Dynamics 365 Sales
CRM solution which transforms relationship in revenues, bringing digital intelligence in every negotiation.
Why choose Microsoft Dynamics 365 Sales?
💶 Reduce customer acquisition costs with deep insights and structured CRM sales processes
🎯 Minimize distractions and set the right priorities to optimize performance
📈 Increase productivity and collaborate effectively with sales management software
Microsoft dynamics 365 for Sales goes beyond the traditional sale management software. It integrates digital intelligence functionalities in every deal in order to forecast customer needs.
Actionable insights
Take action with confidence. Derive meaningful intelligence from large amounts of complex data to provide sellers with contextual, actionable insights that are easy to understand.
- Increase sales velocity by identifying prospects most likely to buy based on predictive intelligence
- Know where to focus with insights that reveal relationship health and risk
- Spot buying signals, identify competitive threats, and keep a pulse on the market with social media
- Engage your customers in more personalized, effective ways through customer intelligence
Relationship management
Unify your sales experience around relationships. With relationship-centered insights, you’ll deliver the personal engagement that your customers demand.
- Identify, understand, and connect with customers through social networks
- Engage through sharing of personalized and relevant content
- Build trust with continuous insights and recommendations based on actual customer needs
- Easily grow and maintain your one-to-one customer relationships—at scale—with unified data and systems
Sales productivity
Increase revenue, boost productivity, gain key insights, and reduce costs when you automate your sales processes through a highly intuitive interface and Microsoft Office-embedded capabilities.
- Work anytime, anywhere with familiar, intuitive productivity tools, such as mobile apps that provide contextual news, social data, and task flows
- Know what steps to take next to close deals faster by using process automation and a guided sales process
- Recruit, onboard, and strengthen your partner channel through deeper enablement and activation
Sales performance
Accelerate your sales performance with real-time analytics based on historical data and predictive information. Inspire, onboard, coach, and motivate your team to achieve more.
- Get answers fast using dashboards, contextual charts, and Power BI Q&A for natural language queries
- Hit your numbers by setting goals, monitoring results, and providing feedback and coaching in real time
Sales Qualification Agent
The AI assistant that empowers your sales team
What it is and how it truly supports sales
The Sales Qualification Agent is an AI-powered assistant that helps sales teams quickly identify which leads are worth prioritizing. In many businesses, the number of contacts can be overwhelming: the Agent helps set clear priorities, indicating who requires immediate attention and who can wait. It works alongside Microsoft Copilot and Dynamics 365, analyzing internal data (CRM, emails, meetings) and external sources (public websites) to recommend priorities, actions, and messaging.
Why it matters
Many companies waste time on low‑potential leads or arrive too late on the good ones. The Agent automates the pre‑qualification: it collects data, organizes it, and suggests the next step, allowing sales teams to focus where there is real potential.
How it works
The Agent starts from the data you already have: it reads the lead’s CRM record and, when needed, cross‑checks public information (company website, industry, size, relevant news). In just a few seconds, it fills in missing fields, evaluates the fit with what you sell, identifies the key people, and flags any useful triggers, such as a recent investment or a role change. At that point, it returns a clear priority (high, medium, or low) and suggests the most sensible next move: calling, sending an email, asking for a referral, or scheduling a demo—explaining why. To speed up the first contact, it also prepares a draft message and a follow‑up reminder; the salesperson reviews, customizes, and sends. Everything is tracked in Dynamics 365, making handovers and subsequent activities simpler and more transparent.
What it solves
The Sales Qualification Agent eliminates most of the manual work: no more copy‑and‑paste from websites or scattered documents. At the same time, it accelerates decision‑making, because in just a few minutes you understand whether a lead is hot, warm, or cold—and why. Finally, it improves team alignment: criteria are clear, shared, and tracked directly in Dynamics 365, so everyone sees the same picture.
Expected benefits
The first results appear in the time you save: preliminary research and record completion require far fewer steps. The quality of the initial engagement also improves, because messages are already personalized and relevant to the context. Within a few weeks, the pipeline becomes more organized: priorities are objective, next steps are visible to everyone, and it becomes easier to understand where to focus commercial efforts.
Practical example
Imagine coming back from a trade show with a new contact. The Agent automatically enriches the record with industry, company size, and technologies used; it detects that the company has just opened a new office in Italy and suggests an opening email tailored to that need. You review the draft in one minute, schedule the call, and log everything in the CRM. The result: less time spent on preparation, a more relevant first touch, and a pipeline kept up to date effortlessly.
Would you like to learn more about our CRM solutions for Sales based on Microsoft Dynamics 365?