Dynamics 365 SalesBring leads, customer conversations and opportunities into one sales process. We configure Dynamics 365 Sales around how your team qualifies demand, builds proposals and turns agreements into business.
Give sellers the customer context, activities and commercial records they need to move a deal forward.
Capture demand, assign an owner and qualify leads into the appropriate account, contact and opportunity.
Configure sales stages, required information and activities around your commercial process.
Track email and appointments with configured Microsoft 365 integration so the team can follow the conversation.
Use product catalogues, price lists and quote records to structure proposals and agreed orders.
Use Sales accelerator sequences and worklists, where licensed, to organise seller activity and follow-up.
Review pipeline and forecasts, with permissions and reporting aligned to sales teams and management.
Choose a useful role for AI, then define the information, access and review needed for that role.
Summarise opportunity and lead information and get help preparing or drafting a response. Sellers check context and commercial commitments.
Use the documented research-only or research-and-engage mode to assess inbound leads and hand qualified interest to sellers. Define the target profile and engagement boundaries.
Evaluate assistance with opportunity research, deal risks and configured customer engagement. Confirm eligibility, agent permissions and review rules before adding this preview to delivery.
Combine the agreed product configuration with the systems and development that make the complete experience work.
Let the customer sign the approved agreement and pay a required deposit before the order is released.
Discuss QES Agreements & Deposit PaymentsGive customers or partners a guided product configurator that sends a structured request into the sales pipeline.
Discuss Configure, Price & Request a QuoteHelp visitors explain their requirements and book a suitable sales meeting after qualification.
Discuss AI Qualification & Demo BookingChoose an example to see the work, decision, handover and completion point.
Follow the work through the decision, handover and confirmed result.
The seller confirms products, price and contract terms.
A signing service manages identity checks and the required qualified signature.
A payment integration confirms the transaction independently of the browser return.
Update the sales record and hand the approved order to the fulfilment system.
Measures to Agree
Signed agreements relative to issued agreements.
Verified deposits against approved agreements.
Elapsed time from acceptance to release.
Orders waiting for a person to resolve an issue.
Follow the work through the decision, handover and confirmed result.
The configurator captures the requested options and customer details.
Check compatibility and request missing information.
A seller checks pricing and commercial terms in the sales process.
Track acceptance, revision or loss and assign the next action.
Measures to Agree
Requests containing all required information.
Time from complete request to issued proposal.
Approved proposals accepted by customers.
Number of proposal revisions per request.
Follow the work through the decision, handover and confirmed result.
An agent asks the agreed qualification questions.
Match an existing customer or create a reviewed lead.
Check calendar availability and obtain confirmation before booking.
Provide the requirement summary and assign follow-up after the meeting.
Measures to Agree
Meetings meeting the agreed qualification criteria.
Confirmed bookings from eligible enquiries.
Meetings attended against confirmed bookings.
Meetings with the required next activity.
Use the application that owns each record and make the handover between systems explicit.
Agree the business outcome, prepare the foundation and validate the complete experience before expanding it.
Choose the first process, its owner, completion criteria and baseline measures.
Sales roles, product and pricing ownership, mailbox integration, agent capacity and the ERP handover need to be agreed.
Configure or develop the agreed experience, permissions and system handovers.
Check realistic data, permissions, exceptions and confirmed outcomes. Prepare the team for a controlled launch.
Review source-confirmed results, operational issues and adoption before extending the next use case.
The starting point depends on the process and the systems you already use.
Sales manages the commercial records. The proposed experience connects payment and qualified signing providers, with verified events updating the deal and order. Provider selection and finance handover are part of the scope.
Start with a specific task and the evidence needed to evaluate it. We check current feature status, environment prerequisites, data quality, permissions and cost. Preview capabilities are assessed separately from the agreed production scope.
The examples describe configured or custom solutions. The feature cards explain the product or delivery foundation; each use case and process identifies the connections, development and related services it needs.
Sales roles, product and pricing ownership, mailbox integration, agent capacity and the ERP handover need to be agreed. We also agree ownership, acceptance criteria, operating responsibility and the first measurable outcome.
Explore the applications, data platforms, and development capabilities that can support your requirements.
Browse practical use cases for payments, subscriptions, portals, approvals, customer communications, and connected operations.
Tell us where customers or teams lose time, context or a clear next action. We’ll help identify a practical starting point for Dynamics 365 Sales.