Dynamics 365
Sales
Sell smarter, close faster.
Give every seller a clear view of their pipeline, an AI assistant that does the busywork and the insight to focus on the deals that matter, implemented and supported by FusionX Consulting.
- Microsoft Cloud Solution Provider
- Licensing to go-live to support
- Copilot-ready
Overview
Built for sales teams who've outgrown spreadsheets and basic CRM.
If any of these sound familiar, Dynamics 365 Sales was designed for you.
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"Our pipeline lives in spreadsheets, and the forecast is a guess."
With Dynamics 365 Sales One pipeline with live forecasting, so leaders see what will close and why.
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"Leads sit untouched for days because nobody knows who should follow up."
With Dynamics 365 Sales Lead scoring, routing and AI-assisted qualification put the right leads in front of the right seller, fast.
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"Sellers spend more time updating the CRM than talking to customers."
With Dynamics 365 Sales Copilot captures emails and meetings, summarises records and drafts follow-ups, so the CRM updates itself.
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"When a seller leaves, their customer relationships leave with them."
With Dynamics 365 Sales Every contact, email, meeting and note lives on the account, so relationships stay with the business.
Capabilities
Everything your sales team runs on, in one platform.
From first contact to signed deal, every stage shares the same customer data, security and workflows, connected to Outlook and Teams.
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Pipeline & opportunity management
A visual pipeline, guided sales stages and deal insights for every opportunity, so sellers always know the next best step and leaders see exactly where every deal stands.
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Lead management & scoring
Capture, score and route leads automatically.
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Account & contact management
A complete 360° view of every customer relationship.
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Sales forecasting
Live forecasts with predictive insight and adjustments.
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Sales accelerator
Prioritised worklists and sequences that guide daily activity.
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Quotes, orders & invoices
Products, price lists, quotes and orders, connected to ERP.
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Conversation intelligence
Call transcription, sentiment and coaching insights from customer conversations, so managers can help every seller improve.
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Relationship insights
Relationship health and who-knows-whom across the account.
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Territory & team management
Territories, teams and assignment rules that scale.
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Mobile sales
Full CRM on the go, with offline access.
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Sales analytics
Dashboards and Power BI reports on live sales data.
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Security & governance
Role-based access, field security and full audit history.
Copilot & AI
An AI co-seller for every deal.
Copilot and AI agents in Dynamics 365 Sales research accounts, qualify leads and draft follow-ups, so sellers spend their time with customers instead of on admin.
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Sales Qualification Agent
Researches inbound leads, reaches out with personalised emails and hands qualified leads to a seller.
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Sales Research Agent
Answers questions about your pipeline and performance in plain language, with charts and explanations.
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Meeting preparation
Summarises the account, recent emails and open opportunities before every customer meeting.
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Email drafting & summaries
Drafts replies and follow-ups in Outlook and summarises long email threads, right where you work.
Copilot availability depends on your version, region and licensing. Features marked Preview may change. We confirm what's available for your environment.
Adventure Works has 2 open opportunities worth $185,000. Their last email asked about volume pricing, and the main deal is at the Propose stage.
Integrations
Connected to the Microsoft tools your business already uses.
Dynamics 365 Sales shares data with the rest of Dynamics 365, Microsoft 365 and Power Platform, so sales, marketing, service and finance work from the same customer record.
Dynamics 365 Sales
Dynamics 365
Customer Service
Customer Insights
Business Central
Dynamics 365 Finance
Field Service
Microsoft 365
Excel
Teams
Outlook
Microsoft 365 Copilot
Power Platform & Azure
Power BI
Power Automate
Power Apps
Dataverse
Azure & Microsoft Fabric
Which edition is right for you?
Sales Enterprise or Sales Professional?
Both are Dynamics 365 Sales. The right edition depends on your team's size, processes and how much AI and automation you need. Here's the quick version. We'll help you decide properly.
| Criteria |
Sales Enterprise
|
Sales Professional
|
|---|---|---|
| Best for | Mid-sized to large sales organisations with complex deals | Smaller teams that need core sales automation |
| Sales processes | Fully customisable processes for multiple teams | Standard lead-to-order processes |
| Forecasting | Advanced forecasting with predictive insight | Core pipeline reporting |
| Sales acceleration | Sequences, worklists and conversation intelligence | Core activity management |
| Customisation | Extensive customisation and integrations | Lighter customisation within set limits |
| Typical implementation | A few months, depending on scope | Weeks to a couple of months |
How we implement
From first conversation to confident go-live.
A proven, phased approach that keeps scope, budget and timeline visible at every step.
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Discover
Workshops with sales leaders and sellers to map your sales process and reporting needs.
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Design
A solution blueprint for pipelines, territories and automation, with a realistic plan and budget.
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Build
Configure Dynamics 365 Sales, connect Outlook, Teams and your ERP, and keep customisation lean.
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Migrate
Cleanse, de-duplicate and migrate accounts, contacts, leads and open opportunities.
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Test & train
Testing with real sellers, plus role-based training so the team actually adopts it.
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Go live & optimise
A supported launch, adoption tracking, then ongoing improvements as Microsoft ships updates.
Why FusionX Consulting
A partner for the whole journey, not just go-live.
- 20+years track record
- 4xhigher order processing capacity
- Up to 40%improved operational efficiency
- Licensing, implementation and support from one team
- CRM specialists who understand sales processes, not just software
- Lean, standard-first configuration that's easy to upgrade
- Training and adoption so your team actually uses it
FAQ
Questions sales leaders ask us.
Can't find what you're looking for? Our team is happy to walk you through it.
Ask us a questionWhat is Microsoft Dynamics 365 Sales?
Dynamics 365 Sales is Microsoft's cloud CRM application for managing leads, accounts, opportunities, quotes and forecasts. It includes Copilot AI, works inside Outlook and Teams, and connects to the rest of Dynamics 365 and Power Platform.
What's the difference between Sales Professional and Sales Enterprise?
Sales Professional covers core sales automation for smaller teams with standard processes. Sales Enterprise adds advanced forecasting, sales acceleration, conversation intelligence and extensive customisation for larger or more complex sales organisations. Sales Premium adds further AI-driven insights. We help you choose based on your needs.
How long does a Dynamics 365 Sales implementation take?
Many implementations take from a few weeks to a few months, depending on the number of teams, integrations, data migration and how much your process differs from the standard. We give you a timeline based on your actual scope during discovery.
Can we migrate from Salesforce, HubSpot or spreadsheets?
Yes. We migrate accounts, contacts, leads, opportunities, activities and notes from Salesforce, HubSpot, Zoho, older Dynamics CRM versions and spreadsheets, with cleansing and de-duplication before go-live.
Does it work with Outlook and Teams?
Yes. Sellers can track emails and meetings, view and update CRM records and collaborate on deals directly from Outlook and Teams, without switching apps.
What does Copilot do in Dynamics 365 Sales?
Copilot summarises accounts, opportunities and email threads, prepares sellers for meetings, drafts follow-up emails and answers questions about your pipeline. The Sales Qualification Agent can research and engage inbound leads, then hand qualified ones to a seller. Availability depends on your version, region and licensing, so we confirm what's available for your environment.
Can it connect to our ERP?
Yes. Dynamics 365 Sales connects with Business Central and Dynamics 365 Finance for products, pricing, orders and invoices, and with other ERPs through standard connectors and APIs.
Can our sellers use it on mobile?
Yes. The Dynamics 365 mobile app gives sellers full access to accounts, contacts and opportunities on phones and tablets, including offline access.
Is our customer data secure?
Dynamics 365 Sales runs on Microsoft Azure and uses Microsoft Entra ID for sign-in, with role-based security, field-level security, audit history and compliance with major global standards.
What does FusionX Consulting provide?
As a Microsoft Cloud Solution Provider we handle the full journey: licensing, discovery and solution design, configuration, data migration, integrations, testing, training, go-live and ongoing support and optimisation.
Ready to Close More Deals, Faster?
Our Dynamics 365 Sales specialists will take you from first conversation to confident go-live. Your customers, our expertise: one pipeline, real insight and AI that helps every seller.