Microsoft Dynamics 365 Sales

Empower your sales teams with smarter insights and automation.

Dynamics 365 Sales interfaces are on 3 laptop screens. It shows dashboards, opportunities, and a sales pipeline.

Features & Functions

 

Intelligent sales insights

Intelligent sales insights

Identify trends, anticipate customer needs, and prioritise budding sales opportunities with intelligent AI-driven insights. Empower sales teams to make data-driven decisions that create real results.

Streamlined lead management

Streamlined lead management

Teams can work together to seamlessly capture and nurture leads, qualify prospects, and convert their opportunities into wins with a unified platform that optimises their lead-to-cash process.

Advanced relationship analytics

Relationship analytics

Gain valuable insights into customer interactions, engagement patterns, and customer behaviour, enabling sales representatives to prioritise their efforts and strengthen customer relationships with ease.

Mobile capability

Mobile capability

Dynamics 365 Sales empowers sales team to stay productive on the go with mobile access to customer data, sales insights, and collaboration tools, ensuring seamless sales operations from anywhere, anytime.

Scalable & flexible

Scalable & flexible

Dynamics 365 allows businesses to tailor the platform to their specific wants and needs, scaling functionalities and the business grows and evolves.

Seamless integration

Seamless integration

Build stronger connections, and engage with customers on LinkedIn Sales Navigator, one of the many integrations businesses can benefit from with Dynamics 365 Sales.

Integrations

BC & XERO Automate & Azure Share & BI Teams & Outlook Mail & Zapier Hubspot & zendesk LI & Shopify BC & XERO Automate & Azure Share & BI Teams & Outlook Mail & Zapier Hubspot & zendesk LI & Shopify

Dynamics 365 Sales demo

Take a look at Dynamics in action with this look at the new AI sales agent from Microsoft. If you’re interested in seeing a demo one on one where you can ask any questions you want, book in a free discovery call with us.

The video above was created by Microsoft.

Hear what our customers have to say

Jenny V. profile picture
Jenny V.
21:19 13 Nov 25
amazing company and dedicated team with so much attention on digital transformations and fabulous at building CRM's. would highly recommend Digesh and his team to help on your business
Adam P. profile picture
Adam P.
14:36 27 Jun 25
I have worked with Digesh and the rest of the team at Digital Cloud in creating a bespoke CRM through Micorsoft Dynamics for our company. They have been very supportive throughout the process with constant updates and communication - the end product was a CRM System that our team have adopted easily and were able to put to use almost immediately. Thank you to Digital Cloud - specifically Digesh, Roman and Vru.
Christine 6. profile picture
Christine 6.
16:58 13 Jan 25
I have worked with Digesh for several years now and always find him very approachable and highly professional. I really appreciate that he ALWAYS responds within minutes to any Microsoft issue I may have had. He makes IT problems vanish! I am extremely grateful for his swift help on many occasions.
Lloyd P. profile picture
Lloyd P.
22:40 25 Nov 24
We have engaged the services for the past 2 years or so, it is refreshing that when you call the company to sort out issues that arise, someone answers the phone very quickly and deals with the problem straight away. The service levels are exceptional and have been on numerous occasions
Project Six Pillars Ltd
Elizabeth G. profile picture
Elizabeth G.
08:05 20 Nov 24
We would like to extend our heartfelt thanks to Digital Cloud UK for their exceptional support with our recent digital transformation project. From start to finish, the service was absolutely seamless. Their professionalism, expertise, and commitment to excellence were evident every step of the way.

The team made what could have been a complex process feel straightforward and stress-free. We are delighted with the results and would highly recommend Digital Cloud UK to any business seeking high quality digital transformation services.

– Liz, General Manager, Bolton Stadium Hotel
We would highly recommend working with Digital Cloud Uk for any of your digital transformation strategies. Digesh and Roman were great at being able to explain and get their training across to our staff in a number of ways. Everyone came out of it with a new found confidence to use Teams which will help our charity communicate more effectively.

Why choose us?

A line drawing of people around a cog, the people are connected by curved lines.

We start with your processes, not the software

Businesses don’t fail because of technology, they struggle when systems don’t reflect real-world workflows. We take time to understand your processes and build the solutions around them, not the other way around.

A line drawing of a hand shake

We work with your team, we don't just deliver a system

Your projects require coordination, clarity, and accountability, and so does digital transformation. Our approach includes: regular check ins, project updates, and clear milestones. You’re never left wondering where the project stands.

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We focus on long-term value, not a quick go-live

Your systems need to evolve as projects and teams scale and grow. We don’t disappear after launch. We provide support with adoption and training, optimisation, process refinement, and strategic improvements over time.

FAQ’s

What size of business is Dynamics 365 Sales suitable for?

Dynamics 365 Sales is designed for organisations of all sizes, from growing businesses to large enterprises. Smaller teams benefit from better visibility over leads, contacts and opportunities, while larger organisations can manage complex sales pipelines, multiple teams and detailed reporting across regions.

Can Dynamics 365 Sales be customised to match our sales process?

Yes. Dynamics 365 Sales can be configured to match your existing sales workflows, stages and approval processes. Businesses can customise dashboards, automate tasks, create tailored reports and build additional functionality using the Microsoft Power Platform.

What types of sales teams benefit most from Dynamics 365 Sales?

Dynamics 365 Sales is ideal for businesses that manage leads, opportunities and customer relationships through a structured sales process. It works well for B2B sales teams, account managers and organisations with longer sales cycles where tracking activity, forecasting revenue and managing pipelines is essential.

Does Dynamics 365 Sales integrate with the tools our team already uses?

Yes. Dynamics 365 Sales integrates seamlessly with Microsoft tools such as Outlook, Teams, Excel, SharePoint and Power BI. It can also connect with many third-party systems including marketing platforms, ERP solutions and e-commerce tools, helping businesses create a fully connected sales environment.

How does Dynamics 365 Sales help sales teams close more deals?

Dynamics 365 Sales gives teams a clear view of their pipeline, customer interactions and opportunities in one place. With better data, automated processes and real-time insights, sales teams can prioritise the right opportunities, follow up faster and make more informed decisions throughout the sales cycle.

Start your journey

Book a free consultation and discover how to eliminate manual work, improve visibility and scale with confidence. No obligation, just a 30-minute call.

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