Pipeline and opportunities
See every deal, stage, activity, and forecast in one view, so sellers know what needs attention and leaders can see where revenue is coming from.
What Dynamics 365 Sales covers
From the first promising lead to a closed deal, Dynamics 365 Sales gives your team one place to understand the relationship, manage the opportunity, and know what needs to happen next.
Accounts and relationships
Bring contacts, organisations, activities, opportunities, and relationship history together so your team has context before every conversation.
Outlook and Teams
Work with CRM information alongside the Microsoft tools your team already uses, reducing the need to jump between systems or manually recreate activity.
Sequences and sales cadence
Guide sellers through consistent next steps, follow-ups, and outreach so good sales practice becomes part of the process rather than something people have to remember.
Forecasting
Give sales leaders a clearer view of pipeline health, targets, and likely revenue, with forecasting and analytics built around the opportunities your team is managing.
Quotes and orders
Move from opportunity to quote and order without losing the customer, product, or pricing context already captured during the sales process.
LinkedIn Sales Navigator
Bring LinkedIn relationship intelligence closer to your CRM, helping sellers understand contacts, organisations, and connections without starting their research from scratch.
Power BI reporting
Combine sales activity with reporting and analytics to understand pipeline, performance, conversion, and customer trends beyond the standard CRM dashboards.
Copilot does the admin. Your team does the selling.
CRM only works when the information inside it stays useful. Copilot and AI capabilities in Dynamics 365 Sales help reduce the effort of finding context, catching up on changes, preparing for conversations, and deciding what deserves attention next.
Catch up faster
Summarise leads, opportunities, accounts, and recent changes without digging through every field and activity. Get the context you need before the next conversation.
Focus on the right opportunities
Use AI-powered insights, scoring, research, and prioritisation to help sellers identify where attention is most likely to move a deal forward.
Work with AI, without losing control
Bring AI into your sales process within the Microsoft environment, with the identity, permissions, data controls, and governance your organisation already relies on.
So, how can we help?
Considering Dynamics 365 Sales, replacing another CRM, or trying to get more from the system you already have? Whatever stage you’re at, we’re happy to talk through the options.
Why Professional Advantage?
We implement Sales around the way your organisation sells.
A CRM shouldn’t force your sales team into someone else’s process. We start with how leads enter the business, how opportunities progress, what information your people actually need, and where hand-offs happen between sales and the rest of the organisation.
Because we also work across Business Central, Dynamics 365 Finance and Supply Chain Management, Power Platform, Power BI, Microsoft 365, and the wider Microsoft ecosystem, we can look beyond CRM in isolation. Quotes can become orders, customer information can move between systems, and sales data can become part of a much broader view of the business.
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AI Business Solutions
Dynamics 365, Power Platform, and Microsoft 365, including the Copilot and agent work built on top of them. Earned on delivered projects, certified people, and customer outcomes.
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Security
Identity, threat protection, data security, and compliance across the Microsoft cloud, assessed on real security work delivered for Australian organisations.
Frequently asked questions
Both are mature enterprise CRM platforms. Dynamics 365 Sales tends to be particularly compelling for organisations already invested in Microsoft because it sits within the same ecosystem as Microsoft 365, Teams, Power Platform, Power BI, and other Dynamics 365 applications.
The right choice still depends on your sales processes, existing technology, integration requirements, and commercial model.
Dynamics 365 Sales is available in different licensing options depending on the functionality your team requires, and some AI, intelligence, and related Microsoft capabilities may have additional licensing requirements.
We can help you map the licences to the roles and functionality you actually need rather than simply licensing everyone the same way.
Yes. Dynamics 365 Sales can be integrated with Business Central and other ERP platforms so information can flow between sales, finance, operations, and fulfilment.
For organisations using the broader Dynamics 365 ecosystem, this can reduce duplicate entry and give sales teams better visibility beyond the opportunity itself.
CRM adoption usually fails when the system creates more work than it removes.
We start with the way your team actually sells and focus on making the useful behaviours easy: capturing the right information, reducing unnecessary administration, integrating with familiar tools, and giving sellers something valuable back in the form of context, automation, and insight.
There isn’t a one-size-fits-all answer. It depends on the number of users, process complexity, integrations, data migration, customisation, and how much change is being introduced.
We scope those factors upfront and recommend an implementation approach based on what your organisation actually needs.
Yes. Existing accounts, contacts, leads, opportunities, activities, and other relevant data can generally be migrated into Dynamics 365 Sales.
The important part isn’t simply moving everything. We help determine what should be migrated, cleaned, transformed, archived, or left behind so the new CRM starts with useful data rather than inherited clutter.
Explore the Dynamics 365 family
Dynamics 365 Sales is one part of a much broader business platform. Connect it with customer service, field operations, finance, ERP, and commerce as your requirements grow.
Microsoft Dynamics 365
See the complete Dynamics 365 family and understand which applications fit where.
Business Central
Finance, sales, service, inventory, projects, and operations in one ERP for growing organisations.
Finance and Operations
Enterprise finance, supply chain, manufacturing, warehousing, and operations for complex organisations.
Customer Service
Bring cases, conversations, knowledge, and customer history together for your service teams.
Field Service
Connect work orders, scheduling, technicians, assets, and customer information from office to field.
Commerce
Connect stores, e-commerce, point of sale, inventory, and fulfilment across retail channels.
Could Dynamics 365 Sales fit the way you sell?
Whether you’re replacing an existing CRM, moving away from spreadsheets, or exploring how Dynamics 365 fits with the rest of your Microsoft environment, we can help you work through the options.
Complete the form or call and one of our team will be in touch to discuss the next step.
- Call 1800 126 499
- Email [email protected]