Dynamics 365 Sales combines traditional CRM with Microsoft Copilot AI — automating administrative tasks, providing conversation intelligence, and surfacing actionable insights to help reps close more deals faster.
Custom stages, product catalog, opportunity scoring, and forecasting — with Copilot summarizing every opportunity and suggesting next best actions.
Microsoft Copilot embedded in D365 Sales — summarizing emails, generating follow-ups, updating CRM records, and preparing sellers for every customer interaction.
AI-driven forecasting with pipeline analysis, deal velocity, and what-if scenario modeling — accurate, data-driven revenue projections.
D365 Sales and Customer Service connected through unified customer profile — giving sales visibility into service history and service reps upsell context.
D365 Sales integrated with LinkedIn Sales Navigator — surfacing profiles, relationship paths, and buying committee insights within CRM records.
Custom apps, approval workflows, and embedded analytics built on Power Apps, Power Automate, and Power BI extending D365 Sales.
Our specialists will design a tailored solution for your organization.