Dynamics 365 Sales
Drive sales growth with an AI-powered CRM
Lead management, sales process automation and opportunity tracking, all within a single solution designed to accelerate your sales cycle and drive stronger results. Enhanced by Copilot and seamlessly integrated with the Microsoft ecosystem, it empowers your teams to sell smarter and more efficiently.
At a Glance
Understand Microsoft Sales
Convert prospects into customers and accelerate your sales cycle with Microsoft Dynamics 365 Sales.
Designed for SMEs and mid-sized organisations, Dynamics 365 Sales centralises all your sales interactions, automates repetitive tasks and enables your teams to focus on what matters most: building stronger customer relationships and closing more opportunities. Powered by AI and Microsoft Copilot, it helps sales professionals work more efficiently, prioritise the right actions and accelerate business growth.
Thanks to the native integration of Copilot and the Microsoft ecosystem, your sales teams always have the right information at the right time to make faster, more informed decisions. By bringing together customer data, interactions and AI-powered insights in a single workspace, Dynamics 365 Sales helps teams prioritise opportunities, anticipate customer needs and focus on the actions that drive results.
Features
A Single Platform for Your Entire Sales Force
Explore everything Dynamics 365 Sales has to offer, function by function.Sales Force Management
Manage your sales team from the office or on the move.
Set achievable sales targets for your sales team
Provide personalised coaching and real-time recommendations to help your sales teams close more deals.
Artificial Intelligence
Sell Smarter with AI
AI is no longer just an assistance tool; it has become a true copilot for your sales teams.Included
Microsoft Copilot
Contextual assistance built directly into the sales workflow, helping your teams focus on what matters most.
Accelerated Meeting Preparation
Automatic Opportunity Summaries
Next Best Action Recommendations
Sales Content Generation
What's New for 2025–2026
Intelligent Agents
Automation that accelerates sales cycles and reduces administrative workload.
Simplified Lead Qualification
Pipeline Risk Detection
Identification of Priority Opportunities
Reduction in Administrative Tasks
Ecosystem
Connect your sales operations to the Microsoft ecosystem
One of the key strengths of Dynamics 365 Sales is its native integration with the tools your teams already use every day.
Outlook
Teams
Excel
Power BI
Microsoft 365
Copilot
Power Platform
Access your CRM data directly from Outlook, collaborate seamlessly in Teams, analyse information in Excel and build interactive dashboards with Power BI. Data flows naturally between applications, eliminating duplicate data entry and ensuring a connected experience. Your CRM becomes an integral part of your digital workplace, not a standalone system.
The DBE Approach
Connect Your CRM to Business Central ERP
At DBE, we believe a CRM should be connected to every aspect of your business.
This is why we help our customers integrate Microsoft Dynamics 365 Business Central providing a unified view of their business operations.
Sales teams can access key information without leaving their CRM, while customer data, quotations, sales orders and financial information are automatically synchronised across systems.
No more silos, no more duplicate data entry, no more information loss !
Discuss My Integration ProjectThe Benefits of CRM + ERP
360° Customer View
Automatic Data Synchronisation
Enhanced Cross-Department Collaboration
Reduced Data Entry Errors
Better Decision-Making
Contact
Let's Discuss Your Project
Ready to transform your sales process?
Discover how Dynamics 365 Sales can help your teams increase productivity, enhance the customer experience and accelerate business growth. Contact our experts for a personalised demonstration or to discuss your CRM project.
FAQ
Frequently Asked Questions
What is the difference between Sales Professional and Sales Enterprise licences?
Sales Professional covers the core needs of a sales organisation, including account, contact, opportunity and pipeline management. Sales Enterprise builds on these capabilities with advanced features such as deeper customisation, sophisticated forecasting, sales intelligence and support for more complex business processes. The right choice depends on the maturity of your sales operations. Our consultants help you select the most appropriate option based on your actual business requirements rather than a simple feature comparison.
How long does it take to deploy Dynamics 365 Sales?
A standard deployment based on well-defined sales processes can typically be completed within a matter of weeks. Projects involving migration from an existing CRM, bespoke developments or integration with your ERP system will naturally require more time. We always define the scope upfront to provide a clear, realistic implementation roadmap from day one.
Can you migrate from an existing CRM?
Yes. We support data migration from most CRM platforms on the market, as well as from Excel files, including accounts, contacts, opportunity history and attachments. The main challenge is rarely technical; it is usually about data quality. We use the migration as an opportunity to cleanse, structure and improve your data rather than simply replicating the existing system as it is.
Does Copilot have access to all my sales data?
No. Copilot strictly inherits each user's permissions and has no additional access rights. Your data is not used to train AI models without your consent, and the EU Data Boundary is fully respected.
Is Business Central required to use Dynamics 365 Sales?
No. Dynamics 365 Sales can operate as a standalone solution. Integrating it with Business Central is an accelerator that we recommend when you are looking for a unified view of the customer journey, from the very first sales interaction through to invoicing, but it is by no means a prerequisite.
What support does DBE provide after deployment?
Qualiopi-certified training, support through our customer portal, assistance with the ongoing development of your solution (new modules, integrations and bespoke developments), and continuous guidance on the latest Microsoft innovations.