Overview of Dynamics 365 Sales

Welcome to Dynamics 365 Sales!

Dynamics 365 Sales enables salespeople to build strong relationships with their customers, take actions based on insights, and close sales faster. Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. It also lets you create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities.

Important

Dynamics 365 Sales is a model-driven app that is built on the Common Data Service platform. You can create and manage model-driven apps by using Power Apps. More information: What are model-driven apps?

Different sales solutions for different size of businesses

Dynamics 365 Sales is available in the following flavors Dynamics 365 Sales to suit the different business needs:

  • The Sales Hub app is built on the Unified Interface framework. The Unified Interface framework uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation. The Sales Hub app is optimized to work on mobile devices as well as desktops. This app is available with the Dynamics 365 Sales Enterprise licensing plan.

  • The Sales Professional app is similar to the Sales Hub app, but the entities included in the Sales Professional app are a subset of the entities included in the Sales Enterprise. This app is available with the Dynamics 365 Sales Professional licensing plan. More information: Overview of Dynamics 365 Sales Professional

    Note

    In addition to these, the new Microsoft Dynamics 365 Sales mobile app (preview) is available. This app is optimized for core field seller scenarios to help sellers make use of the time that they spend on the road while traveling to meet customers. More information: Overview of the Dynamics 365 Sales mobile app.

What Dynamics 365 Sales offers

Dynamics 365 Sales offers great benefits, whether you're using a desktop, phone, or tablet.

Benefits for salespeople

  • Follow guided business processes, so you know which steps to take next to close deals faster. You can tailor these business processes for your organization's needs.

  • Manage customers and deals wherever you are, on any device (phone, tablet, PC, or Mac).

  • Get productive faster by using familiar tools. Dynamics 365 Sales is tightly integrated with Microsoft 365 apps, which makes it easier to get going more quickly:

    • Use SharePoint to store and view documents like presentations or notes in the context of a record, such as an opportunity, so anyone working on the opportunity can view them.

    • Open sales data in Excel, make changes, and save the changes back to Dynamics 365 Sales—all without switching between applications.

  • Get actionable insights and suggestions based on how you work. For example, if you have an opportunity closing next week, the Relationship Assistant will send you a reminder to connect with your customer.

  • Find all activities (appointments, phone calls, and so on) related to a customer or opportunity in one central place, so you have the context you need to do your job.

Benefits for sales managers

  • Accelerate your team's performance by using real-time analytics based on historical data and predictive information.

  • Monitor results, and provide feedback and coaching, in real time.

  • Use immersive Excel and prebuilt templates to do quick analysis without leaving Dynamics 365 Sales.

See also

Learn the basics of Dynamics 365 Sales
User Guide

Note

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