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Dynamics 365 Sales CRM

A CRM your sales team will actually use, connected to the systems that fulfill and invoice the work.

Overview

Pipeline, accounts, and activity in one place.

Dynamics 365 Sales gives your team a single view of every account, contact, and opportunity, with the pipeline visibility leadership needs to forecast and the day-to-day simplicity sellers need to keep it current.

Because it lives in the same platform as Business Central, your CRM and your back office finally agree. Won deals flow into delivery and billing without re-keying, and everyone works from the same customer record.

What's included

Everything your sales team needs to close.

Account and contact management

A single, de-duplicated view of every customer, with the history that matters attached.

Pipeline and opportunity tracking

Stages, forecasting, and dashboards that reflect how your team actually sells.

Lead and activity capture

Lightweight capture so the pipeline stays current without busywork.

Quote to order

Quotes that flow into orders and invoicing in Business Central, with no re-keying.

Reporting and dashboards

Real-time visibility into pipeline, conversion, and rep activity for leadership.

Adoption support

Configuration and training built around adoption, so the CRM gets used, not abandoned.

Case study
A consumer products & field service company
Sales, service, and back office on one platform

A connected Dynamics 365 platform spanning Sales, Field Service, and Business Central.

Read the case study
Dynamics 365
Platform
Sales, Field Service, BC
Apps
May 2026
Signed
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See how Dynamics 365 Sales connects your pipeline to delivery and billing.