Dynamics 365 Sales
Dynamics 365 Sales
Empower your sellers and accelerate revenue
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Use Copilot to summarize emails and meetings and generate customer-specific emails with Dynamics 365 data.Focus on the right customers with AI-based scoring models, opportunity summaries, and data visualizations.Minimize app-switching with automatic updates in Microsoft 365 apps.
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Use Copilot to generate summaries of customer details, meetings, emails, and relationship history.Get recommendations for engagement activities and notifications on contact activity and upcoming close dates.Get call insights like sales tips, related information, and suggested answers, along with AI-generated call reports.
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Predict revenue and track performance against goals with forecasts and charts.Provide automated sales guidance by creating sequences of sales actions for your team.Get insights and key performance indicators (KPIs) from top performers to discover how others can learn from their success.
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"[o]ur Investec teams can easily drill down for more detail to make perfect sense of the information they’re given."
“[Microsoft] Sales Copilot has saved time, improved skills … and increased revenue by 25 percent in one quarter ….”
"The full visibility into our sales funnel … drove up our average weekly qualified leads."
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An immersive AI experience
Announcing Microsoft Sales Copilot
Optimize seller experiences
Close more deals
Maximize productivity
Transform experiences
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[1] Gartner, Magic Quadrant for Sales Force Automation Platforms, Adnan Zijadic, Ilona Hansen, Steve Rietberg, Varun Agarwal, Guy Wood, 5 September 2023.
GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally, and MAGIC QUADRANT is a registered trademark of Gartner, Inc. and/or its affiliates and are used herein with permission. All rights reserved.
Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
[2] Savings estimated based on US pricing for Salesforce and Microsoft offerings as published on their websites. Microsoft internal research, September 2022.
[3] The Forrester Wave™: Sales Force Automation, Q3 2023. Kate Leggett, September 20, 2023.
[4] Results are over three years for a composite organization based on interviewed customers. The Total Economic Impact™ Of Microsoft Dynamics 365 Sales, a commissioned study conducted by Forrester Consulting, March 2022.
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