Dynamics 365 Sales

Track accounts, contacts, and deals from lead to order, with built-in sales tools and Microsoft 365 integration that keeps work in one place.

Understand the needs of your customers and win more deals.

Dynamic 365 Sales gives you a smart selling strategy with embedded insights from a highly adaptable platform with AI capabilities. It’s a solution that is designed to meet the needs of your organization and help your team increase their sales performance.

Your company can better understand your customers and build stronger relationships as Dynamics 365 Sales is the platform for delivering an exceptional customer experience.

All Services

Dynamics 365 CRM Overview
Dynamics 365 CRM Sales
Dynamics 365 CRM Customer Service
Dynamics 365 CRM Field Service
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What Dynamics 365 Sales can do for you

Accelerate sales

Sales Accelerator helps you move fast and stand out from the competition with a single digital workspace that has everything you need to stay focused and productive.

Build relationships

Integrate and view LinkedIn profiles and insights as part of account, contact, lead and opportunity records.

Leverage AI

Customize workflows with built-in, no-code AI to support accurate lead and opportunity scoring.

Predictive forecasting

Increase accuracy and shorten planning cycles by automatically supplementing forecasts with objective data-driven signals.

Monitor relationships

Keep track of relationships with interaction signal monitoring across Dynamics 365, Microsoft 365 and LinkedIn.

Time efficiencies

Automatically capture customer emails and meetings based on Outlook data and other AI-suggested customer activity records.

Collaboration

Integrate multi-channel tools such as soft phone dialer, email templates, and contextual chat/channels to deliver a comprehensive sales experience.

Touch-point capture

Conversation intelligence automatically transcribes and analyzes customer conversations as well as emotion and sentiment.

Sales effectiveness

Meet your sales targets by setting goals, monitoring results and providing feedback and coaching in real-time.

Reports and dashboards

Integration with Power BI gives you quick insights about sales performance.

 
Dynamics 365 Sales
Track accounts, contacts, and deals from lead to order, with built-in sales tools and Microsoft 365 integration that keeps work in one place.

Lead to Opportunity Pipeline

Manage leads and opportunities in one system, move deals through stages, and keep pipeline status current for sellers and managers.

Account and Contact History

Store account and contact records with interaction history so anyone on the team can pick up the relationship without missing context.

Activity Tracking

Log emails, calls, meetings, and tasks against accounts and opportunities so follow-ups don’t rely on inbox memory.

Quotes and Orders

Create and manage quote-to-order steps inside the sales process so commercial details stay tied to the deal record.  

Forecasting and Pipeline Reviews

Use pipeline and forecast views to review expected outcomes and coach your team based on what’s in progress now.

Lead and Opportunity Scoring

Use scoring to help sellers focus on higher-likelihood deals and prioritize work when the pipeline is busy.

Integrate with Microsoft 365

Connect sales with Microsoft 365 so communication and collaboration remains tied to the right records, allowing teams to improve coordination.

Partner-Led Implementation

Use an implementation approach that starts with sales process mapping, role setup, and reporting needs so the system matches how your team sells.

Joesoftware has the Dynamics 365 Sales experience you need.

Joesoftware is ready to put Dynamics 365 Sales to work for you and your sales team. We will take the time to understand your sales processes, and we will make sure your CRM Sales solution integrates with the rest of your business.
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Frequently Asked Questions

It’s Microsoft’s sales CRM for managing accounts, contacts, leads, opportunities, and moving deals from lead to order.

In most cases, yes—when people say “Microsoft CRM,” they’re usually referring to Dynamics 365 Sales for sales teams.