Microsoft Dynamics 365 Sales is an enterprise-grade CRM that sits inside the broader Microsoft Cloud. Its tight integration with Teams, Outlook, Excel, and Azure makes it the default choice for large organisations standardised on Microsoft infrastructure.
Product Overview
Dynamics 365 Sales combines relationship management, opportunity tracking, and AI-driven insights through Microsoft Copilot. Sales teams can view customer data alongside their email, calendar, and collaboration tools without switching apps. The platform connects natively to Power BI for reporting and Power Automate for workflow automation, giving RevOps teams a unified data and process layer.
Key Features
- Microsoft Copilot: AI-generated meeting summaries, email drafts, and deal health scores embedded in the workflow.
- Relationship Analytics: Scores relationships based on email and meeting activity to identify at-risk deals.
- Sales Accelerator: Prioritised work queue with guided actions and contextual email templates.
- Forecasting: Adjustable, hierarchy-based forecast views with predictive scoring.
- Power Platform Integration: Native connection to Power BI, Power Automate, and Power Apps.
Best For
Large enterprises already on Microsoft 365, Azure, or Teams that want CRM deeply embedded in their existing toolchain.
Pricing
Sales Professional at $65/user/month; Sales Enterprise at $95/user/month; Sales Premium at $135/user/month.
Key Integrations
Microsoft Teams, Outlook, Excel, Power BI, Power Automate, LinkedIn Sales Navigator, Azure
Pros
- Best-in-class Microsoft 365 integration
- Enterprise security and compliance
- Flexible customisation via Power Platform
Cons
- High cost
- Steep learning curve
- Requires IT expertise to implement and maintain
