Increase the productivity of your sales team, improve your customer relationships and accelerate the closing of opportunities with Microsoft Dynamics 365 Sales. This intelligent CRM solution helps you predict needs, automate tasks and make decisions based on real data.
Designed for modern sales teams, Dynamics 365 Sales integrates natively with Microsoft 365, Power BI and other key tools for efficient, connected customer management.
Microsoft Dynamics 365 Sales is the CRM designed to optimise the productivity of your sales reps, improve contact with your customers and close leads.
Control every stage of the sales process, from lead acquisition to closing and post-sales, with a clear and centralised view.
Save time with automated workflows: mail tracking, reminders, data entry and reporting.
It uses AI to identify the opportunities most likely to convert and focus resources where they have the greatest impact.
View up-to-date dashboards with key metrics to make strategic decisions based on reliable data.
Synchronise emails, meetings and files with Outlook, Teams and SharePoint to keep information always connected.
Identify the best customers, define priorities and focus sales efforts on what really generates revenue.
Unlimited growth: customise fields, flows and dashboards according to your specific business model and sector.
Access full histories, preferences and activity to deliver a personalised and relevant experience for every interaction.
Manage your sales from any device, with secure access to all your business information in the cloud.
Microsoft Dynamics 365 Sales transforms the way you sell, connect, and retain your customers. Its powerful predictive analysis engine, together with intelligent task automation, allows you to improve the efficiency of the sales team and maximize sales results.
From lead qualification to contract signing, the entire process is optimized with connected tools and a 360º view of the client. The integration with Power BI and Microsoft 365 ensures a fluid, collaborative experience based on real data, allowing you to close more sales, in less time, and with greater profitability.
Increase the efficiency of your sales with Dynamics 365 Sales
Managing customers and opportunities requires more than just a database: you need a solution that understands your business process, anticipates needs, and helps you close more opportunities.
🔹 Capture and convert more leads with intelligent automation
🔹 Personalize the relationship with each client with histories and detailed tracking
🔹 Make informed decisions thanks to real-time analysis
🔹 Connect with your team in a safe and collaborative digital environment
🔹 Evolve towards a modern, data-driven sales force
It is Microsoft’s suite of business applications (ERP + CRM) in the cloud. It unifies finance, operations, sales, service, and real-time data to make decisions with more context. It typically solves issues like departmental silos, manual processes (Excel, emails), data duplication, and a lack of traceability. The native integration with Microsoft 365, Power Platform, and Azure accelerates automation without building “castles” of custom development.
“Gold” was replaced by Solutions Partner (Business Applications). It’s the current framework Microsoft uses to evaluate its partners. It guarantees up-to-date capabilities—not just an old badge—which is especially relevant in CRM given the pace of change.
Professional covers standard pipeline and reporting at a lower cost; Enterprise supports complex processes, rules, territories, and deeper customization/integration. We decide based on complexity, team size, and expected growth. We can start on Professional and scale up if the process requires it. At Revertis today, we recommend the Enterprise edition.
It natively integrates with Outlook/Teams (email, meetings, notes) and with BC/Finance via Dataverse so sales reps can see orders, receivables, or stock without leaving the CRM. This “single window” reduces system-hopping and improves data quality. A rep can even keep working directly from Outlook.
Role-based training, playbooks, automation of repetitive tasks (creating opportunities from email, alerts), and quick wins that save time from month one. Executive sponsorship and internal champions are key for change to take root.
Activity by stage, average cycle length, conversion rate, pipeline value, and win rate. We agree on a shared dashboard with Sales leadership and run biweekly reviews. If a metric doesn’t improve, we adjust the process or coaching.
Yes. We normalize and deduplicate, run pilot loads, and validate mappings with the team. We define required fields and quality rules to avoid “dirtying” the new CRM. The important thing is not to load noise that would hinder adoption.
Assisted drafting of emails/notes, meeting summaries, lead prioritization, and support for forecasting. In practice, it reduces admin time and improves the consistency of sales information. We review licensing and use cases to measure real impact.
We choose Professional or Enterprise based on actual needs and review usage in months 2–3 to adjust. Cost control comes from sizing correctly and not confusing nice-to-have with must-have. For light users, Team Member licenses can also be used.
Standard-first approach, ISVs where available, and governed extensions (versioning, testing). We document processes (simple BPMN) so the system reflects the real work—not the other way around.
A support contract with in-house staff and access to a ticketing system. We provide enhancements, support, incident management, training, and day-to-day guidance for clients.
