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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—like Customer Service, Finance, or 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

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.

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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

Unified Customer View

AI-Powered Sales Insights

  • Prioritise top leads and identify risks early

  • Higher conversion rates and better pipeline forecasting

  • More effective coaching and performance tracking

AI-Powered Sales Insights

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

Customisable Sales Processes

Integrated Communications and Collaboration

  • Seamless integration with Microsoft Teams and Outlook

  • Communicate and schedule directly within the CRM

  • Less context switching, more productivity

Integrated Communications and Collaboration

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

Mobile Access for Field Sales

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

Lead and Opportunity Management

Real-Time Dashboards and Reporting

  • Custom dashboards and Power BI integration

  • Live performance insights for reps and managers

  • Aligns decision-making with real data

Real-Time Dashboards and Reporting

Scalable and Secure

  • Enterprise-grade cloud security and compliance

  • Scales effortlessly with your business

  • Reduces IT overhead and increases resilience

Scalable and Secure

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.

Missed the buying signal? AI didn’t.

Speak to us today about how AI can become your smartest team member.