Dynamics 365 Sales
Sell where your team already works. We configure Dynamics 365's sales tools to plug directly into Outlook and Teams, so your pipeline stays current without extra logins or duplicate data entry.
A sales team working out of Outlook and spreadsheets loses pipeline visibility the moment a deal moves between people.
- A business already on Microsoft 365 wanting its CRM in the same place as email and calendar
- A team that wants AI-assisted deal insights drawn from email and meeting activity
- A company that needs live sales reporting in Power BI
Capabilities
Tracks leads, opportunities and forecasts, with Copilot drawing on CRM data and Microsoft 365 signals like email and meeting recaps to surface next-best actions.
Builds customer journeys and segments from unified data, with Copilot turning plain-language requests into ready-to-use segments.
Lets customers schedule appointments online, synced automatically with Outlook calendars.
Brings CRM records, call notes, and follow-ups directly into Teams conversations.
Live sales dashboards and reporting built on the same data as your CRM.
How it fits together
Microsoft 365's real architecture — the platform is one stage in the work, not the whole of it.
Review what's already licensed in Microsoft 365 and Dynamics 365.
Set up Dynamics 365 or Business Central for finance, sales or operations.
Add Power Apps, Power Automate and Power BI where needed.
Apply identity/device policy and stay available after go-live.
Talk to a Microsoft 365 solution architect
Tell us about your dynamics 365 sales requirements and we'll map out how it fits with what you already run.