Microsoft Dynamics 365 Sales
Close deals faster with Copilot-powered guidance and intelligent automation
Schedule assessmentLimited Visibility Across Pipeline
Teams often lack a unified view of leads, opportunities, and customer interactions.
Inconsistent Follow-Ups
Manual tracking of emails and next steps leads to missed opportunities.
Low Forecast Accuracy
Without structured pipelines and real-time data, forecasting remains unreliable.
Why Dynamics 365 Sales
Dynamics 365 Sales is a CRM application designed to manage the full lifecycle from lead to close within a connected system.
Organizations adopt Dynamics 365 Sales to replace disconnected CRM and business systems, reduce customization complexity, and simplify integrations across tools. It also enables automation and AI-assisted workflows while aligning sales operations with broader Microsoft ecosystem investments.
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Dynamics 365 Sales Capabilities
| Area | Capabilities |
|---|---|
🎯Lead & Opportunity Management | Track leads and manage opportunities with full visibility |
🔄Pipeline Management | Configurable stages aligned to your process |
🔮Forecasting | Data-driven projections based on pipeline activity |
🚀Productivity | Activity tracking and workflow automation |
📊Reporting | Real-time dashboards and performance insights |
🔗Microsoft Integration | Outlook, Teams, SharePoint, and Power BI connectivity |
Microsoft Copilot in Dynamics 365 Sales
Microsoft Copilot is embedded within Dynamics 365 Sales, Outlook, and Teams, helping teams work more efficiently within existing workflows.
Meeting Preparation
Summarizes customer history, recent interactions, and open activities.
Follow-Up Emails
Drafts contextual responses based on discussions and next steps.
Opportunity Prioritization
Highlights deals based on engagement signals and historical patterns
Call Insights
(Available in Premium) Analyzes conversations for sentiment and key discussion points.
Dynamics 365 Sales Implementation Approach
A structured implementation ensures alignment with business processes and long-term adoption.
Process Discovery
Define custom apparel dimension groups to manage size, color, and pattern variations.
System Configuration
Configure entities, workflows, and integrations based on requirements.
Data and Integration Setup
Connect CRM with Microsoft tools, ERP systems, and external applications.
Validation and Go-Live
Conduct testing, user training, and production rollout.
Dynamics 365 Sales Services
Flexible engagement models to support implementation, integration, and ongoing optimization.
| Service Area | Description |
|---|---|
| Process Design | Define lead management, pipeline stages, and reporting structure aligned to your sales process |
| Configuration and Customization | Configure entities, workflows, and business rules to match operational requirements |
| CRM Integration | Connect Dynamics 365 Sales with Microsoft tools, ERP systems, and third-party applications |
| Training and Adoption | Enable users through structured onboarding and adoption tracking |
| Support and Optimization | Continuously improve system performance, reporting, and usability |
Dynamics 365 Sales Licensing Tiers
Microsoft offers several licensing tiers for Dynamics 365 Sales, each designed for a different level of capability need. The following is a summary of the main tiers. Pricing is shown in USD per user per month and is subject to change.
Professional
per-user/month
Core sales force automation, lead/opportunity management, integration with Microsoft 365 apps
Enterprise
per-user/month
Advanced customization, forecasting, relationship intelligence, and Copilot features
Premium
per-user/month
All Enterprise features + Sales Insights, conversation intelligence, and advanced AI-driven guidance
Team member
per-user/month
Read/update access, lightweight use for approvals and basic collaboration
Note: Pricing is indicative and subject to change based on Microsoft licensing updates.
Why LevelShift
Business-first approach aligned with real workflows
Certified expertise across Dynamics 365 CRM and ERP
Flexible engagement model
Process-driven delivery approach
Experience implementing Dynamics 365 Sales across industries
FAQs
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