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Dynamics 365 CE

Dynamics 365 Sales

Leads, opportunities & sales automation.
Dynamics 365 Sales

Turn Sales Complexity Into a Clear Path to Revenue

Disconnected systems, manual processes and limited pipeline visibility make it harder for sales teams to focus on the opportunities that matter. Dynamics 365 Sales brings customer data, sales activity and insights together in one Microsoft CRM platform, helping your team work smarter and move deals forward.
  • Customer Data Is Scattered.
    Bring contacts, accounts, opportunities, communications and sales activity together so your team has a more complete view of every customer.
  • Your Pipeline Lacks Visibility.
    Give sales leaders a clearer view of opportunities, activities and forecasts so they can identify risks and make better-informed decisions.
  • Too Much Time Is Lost to Admin.
    Streamline repetitive sales processes and reduce manual data entry so sellers can spend more time building relationships and closing deals.
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Connect & Empower Your Sales Team

Turn More Leads Into Sales Opportunities

Dynamics 365 Sales brings lead information, activities and related records together in one central workspace, giving sellers a complete view of each prospect. A structured qualification process highlights the current stage and next steps, helping teams prioritise follow-up, track interactions and smoothly convert qualified leads into opportunities.

The intuitive layout keeps contact details, the activity timeline, related records and insights together, reducing navigation and streamlining the flow of work.

Lead Management in Dynamics 365 Sales CRM

Build a Clearer, More Predictable Sales Pipeline

Dynamics 365 Sales brings opportunities, deal stages, estimated revenue and expected close dates together in one central view, giving sales teams real-time visibility across the pipeline. Sellers can quickly identify priority opportunities, focus on the right next actions and keep deals moving forward.

Sales managers gain clearer insight into pipeline health, deal progress and projected revenue, supporting more accurate sales forecasting and better-informed decisions.

Sales Pipeline in Dynamics 365 Sales CRM

Automate the Work That Slows Sellers Down

Dynamics 365 Sales Sequences help automate and standardise your sales process by guiding sellers through consistent, repeatable actions such as emails, calls, tasks and follow-ups. Build structured sales sequences that keep prospects moving forward while reducing repetitive administration.

With clear next steps and automated activities, sellers can spend less time managing tasks and more time engaging prospects, building relationships and closing opportunities.

Sales Automation in Dynamics 365

Forecast Revenue With Greater Confidence

Dynamics 365 Sales Forecasts turn pipeline data into clear, actionable revenue insights. Track expected revenue, sales targets and forecast categories in one place, giving sellers and sales managers greater visibility into performance and future outcomes.

Monitor pipeline progress, identify potential revenue gaps and focus attention on the opportunities that matter most. With structured sales forecasting, teams can make better-informed decisions and plan ahead with greater confidence.

sales forecasting in dynamics 365 sales

Connect Sales With the Microsoft Tools Your Team Uses

Dynamics 365 Sales connects CRM with Microsoft 365, bringing sales, communication and collaboration into a familiar workspace. Sellers can access customer information, make Microsoft Teams calls and manage sales activity without constantly switching between applications.

Create and track emails directly from Dynamics 365, keep conversations connected to customer records and give your team a simpler, more productive way to manage relationships and move opportunities forward.

Dynamics 365 Sales and Microsoft 365
Make Your CRM Work Around How You Actually Sell
Discuss Your Requirements

A Sales Platform Built Around Your Business

Dynamics 365 Sales can be configured around your customers, processes and commercial goals. VINERGY helps you turn Microsoft’s sales technology into a practical CRM solution your team can use every day.
  • Sales Process Management.
    Create structured, repeatable sales processes that guide sellers from initial qualification through to a successful close
  • Lead & Opportunity Management.
    Manage leads and opportunities in one place with clearer ownership, next steps and visibility across every stage of the sales cycle.
  • Account & Contact Management.
    Give sellers a central view of customer relationships, contacts, activities and opportunities so important information is easier to find and act on.
  • Pipeline & Forecasting.
    Create greater visibility across your pipeline and forecasts, helping sales leaders understand expected revenue and focus attention where it matters.
  • Sales Automation.
    Automate repetitive tasks, notifications and processes to reduce administration and create a more consistent experience for your sales team.
  • Reporting & Insights.
    Turn CRM data into practical sales insights so teams can monitor activity, understand performance and make better-informed commercial decisions.

Give Your Sales Team More Time to Sell

Spend Less Time on Sales Administration

Dynamics 365 Sales helps reduce sales administration by bringing customer data, activities and sales processes into one connected CRM. Automate routine tasks, streamline workflows and keep important information up to date, helping sellers spend less time on manual data entry and repetitive processes.

With a more efficient sales process, your team can focus more time on building customer relationships, progressing opportunities and winning new business.

Spend Less Time on Sales Admin with Dynamics 365 Sales

See What Is Really Happening in Your Pipeline

Dynamics 365 Sales gives sellers and managers a clear, shared view of customers, activities and opportunities in one connected CRM. Track deal progress, pipeline value, sales activities and expected close dates, helping teams understand where every opportunity stands.

With greater sales pipeline visibility, your team can identify priorities, spot potential risks earlier and focus attention on the opportunities and actions most likely to drive revenue.

See What Is Really Happening in Your Pipeline

Build a Repeatable Sales Process

Dynamics 365 Sales helps you create a structured, repeatable sales process that guides sellers from lead qualification through opportunity management to close. Clear stages, required information and next steps give your team a consistent framework for progressing every deal.

Standardise best practice across your sales team while retaining the flexibility sellers need to build relationships, respond to customer needs and adapt each sales conversation.

Build a Repeatable Sales Process with Dynamics 365

Make Decisions Based on Better Sales Data

Dynamics 365 Sales brings customer, activity, pipeline and opportunity data into one connected CRM, giving sales leaders a more reliable foundation for decision-making. Replace disconnected spreadsheets and manual reporting with consistent, up-to-date sales data.

Use dashboards, sales reporting and pipeline insights to monitor performance, improve forecasting, identify trends and make better-informed decisions about priorities, resources and future sales activity.

Make Decisions Based on Better Sales Data in Dynamics 365 Sales

Build a CRM That Can Grow With Your Business

Dynamics 365 Sales gives you a flexible, scalable CRM that can evolve as your business grows. Start with the sales capabilities you need today, then adapt processes, automation and functionality as your teams and requirements change.

Built within the Microsoft ecosystem, Dynamics 365 can connect with Microsoft 365 and Power Platform, helping you extend your CRM across more processes and create a connected business platform without starting again as your needs evolve.

Build a CRM That Can Grow With Your Business

Frequently asked questions.

Dynamics 365 Sales is Microsoft's CRM application for managing customer relationships, leads, opportunities and sales activities. It provides sales teams with a central platform for managing customer information and progressing opportunities through the sales lifecycle.
Dynamics 365 Sales can support organisations ranging from relatively straightforward B2B sales teams through to businesses with complex sales processes, multiple teams and sophisticated customer relationship requirements. VINERGY helps determine the right configuration based on your sales model, processes and business objectives.
Yes, depending on your requirements. VINERGY can help assess your existing CRM environment, identify the data and processes that need to migrate, and develop a structured transition to Dynamics 365 Sales.
In many cases, yes. Dynamics 365 Sales can centralise leads, opportunities, customer records and sales activities that are often managed across multiple spreadsheets, inboxes and individual tracking systems.
Yes. One of the advantages of Dynamics 365 Sales is its integration with the wider Microsoft ecosystem. VINERGY can help create a connected sales environment that brings CRM and everyday productivity tools together.
Yes. Dynamics 365 Sales can be combined with Microsoft Power Platform capabilities to automate repetitive processes, standardise workflows and reduce manual administration across the sales lifecycle.
Yes. This is a key part of VINERGY's approach. Rather than forcing your organisation into a generic CRM structure, we configure Dynamics 365 Sales around your sales stages, customer relationships, information requirements and operational processes.
Yes. If you're already using Dynamics 365 Sales but experiencing poor adoption, complicated processes, unreliable reporting or excessive customisation, VINERGY can assess the existing environment and identify opportunities to simplify and optimise it.
We recommend starting with a discovery session to understand your existing sales process, challenges, CRM environment, data requirements and desired business outcomes. From there, VINERGY can recommend an implementation or optimisation roadmap.
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