reps can update deals from anywhere
- Role-based dashboards for reps, managers and leaders
- Integration with the wider Microsoft 365 and Power Platform stack
Ready to see it in action?
We will map your current sales process, show you how Dynamics 365 Sales fits it, and outline a rollout plan your team can follow.
Book a DemoYour customer data, protected by design
Role-based access
Give each user only the records and fields they need.
Audit history
Track changes to records for accountability and review.
Data residency
Choose regions that match your policy and regulatory needs.
Compliance tooling
Work within Microsoft's enterprise compliance framework.
From first call to a working sales engine
Discover
We review your current sales process, tools and reporting needs to define what success looks like.
Configure
We set up pipelines, roles, data fields and integrations so the system matches how your team sells.
Adopt
Hands-on training and a pilot group help reps move from spreadsheets to the new system with confidence.
Optimise
We review usage and results regularly, then refine workflows and add capabilities as the business grows.
Choose the level of support you need
Discovery
A focused workshop to map your process and define a clear roadmap.
- Process and data review
- Roadmap and scope document
- Recommended next steps
Implementation
End-to-end setup, configuration, migration and training for your team.
- Configuration and integrations
- Data migration and validation
- Role-based training and go-live support
Managed Support
Ongoing administration, enhancements and user support as your needs change.
- Admin and user support
- Enhancements and new features
- Regular health and usage reviews
A partner that stays with you after go-live
Hands-on consultants
Experienced people who understand both the platform and how sales teams work.
Process first
We start from how you sell, then shape the system around it, not the other way round.
Adoption focus
Training and change support so your team actually uses what we build.
Long-term partnership
Ongoing support and improvements as your sales motion evolves.
Common questions about Dynamics 365 Sales
What is Dynamics 365 Sales?
Dynamics 365 Sales is a customer relationship management application from Microsoft that helps sales teams manage leads, opportunities, accounts and forecasts.
Does it work with Outlook and Teams?
Yes. Dynamics 365 Sales integrates with Outlook and Microsoft Teams so emails, meetings and conversations can be linked to the right customer records.
Can you migrate our existing data?
In most cases we can import contacts, accounts and deal history from your current CRM or spreadsheets, and we check data quality before go-live.
How long does implementation take?
It depends on scope, data readiness and the number of users. We agree a timeline during the Discover stage so expectations are clear from the start.
Do you offer training for our team?
Yes. We provide role-based training, quick-reference guides and follow-up support during the first months of use.
Ready to close more deals?
We are ready to help!
info@dynamicsxpert.com
Phone
+971 58 586 8875
Office
Hyderabad, Telangana, India
DynamicsXpert is a Microsoft Dynamics 365 partner helping businesses run on connected ERP, CRM, Power Platform, AI and cloud solutions, with GST-ready e-invoicing built in.
© 2026 DynamicsXpert. All rights reserved.