Microsoft Platform – Microsoft Dynamics 365 – Sales & CRM

Microsoft Dynamics 365 Sales
CRM for Sales Teams

Bring the human touch to digital experiences!

Use Microsoft Dynamics 365 Sales to build and optimise your sales funnel, from prospecting to closing deals, utilising actionable insights and predictive guidance for increased success.

What can Dynamics 365 Sales be used for?

Monitor each opportunity through the sales funnel for better sales

CRM solutions help track lead-related data, accompanied with insights, so sales and marketing teams can stay organised, understand where each lead is in the sales process, and know who has worked on each opportunity.

Use sales monitoring to get real-time performance data

Link sales data into your CRM solution to provide an immediate, accurate picture of sales. With a real-time view of your pipeline, you’ll be aware of any slowdowns and bottlenecks—or if your team won a major deal.

Plan your next step with insight generation

Focus on what matters most using AI and built-in intelligence to identify the top priorities and how your team can make the most of their time and efforts. For example, sales teams can identify which leads are ready to hand off and which need follow-up.

Optimise workflows with
automation

Build sales quotes, gather customer feedback, and send email campaigns with task automation, which helps streamline marketing, sales, and customer service. Thus, helping eliminate repetitive tasks so your team can focus on high-impact activities.

Track customer interactions for greater impact

Connect across multiple platforms for customer engagement

CRM solutions include features that tap into customer behaviour and surface opportunities for optimisation to help you better understand engagement across various customer touchpoints.

What applications can be used with Dynamics 365 Sales?

Empower your sales and marketing teams to close more deals and deliver more personalised customer journeys using AI-assisted guidance and predictive insights.

Dynamics 365 Sales

Dynamics 365 Customer Insights

Microsoft Copilot for Sales

What are the benefits of Microsoft Dynamics 365 Sales?

Data-Drive Sales

Boost your sales by leveraging your data to pinpoint ideal customer targets, suggest optimal next steps, and facilitate seamless collaboration with your team.

Personalise Engagement

Engage with customers one on one, at scale, to build meaningful relationships and grow your business with the Marketing Application.

Unlock Customer Insights

Transform customer data into actionable insights and better understand customer behavior using digital analytics and AI.

Have Flexible Customer Engagement

Be flexible and engage with customers, no matter where you are, using your mobile, tablet, or PC.

Enhance Customer Experience

Quickly collect and understand omnichannel feedback to build better customer experiences.

Enhance Connectivity

Connect your other Office 365 applications which makes this application more flexible, effective, and easy to use.

AI-Powered Insights

Prioritise and close more deals with AI-driven lead scoring.

Build strong relationships with your customers, take actions based on insights, and enhance the sales process.

What does Dynamics 365 Sales do out of the box?

Dynamics 365 Sales supports account and contact management, managing sales from lead to order, and core sales processes, all built on Microsoft Dataverse.

What does Dynamics 365 Customer Service do out of the box?

Dynamics 365 Customer Service provides case management, SLAs, knowledge management, and multi‑channel service capabilities depending on configuration and licensing.

Can Dynamics 365 Sales and CRM integrate with other systems?

Dynamics 365 Sales and CRM integrate via APIs, Power Platform tools, and native Microsoft 365 integrations (Outlook, Teams, Excel), with common scenarios including ERP, payroll, reporting and industry platforms.

Where would we need extensions, add‑ons or bespoke development in CRM?

Extensions or bespoke work are typically required for industry‑specific processes, complex integrations, specialist data models, portals, or highly tailored workflows that go beyond standard configuration. These are usually confirmed during discovery.

Can we phase CRM delivery (for example, start with Sales and expand later)?

Yes. CRM implementations commonly follow an MVP‑first approach, starting with Sales or Customer Service and expanding iteratively once the core system is live and stabilised.

How does Dynamics 365 Sales work with Microsoft 365?

Dynamics 365 Sales integrates natively with Outlook, Teams, Excel and SharePoint, allowing sales users to track emails, meetings, documents and activities without leaving familiar Microsoft tools.

Frequently Asked Questions: Microsoft Dynamics 365 Sales & CRM

What channels does Dynamics 365 Sales support?

Dynamics 365 Sales supports engagement across email, phone, Microsoft Teams, LinkedIn, and web. The platform unifies activity tracking across all channels into a single customer record, giving your sales team a complete, up-to-date view of every interaction without switching between applications or duplicating data entry.

How does AI and Copilot integrate with Dynamics 365 Sales?

Microsoft Copilot is embedded directly in Dynamics 365 Sales, providing AI-driven lead scoring, opportunity forecasting, next-best-action recommendations, and automated email summarisation. Sales teams can ask natural language questions about pipeline health, get meeting prep briefs, and automate routine CRM updates — all without leaving the application.

Can Dynamics 365 Sales integrate with Business Central?

Yes. Dynamics 365 Sales and Business Central share the Microsoft Dataverse platform, enabling seamless, bidirectional data synchronisation. This gives sales teams visibility into inventory, orders, and financials from within the CRM — and ensures finance teams have accurate, real-time customer and deal data without manual reconciliation.

Does Dynamics 365 Sales integrate with Outlook?

Yes. The Dynamics 365 Outlook app lets users track emails, create and update CRM records, manage opportunities, and log activities directly from their inbox. This eliminates context-switching for sales reps, ensuring every customer interaction is captured in the CRM without disrupting existing email workflows.

What does a Dynamics 365 Sales implementation cost?

Implementation costs depend on the size of your organisation, the number of users, required integrations, and the level of configuration and customisation needed. TEKenable offers a structured discovery process to scope your requirements accurately. Contact us for a tailored proposal — we provide fixed-price engagements where scope allows.

Can I trial Dynamics 365 Sales before committing?

Yes. TEKenable can configure a tailored trial environment with your relevant modules, sample data, and representative workflows. We activate Copilot and Sales Insights during the trial and provide onboarding sessions, KPI dashboards, and evaluation support so you can assess real business impact before making a commitment.