Dynamics 365 Sales
Close More Deals with Less Admin
Dynamics 365 Sales is Microsoft's CRM for sales teams. It brings leads, contacts, opportunities, quotes and forecasts into one place, so every seller and manager works from the same, up-to-date pipeline.
Mohila implements and supports Dynamics 365 Sales, and connects it with Business Central so customers, products, quotes and orders flow between sales and finance without re-typing.
- One pipeline for the whole sales team
- Works inside Outlook and Microsoft Teams
- Connected to Business Central and Power BI
Everything Sales Brings Together
Dynamics 365 Sales connects every step of your sales process, from lead to cash, in one system.
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Capabilities as described in Microsoft's Dynamics 365 documentation. Some need a specific licence or add-on.
Everything Your Sales Team Needs
From the first enquiry to the signed order, Dynamics 365 Sales gives sellers and managers one place to work.
Lead management
Capture leads from your website, email and events, qualify them, and convert the good ones into opportunities.
Opportunity pipeline
Track every deal through your sales stages with guided business process flows, so nothing gets stuck.
Quotes and orders
Build quotes from your product catalogue and price lists, then turn them into orders and invoices.
Sales forecasting
Forecast by seller, team or territory and see how the pipeline is moving week by week.
Sales accelerator
Give sellers a prioritised work list and sequences of activities so they always know the next step.
Dashboards and insights
Built-in dashboards and Power BI reports show managers wins, losses and pipeline health.
Dynamics 365 Sales in Action
A quick look at the screens your sellers and sales managers use every day.
Product images: Microsoft. AI scoring and conversation intelligence need the relevant Sales licence.
Copilot Helps Sellers Save Time
Copilot in Dynamics 365 Sales works alongside sellers in the app, in Outlook and in Teams, so they spend less time on admin and more time with customers.
Copilot features depend on your licence, region and admin settings.
From Set-Up to Success
Works with the Tools You Already Use
Dynamics 365 Sales is part of the Microsoft cloud, so it connects naturally with your other apps.
Dynamics 365 Sales FAQs
What is Dynamics 365 Sales?
Dynamics 365 Sales is Microsoft’s customer relationship management (CRM) app for sales teams. It manages leads, contacts, accounts, opportunities, quotes, orders and sales forecasts in one system.
Can Dynamics 365 Sales integrate with Business Central?
Yes. Microsoft provides a standard integration between Business Central and Dynamics 365 Sales that keeps customers, contacts, items, prices, sales quotes and sales orders in sync. Mohila sets up and extends this integration for our customers.
Does Dynamics 365 Sales work with Outlook and Teams?
Yes. Sellers can track emails and meetings from Outlook and collaborate on deals in Microsoft Teams without leaving the tools they use every day.
What can Copilot do in Dynamics 365 Sales?
Copilot can summarise leads, opportunities and accounts, show recent changes to records, help sellers prepare for meetings and help draft and summarise emails. Available features depend on your licence and settings.
Can you move our data from another CRM or from spreadsheets?
Yes. As part of the implementation we migrate your accounts, contacts and open opportunities into Dynamics 365 Sales and check the data with your team before go-live.
Explore Related Solutions
More ways Mohila helps businesses get more from Microsoft Dynamics 365 and the Power Platform.
Not Sure Where to Start?
Book a free 1-hour consultation with a certified Dynamics 365 consultant.
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Let our expert consultants connect with you to explore how we can optimize your business with Microsoft Dynamics solutions. Contact us today!
