Microsoft Dynamics 365 sales

AI powered sales CRM solution designed to help sales teams to close deals faster.

Microsoft Dynamics 365 Sales is a comprehensive customer relationship management (CRM) sales solution that helps you strengthen customer relationships, accelerate deal closures, and increase revenue. With AI-powered insights, automation, and real-time data, you can focus on engaging customers and driving business growth

Connected sales CRM platform in the cloud

  • Customizable applications designed to match different sales processes and roles
  • AI-driven insights and advanced scoring models to improve conversion rates
  • Automated workflows that eliminate repetitive tasks, helping sales teams respond faster
  • Seamless integration with LinkedIn, Microsoft 365, and Dynamics 365 applications for personalized engagement
  • Structured sales processes that keep teams productive—anytime, anywhere
  • Comprehensive sales insights that provide a full view of sales opportunities across your organization
MICROSOFT COPILOT IN DYNAMICS 365 SALES

AI-powered assistant for smarter selling

Imagine an AI-powered assistant within your sales CRM that automates tasks, delivers real-time insights, and helps you close deals faster. That’s exactly what Microsoft Copilot does in Dynamics 365 Sales—helping sales teams work efficiently and focus on what matters most.

AI that does the heavy lifting

Copilot takes care of time-consuming admin work by automatically logging meetings, emails, and follow-ups. It also summarizes calls in real time and suggests responses, next steps, and strategies—so your sales team can focus on closing deals. 

Smarter lead and deal management

Copilot helps sales teams focus on the right opportunities by prioritizing leads based on engagement and conversion likelihood. With predictive forecasting, it uncovers patterns in the pipeline and supports more accurate revenue projections. Deal risk alerts highlight stalled opportunities and offer suggestions to re-engage prospects—so nothing slips through the cracks. 

AI-generated emails and customer engagement

Creating personalized emails is easier than ever. Copilot crafts tailored messages based on each customer’s history and preferences, helping sales teams deliver relevant, timely outreach. It also provides valuable insights before calls—such as LinkedIn activity and past interactions—and proactively recommends the next best step, so your team always knows how to move forward. 

AI-driven sales insights and reporting

Copilot replaces manual reporting with real-time dashboards that give sales teams a clear view of their pipeline, forecasts, and key performance indicators. AI-driven trend analysis highlights what’s working and where adjustments are needed, while smart recommendations help boost conversions and improve revenue performance. 

  

BENEFITS OF MICROSOFT DYNAMICS 365 SALES

Increase efficiency and boost productivity

Microsoft Dynamics 365 Sales is a powerful sales CRM solution that helps businesses manage leads, track customer interactions, and close deals faster with AI-driven insights.

Sales efficiency

Gain a centralized view of customer and lead data in your sales CRM to qualify sales opportunities with confidence. With Sales Accelerator, you can automate workflows, reduce manual tasks, and close deals faster using AI-driven insights (available for licensed users). LinkedIn Sales Navigator (for licensed users) gives sales teams direct access to customer insights, professional backgrounds, and business connections. Fully integrated with Dynamics 365 Sales, it delivers data-driven recommendations to help you prioritize high-value opportunities.

Team collaboration

Leverage AI-powered automation in your sales CRM to streamline collaboration and boost productivity. Reduce manual tasks, accelerate the sales cycle, and seamlessly integrate with Microsoft Teams, Outlook, and Dynamics 365 business applications. Gain real-time insights to forecast sales, track team performance, and identify top performers—learning from their best practices.

Customer success

Use AI in your sales CRM to personalize interactions and strengthen customer relationships. With Copilot, you can prepare for engagements, take action in real time, and ensure consistent, brand-aligned communication across every customer touchpoint.

Who is this sales CRM for?

Microsoft Dynamics 365 Sales is designed for sales and revenue-focused professionals across industries, including:
VP of Sales / Chief Revenue Officers (CROs)
VP of Sales / Chief Revenue Officers (CROs)

Executives responsible for driving overall sales strategy and revenue growth.

Sales Managers (Regional Sales Manager, Director of Sales)
Sales Managers (Regional Sales Manager, Director of Sales)

Leaders overseeing sales teams, pipeline performance, and revenue growth.  

Sales Representatives (Account Executives, BDRs, SDRs)
Sales Representatives (Account Executives, BDRs, SDRs)

Frontline sellers responsible for prospecting, nurturing leads, and closing deals.  

Customer Success Managers (CSMs, Account Managers)
Customer Success Managers (CSMs, Account Managers)

Post-sales professionals managing customer relationships and retention.  

  

Marketing & Demand Generation Specialists
Marketing & Demand Generation Specialists

Marketing teams responsible for generating and nurturing leads for sales. 

Gartner® Report: Transform Your CRM Culture for Generative AI with 5 Essential Steps
  • Contact data management
  • Customer history
  • Classification and segmentation information
  • Presentation of key figures for each customer (e.g. sales, contribution margin, market share)
  • SharePoint integration for digital customer files 
  • Interface to the accounting system
  • Powerful search functions
  • Integration of LinkedIn profiles
  • Business partner management (prospects, customers, competitors, partners, etc.).
  • Mapping of international corporations’ key account structures.
  • Multi-sector customer views and processes.
  • Automatic duplicate checking.
  • AI support for assessing the quality of customer relationships.
  • Creation and tracking of appointments, tasks and emails.
  • Complete Outlook integration.
  • Telephone system integration and automatic number recognition.
  • Microsoft 365 integration of Skype, OneNote, Teams, etc.
  • LinkedIn integration (sales navigator).
  • Visit reporting.

  • Record leads and new prospects.
  • Process-controlled development of leads to sales opportunities.
  • Quotation and contract management with possible ERP integration.
  • AI support for optimising your closing rates.
  • Fast entry of contacts, leads and sales opportunities.
  • Online route planning.
  • Speech-to-text visit report.
  • Mobile visit reporting.
  • Integration of PowerApps for mobile devices.
  • Integration of sales and trading partners.
  • Service portal for your partner companies.
  • Customer and quotation management.
  • Knowledge bases.
  • ERP integration to all common standard ERP systems, e.g. Dynamics BC, NAV, Dynamics Finance and Operations, AX, Infor, SAP, etc.
  • Chatbots.
  • Analysis and reporting of key figures with drill-down capabilities.
  • Integration of PowerBI for the analysis of different data sources.
  • Flexible visualisation options in charts, tables, diagrams, etc.
  • Geo-visualisation of customer data.
Microsoft Dynamics 365 applications

Explore additional Dynamics 365 CRM applications  

Microsoft Dynamics 365 Sales is built on Microsoft’s cloud-based Power Platform and is part of the Microsoft Dynamics 365 ecosystem. As part of this ecosystem, this sales CRM leverages secure and scalable data management, AI-driven enhancements, automation capabilities, advanced analytics, and seamless collaboration with other Microsoft applications.    
Our promise is success from day one 

BE-terna: Your trusted partner in Dynamics 365 Sales

With over 2,000 successful implementations worldwide, we are your trusted partner throughout your Dynamics 365 journey.   

Implementation

Seamless implementation for immediate impact   


We tailor sales CRM to your business needs, optimizing processes and empowering your sales team with the right tools from day one. 

Upgrade

Upgrade your existing solution and bring your business to the next level        

Whether you’re upgrading from an older version or migrating from another CRM, we make the process seamless and stress-free.

Support

Ongoing support for continuous success.

We will support you along your journey, whether you are looking for a new support partner or as a follow-up process after the implementation.   

Microsoft Dynamics 365 platform has really boosted our customer care operations and changed the way we identify, collect, store and communicate important aspects of our everyday processes.

Vladan Bukušić, Customer Relations Manager
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The implemented D365 CRM solution from BE-terna helps us to better serve our customers. Customers, products as well as employees are networked, future potentials can be recognized and put into practice.

Patrick Haacke, Chief Sales Officer
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We were looking for a solution that would effectively support the roadside assistance process and found one in Microsoft Dynamics CRM. The highlights were the ability to quickly implement the solution, adapt it the specific requirements of the business process and integrate it with internal and external systems, such as GPS and mobile messaging.

Janez Leskovec, Head of Warranty and Extended Warranty Department
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We chose BE-terna and Microsoft because the Microsoft D365 solution gives us the opportunity to optimise both processes and communication via one single platform.

Rogier Wesling, Managing Director/Chief Digital Officer
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We have chosen BE-terna and Microsoft in order to benefit from their industry expertise in the construction supply business on the one hand, and on the other hand we are counting on Microsoft and an absolutely future-proof technology that will support us in further innovations.

Helmuth Berger, CEO
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Microsoft Dynamics 365 Sales

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