Dynamics 365 sale

Boost your sales performance

Dynamics 365 Sales is the customer relationship management (CRM) solution designed to help sales teams grow sales, strengthen customer relationships, and turn opportunities into revenue.

It centralizes all customer information, from prospecting to post-sales follow-up, and automates key tasks in the sales process. Thanks to advanced management tools and artificial intelligence, it provides a clear view of the pipeline, performance, and sales forecasts.

Flexible and connected to Microsoft 365 and Business Central, Dynamics 365 Sales helps organizations work more efficiently, personalize their interactions, and accelerate decision-making.

Your project managed by Gestinnov

Beyond deployment, we structure your processes, connect your data, and activate artificial intelligence capabilities to automate, prioritize, and drive sales activity in real time.

Boost your sales performance

Stay in control of your pipeline by quickly accessing ongoing sales tasks, updates, or new assignments using Microsoft Copilot.
Identify and qualify your prospects with intelligent search that eliminates repetitive tasks and speeds up lead follow-up.
Boost opportunities with AI-powered scoring models and task lists to convert your opportunities faster.

Improve the customer experience

Prepare for customer interactions with AI-generated opportunity summaries and meeting notes, conversation history, and more.
Target your prospects with AI-powered alerts that show you which ones have high conversion potential in Dynamics 365 Sales.
Transform your interactions with Copilot, which assists you by creating personalized email drafts and call reports based on the analysis of key performance indicators.

Build high-performing and committed teams

Deploy best practices by sharing automated sales tips and failure points identified by teams in the sales cycle.
Manage your sales forecasts using forecasts and charts
Evaluate your teams' performance with Copilot, which provides forecasts, conversion rates, and key KPIs based on natural language queries.

Organize and adapt your sales approach

Shape your CRM according to your organization: dashboards, displays, fields, and processes aligned with your internal methods.
Integrate Power Platform to automate business processes and develop customized sales applications.
Enrich responses and recommendations with relevant data sources (internal or external), according to your governance.

Enhance user security

Protect customer data with granular access management and security roles.
View and export data (contacts, prospects, opportunities) to Excel in a manner that complies with data protection regulations.
Centralize access management for sensitive information with security policies tailored to your requirements.