Microsoft Dynamics 365 Sales
by Microsoft · CRM Integration
AI-powered sales CRM tightly integrated with Microsoft 365 and Dynamics ERP
- Works with
- Dynamics 365 Business Central, Dynamics 365 Finance & Operations, SAP, NetSuite
- Deployment
- Cloud
- Company size
- Mid-market, Enterprise
- Pricing
- Subscription
- Founded
- 1975
- Headquarters
- Redmond, Washington, USA
Overview
Microsoft Dynamics 365 Sales is the sales automation application within the Dynamics 365 family, built on Microsoft Dataverse and the Power Platform. It provides opportunity and lead management, relationship intelligence, forecasting, and guided selling, with deep ties to Microsoft 365 apps such as Outlook, Teams, and Excel.
A defining characteristic is its native alignment with Microsoft's own ERP products, Dynamics 365 Business Central and Dynamics 365 Finance & Operations, which share the Dataverse data layer and dual-write capabilities for synchronizing accounts, contacts, products, and orders. Copilot is embedded across the app for summarization, email drafting, and conversational insights.
Beyond the Microsoft stack, Dynamics 365 Sales integrates with non-Microsoft ERPs through the Dataverse API, Power Automate, and third-party connectors. Its extensibility via Power Apps, Power Automate, and Azure makes it a common choice for organizations already standardized on Microsoft technology.
Screenshots & demo
Demo video hosted on YouTube. Screenshots sourced from Microsoft.
Features & capabilities
Sales automation
Core selling records and process
- Lead and opportunity management
- Account and contact records
- Sales pipeline and business process flows
- Product catalog and price lists
- Quote, order, and invoice entities
- Goal and quota management
Relationship intelligence
Engagement signals and health
- Relationship analytics and health scores
- Who-knows-whom insights via Microsoft Graph
- Conversation intelligence from calls
- Engagement timeline
Copilot and AI
Generative and predictive assistance
- Copilot opportunity and meeting summaries
- Email drafting and reply suggestions
- Predictive lead and opportunity scoring
- Sales accelerator work lists
Microsoft 365 integration
Productivity app connectivity
- Outlook email and calendar sync
- Teams collaboration and meeting integration
- Excel and Word document generation
- SharePoint document management
ERP and Dataverse alignment
Native Dynamics ERP connectivity
- Dual-write to Business Central and Finance & Operations
- Shared Dataverse data model
- Synchronized accounts, products, and orders
- Dataverse REST API
Platform and extensibility
Power Platform customization
- Power Apps custom apps
- Power Automate workflows
- Power BI embedded analytics
- Custom tables and business rules
Common use cases
- Running sales on the same platform as Dynamics 365 ERP
- Synchronizing CRM and ERP data via dual-write
- Selling from within Outlook and Teams
- Forecasting and managing quotas across sales teams
- Using Copilot to summarize opportunities and draft emails
- Scoring and prioritizing leads predictively
- Extending the CRM with Power Apps and Power Automate
- Standardizing on Microsoft for IT and security alignment
Strengths & considerations
Strengths
- Native data alignment and dual-write with Dynamics 365 ERP
- Deep integration with Microsoft 365, Teams, and Outlook
- Built on Dataverse and Power Platform for extensibility
- Copilot embedded across the sales workflow
Considerations
- Greatest value realized within the Microsoft ecosystem
- Configuration and licensing across Dynamics and Power Platform can be complex
- Non-Microsoft ERP integration requires additional connectors or middleware
ERP integrations
Pricing
Priced per user across Sales Professional, Sales Enterprise, and Sales Premium tiers; Copilot capacity and add-ons affect cost Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS (multi-tenant)
- Data residency
- US, EU, APAC, UK
- Compliance
- SOC 2, ISO 27001, GDPR, HIPAA
- Mobile app
- Yes
- Languages
- English, Spanish, French, German, Japanese, Chinese, and more
About the vendor
- Founded
- 1975
- Headquarters
- Redmond, Washington, USA
- Employees
- ~220,000
- Ownership
- Public (NASDAQ: MSFT)
Alternatives to Microsoft Dynamics 365 Sales in CRM Integration
Microsoft Dynamics 365 Sales — frequently asked questions
How does Dynamics 365 Sales connect to ERP?
It uses dual-write and the shared Dataverse data layer for native synchronization with Dynamics 365 Business Central and Finance & Operations, and connectors or Power Automate for other ERPs.
Is Copilot included?
Copilot capabilities are embedded in the Sales app, with some capacity governed by licensing and add-ons.
Does it require Microsoft 365?
It works best with Microsoft 365 for Outlook, Teams, and Office integration, though that is not strictly mandatory.
What is it built on?
Dynamics 365 Sales runs on Microsoft Dataverse and the Power Platform, enabling customization through Power Apps and Power Automate.
Evaluating CRM Integration?
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