Dynamics 365 Sales
One connected solution to accelerate sales
Microsoft CRM · AI-Powered Sales Platform
What is Dynamics 365 Sales?
Microsoft Dynamics 365 Sales is a modern CRM solution that goes beyond pipeline tracking — using AI to guide sellers with next-best actions, personalized talking points, and lead scoring, while integrating natively with Microsoft 365 so sellers close more deals without leaving Outlook.
64% of a sales rep's time is spent on non-selling activities. Dynamics 365 Sales eliminates that drag by automating routine tasks, scanning business cards into new records, and surfacing contextual insights at every stage of the deal cycle. Sellers get prescriptive guidance — not just data — so they know exactly which opportunities to prioritize and what to say next.
eMazzanti deploys Dynamics 365 Sales with structured block-time consulting packages — Foundation (50 hrs), Growth (200 hrs), and Advanced Transformation (300 hrs) — covering CRM setup, Outlook and M365 integration, Power BI dashboards, AI-guided workflow automation, and ERP or legacy system integration.
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AI Selling
AI-Guided Next-Best Actions
AI surfaces personalized talking points, next-best actions, and deal-specific recommendations at every stage — so sellers know exactly what to do next without guessing or hunting for context.
Outlook
Sell Directly from Outlook
Create quotes, access customer history, verify payment records, and manage the full sales cycle without leaving Outlook. Dynamics 365 Sales embeds CRM capabilities into the tool sellers already use all day.
Scoring
Lead & Opportunity Scoring
Advanced AI scoring models rank leads and opportunities by conversion likelihood — so sellers focus their time on the deals most likely to close, not the ones that just look active.
Analytics
Power BI Sales Dashboards
Aggregate all sales data in one place with real-time performance dashboards and multidimensional reporting via Power BI. Managers see pipeline health, win rates, and individual rep performance at a glance.
Automation
Sales Workflow Automation
Reduce busywork with contextual prompts that auto-suggest new records, scan business cards into contacts, and automate repetitive data entry — freeing sellers to spend more time in front of customers.
Setup
Fast Deployment — Days, Not Weeks
Quick to implement on the familiar Microsoft Cloud platform with consistent UX across Windows, iOS, and Android. eMazzanti gets your team productive from day one — minimal IT disruption, minimal training needed.
Go beyond sales force automation to outpace your competition. Dynamics 365 Sales is a modern CRM solution that works together with the tools you use every day, such as Microsoft 365 to boost seller productivity, better understand your customer needs, and win more deals.
What can your company do to get ahead?
Make smarter decisions
How do sellers know which opportunities to pursue and how to personalize conversations?
Leverage data-driven insights and AI to guide sellers with next-best actions and suggested talking points for personalized engagement
Free up time for selling
How much time do your sellers spend on administrative tasks?
Reduce busywork by automating manual tasks and enable sellers to complete actions right from Outlook to be more productive.
Get up and running fast
How many tools does your sales team use to get work done?
Empower your sellers and help your IT staff focus on other priorities with a connected sales platform that is easy to set up, configure, and maintain.
A simple way to modernize sales productivity
Desktop, laptop, tablet, or phone you get the same powerful capabilities and rich functionality. Get one experience that is consistent and secure across Windows, iOS and Android.
“With Dynamics 365 for Sales and Customer Service as the foundation for our new system, Envision now has a solution that not only meets our immediate needs and short-term goals, but also offers the scalability and flexibility to accommodate our future growth and longer term integration requirements.”
George Hegedus
Senior Vice President of IT, Envision Experience
Get expert Dynamics 365 Business Central consulting, optimization, and implementation support — in a structured block-time package managed entirely by eMazzanti.
Select the level that aligns with your organization's needs. Each tier builds on the previous one, so you always get the right depth of support — from quick wins to full-scale transformations.
Most growing organizations choose the Growth Package to streamline processes and drive measurable results.
Plans
Foundation & Quick Optimization Package
50 Hours — $225 / hr
Best for: Sales teams new to Dynamics 365 Sales or needing targeted CRM improvements
Most popular
Growth & Process Enhancement Package
200 Hours — $200 / hr
Best for: Organizations scaling sales operations and optimizing CRM workflows
Advanced Transformation & Complex Environment Package
300 Hours — $200 / hr
Best for: Organizations with complex sales structures, multi-team setups, or deep customization needs
Comparison
Dynamics 365 Sales vs. Salesforce vs. Basic CRM for Growing Businesses
Salesforce is powerful but expensive, complex, and disconnected from Microsoft 365. Basic CRMs store contacts but won't coach your sellers. Dynamics 365 Sales — deployed by eMazzanti — does both, natively inside the tools your team already uses.
| Feature | Salesforce |
Recommended Dynamics 365 Sales |
Basic CRM (HubSpot Free / Spreadsheet Pipeline) |
|---|---|---|---|
| AI-Guided Next-Best Actions & Talking Points | ~ Einstein AI available — requires expensive add-on license |
✓ Built-in AI suggests next-best actions and personalized talking points at every deal stage |
✕ No AI guidance — sellers rely on instinct and manual notes |
| Native Microsoft 365 & Outlook Integration | ~ Outlook plugin available — not native, sync issues common |
✓ Sell directly from Outlook — quotes, orders, customer history without switching apps |
✕ No Outlook integration — manual copy-paste between email and CRM |
| AI Lead & Opportunity Scoring | ~ Einstein Lead Scoring — available only on higher tiers |
✓ Advanced AI models rank leads and opportunities by conversion likelihood — included |
✕ Manual scoring only — no predictive models |
| Power BI Dashboards & Real-Time Sales Analytics | ~ Tableau available — separate license, not part of Salesforce core |
✓ Full Power BI integration — real-time pipeline, win rate & rep performance dashboards |
✕ Basic reports only — no live data visualization |
| Relationship Health Signals & Engagement Tracking | ~ Activity tracking available — limited M365 signal integration |
✓ Relationship health scored using signals from both D365 and Microsoft 365 email & calendar |
✕ No relationship intelligence — reps manage manually |
| Sales Workflow Automation & Admin Task Reduction | ✓ Extensive automation — complex to configure and maintain |
✓ Contextual prompts, business card scanning & Power Automate workflows — easy to configure |
✕ No automation — reps handle all admin tasks manually |
| Integration with ERP & Business Central | ~ ERP integration requires middleware (MuleSoft) — adds cost & complexity |
✓ Native connector to Dynamics 365 Business Central — unified CRM + ERP on one platform |
✕ No ERP integration — sales and finance data remain disconnected |
| Total Cost — Included in Microsoft Cloud | ✕ High per-user cost — AI and analytics features require premium tiers |
✓ Competitive per-user pricing on Microsoft Cloud — AI, analytics & M365 integration included |
~ Low initial cost — scales poorly; advanced features require paid upgrades |
| Deployed & Supported by Microsoft Gold Partner | ✕ Requires Salesforce-certified consultants — separate engagement |
✓ eMazzanti handles deployment, M365 integration, Power BI, and 24×7 ongoing support |
✕ Self-service — no expert guidance or structured implementation |
✓ Included · ~ Partial or situational · ✕ Not included
eMazzanti offers three block-time consulting packages for Dynamics 365 Sales: Foundation (50 hrs · $225/hr) for CRM quick wins, Growth (200 hrs · $200/hr) for process and AI optimization, and Advanced Transformation (300 hrs · $200/hr) for complex multi-team environments with ERP or legacy integrations.
Improve customer calls through feedback
Accelerate revenue with AI
Predict and manage pipelines with confidence
Predict and manage pipelines with confidence
Beat the competition and embrace growth
60% of organizations lack a well-defined sales process.
Salespeople struggle to know which opportunities to focus on and what to do next.
Make smarter decisions backed by data:
Today’s sales environment is fast-paced. Your sellers don’t have time to sort through and analyze customer data when it is scattered across multiple systems from many sources.
Sellers often fall back on instinct when making decisions. And that’s not going to win as many deals as the companies that embrace sales automation to accelerate sales.
To become a high-performing organization, you need to turn data into insights—with the help of AI—to proactively prioritize which deals to address and which sellers to coach.
Microsoft Dynamics 365 Sales helps businesses empower sellers with modern sales tools. Build better customer relationships, give sellers prescriptive guidance, and enable sales managers to spot trends and track performance with real-time dashboards that leverage Power BI analytics.
We’ll help you get up and running quickly on a familiar platform that works with your current Microsoft 365 technology stack.
Get an all-up view of yoursales performance
Aggregate all your sales insights and data in one central place with Dynamics 365 Sales. Gain visibility into your sales performance and make decisions that move sales forward, faster. When you need advanced analytics and data visualization, integration with Power BI gets you the information you need, when you need it.
Improve conversionand win rates
Use lead and opportunity scoring based on advanced scoring models to identify customers most likely to convert and buy. You can also keep relationships on track with signals from both Dynamics 365 Sales and Microsoft 365 that reveal relationship health and risk.
Keep relationshipson track
Tailor engagement based on contextual insights that recommend personalized talking points and next best actions. Show sellers when and how customers interact with their emails so they can be more proactive and responsive and keep relationships on track—with signals that reveal relationship health and risk.
Get a personalized demo and learn about packaged offerings that will help you get started.
Take the burden of administrative tasks off your sellers.
64% of a sales rep’s time is spent on non-selling activities.
Sellers are slowed down by repetitive tasks, disconnected tools, and incomplete information.
Free up time for selling:
Why is it that today, most salespeople are busy doing things that aren’t selling? 64% of a sales rep’s time is spent on non-selling activities.
Instead of focusing on sales, reps must spend most of their time catching up on admin tasks, hunting down information, creating their own sales content, and going back and forth with stakeholders and colleagues.
That’s why productive sales organizations are now looking for ways to free up sellers’ time with intelligent automation of routine, repetitive tasks, and seamless tools that streamline processes.
On your mark, get set, sell!
Microsoft Dynamics 365 Sales—a modern CRM solution that increases seller productivity, eliminates redundant tasks, and provides prescriptive sales guidance to increase performance.
Reduce busywork
As sellers enter notes, minimize routine tasks with contextual prompts that suggest new records to create. You can also eliminate manual data entry by scanning and converting business cards into new records in Dynamics 365 Sales.
Give prescriptive sales guidance
Use modern sales enablement capabilities that intelligently recommend the most relevant content and related training to sellers. Further reduce time for training by offering new sellers contextual guidance during every phase of the sales cycle.
Leverage familiar tools
Increase user adoption and spend less time training with a familiar user experience. Dynamics 365 Sales works seamlessly with Microsoft 365. Sellers can review customer information, create quotes and orders, and more—right from Outlook.
Reduce IT dependency and disruption to your business.
40% of executives indicate that AI technologies and expertise are too expensive.
Sales solutions with AI seem complex, expensive, and too significant of an interruption. Meet your unique business needs with an adaptable sales solution that is easy to customize and works with your existing systems.
With sales capabilities embedded right in Microsoft 365, it’s never been easier to get work done.
Get up and running fast:
We understand that investing in new technology is a big decision. More companies are relying on sales force automation (SFA) tools and AI to get ahead. But it’s no small commitment to deploy a new solution, especially since they can be expensive, complex, and disruptive to your business.
That’s where Dynamics 365 Sales can help
Your sellers are overburdened with processes, information, outdated tools, and repetitive tasks. They need help streamlining their sales processes to close more deals.
Go beyond traditional SFA with Dynamics 365 Sales. Built to work with your Microsoft 365 applications, Dynamics 365 Sales is the next logical step in your cloud transformation
Sellers can create quotes and orders, verify payment history, and access actionable customer insight—all while working right from Outlook. No more hunting down data or switching between apps. Take the burden off of your IT staff with powerful technology that already looks and feels familiar, so less training time is needed. Give your sellers a competitive edge.
Easily implement Dynamics 365 Sales to boost seller productivity
Easy setup
Quick to implement and easy to maintain, Dynamics 365 Sales makes setting up services and migrating historical data take days, not weeks. With a familiar user experience across all your devices, your team will be productive from the start.
Seamless, integrated experience
Increase user adoption and gain the business benefits of SFA without a learning curve or need for training. Once we help you get up and running, your sales capabilities will be embedded in Microsoft 365.
Flexible and secure platform
Easily adapt the solution for your specific sales process on a flexible and trusted Microsoft Cloud platform. Add additional business applications or advanced capabilities, such as artificial intelligence, when you’re ready.
Let’s get started
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Dynamic 365 Sales FAQs
What is Microsoft Dynamics 365 Sales and how is it different from a basic CRM?
Microsoft Dynamics 365 Sales is a modern CRM solution that goes beyond traditional contact management and pipeline tracking. Unlike basic CRMs that simply store customer data, Dynamics 365 Sales uses AI to guide sellers with next-best actions, suggest personalized talking points for each customer conversation, and score leads and opportunities based on likelihood to convert. It integrates natively with Microsoft 365 so sellers can create quotes, access customer history, and manage deals directly from Outlook without switching between apps. The result is a platform that actively helps sellers win more deals, not just record what happened after the fact.
Why do salespeople spend so much time on admin tasks instead of selling, and how can CRM automation help?
Research shows that 64% of a sales rep's time is spent on non-selling activities — updating records, hunting down information, creating content, and coordinating internally. This happens because most sales tools require manual data entry and sit disconnected from the communication and productivity tools sellers use every day. CRM automation addresses this by reducing repetitive tasks through contextual prompts, automatically converting business card scans into records, surfacing relevant customer information at the moment it is needed, and embedding sales workflows directly inside Outlook so sellers never need to leave their email to complete a selling action.
How does AI improve sales forecasting and pipeline management?
AI-powered sales platforms analyze historical deal data, customer engagement signals, and seller behavior patterns to provide predictive pipeline scores that reflect actual likelihood to close — not just gut feel. They surface which deals are at risk based on declining engagement or missed follow-ups, recommend which opportunities to prioritize based on scoring models, and give sales managers real-time visibility into pipeline health across the entire team. This shifts forecasting from a weekly manual exercise into a continuous, data-driven view that allows both sellers and managers to make faster, more accurate decisions about where to focus time and resources.
What is the difference between Microsoft Dynamics 365 Sales and Salesforce?
Both are enterprise CRM platforms, but they differ significantly in integration, cost structure, and deployment experience for Microsoft-centric organizations. Dynamics 365 Sales is built natively into the Microsoft ecosystem — it works directly inside Outlook, Teams, and Excel, shares the same identity and security framework as Microsoft 365, and integrates with Power BI and Power Automate without custom connectors. Salesforce offers a broader third-party app marketplace but requires additional configuration and licensing to achieve equivalent Microsoft 365 integration. For organizations already running Microsoft 365, Dynamics 365 Sales typically delivers faster adoption, lower total cost of ownership, and a more cohesive user experience than Salesforce.
What consulting packages does eMazzanti offer for Dynamics 365 Sales implementation?
eMazzanti offers three block-time consulting packages for Dynamics 365 Sales. The Foundation & Quick Optimization Package (50 hours at $225/hr) covers initial environment review, pipeline and lead management assessment, basic CRM optimization, and quick wins for usability and user adoption — best for teams new to Dynamics 365 Sales. The Growth & Process Enhancement Package (200 hours at $200/hr) adds sales workflow automation, AI-guided next-best actions, Outlook and Microsoft 365 integration, and Power BI reporting improvements. The Advanced Transformation Package (300 hours at $200/hr) handles complex environments including multi-team and multi-region setups, deep customizations, ERP and legacy system integrations, and a strategic roadmap for long-term sales growth.
How does eMazzanti help reduce the learning curve when deploying Dynamics 365 Sales?
eMazzanti configures Dynamics 365 Sales to work within the Microsoft 365 tools the sales team already uses — primarily Outlook — so sellers can create quotes, update records, and access customer insights without learning a new interface from scratch. Because Dynamics 365 Sales looks and feels like the rest of the Microsoft environment, user adoption is significantly faster than with standalone CRM platforms that require a separate login and a different workflow. eMazzanti also provides structured onboarding and seller productivity guidance as part of the implementation, ensuring the team is productive from day one rather than spending weeks figuring out the platform independently.
Can eMazzanti integrate Dynamics 365 Sales with an existing ERP or legacy system?
Yes. eMazzanti's Advanced Transformation Package specifically addresses integrations between Dynamics 365 Sales and ERP systems, marketing platforms, and legacy applications. This includes connecting Dynamics 365 Sales with Dynamics 365 Business Central for a unified view of customer financials, sales history, and order status, as well as integrations with third-party payroll, marketing automation, or industry-specific systems. eMazzanti also handles data migration and CRM consolidation planning for organizations moving from a legacy CRM — ensuring that historical customer data, pipeline records, and activity history are preserved and accessible in the new environment.
How does eMazzanti help sales managers use Dynamics 365 Sales to coach their team and track performance?
eMazzanti configures Dynamics 365 Sales dashboards and Power BI reporting to give sales managers real-time visibility into individual and team performance — pipeline health, deal velocity, win/loss rates, and activity metrics — without requiring manual report compilation. As part of the Growth and Advanced packages, eMazzanti also sets up AI-guided coaching features that identify which sellers need attention based on deal risk signals and engagement patterns, and configures conversation intelligence tools that analyze customer calls to surface coaching opportunities. The goal is to give managers the information they need to make proactive decisions rather than discovering performance issues at month-end.
