D365 Sales Professional
Core CRM capabilities for lean, fast-moving teams needing essential sales features.

Sell smarter. Build stronger relationships. Drive predictable revenue.


Projects Completed
BPO clients
Certified Experts
locations
Help teams exceed customer expectations and reach their goals with agentic sales.
Review open sales tasks, new assignments, and pipeline updates by querying Microsoft Copilot using natural language or prebuilt prompts.
Avoid manual work and save time with autonomous research on incoming leads.
View AI-based scoring models and prioritized work lists for opportunity qualification.
View AI-generated opportunity summaries and meeting preparation notes including customer status, relevant news, and past meeting notes.
Identify leads that have the highest chances to close with AI-powered alerts that follow you no matter where you work in Dynamics 365 Sales.
Get email and call assistance using Copilot-generated email drafts and call summaries that include an analysis of sales KPIs and suggested tasks.

Share automated sales guidance with teams—including agent-identified failure points in the sales sequence.
Predict revenue and track performance against goals with forecasts and charts.
Get insights into forecasts and team metrics like conversion and win rates by querying Copilot using natural language or prebuilt prompts.

Extend agents with external data sources to enhance the research signal strength.
Build custom sales apps, automate business processes, and enrich seller experiences—all tailored to your unique business needs.
Easily configure fields, dashboards, and views to match your organization’s sales methodology.

Keep sales data protected when using Dynamics 365 Sales with the Power Platform Customer Lockbox.
View KPI data on contacts, leads, and opportunities—and export to Excel.
Manage user permissions and data across levels via predefined security roles.


Core CRM capabilities for lean, fast-moving teams needing essential sales features.

Advanced automation, forecasting, AI insights, and full CRM customization for growing teams.

Combines Sales Enterprise with AI-based Sales Insights for deep relationship intelligence.

Ai-driven analytics, conversation intelligence, and predictive tools for strategic selling.

Integrates LinkedIn Sales Navigator for enhanced lead intelligence & engagement.

A modern mobile experience for field sellers to manage deals on the go.

Connect with our Dynamics 365 Sales experts today.
Get Free ConsultationCore sales force automation and Microsoft 365 integration
Industry-leading sales force automation with contextual insights, next-generation AI, and advanced customization
Dynamics 365 Sales Enterprise plus prebuilt customizable intelligence solutions for sellers and managers





It helps sales teams manage leads, opportunities, forecasting, and customer relationships with intelligent automation.
Yes—it’s flexible, scalable, and designed for both small teams and large enterprises.
Yes. It integrates natively for seamless quote-to-cash processes.
Depending on complexity, 4 to 10 weeks.
Absolutely. We provide training, support, and ongoing optimization.
