Dynamics Square helps businesses manage leads, strengthen customer relationships, and close deals faster with the AI-powered Dynamics 365 Sales CRM.
Dynamics 365 Sales capabilities address common challenges faced by modern sales teams across industries. Some of the most frequent challenges include:
Dynamics 365 Sales is an agentic CRM solution that brings data, AI, and seller actions into one connected system. It helps sales teams stay focused, act on the right opportunities, and move deals forward with confidence and consistency.
Whether building a sales function or scaling an established team, Dynamics 365 Sales features support structured growth with full clarity and control.
Automated Lead and Opportunity Management
Manual lead handling slows response times and weakens conversion rates but with Dynamics 365 CRM Sales, teams can:
- Automatically research and qualify incoming leads using AI agents
- Prioritise opportunities with AI based scoring and guided work lists
- Reduce manual data entry across emails, calls, and meetings
Intelligent Pipeline and Deal Execution
When priorities are not clear, it causes deals to stall without warning. Dynamics 365 Sales helps teams to:
- Track pipeline health with real time insights and summaries
- Receive AI driven alerts for the best next sales actions
- Progress deals faster with consistent and guided sales steps
Smarter Forecasting and Performance Insight
Sales forecasting based on intuition creates risk and uncertainty. With Dynamics 365 Sales app, leaders can:
- Predict revenue using AI supported forecasting models
- Compare performance against targets with clear visual charts
- Analyse conversion rates and win trends using Copilot queries
Personalised Customer Engagement at Scale
Make every impression, every engagement count because Generic outreach weakens trust and engagement over time. A part of Dynamics 365 CE (Customer Engagement), Dynamics 365 Sales enables teams to:
- Prepare for meetings with AI generated customer summaries
- Draft emails and call notes using Copilot assistance
- Maintain consistent and informed interactions across channels
Connected Selling with Secure Foundations
When your apps are disconnected, they limit visibility and create security concerns. Dynamics 365 Sales integrates with:
- Microsoft 365 and other Dynamics 365 apps to support daily seller productivity
- Power Platform to extend workflows and automation
- Enterprise grade security controls to protect customer data
Adopt AI guided selling that improves focus, prioritisation, and consistent deal progression.
Close Deals Faster with Clear Priorities
Deals stall when sellers juggle too many tasks without direction. Dynamics 365 Sales uses AI driven prioritisation, opportunity scoring, and guided actions so sellers focus on the deals that matter most.
Improve Pipeline Visibility and Forecast Accuracy
Unclear pipelines weaken planning and confidence. With real time pipeline insights and AI supported forecasting, Dynamics 365 Sales helps leaders track progress, predict revenue, and plan with greater certainty.
Increase Seller Productivity with AI Assistance
Manual updates drain selling time and energy. Copilot supports sellers with email drafts, call summaries, meeting preparation, and automatic activity capture across daily workflows.
Deliver Better Customer Experiences at Scale
Inconsistent interactions damage trust over time. Dynamics 365 Sales equips teams with customer summaries, history, and insights so every conversation feels informed, relevant, and timely.
Scale Sales Operations with Security and Control
Growth increases data risk and process complexity. Dynamics 365 Sales provides role-based access, compliance controls, and secure data handling to support expansion without compromising governance.
Organisations using Dynamics 365 Sales report stronger pipeline control, improved forecast confidence, and measurable gains in seller productivity across teams.
AI-First Selling, Built into Your CRM
Dynamics 365 Sales delivers a fully agentic CRM solution through prebuilt sales agents that support the entire customer engagement journey, from lead qualification to deal close and beyond. These agents work with sellers to reduce manual effort and improve focus on high value customer conversations.
Built on Copilot and Copilot Studio
Sales agents are powered by Microsoft Copilot and extended through Copilot Studio. Organisations can combine prebuilt agents with custom agents to support specific sales processes and scale productivity across teams.
Together, Copilot, agents, and Dynamics 365 Sales enable AI-first selling with clarity, consistency, and confidence.
Prebuilt Sales Agents+
Sales Qualification Agent
Researches and prioritises inbound leads, engages prospects, and prepares personalised outreach. Sellers gain time to focus on relationship building and opportunity progression.
Sales Close Agent
Analyses active deals and highlights insights that help sellers prioritise actions and move opportunities forward faster. Available in preview.
Sales Research Agent
Answers complex sales questions in real time by analysing data across systems and turning information into clear, decision ready insights. Available in preview.
Move From Manual Selling to AI-First Sales Execution
Support sellers with agents, insights, and guidance across every stage of sales cycles.
Dynamics 365 Sales Professional
Dynamics 365 Sales Professional covers core sales force automation with Microsoft 365 integration for everyday selling tasks. It is ideal for teams that need structured lead, contact, and opportunity management.
£50.00 per user per month
(billed annually)
Contact us*Price excludes VAT
Dynamics 365 Sales Enterprise
Dynamics 365 Sales Enterprise edition comprises advanced sales force automation with contextual insights, next generation AI, and flexible configuration. It is designed for organisations that require deeper pipeline visibility, forecasting, and sales guidance.
£80.70per user per month
(paid yearly)
Contact us*Price excludes VAT
Dynamics 365 Sales Premium
Enterprise capabilities combined with prebuilt and customisable intelligence for sellers and managers. Ideal for teams adopting sales agents, advanced insights, and AI driven selling at scale.
£115.30per user per month
(paid yearly)
Contact us*Price excludes VAT
Want to try it for free?
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Implementation
Deliver a structured Dynamics 365 Sales implementation aligned with your sales processes and team workflows. Our approach focuses on clean configuration, role-based setup, and practical adoption across sellers and managers.
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Upgrade and Migration
Move from legacy CRM systems to Dynamics 365 Sales with confidence. We manage data migration, process alignment, and transition planning so your sales teams can start working effectively as soon as it goes live.
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Support
Keep your sales CRM system running smoothly with ongoing Dynamics 365 Sales support. Our team resolves issues, manages updates, and ensures your CRM continues to support daily selling without any disruption.
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Consulting
Gain Dynamics 365 Sales insights on improving pipeline visibility, forecasting, and seller productivity. Our consultants help you use Copilot, sales agents, and analytics in ways that are in line with your business goals.
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Dynamics 365 for sales is a customer relationship management software that helps to effortlessly build strong relationships with your customers and seamlessly manage your sales campaigns to close sales faster. AI-based sales insights help businesses effectively leverage their sales data to connect and engage with the right customers from anywhere and anytime. With mobile efficiency, Salespeople and Sales Managers can stay updated with any sales activity and customer behavior in real-time.
Dynamics 365 Sales is a powerful sales management solution to manage sales and customers using a single app leveraging mobile devices. It helps to identify actual customers to connect and engage with them in real-time. Utilizing sales insights and customer data, salespeople can make instant and productive decisions supporting their sales campaigns. Sales managers can monitor their sales team's performance and, if necessary, can guide them to improve things to obtain better results and ensure campaign success.
When you implement Dynamics 365 Sales, it enables sales managers to access and create excel documents without switching apps. They can even instantly create sales documents using a single interface when configured with other Microsoft apps.
To avail of a free consultation to manage your sales and customers or to implement Microsoft Dynamics CRM solution for your business, experts at Dynamics Square can help.
Microsoft Dynamics 365 for Sales helps enterprises to effectively roll out their sales campaigns, manage customers, and drive productivity. This sales management solution helps to streamline their sales data, connect & engage customers, and make informed decisions leveraging sales analytics to close maximized sales in a faster manner.
Dynamics 365 for Sales helps enterprises to eliminate their time-consuming manual efforts, repetitive tasks, and other redundancies. It enables businesses to focus more on their core sales tasks that drive sales, customers, profitability.
No matter what business context you belong to, out of the available CRM systems, Microsoft Dynamics 365 Sales can help you bring your entire sales and customers data at the siloed interface that can be seamlessly accessed, edited, utilized, and shared with anyone in your organizational connection even without switching apps.
With Dynamics 365 Sales, everyone involved in the Sales process can access data and manage customers from anywhere and at any time using mobile or tab devices. To know how Dynamics 365 sales can help to improve your customer experience and impact your sales drive, contact experts at Dynamics Square.
Yes, Dynamics 365 Sales is available on-premises but only for Dynamics 365 Sales Enterprise Plan not for the Sales Professional plan. Enterprise Plan comes with both the on-premises and cloud versions whereas Sales Professional license comes with cloud facilitation only.
Dynamics 365 Sales is suitable for organisations that has a dedicated sales team that manage leads, customers, and deals through structured sales processes.