Microsoft Dynamics 365 Sales enables salespeople to build strong relationships with their customers, take actions based on insights, and close deals faster.
Dynamics 365 Sales is adaptive sales platform that forms part of the Microsoft Dynamics 365 family of products. It works alongside other products such as Microsoft 365, Dynamics 365 Customer Service and Dynamics 365 Business Central.
Powerful account and customer management
Account and contact overview: Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. Streamline your sales operations, foster strong customer relationships, and drive sales performance to new heights.
Give your customers a great experience: Whether you’re preparing for your next meeting with a customer, or looking ways to engage with them, make sure you take the best action relevant to your customer.
Easily identify what’s next
Prioritized work list: Start your day simply with a day-to-day focus list of sales activities to complete.
Pipeline tracking: Get a simple overview of ongoing opportunities at a glance.
Sequence workflows: Guide salespeople through a set of steps to ensure opportunity wins and leads qualifications.
Lead & opportunity scoring: Is a lead worth your time? Use automatic scoring to help prioritise your leads and make sure you spend time where it counts.
Customization and automation
Sales workflow automation: Streamline your sales processes with customizable workflows that reduce manual tasks and allow your sales team to focus on selling.
Extend on and future-proof: Build on Dynamics 365 Sales to add functionality to suit your business both now and in the future as your business expands.
Comparing the different versions
There are three main licensing options for Dynamics 365 Sales:
- Professional
- Enterprise
- Premium
You can read more about the licensing differences on Microsoft Learn.
Feature | Dynamics 365 Sales Professional | Dynamics 365 Sales Enterprise | Dynamics 365 Sales Premium |
---|---|---|---|
Unlimited users | |||
Mobile app | |||
Microsoft 365 integration | |||
Sales force automation: Leads, opportunities, accounts, contacts, products and price lists, bundles, quotes, orders, and invoices | |||
Reporting and dashboards with Power BI and Excel. | |||
Conversation intelligence: Conversation analysis and keywords, competitive products and brand analysis, pipeline analysis, seller behaviour analysis, coaching tools, personalised seller dashboards. | |||
Advanced sales force automation: Forecasting, assistant cards, competitors, sales goals, and territory management. | |||
Sales engagement: Business card reader, premium assistant cards, sales accelerator, predictive lead & opportunity scoring, pipeline intelligence, relationship analytics. | |||
Advanced sales engagement: Who knows whom, notes analysis, predictive forecast | |||
Custom apps using Power Apps |
See Dynamics 365 Sales in action
If you’d like to walk through the product, try the Sales Acceleration Guided Tour.