Dynamics 365 Sales
One connected solution to accelerate sales
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
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.
