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Microsoft Dynamics 365

Dynamics 365 Sales

The CRM sales module serves the optimization and automation of processes in sales. Your sales staff have online and offline access to all data, allowing them to work more efficiently and giving them more time for their sales tasks. By registering customer preferences and activities as well as creating follow-up activities, your sales staff can keep an eye on all prospects and master the sales process. Evaluating sales opportunities allows the improved prioritization of sales projects. At the same time, the Dynamics 365 for Sales module supports the management of all essential documents – from quotations and orders to contracts and renewal notices. 


Lead and opportunity scoring

With transparent and realistic sales activities identify your most relevant leads and opportunities using scoring rules to define their priority.

Sales Business Process

In Dynamics 365 Sales, a lead must be qualified or disqualified as a sales opportunity. Once a lead meets your requirements, it is ready to be qualified. It can then be transferred into an opportunity, account or contact.

AI assistance

Embedded artificial intelligence supports you in communicating with potential customers. The AI assistant can identify the content of emails asking for feedback and send you a reminder to ensure you send a response to the customer in time

Automatic checklists

Artificial intelligence can suggest the best time and interactions to your employees. If an email has been opened, AI can automate customer service tasks and create a checklist for further activities.

Email engagement

Use email engagement to see when recipients read your message, clicked a link, opened an attachment, or sent a reply. The system will show you the full interaction history for any message and calculate key performance indicators (KPIs).


Forecasts help you predict how much revenue your sales team will generate in a given time. Use forecasts to track performance against your targets and identify risks that might jeopardize your goals.

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