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Dynamics 365 Sales

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Key Info:

Dynamics 365 Sales is cloud sales CRM software for managing accounts, contacts, leads, opportunities and the sales cycle.

Details

Dynamics 365 Sales is Microsoft cloud sales CRM software for teams that manage accounts, contacts, leads and opportunities. It is built on Microsoft Dataverse and uses the Power Apps model-driven application approach, making it relevant to organisations already assessing the wider Dynamics and Microsoft ecosystem.

Key capabilities

Microsoft documents account and contact records, lead qualification, opportunity management, sales processes, sales collateral, forecasting, dashboards and sales performance tracking. It also describes predictive lead and opportunity scoring, relationship analytics and agent-supported sales workflows. Qualified leads can be associated with accounts and contacts and converted into opportunity records to support the journey from lead to order.

The product can suit sales organisations that need a configurable CRM with structured records, reporting and integration with Microsoft business applications. Capability availability depends on licensing, security roles, configuration and optional services. It should be evaluated against the organisation's data model, governance, reporting and integration requirements.

Deployment and scope

Dynamics 365 Sales is a cloud service. Microsoft documents a 30-day trial and APIs through the Dataverse platform, but this card does not state price, edition-specific limits or compliance outcomes. Buyers should confirm those matters for their region and intended subscription.

Source checked: 3 August 2026. Facts are based on Microsoft Learn documentation.


Features

Accounts and contacts; lead qualification; opportunity management; sales processes; forecasting; dashboards; predictive scoring; relationship analytics; Dataverse APIs

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