Microsoft Dynamics 365 Sales
Empower sales teams with automation, contextual insights, and next-generation AI.
What is Microsoft Dynamics 365 Sales?
Empower teams and accelerate revenue
Dynamics 365 Sales revolutionizes sales operations, elevating customer relationships and driving revenue growth. It boosts sales productivity by automating tasks and provides a complete customer view for personalized interactions. Through predictive analytics and AI insights, it empowers data-driven strategies and recommendations. The platform’s scalability and customization adapt to unique business needs, making it a catalyst for growth, streamlining sales, and fostering competitive agility.
Ultimately, Dynamics 365 Sales isn’t just a CRM platform; it’s a catalyst for business growth, enhancing sales operations, strengthening customer relationships, and driving revenue expansion, all while helping organizations stay agile and competitive.
How Dynamics 365 Sales Can Help Your Organization
With this powerful CRM solution, businesses can streamline sales processes, gain valuable insights, and boost productivity. Microsoft Dynamics 365 Sales equips companies with the tools they need to distinguish themselves in a competitive market, while enjoying the following benefits:
Focused Insights and Action
By providing sellers with easy-to-understand, contextual data, you can increase sales velocity by identifying the most promising prospects, allowing everyone to focus on the right priorities and act with confidence.
Elevated Customer Relationships
Foster authentic customer relationships with relationship-centered insights based on actual customer needs ensure relevant interactions, while unified data and systems help you maintain one-to-one customer relationships at scale.
Boosted Sales Productivity
Automate sales processes, allowing your team to focus more on selling and less on administrative tasks. With an intuitive cloud-based interface, mobile tools, and process automation, your sales team can work efficiently from anywhere, gain critical insights, and close deals faster.
Increased Sales Performance
Inspire and motivate your team through real-time analytics, goal-setting, and interactive coaching. With features like gamification, natural language queries, and comprehensive sales management tools, it creates a success-driven culture that accelerates your results.
Benefits of Dynamics 365 Sales
7
215%
15%
15%
40%
Source: 2022 Forrester TEI Study | Microsoft Connected Sales and Marketing.
Irrimax supports massive growth with scalable Microsoft Dynamics 365 CRM solution
Learn how Irrimax is benefitting from an end-to-end solution which provides better productivity and visibility to key metrics in real-time.
Level Up Your Sales Processes with Dynamics 365 Sales
Microsoft Dynamics 365 Sales offers a suite of features designed to optimize your sales operations. From advanced lead management to mobile access, these tools are crafted to support every aspect of your sales strategy.
360-Degree Customer View
Get a comprehensive view of each customer and give sales teams to access customer histories, interactions, and preferences in one place, helping them to understand customer needs better and personalize their sales approach.
Lead and Opportunity Management
Efficiently capture, prioritize, and nurture leads, ensuring that potential opportunities are not missed and increasing conversion rates by leveraging automated workflows for assigning and following up on leads.
Sales Process Automation
Automate routine and repetitive tasks, such as data entry, email communication, and appointment scheduling to free up sales reps’ time, allowing them to focus on building relationships and closing deals.
Forecasting and Analytics
Enable sales teams to gain insights into their sales performance and provide accurate forecasting to help with setting realistic sales targets and making data-driven decisions to drive revenue growth.
Mobile Accessibility
Allow sales reps to stay connected and productive on the go with mobile access that allows them to update customer information, access sales data, and communicate with leads and customers from anywhere, improving response times and flexibility.
Integration with Microsoft Ecosystem
Seamlessly integrate with other Microsoft applications, such as Outlook, Excel, and Teams to enhance collaboration, enable document sharing, and simplify communication within the team, leading to better coordination and increased productivity.
See how Copilot can impact your operations
Streamline your sales & service processes with innovative AI technology with Microsoft's Copilot for Sales & Copilot for Services.
Why Choose Velosio as Your Microsoft Partner?
No partner has as rich of a history in the Microsoft ecosystem as Velosio. We’re not only a multi-time global award winner for Microsoft Dynamics, but we’re the only Indirect CSP specializing in Dynamics 365. We are a Global ISV Development partner capable of building, connecting, implementing, and supporting the entire Microsoft stack from Office 365 to the entire Business Application Cloud Suite.
By partnering with Velosio you can ensure:
Industry Expertise
Velosio’s seasoned advisors specialize in midmarket companies, ensuring tailored solutions that address specific industry needs. This gives us a unique edge in the ability to provide insights and strategies that drive real results.
Cloud Applications Leadership
As a leading cloud applications partner, Velosio empowers businesses to leverage cloud technology effectively. Whether it’s Dynamics 365, Azure, or Office 365, Velosio guides clients toward competitive advantages.
Transformative Solutions
Velosio’s deployment models swiftly guide clients to the right solution, helping them maximize their technology investments. From ERP to CRM, Velosio ensures that businesses stay ahead in today’s dynamic market.
Your Success is Our Focus
You won’t find a partner with people more passionate about making their clients into heroes. Velosio attracts the most experienced consultants and technologists around who go beyond implementation. Our team is dedicated to helping you unlock the full potential of Dynamics 365 Sales.
Our Latest Recognitions
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Whether you’re curious about our software solutions, services, or support, we’re ready to answer all your questions.
Dynamics 365 Sales Pricing
Dynamics 365 Sales Professional
From
$65
per user/month
Core sales force automation and Microsoft 365 integration
Dynamics 365 Sales Enterprise
From
$95
per user/month
Industry-leading sales force automation with contextual insights, next-generation AI, and advanced customization
- Includes Copilot capabilities like natural language insights, record updates, email and meeting assistance, and opportunity summaries
Dynamics 365 Sales Premium
From
$135
per user/month
Dynamics 365 Sales Enterprise plus prebuilt customizable intelligence solutions for sellers and managers
- Includes Copilot capabilities like natural language insights, record updates, email and meeting assistance, and opportunity summaries
Microsoft Relationship Sales
From
$162
per user/month
Dynamics 365 Sales Enterprise plus LinkedIn Sales Navigator Enterprise
- Requires a 10-seat minimum
Does not include implementation costs.
Need help determining what licensing options and deployment model would align best with your business? We can help!
Dynamics 365 Sales Licensing
Find the licensing option that’s best for your business.
Included | Limited
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| Dynamics 365 Sales Professional | Dynamics 365 Sales Enterprise | Dynamics 365 Sales Premium | Microsoft Relationship Sales |
|---|
| Dynamics 365 Sales Professional | Dynamics 365 Sales Enterprise | Dynamics 365 Sales Premium | Microsoft Relationship Sales | |
|---|---|---|---|---|
| Sales execution | ||||
| Lead and opportunity management | ||||
| Marketing lists and quick campaigns | ||||
| Products, price lists, and product bundles | ||||
| Quotes, orders, and invoices | ||||
| CPQ and data enrichment solution discovery | ||||
| Live org charts | ||||
| Mobile app | ||||
| Forecasting | ||||
| Product relationships and hierarchies | ||||
| Cases (for Sales) | ||||
| Business card scanner | ||||
| Assistant (standard cards) | ||||
| Email intelligence (email engagement and auto-capture) | ||||
| Sales playbooks | ||||
| Competitors, sales goals, and territory management | ||||
| Partner relationship management | ||||
| Microsoft 365 interoperation | ||||
| Outlook | ||||
| Exchange | ||||
| Excel | ||||
| Teams | ||||
| OneDrive / SharePoint | ||||
| OneNote | ||||
| Knowledge management | ||||
| Reporting and analysis | ||||
| Export to Excel | ||||
| Advanced analytics with separate Microsoft Power BI license | ||||
| Real-time sales reports and dashboards | ||||
| Customization and extensibility | ||||
| Application customizations | ||||
| Custom applications5 (Microsoft Power Apps) | ||||
| Workflow automation6 (Microsoft Power Automate) | ||||
| LinkedIn Sales Navigator | ||||
| Embedded Sales Navigator in Dynamics 365 Sales | ||||
| Activity sync from Sales Navigator | ||||
| Accounts, leads, and contacts saved to Sales Navigator | ||||
| Smart Links | ||||
| Contextual insights | ||||
| Predictive forecasting | ||||
| Pipeline intelligence | ||||
| Predictive scoring | ||||
| Relationship analytics | ||||
| Connection insights (who knows whom) | ||||
| Notes analysis | ||||
| Assistant customization and premium cards | ||||
| Sales accelerator | ||||
| Intelligent work list | ||||
| Up next widget | ||||
| Sequence designer | ||||
| Embedded email and phone dialer | ||||
| Conversation intelligence | ||||
| Call transcription | ||||
| Keyword and conversation analysis | ||||
| Competitive products and brand analysis | ||||
| Pipeline analysis | ||||
| Seller behavior and top seller analysis | ||||
| Coaching tools | ||||
| Personalized seller dashboards | ||||
| Outbound calling and Teams meeting scheduler for conference calls | ||||
| Copilot in Dynamics 365 Sales | ||||
| Contextual insights and recommendations with natural language | ||||
| Copilot full-screen view | ||||
| Copilot-generated lead and opportunity summaries | ||||
| Copilot-generated meeting preparation summaries | ||||
| Copilot-generated emails | ||||
| Conversation intelligence | ||||
| Copilot for Sales capabilities | ||||
| Create, edit, and read Dynamics 365 Sales records in Outlook | ||||
| Copilot-generated opportunity summaries in Outlook | ||||
| Copilot-generated emails in Outlook | ||||
| Copilot-generated email summaries in Outlook | ||||
| Conversation intelligence | ||||
| Collaborative deal rooms in Teams |
Experience Our Microsoft Dynamics 365 Customer Engagement Demo
Take an in-depth look at how Microsoft Dynamics 365 Customer Engagement can deliver powerful functionality and generate sustainable value to your organization, your teams, and your customers.
Your Team of Experts
Jason Wietharn
Practice Director, Customer Engagement
Velosio
Jason works with companies across the globe to strengthen the experience they provide their users and clients. With years of hands-on experience with Dynamics 365, coupled with real-world business experience, Jason understands how today’s modern technology can help project-based businesses overcome challenges and become more profitable.
Jackie Simens
CE Consulting Manager
A technology solution is only as good as the people who use it. Jackie’s passion is ensuring your team members love the solutions you put in place and quickly adopt new processes.
David Sigler
Principal Consultant
Velosio
Over nearly 30 years, Dave has held the titles of field service tech, project manager, and field service engineer before shifting his focus to the technology that makes field service operations more effective.
Kandarp Vaishnav
Principal Consultant
Dynamics 365 Sales Videos
26:07\ \ With Microsoft Dynamics 365 CRM you have a wide variety of components to meet your business goals with speed and efficiency.\ \ In this...\ \ YouTube Video UExpa05RWmg1eG0teEpVTGpzMU1WVXV5Y0JmRlhMZUIxaS4xMkVGQjNCMUM1N0RFNEUx](https://www.velosio.com/wp-content/plugins/youtube-feed-pro/img/lightbox-placeholder.png)
2:04\ \ Are you wasting time on administrative tasks like manual data entry in your CRM system? You may be losing out on time spent selling or working with...\ \ YouTube Video UExpa05RWmg1eG0teEpVTGpzMU1WVXV5Y0JmRlhMZUIxaS4wMTcyMDhGQUE4NTIzM0Y5](https://www.velosio.com/wp-content/plugins/youtube-feed-pro/img/lightbox-placeholder.png)
3:01\ \ What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has...\ \ YouTube Video UExpa05RWmg1eG0teEpVTGpzMU1WVXV5Y0JmRlhMZUIxaS41NkI0NEY2RDEwNTU3Q0M2](https://www.velosio.com/wp-content/plugins/youtube-feed-pro/img/lightbox-placeholder.png)
19:02\ \ In this video, Bill Kinahan, a senior solution engineer with Velosio, provides a comprehensive walkthrough of how Dynamics 365 Sales, coupled with...\ \ YouTube Video UExpa05RWmg1eG0teEpVTGpzMU1WVXV5Y0JmRlhMZUIxaS41MjE1MkI0OTQ2QzJGNzNG](https://www.velosio.com/wp-content/plugins/youtube-feed-pro/img/lightbox-placeholder.png)
2:37\ \ Seamless integration of your platforms helps reduce data entry points, increases data quality, positions sales reps to be able to get 360-degree...\ \ YouTube Video UExpa05RWmg1eG0teEpVTGpzMU1WVXV5Y0JmRlhMZUIxaS5GNjNDRDREMDQxOThCMDQ2](https://www.velosio.com/wp-content/plugins/youtube-feed-pro/img/lightbox-placeholder.png)
33:48\ \ As more organizations seek to optimize their sales operations, many are making the strategic decision to transition from Salesforce to Dynamics 365...\ \ YouTube Video UExpa05RWmg1eG0teEpVTGpzMU1WVXV5Y0JmRlhMZUIxaS5EMEEwRUY5M0RDRTU3NDJC](https://www.velosio.com/wp-content/plugins/youtube-feed-pro/img/lightbox-placeholder.png)
2:53\ \ Leverage Dynamics 365 Sales to automate data entry with AI, provide real-time actionable insights, and create personalized content and...\ \ YouTube Video UExpa05RWmg1eG0teEpVTGpzMU1WVXV5Y0JmRlhMZUIxaS40NzZCMERDMjVEN0RFRThB](https://www.velosio.com/wp-content/plugins/youtube-feed-pro/img/lightbox-placeholder.png)
2:36\ \ Dynamics 365 Sales may be the missing piece from your team. Make selling easier, collaborate across teams, and impress your customers....\ \ YouTube Video UExpa05RWmg1eG0teEpVTGpzMU1WVXV5Y0JmRlhMZUIxaS5DQUNERDQ2NkIzRUQxNTY1](https://www.velosio.com/wp-content/plugins/youtube-feed-pro/img/lightbox-placeholder.png)
7:32\ \ With all of the buzz around Copilot, what does that mean for you? Jason Wietharn talks about the ways that Microsoft Copilot will change the business...\ \ YouTube Video UExpa05RWmg1eG0teEpVTGpzMU1WVXV5Y0JmRlhMZUIxaS4yODlGNEE0NkRGMEEzMEQy](https://www.velosio.com/wp-content/plugins/youtube-feed-pro/img/lightbox-placeholder.png)
1:19\ \ How do you give your sellers more time in their day to focus on winning deals? Watch this brief video to learn how AI can make your sellers more...\ \ YouTube Video UExpa05RWmg1eG0teEpVTGpzMU1WVXV5Y0JmRlhMZUIxaS4wOTA3OTZBNzVEMTUzOTMy](https://www.velosio.com/wp-content/plugins/youtube-feed-pro/img/lightbox-placeholder.png)
21:42\ \ In this video, we share 10 different ways to drive seller adoption within your organization while utilizing Dynamics 365 Sales.\ \ Watch the...\ \ YouTube Video UExpa05RWmg1eG0teEpVTGpzMU1WVXV5Y0JmRlhMZUIxaS41MzJCQjBCNDIyRkJDN0VD](https://www.velosio.com/wp-content/plugins/youtube-feed-pro/img/lightbox-placeholder.png)
2:46\ \ We know that getting your team on board and using your CRM can be really challenging. Our experts in change management paired with the intuitive...\ \ YouTube Video UExpa05RWmg1eG0teEpVTGpzMU1WVXV5Y0JmRlhMZUIxaS45NDk1REZENzhEMzU5MDQz](https://www.velosio.com/wp-content/plugins/youtube-feed-pro/img/lightbox-placeholder.png)
Dynamics 365 Sales Frequently Asked Questions
What is Microsoft Dynamics 365 Sales?
Dynamics 365 Sales is a component of Microsoft’s Dynamics 365 suite, geared towards assisting businesses in managing their sales processes efficiently. It provides tools for lead and opportunity management, sales forecasting, pipeline management, and sales analytics. Dynamics 365 Sales helps organizations streamline their sales operations, improve sales team productivity, and drive revenue growth by enabling them to make informed decisions and effectively engage with customers throughout the sales cycle.
Can I sign up for a free trial of Dynamics 365 Sales?
Yes, you can. The free trial allows you to explore its features and functionality before making a commitment. The trial period typically lasts for 30 days and includes access to all the core capabilities of the software. You can sign up for the trial of Dynamics 365 Sales here: Contact
Does Dynamics 365 Sales include Copilot?
Copilot for Sales is a part of Microsoft Copilot for Microsoft 365, a next-generation AI-powered productivity assistant. It seamlessly connects with your Dynamics 365 Sales CRM platform to provide valuable sales insights and support within the flow of work. Check out five ways that Copilot for Sales can improve how your sellers sell.
Does Dynamics 365 Sales have a mobile app?
Yes, Dynamics 365 Sales offers a robust mobile app solution that seamlessly integrates with smartphones and tablets, empowering sales teams to stay productive and connected while on the go. With features such as streamlined communication, real-time updates, offline access, and customizable dashboards, the mobile app enables users to access customer information, collaborate with team members, and manage sales activities from anywhere, at any time. Whether attending meetings, traveling, or working remotely, the Dynamics 365 Sales mobile app provides sales reps with the tools they need to drive sales success and stay ahead in today’s fast-paced business environment. Learn more.
How can I get my sellers to utilize Dynamics 365 Sales?
Dynamics 365 Sales is designed with seller adoption in mind. With a user-friendly interface, personalized insights, mobile accessibility, and so much more, sellers are more likely to utilize and take advantage of these features. Our experts are also well-trained in getting your team adapted and utilizing Dynamics 365 Sales. Check out our blog for 10 strategies to increase seller adoption of your CRM.
How much does Dynamics 365 Sales cost?
Dynamics 365 Sales Professional costs $65 per user/month. This includes core sales force automation and Microsoft 365 integration. Dynamics 365 Sales Enterprise costs $95 per user/month. This includes industry-leading sales force automation with contextual insights, next-gen AI (Copilot capabilities included), and advanced customization. Dynamics 365 Sales Premium costs $135 per user/month. This includes everything in Dynamics 365 Sales Enterprise plus prebuilt customizable intelligence solutions for sellers and managers. Microsoft Relationship Sales costs $162 per user/month. It includes Dynamics 365 Sales Expertise plus LinkedIn Sales Navigator Enterprise.
What's the difference between Sales Premium and Sales Insights?
Sales Premium, much like Sales Enterprise, falls under the category of licenses available. On the other hand, Sales Insights functions as an add-in for Dynamics 365 Sales. While Sales Premium encompasses all the features of Sales Enterprise alongside premium Sales Insights capabilities, Sales Enterprise includes fundamental Sales Insights functionalities.
Does Dynamics 365 Sales utilize real-time data?
Dynamics 365 Sales utilizes real-time data through various mechanisms to provide sellers with timely insights and enable informed decision-making. With live data updates, AI-driven insights, and omnichannel engagement, Dynamics 365 Sales empowers sellers to make data driven decisions and adapt to the ever-changing world of sales. Read more here.
How do you enable LinkedIn Sales Navigator in Dynamics 365 Sales?
LinkedIn Sales Navigator enhances key application scenarios by connecting the system of record with the LinkedIn data graph and insights. Check out this step-by-step guide that shows you how to install and enable LinkedIn Sales Navigator with Dynamics 365 Sales.
How do you create sales orders in Dynamics 365 Sales?
In Dynamics 365 Sales, creating sales orders typically involves several steps. Here’s a general guide on how to create sales orders in Dynamics 365 Sales.
Accelerating Sales: A Comprehensive Guide to Seller Adoption with Dynamics 365 Sales
Our guide explores the world of sales software, from its different forms to its impact on today’s businesses. Discover how Dynamics 365 Sales is a crucial catalyst for efficiency, customer-centricity, and smart decision-making.
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