Microsoft Dynamics 365 Sales
Set up your sales processes, organize efficient sales management, and coordinate all your leads and orders in one system.
What Dynamics 365 Sales Includes
Are you looking for advanced software to standardize your sales, close more deals, increase the sales department's efficiency, and take your company to the next level? Microsoft Dynamics 365 Sales is a perfect match!
Implemented and customized Dynamics 365 Sales helps companies streamline the entire sales cycle, from lead management and contact and account management to opportunity management, quotes and orders, and sales pipeline tracking.
Besides, the flexibility of Dynamics 365 Sales makes it easy to integrate the CRM system with other key modules or tools, such as Microsoft 365, Dynamics 365 Customer Service, Dynamics 365 Marketing (Customer Insights), Dynamics 365 Field Service, or an ERP.
Do you want to know what to prepare and expect, where to start with your future CRM system, and how much time and resources to allocate? We are ready to give you an expert hand with this. Whether you are estimating the price of Dynamics 365 Sales or wondering how much time the development takes, our experts will help you choose the right approach.
The Key Dynamics 365 Sales Features
Contact and account management
This function enables you to easily create, update, and maintain records of leads, clients, partners, and companies, along with a complete, comprehensive history of their interactions.
Lead management
This feature lets you capture interest and qualify for each prospect using predefined lead-scoring rules.
Opportunity management
With this option, you can convert your qualified leads into promising opportunities and manage them toward successful deal closing. Use quotes, products, and price lists, identify estimated revenue, and explore deal insights.
Sales pipeline
It helps automate all sales processes, coordinate your pipeline in a single workspace, find new customers more quickly, and keep track of them. It also provides visibility into the correct data, allows you to see daily priorities at a glance, and minimizes routine tasks.
Activity management
This feature allows you to schedule, manage, and oversee all emails, appointments, calls, and sales tasks.
Sales automation
To ease the sales team's workload, Dynamics 365 Sales offers broad opportunities to automate all aspects of your sales process.
Quotes and Orders
This feature enables fast quotes and order creation across multiple pricing models, discounts, and event payment methods.
Product Management
It helps to manage and structure the most complicated product catalogs. It includes product grouping, pricing, discount models, multiple currencies, and more.
Pricing Management
This is a separate module on Product Management that allows a comprehensive approach to pricing, offering, calculating, and structuring.
Mobile App
The Dynamics 365 Sales mobile app is designed to support core sales features and scenarios, enabling companies to stay up to date and respond to customers in real time.
Sales Insights and Forecasting
With this function, you can leverage all the advantages of interactive dashboards, including real-time visibility into sales performance, custom visualizations, and advanced capabilities, to enhance your current sales processes and improve forecast accuracy.
Sales Reporting
The reporting capabilities in Dynamics 365 allow tracking both team and individual performance. The system stores historical data on contacts, accounts, leads, and opportunities that can be used to generate further dashboards or tables.
Integration with other Microsoft products and third parties
This feature enables you to set up key integrations, simplifying your communication, improving workflow automation, creating sales bots, connecting to LinkedIn, and implementing convenient templates, among other benefits.
Copilot and AI Agents
Microsoft Copilot and AI agents help automate routine sales tasks, draft emails, summarize customer interactions, create opportunities, recommend the next best actions, and improve seller productivity.
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Do you want to know what to prepare, where to start, and how much time D365 Sales implementation will take?
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AI in Dynamics 365 Sales
AI capabilities in D365 Sales, including Copilot for Sales, Copilot in Sales, and custom AI agents in Dynamics 365 CRM, and Sales Order Agent in Dynamics 365 BC. Here are some of the examples of how AI improves sales in Dynamics 365:
- Meeting summarization and note creation
- Follow-up reminders
- Automated lead qualification and task creation
- Email assistance with AI-generated email drafts and auto-replied proposals
- AI lead scoring and opportunity screening
- Sales performance analytics and predictions
- Cross- and upselling recommendations
- And more
Dynamics 365 Sales Integration with Dynamics 365 ERP
Integration between ERP (Dynamics 365 Business Central) and CRM (Dynamics 365 Customer Engagement) enables efficient collaboration between finance, sales and other teams.
The list of Sales for ERP features: Sales orders, Sales documents (sales quotes, sales invoices, credit memos), Catalog items, Pricing lists, Inventory management, Purchase orders, Shipments, tracking, and delivery, Returns and refunds, Sales Order Agent, Finance.
We use Dataverse, Power Platform, and Azure technologies to set up an integration between Sales modules in CRM and ERP. The benefits of such integration include unified customer and product data, an automated quote-to-cash process, up-to-date client and product information, real-time visibility, improved team collaboration and customer experience, and accurate reporting and insights.
Dynamics 365 Quick Start for Sales
Our D365 Sales Quick Start is a perfect solution for companies looking for a quick, effective implementation. This service package includes essential features, pre-configured settings, and support from UDS specialists. The D365 Quick Start approach allows launching the module quickly while retaining the ease to customize, extend, and evolve the CRM without limitations as business needs grow.
The Benefits
20+ years of CRM experience delivering scalable solutions, from implementation and integration to optimization
Flexible system setup tailored to your business, with easy scaling and seamless integrations
A proven implementation methodology minimizes risks, ensures transparency, and keeps delivery on schedule
Comprehensive support, user training, and technical documentation throughout implementation and beyond
The Service Roadmap
Dynamics 365 Sales Case Studies
Transforming Sales and Product Management at Mercamer with Dynamics 365
Learn how our expertise helped Mercamer, a company from Finland, revolutionize its infrastructure.
The project included the customization of Sales, Customer Service, and Field Service modules in parallel with creating a new integration with Business Central. Now Mercamer has a scalable system that delivers compliance, stable sales, financial data, and high performance.
Optimizing Sales Processes with Dynamics 365
Discover how the UDS team has assisted a German automotive company specializing in fleet management in optimizing its sales process.
As a result, the UDS customized solution has played a pivotal role in achieving a remarkable 6x increase in qualified leads and a substantial 42% reduction in sales cycle time. Ultimately, this all-encompassing product has simplified operational processes and facilitated data-driven decision-making through intuitive Dashboards and Power BI integration, all to the client's complete satisfaction.
Frequently Asked Questions
What is Dynamics 365 Sales used for?
Dynamics 365 Sales is Microsoft's cloud-based customer relationship management (CRM) solution that helps sales teams manage customer relationships, track leads and opportunities, streamline the sales process, and close deals more efficiently. It provides tools for sales automation, pipeline management, forecasting, and AI-powered insights, enabling organizations to improve productivity, strengthen customer engagement, and drive revenue growth.
Why choose Dynamics 365 Sales from UDS Systems?
We work closely with clients to design, configure, and optimize sales processes that align with their unique business goals, workflows, and growth strategies.
Our consultants analyze your existing sales operations and tailor Dynamics 365 Sales to support efficient lead management, opportunity tracking, pipeline visibility, forecasting, customer relationship management, and sales automation. We also integrate Dynamics 365 Sales with other Microsoft solutions, such as Microsoft 365, Power BI, Teams, and the Power Platform, to create a connected business ecosystem.
In addition to implementation, we provide comprehensive Dynamics 365 coaching and user training to ensure your teams quickly adopt the solution and use it effectively.
Our post-production support includes ongoing system maintenance, troubleshooting, performance optimization, feature enhancements, and expert guidance as your business evolves. With UDS Systems, you gain a long-term technology partner committed to maximizing the value of your Dynamics 365 investment and helping your sales teams achieve measurable business results.
What is the difference between Dynamics 365 Sales Professional and Sales Enterprise?
Dynamics 365 Sales Professional provides essential sales features such as lead, opportunity, account, and contact management, making it ideal for businesses with straightforward sales processes.
Dynamics 365 Sales Enterprise includes all Professional capabilities, plus advanced forecasting, automation, customization, analytics, and deeper integration with Microsoft applications. It is designed for organizations with more complex sales requirements and plans for future growth.
Microsoft offers four Dynamics 365 Sales licensing options. Before your project begins, UDS assesses your business needs and recommends the licensing option that provides the best fit for your requirements and budget.
What integrations with Dynamics 365 Sales can I get?
Dynamics 365 Sales is a flexible system. We provide integrations with other D365 applications (Marketing, Field Service, Customer Service), ERP systems (Dynamics 365 F&O, Business Central, GP, NAV, or other ERPs such as SAP, Oracle, Epicor, Workday ERP, Unit4 ERP, and so on), Microsoft Office (Teams, Outlook, SharePoint, Excel, etc.), Power Platform (Power BI, Power Automate, Power Apps, Copilot Studio), and third-party tools.
How much time does the Dynamics 365 Sales implementation take?
Every UDS project has unique targets and requirements. We can estimate the project timeline after we discuss all the nuances of your request, so please reach out to us via info@uds.systems.
With D365 Quick Start you can get turnkey settings of the Sales module in 3-5 weeks. For complicated custom development it usually takes more time.
What stages of the Dynamics 365 Sales Service from UDS are included?
The service roadmap includes 8 main stages from requirements gathering and development to testing, Go-live, user training and post-production support.
Core D365 deployment usually includes D365 setup, Sales module installation, user creation, mailing setup and SharePoint / Blob integration. Then, Sales module deployment and customization require model-driven app customization as well as sitemap, forms, views, dashboards, fields, workflows, opportunity business process flow, security roles customization, custom plugins, scripts and integration development, etc.
Out-of-scope activities are also possible as a part of further automation and improvement with comprehensive cloud migration, portal development, mobile and web application development, AI assistance and custom solution creation.
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