Dynamics 365 Sales - With AI to Boost Seller Efficiency

Dynamics 365 Sales Features

What can Dynamics do for you?

Sales teams don’t need more software.
They need less hassle

Here are six ways Dynamics 365 Sales takes the admin off your plate and makes selling simpler

Work with the tools you already use

If your team lives in Outlook, Teams, Word and Excel, Dynamics 365 Sales fits right in. Update customer records, manage meetings and track emails without switching screens.

Let the System Do the Boring Bits

With Copilot, repetitive tasks take care of themselves. Draft replies, summarise conversations and get nudged on next steps automatically. That way your team’s energy goes into selling, not admin.

See the Whole Pipeline at a Glance

With Dynamics 365 you can see exactly where everything stands, who’s responsible and what needs to happen next. It gives you confidence in forecasts and gives salespeople clarity on priorities.

Every Customer, in One Place

Forget chasing sticky notes and half-filled spreadsheets. Dynamics 365 keeps all emails, calls and history together so everyone sees the same picture.

Keep Selling on the Move

With the Dynamics 365 mobile app you have all your customer info in your pocket. Update notes after a meeting, check history before a call or move a deal forward on the train.

Know What’s Working (and What Isn’t)

Real-time dashboards show which deals are moving, which ones are stuck and which activities actually make a difference. The numbers are clear enough for a quick glance and detailed enough to guide smart decisions.

Free your salespeople from the admin burden

Use Microsoft’s AI to focus time where it’s best needed

YOUR AI ASISTANT

AI and automation tools make 89 percent of employees feel more fulfilled because they can spend more time on work that truly matters.
Microsoft Corporation. "Microsoft Business Trend Survey 2023." Microsoft, January 2023.

Here’s what Dynamics 365 Sales actually does…

Copilot for Sales: A built-in assistant that drafts emails, writes meeting summaries and nudges you on next steps.
Conversation Intelligence: Listens to calls and emails, spotting tone, keywords and sentiment to help improve follow-ups.
LinkedIn Sales Navigator: Brings buyer insights and warm introductions from LinkedIn right into CRM.
Customer Timeline View: Every email, call and meeting logged in one timeline so you never miss the context.
Built-in Microsoft integration: Outlook, Teams, SharePoint and Power BI all work together so your sales tools finally talk to each other.

Sales Accelerator: A daily to-do list powered by AI so salespeople always know which lead or task to tackle first
Predictive Lead and Opportunity Scoring: Ranks leads by likelihood to convert so time goes where it matters most.
Sales Qualification Agent: Does the background research on leads and filters out the ones unlikely to convert.
Opportunity Research Agent: Brings deal insights together in one place, flags risks and highlights the most promising opportunities.
Sales Sequences: Automate routine follow-ups and tasks so nothing slips through the cracks.

🔗 Connected From Day One

Dynamics 365 Sales plugs straight into the tools your team already knows, so it feels like part of the flow rather than extra work.

Microsoft 365 Integration

Works seamlessly with Outlook, Teams, Excel and Word. That means fewer clicks, faster updates and no more juggling windows.

LinkedIn Sales Navigator

Brings relationship insights into your CRM so reps can see who to connect with and when. It is like having LinkedIn built into your pipeline.

Power Platform

Create apps, automate tasks and build dashboards without writing code. Tailor the system to fit your business, not the other way round.

Third-Party Apps

From Mailchimp to HubSpot, Xero to Zoom, Dynamics 365 connects with the platforms you already use. If it is in your stack, it probably plugs in.

APIs and Connectors

Need something unique? The open API means you can build custom integrations to do just about anything.

Our Integrations

We've got readymade integrations for Xero, Magento, eSignatures and more.
» Take a look

Take a look for yourself

See how Copilot AI is saving salespeople time

Streamline your sales processes and get seamless Microsoft 365 integration with Microsoft Dynamics 365 Sales

How Dynamics 365 Sales Keeps Your Data Safe

🔐Microsoft-Grade Protection

Dynamics 365 sits on Microsoft’s cloud, the same platform trusted by banks, governments and healthcare. You benefit from enterprise-level security without having to build it yourself.

🧑‍💼 Role-Based Access Control

Not everyone needs to see everything. You decide who can view, edit or share sales data, so sensitive customer details stay in the right hands.

🕵️‍♂️ Full Audit Trails

Every login, change and update is recorded. If something looks off, you’ve got a clear trail to follow. That means peace of mind for you, and easier compliance reporting.

🧠 Threat Detection Powered by AI

Microsoft’s AI tools keep an eye out 24/7 for unusual behaviour, like suspicious logins or large data exports, and flag it before it becomes a problem.

🌍 GDPR and Data Privacy Controls

Built with UK and EU regulations in mind. You can manage consent, handle subject access requests, and delete personal data when asked — so you know you’re covered.

📍 Data Residency Choices

Your data is stored in UK and EU data centres, giving you confidence about where customer information actually lives.

☁️ Uptime and Recovery

With a 99.9% availability guarantee and built-in disaster recovery, Dynamics 365 is designed to stay online and keep your team working even if something goes wrong behind the scenes.

Get to the sale faster

You can use Dynamics 365 Sales for marketing!

There's loads of marketing features in Dynamics

However, if you’re looking for a complete enterprise level Marketing suite, then Dynamics 365 Customer Insights (formerly Marketing) is what you need.