Microsoft Dynamics 365 Sales

  • More insights into your sales opportunities
  • Smart follow-up of leads and deals with AI
  • Faster conversion with automated sales processes

Sell smarter, not harder

Your sales team works hard. But without the right overview or tools to follow up on leads, opportunities are lost. With Microsoft Dynamics 365 Sales, you can streamline your entire sales process, from initial contact to successful deal. You gain control of your sales funnel, automatically follow up on leads and opportunities, and make better predictions thanks to built-in AI.

Whether you have a small sales department or an extensive team in the field, Dynamics 365 Sales provides structure, overview and action.

With the kickstart programme, we worked with Savaco to develop a CRM package in just six weeks. This quickly clarified which issues were important to us. Read more >
 

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Ward Desmet
Sales & Development Manager - G. Desmet

The benefits of Microsoft Dynamics 365 Sales

  • 360° customer view: Get all customer information in one place, from previous interactions to current deals.
  • Better lead management: Automate lead scoring, follow-up and qualification based on data.
  • Increased productivity: Work seamlessly from Outlook, Teams or the mobile app.
  • AI-driven recommendations: Prioritise opportunities and get suggestions to convert faster.
  • Real-time dashboards and reports: Measure performance, funnel status and expected revenue.
  • Seamless integration: Effortlessly combine with Business Central, Field Service or CRM.

They have already started working with Dynamics 365 Sales

Smarter sales thanks to AI

Take your sales to the next level with built-in AI and Copilot in Dynamics 365 Sales. Salespeople automatically receive recommendations for the right actions, follow-ups and emails, tailored to each customer. Thanks to smart lead scoring, KPI analyses and real-time insights, you no longer waste time manually following up with customers or searching for the right information. This allows you to close deals faster, increase your chances of success and work in a more targeted manner.

If you can't centralise all your customer-related data to actively approach the market, you're nowhere. Discover their story >

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Dirk Thomas
Sales & Administration Manager - Clippard

Frequently asked questions about Microsoft Dynamics 365 Sales

Can Dynamics 365 Sales be integrated with Outlook, SharePoint, and Teams?

Absolutely. Dynamics 365 Sales integrates seamlessly with Microsoft 365 tools such as Outlook, SharePoint, and Teams. This allows you to log emails and appointments directly from Outlook, share customer information and notes via Teams, and manage documents centrally in SharePoint. In addition, Copilot meetings automatically follow up with smart notes, tasks, and priorities.

How do I migrate my existing CRM data to Dynamics 365 Sales?

Microsoft offers powerful migration tools and APIs to transfer your customer data securely. But successful migration requires more than technology: it revolves around a well-thought-out plan, data quality and the right expertise. At Savaco, we guide you step by step, from data audit and cleansing to mapping and validation, so that you can transition to a future-proof CRM environment without any data loss.

How does AI support my sales process in Dynamics 365 Sales?

Dynamics 365 Sales includes a built-in AI assistant, Copilot, which makes your sales process smarter and more efficient. Copilot helps you draft and personalise emails, summarise customer conversations and analyse sales data. What's more, Copilot is integrated into Outlook and Teams, so you can access and update customer information directly from your trusted tools.

How secure is my customer data in a CRM system such as Microsoft Dynamics 365 Sales?

Dynamics 365 Sales protects your customer data with encryption, access control and GDPR compliance. You decide who has access to what information, and Microsoft's security platform keeps your data safe and secure.

Is Dynamics 365 Sales suitable for SMEs or only for large companies?

Dynamics 365 Sales grows with your business: from a small sales team to an extensive organisation. You can easily start with the features you need today and expand later with modules such as Customer Insights, Customer Service or Field Service.

Get started quickly with Dynamics 365 Sales

With our CRM Kickstart, you can get started with Microsoft Dynamics 365 Sales in six weeks. No complex implementation, just a user-friendly solution with training, support, and best practices.

Strengthen your sales process together

Curious to find out how Microsoft Dynamics 365 Sales can help your sales team work more efficiently, follow up on more leads and serve your customers better? Our experts will listen to your needs and show you how the right CRM solution can help you achieve faster results.

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