Dynamics 365 Sales
Microsoft Corporation
About this app
- Age 10
- Updated Nov 11, 2024
- OS IOS / Android
Editor reviews
Dynamics 365 Sales is a CRM for teams to capture leads, manage opportunities, forecast revenue, and close deals faster. AI-guided selling provides next best actions, predictive scoring, and conversation insights so reps can prioritize the right customers. Seamless integration with Outlook and Teams links emails, meetings, and calls to accounts and deals for efficient collaboration. Customizable pipelines, business process flows, and automation streamline repetitive tasks. Real-time dashboards and sales forecasting deliver clear visibility into pipeline health and performance, helping managers coach teams and hit targets. Ideal for sales reps, managers, and revenue leaders seeking an efficient, AI-driven sales tool for high-performance, data-informed selling.
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How to use:
1. Download the app and sign in with your work or school account to access your organization environment.
2. Connect Outlook and Teams, import contacts or leads, and set your pipeline stages to match your process.
3. Create leads and accounts, log calls and emails, and qualify leads into opportunities.
4. Track opportunities through stages, review AI insights and forecasts, and schedule follow-ups to keep deals moving.
5. Customize forms and dashboards, set up automated workflows, and use the mobile app to update deals on the go.