Dynamics 365 Sales Automation Software & Implementation

Drive More Revenue with AI-Infused Sales Insights

Empower your sales teams with predictive analytics, intelligent guidance, and AI-driven tools that help you close more deals, faster.

Book a Meeting

Drive More Revenue with AI-Infused Sales Insights

Microsoft Dynamics 365 Sales

Do you want to sell smarter, strengthen customer relationships, and optimize your sales performance? Microsoft Dynamics 365 Sales is a cloud-based CRM designed to transform your sales process and empower your sellers.

Today’s sales environment is more dynamic than ever, with changing buyer behaviors, fluctuating business conditions, and rapidly evolving competition. Dynamics 365 Sales provides an adaptive, AI-powered selling solution that helps your team prioritize customers and opportunities effectively. Its intelligent system monitors multiple signals in real time, distills them into actionable insights, and enables sellers to anticipate customer needs, creating seamless buying experiences.

Guided tour

See Dynamics 365 Sales in action. Watch the demo and take the guided tour to explore how AI, automation, and intelligent insights can transform your sales performance.

Take a Guided Tour

Capabilities of Microsoft Dynamics 365 Sales

Explore the powerful features of Dynamics 365 Sales that streamline your sales processes and drive business growth.

Lead management

Capture, qualify, and nurture leads with AI-driven recommendations. Track lead sources, prioritize high-potential prospects, and automate follow-ups to speed conversions.

Opportunity management

Manage deals with real-time insights on prospects, sales stages, and revenue forecasts. AI guidance helps sellers focus on high-value opportunities and close deals faster.

Product catalog

Maintain a centralized catalog of products, services, bundles, and pricing. Ensure accurate quotes, uncover cross-sell and upsell opportunities, and streamline proposal creation.

Quote management

Generate accurate quotes quickly, apply discounts automatically, and track approvals. Reduce errors, improve collaboration, and accelerate the quote-to-cash process.

Sales territories and quotas

Define territories, assign reps, and set quotas to align sales strategy with business goals. AI insights help optimize coverage, balance workloads, and maximize revenue potential.

Activities and communications

Track every customer interaction—calls, emails, meetings, and social touchpoints. Prioritize tasks and ensure timely, personalized engagement throughout the sales cycle.

Dashboards and reports

Leverage AI-powered dashboards and analytics to monitor pipeline health, analyze trends, and get actionable next-step recommendations for sellers and managers.

Microsoft 365 & LinkedIn Integration

Seamlessly connect with Outlook, Teams, and LinkedIn Sales Navigator. Enable contextual collaboration, track communications, and gain social insights to enhance engagement.

Help your customers realize value across the sales team

Benefits of using Dynamics 365 Sales

Focus on high-value opportunities.

Make data-backed decisions with confidence.

Track interactions and engagement seamlessly.

Empower sellers with intelligent recommendations.

Understand customer behavior to engage more effectively.

Streamline follow-ups and activities.

Access up-to-the-minute data.

Simplify complex information for better planning and execution.

AI-Driven Insights

Focus on high-value opportunities.

Predictive Forecasting

Make data-backed decisions with confidence.

360° Customer View

Track interactions and engagement seamlessly.

AI Guidance

Empower sellers with intelligent recommendations.

Relationship Insights

Understand customer behavior to engage more effectively.

Automated Sequences

Streamline follow-ups and activities.

Real-Time Insights

Access up-to-the-minute data.

Data Visualization

Simplify complex information for better planning and execution.

Consulting services | Fasttrack or Packaged service

As a certified Microsoft partner, defacto infotech helps organizations maximize the value of Dynamics 365 Sales through a comprehensive range of consulting services:

Planning

Assess your sales processes, customer touchpoints, and data flows to streamline the sales cycle and lay the foundation for an AI-driven, customer-centric strategy.

Implementation

Deploy a unified, cloud-based system integrating lead tracking, opportunity management, quotes, and customer interactions. Enable seamless adoption and leverage AI insights from day one.

Customization

Tailor workflows, dashboards, and automation to match your business needs, improve collaboration, and enhance pipeline visibility.

Optimization

Boost performance with AI analytics, predictive lead scoring, and automated activities. Prioritize opportunities and make faster, data-driven decisions.

FastTrack

Accelerate adoption and ROI with expert guidance, pre-defined deployment scopes, and best-practice frameworks for rapid, seamless implementation.

Customer Story

Discover how organizations have leveraged Dynamics 365 Sales to transform their sales operations, increase revenue, and enhance customer engagement. See real-world results and success stories.