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Microsoft Dynamics 365 CRM and Sales
Turn leads into wins with Dynamics 365 Sales.
Microsoft Dynamics 365 CRM and Sales centralises every customer interaction, lead, and account in a unified platform. With a clear view of your sales pipeline, you gain real-time visibility into deals at every stage. Automated lead scoring helps you prioritise high-value prospects and focus your energy on opportunities that matter most.
Because Dynamics 365 CRM and Sales integrate with other modules such as Customer Service, Finance, and Supply Chain, you gain a holistic view of each customer’s journey.
This 360° perspective empowers you to tailor offers, personalise outreach, and deepen loyalty. As your organisation grows, you can scale the platform effortlessly through the cloud, benefiting from continuous feature updates and robust data security.
What You Can Do with Dynamics 365 CRM and Sales
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AI-Powered Selling
- Chase the right leads with AI scoring to prioritise high-value prospects
- Stay on track with guided selling and next-best action prompts
- Forecast like a pro with real-time predictive analytics
Intelligent Engagement
- Learn from every conversation with AI-driven call analysis and sentiment insights
- Send smarter emails based on engagement patterns and auto-generated content
- Personalise every touchpoint for a more human customer experience
Productivity & Visibility
- See the full pipeline picture through clean dashboards and Power BI integration
- Sell on the move with a mobile experience as powerful as desktop
- Work less, sell more with Microsoft Copilot handling admin tasks
Chase opportunities and not your tails
With Microsoft Dynamics 365 CRM & Sales.
Benefits
Microsoft Dynamics 365 CRM and Sales Benefits
Unified Customer View
Full access to customer data, history, and preferences across departments
Everyone works from the same accurate information
Stronger relationships through consistent communication
AI-Powered Sales Insights
Prioritise top leads and identify risks early
Higher conversion rates and better pipeline forecasting
More effective coaching and performance tracking
Customisable Sales Processes
Configure sales stages and workflows to your methodology
No need for complex code or third-party tools
Faster adoption and more consistent execution
Integrated Communications and Collaboration
Seamless integration with Microsoft Teams and Outlook
Communicate and schedule directly within the CRM
Less context switching, more productivity
Mobile Access for Field Sales
Fully functional mobile access with offline capabilities
Reps stay connected on the go
Keeps data accurate and up to date
Lead and Opportunity Management
Track leads, quotes, and the full buyer journey
Single view of the funnel across all reps
Helps reduce drop-offs and missed follow-ups
Real-Time Dashboards and Reporting
Custom dashboards and Power BI integration
Live performance insights for reps and managers
Aligns decision-making with real data
Scalable and Secure
Enterprise-grade cloud security and compliance
Scales effortlessly with your business
Reduces IT overhead and increases resilience
See Dynamics 365 in Action
Discover how skills frameworks and automation drive smarter HR and sales.
AI That Spots the Signal in the Sales Noise
AI in Dynamics 365 Sales gives your team the edge they need: from predictive lead scoring to conversation analysis and next-best action suggestions. It helps your team move faster, coach smarter, and close more deals, without relying on hunches or outdated spreadsheets.
Our latest work and insights in Dynamics 365
Insight
InsightDiscover how to implement and leverage skills frameworks within Dynamics 365 Human Resources to support talent development, career progression, and workforce planning through structured data, automation, and integration with the wider Dynamics 365 ecosystem.
Missed the buying signal? AI didn’t.
Speak to us today about how AI can become your smartest team member.
Email makeme@happywired.com
Phone
+44 (0)1246 901755