Microsoft Dynamics 365

for Sales

Help organisations gain clear insights, accelerate sales performance, get a better view of opportunities, and improve the effectiveness of your business development activities.

Turn Relationships into Revenue

With Microsoft Dynamics 365 for Sales, you get features and functionality that go beyond traditional sales force automation and CRM to better understand customers needs, engage more effectively, and win more deals.

Accelerate Sales Performance

Accelerate Sales Performance

Set team goals, gain visibility and insights, and increase sales effectiveness using real-time dashboards and analytics that generate actionable insights.

Sell Smarter

Sell Smarter

Sell smarter with built-in intelligence capabilities that guide you through the sales cycle, so you can stay focussed on moving deals forward.

Increase Productivity

Increase Productivity

Seamlessly connect business data with familiar tools to increase seller productivity and provide intelligent guidance.

Improve Customer Engagement

Improve Customer Engagement

Enable relationship selling by leveraging tools like LinkedIn Sales Navigator to develop engagement and build trust.

Innovate and Adapt

Innovate and Adapt

Build custom solutions that address your business needs while embracing the technologies of the future to drive innovation.


Microsoft Dynamics 365 for Sales' capabilities are designed to support the sales process, manage your leads, and close more sales.

Lead Management
Manage and track prospects and leads, which can then be qualified into an active opportunity to pursue.

Opportunity & Pipeline Management
Maximise sales opportunities by tracking active pursuits and proposals. Manage and analyse your sales pipelines by individual sales executive, team, and region.

Sales Process
Automate sales processes, gating activities, notifications, and approvals using business process flow to shorten sales cycles, boost productivity, and reduce costs.

Account and Contact Management
Keep track of critical information associated with customer contacts and accounts, including integration with data from InsideView and LinkedIn.

Activity Management
Manage tasks and activities with integrated activity tracking and reminders.

Competitors
Keep an eye on your competition to help build your competitive advantage.

Quotes and Order Management
Create quotations and estimates using your company's product names, rates, discount structures, and descriptions. Order Management allows users to process orders.

Dashboard and Analytics
Quickly turn market surveys and client or sales data into informed decisions through pre-built dashboards and analytics.

Outlook Integration
Sync email, calendar, and contact tools; automatically promote information back and forth between Dynamics 365 and Microsoft Outlook to drive productivity and ease of use.

LinkedIn Integration
Update information like company size, industry, job title, and years of experience all from LinkedIn data.

Sales Key Roles

Microsoft Dynamics 365 for Sales provides tools for these key roles on your team

Sales Leader

  • Accelerate deals and find new opportunities to grow your business.
  • Empower your sales team to build strong customer relationships with contextual recommendations based on embedded intelligence.
  • Increase sales productivity by having easy-to-adopt tools that fit the way sellers work.
  • Keep a pulse on your customers with pre-built analytics dashboards that capture relationship trends to improve customer satisfaction and retention.

Sales Operations

  • Streamline sales planning with quota and territory management.
  • Automate processes to optimise your sales activities.
  • Ease onboarding for new sellers.

Considering Dynamics 365 for Sales?

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Why Professional Advantage?

Professional Advantage, with 30 years of client success, is equipped to support your transfer to Dynamics 365 with our implementation processes. We take pride in our Dynamics 365 consulting teams’ outstanding professional services and expertise in unifying CRM and ERP capabilities to help you run your business end to end.