Go beyond sales force automation (SFA) with Dynamics 365 for Sales to better understand customer
needs, engage more effectively, and win more deals.
Know the next best step
Strengthen relationships with personalized and relevant interactions based on contextual, embedded
intelligence that helps sellers exceed the expectations of modern buyers.
Optimize email engagement
Elevate your email communications with embedded intelligence that lets you know when and how
customers interact with your emails, so you can be more proactive and responsive in your
Keep a pulse on social trends
Find out what buyers are really thinking with social intelligence that reveals social sentiment and
identifies potential competitive threats.
Put buyers first with relationship selling
Build trust with insights centered on specific needs and easily manage relationships at scale with
integration between LinkdIn and Dynamics 365 that unifies data and processes.
Engage buyers with social media
Find opportunities and nurture relationships with embedded intelligence that highlights relevant
conversations to join and recommends content to share.
Deliver personalized content
Get suggestions for relevant content based on what you are working on and who you are working with.
Quickly create personalized sales documents with familiar Office 365 tools that enable simultaneous
collaboration and editing.
Provide intelligent guidance
Increase user adoption and minimize training with rich, context-sensitive help and an intelligent,
event-driven sales process that guides sellers to optimal outcomes.
Simplify sales execution
Accelerate deals with an end-to-end, immersive experience for opportunity management. Use familiar tools
like Excel and Outlook for day-to-day sales activities. See the status of cases, all without the hassle
of switching apps.
Enrich account, contact and lead data with contextual third-party firmographics, news and compelling
events for both B2B and B2C business models.
Sell anytime, anywhere
Work on the go, even without connectivity, with modern mobile apps that provide contextual news, social
data and task flows.
Shorten ramp up time
Ease onboarding of new sellers. Align sales behavior with best practices, interactive help and
Increase sales effectiveness
Hit your numbers by setting goals, monitoring results and providing timely feedback and coaching.
Investigate deviations from plan and take corrective action using real-time analytic dashboards.
Accelerate time to market and adapt the application to your needs with no-code visual editors and tools
that make it easy to build and deploy web and mobile apps.
Extend and connect
Automate processes across Dynamics 365 applications and third-party systems for a unified experience.
Invest with confidence
Rely on the Microsoft cloud platform to reduce the cost and complexity of operating a global
infrastructure. Trust our state-of-the-art datacenters to safeguard your data.
Transform your customer interactions with deep insights provided by embedded intelligence that guides your teams to the right business outcomes.
Tap into the wisdom and experience of your team with shared meeting notes, events, and custom sales documents created with real-time coauthoring. Use OneNote within the Sales management software to take notes and share your work.
Motivate your sales team with the perfect mix of information and collaboration. Easy-to-use dashboards help you set smart goals and monitor results. Built-in Help helps you align your team’s actions with best practices. And gamification encourages healthy competition.
Empower your salespeople with predictive analytics, digital intelligence, and automated lead scoring. And with signals from both the Sales app and Office 365 to help them assess their customer relationships, they get all the tools they need to choose the next step.
Help your salespeople zero in on the right leads, contacts, and opportunities as they build out your pipeline. Dynamics 365 for Sales provides social insights, up-to-date company information, and an embedded sales process—so your reps know how and when to engage.