Microsoft Dynamics 365 Sales is a Dynamics 365 CRM module that manages process automation and building an effective sales funnel. Dynamics 365 Sales allows you to search for potential customers and forecast sales.

Dynamics 365 for sales stores the entire history of communication with customers, which allows you to gain a complete understanding of your audience and communicate with them on a completely different level.

Dynamics 365 Sales enables sales teams to build strong relationships with their customers, take action based on information, and close deals faster.

One of the strengths of Dynamics 365 for Sales is its tight integration with sales platforms such as LinkedIn Sales Navigator, which can be built into Dynamics CRM. This allows you to sync activities from Sales Navigator and store accounts, leads, and contacts in Sales Navigator.

Dynamics 365 for Sales is designed to help sales by:

  • Process optimization and implementation of best practices.
  • Acceleration of sales and assistance in closing deals.
  • Improved reporting and customer feedback
  • Integration with social networks

What is Microsoft Dynamics 365 for Sales used for?

The Dynamics 365 Sales module is used by businesses to manage relationships and interactions with customers, prospects and leads. The software is used to manage sales opportunities and sales pipeline so that your business can provide accurate sales forecasts to generate new revenue.

Dynamics 365 for Sales allows your business to easily collaborate and share information with other users in your business, helps manage calendars, sales teams, tasks and supports the management of all important documents - from proposals and orders to contracts and renewal notices.

With many sales employees working remotely, Microsoft Dynamics Sales CRM gives employees the tools to work remotely or on the go, delivering key customer information on the go.

The sales module is used to provide real-time business insights for sales and management so your business can make decisions quickly using a range of sales dashboards, KPIs and reports. Mobile workers can also access this information.

Dynamics 365 CRM for Sales is used to manage:

  • Interaction with clients
  • Contact management
  • Opportunity Management
  • Sales funnel
  • Sales forecasts
  • Lead nurturing
  • Sales statistics and reporting
  • Calendar and to-do management
  • Lead scoring
  • Sales department management

Features and Benefits of Microsoft Dynamics 365 for Sales

There are four different software offerings for Microsoft Dynamics 365 CRM for Sales that are designed to provide solutions from small businesses to large enterprises. Different versions of Dynamics 365 Sales:

  • Dynamics 365 Sales Professional— basic automation of the sales department and integration with Microsoft 365
  • Dynamics 365 Sales Enterpriseis an industry-leading sales force automation system with contextual analytics and advanced customization options.
  • Dynamics 365 Sales Premium— Dynamics 365 Sales Enterprise plus ready-made, customizable intelligent solutions for salespeople and managers
  • Microsoft Relationship Sales— Dynamics 365 Sales Enterprise plus LinkedIn Sales Navigator Enterprise

Each version of Dynamics 365 Sales offers different features and there are different subscription plans for each version.

Sales Fulfillment Features for Microsoft Dynamics 365 CRM for Sales

Most of the sales management features in Microsoft Dynamics 365 for Sales are the same across versions, however please contact us to discuss your requirements and we can advise which version is best for your business.

Sales execution functions for Dynamics 365 Sales

  • Lead and Opportunity Management
  • Marketing Lists and Quick Campaigns
  • Products, price lists,
  • Offers, orders and invoices
  • Discovery of CPQ and data enrichment solutions
  • Living org charts
  • Mobile app
  • Forecasting
  • Product, relationships and hierarchies
  • Cases (for sale)
  • Business card scanner
  • Assistant (standard cards)
  • Email Analytics (Email Engagement and Automatic Capture)
  • Sales schemes
  • Competitors, sales goals and territory management
  • Partner relationship management

Integration of Microsoft Office 365 with Dynamics CRM Sales

The combination of Microsoft Office 365 and Microsoft Dynamics Sales CRM helps improve your company's productivity by providing comprehensive customer relationship management (CRM) so you can track all activities with your customers and prospects.

Microsoft Dynamics CRM for Sales gets even better when connected to Outlook. A CRM can store all types of data such as emails, correspondence and sales and can be viewed in one place and shared across your business.

Dynamics 365 Sales - Office 365 features

  • Perspective
  • Exchange
  • Excel
  • Teams
  • OneDrive/SharePoint
  • One entry
  • Gamification
  • Knowledge Management

Dynamics 365 Sales reporting capabilities

Microsoft Dynamics 365 for Sales has a wide range of standard reports and dashboards that provide valuable information about business performance. The software also allows you to create custom reports and dashboards and has advanced analytics with Power BI.

  • Export to Excel, advanced analytics with separate Power BI license
  • Real-time sales reports and dashboards
  • Portals2

Functions LinkedIn Sales Navigator And Dynamics 365 for Sales

Dynamics 365 Sales CRM can be easily integrated with LinkedIn Sales Navigator, giving you a wide range of benefits. With LinkedIn integration, you can perform tasks you would normally do on the LinkedIn platform directly in Sales Navigator.

Features of LinkedIn integration with Dynamics CRM

  • Built-in sales navigator in Dynamics 365 Sales
  • Syncing activity from Sales Navigator
  • Accounts, leads, and contacts saved in Sales Navigator
  • Smart Links

Dynamics 365 for Sales - features to speed up the sales process

The sales accelerator collects information from multiple sources and allows salespeople to focus on how to best reach their customers.

  • Sales accelerator
  • Smart Worklist
  • Next widget
  • Sequence designer

Sales team mobility

The ability to work remotely or work in different locations is a key feature of Microsoft CRM. It allows you to work on smartphones and local devices while connecting to your company's core database.

Even if you work remotely without an Internet connection, it will sync as soon as a connection is found. Salespeople can see all the information on all customers, prospects and prospects, while on the road to stay connected with up-to-date information.

Product and Offering Management

Dynamics CRM 365 Sales can help you write proposals quickly and more efficiently, proposals can quickly extract product information and create attractive documents in Word and Excel. Additionally, you can integrate with your ERP solution to obtain product information.


CRM for Sales is a comprehensive product that can be extremely effective, provided that it meets the needs of a specific business. For such customization, you need the help of experts in the Microsoft stack.

We at Fanetech help businesses in Kazakhstan implement Microsoft technologies and use them on 100%. If your company in the Republic of Kazakhstan is planning to migrate to Microsoft 365, is going to purchase Microsoft 365 for business licenses or take advantage of a wide range of possibilities Power Platform (Power BI, Power Apps, Power Virtual Agents, Power Automate), Microsoft Dynamics 365 And Microsoft Azure, Just Contact us. Fanetech is a Microsoft gold partner in Kazakhstan.

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