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Microsoft Dynamics 365 Sales is a comprehensive customer relationship management (CRM) sales solution that helps you strengthen customer relationships, accelerate deal closures, and increase revenue. With AI-powered insights, automation, and real-time data, you can focus on engaging customers and driving business growth.
With Microsoft Dynamics 365 Sales, businesses gain clarity on customer needs and next best actions. The solution helps streamline sales processes, improve collaboration, and drive revenue with confidence.
Copilot takes care of time-consuming admin work by automatically logging meetings, emails, and follow-ups. It also summarizes calls in real time and suggests responses, next steps, and strategies—so your sales team can focus on closing deals.
Copilot helps sales teams focus on the right opportunities by prioritizing leads based on engagement and conversion likelihood. With predictive forecasting, it uncovers patterns in the pipeline and supports more accurate revenue projections. Deal risk alerts highlight stalled opportunities and offer suggestions to re-engage prospects—so nothing slips through the cracks.
Creating personalized emails is easier than ever. Copilot crafts tailored messages based on each customer’s history and preferences, helping sales teams deliver relevant, timely outreach. It also provides valuable insights before calls—such as LinkedIn activity and past interactions—and proactively recommends the next best step, so your team always knows how to move forward.
Copilot replaces manual reporting with real-time dashboards that give sales teams a clear view of their pipeline, forecasts, and key performance indicators. AI-driven trend analysis highlights what’s working and where adjustments are needed, while smart recommendations help boost conversions and improve revenue performance.
Microsoft Dynamics 365 Sales is a powerful sales CRM solution that helps businesses manage leads, track customer interactions, and close deals faster with AI-driven insights.
Executives responsible for driving overall sales strategy and revenue growth.
Leaders overseeing sales teams, pipeline performance, and revenue growth.
Frontline sellers responsible for prospecting, nurturing leads, and closing deals.
Post-sales professionals managing customer relationships and retention.
Marketing teams responsible for generating and nurturing leads for sales.
Continuously keep track of your customer data.
Record and organise your company data.
Keep track of all past, present and upcoming activities
Always stay informed about the current status of your opportunities
Your CRM system is ever-present
Perfect integration with your existing system landscape
Intuitive data analysis and information at a glance
Deliver the right message at the right moment
Impress your customers with great service
Increase productivity of your field service technicians
Seamless implementation for immediate impact
We tailor sales CRM to your business needs, optimizing processes and empowering your sales team with the right tools from day one.
Upgrade your existing solution and bring your business to the next level
Whether you’re upgrading from an older version or migrating from another CRM, we make the process seamless and stress-free.
Ongoing support for continuous success.
We will support you along your journey, whether you are looking for a new support partner or as a follow-up process after the implementation.
I am your first point of contact for Business Intelligence at BE-terna. Together, we will analyze your requirements for data, reporting, and analytics. I will help you find the right BI solution – from Microsoft Power BI to customized solutions – and connect you with the right experts. This way, we lay the foundation for data-driven decisions and sustainable success.
Customers don’t think in channels. Yet many contact centers still manage voice, chat, email, and social media in separate systems. The result? Delays, missed context, and lower satisfaction—for both teams and customers. Let’s be honest: Traditional contact centers weren’t built for today’s expectations. Long wait times, disconnected systems, and overworked teams make it harder to provide the kind of service people deserve. Now, that changes.
Dynamics 365 Sales is a customer relationship management (CRM) solution that helps sales teams manage leads, track customer interactions, and close deals more efficiently using AI-driven insights.
Dynamics 365 Sales is designed for businesses of all sizes that want to improve sales processes, enhance customer engagement, and increase revenue. Small businesses can significantly benefit from using Dynamics 365 Sales to manage customer relationships, automate sales processes, and improve efficiency. It helps small businesses stay organized by eliminating spreadsheets and scattered notes, improving sales, and building stronger customer relationships through professionalized communication and engagement tools.
It provides AI-powered insights, lead scoring, opportunity tracking, sales forecasting, and automation tools to help sales teams work more efficiently.
Key features are:
Yes, it includes automation features such as lead nurturing, follow-up reminders, and AI-driven recommendations.
Yes, it has a mobile app that allows sales teams to access customer data and manage opportunities on the go.
Yes, it integrates seamlessly with Microsoft 365 (Outlook, Excel, Teams, SharePoint, etc.) to streamline communication and collaboration.
Yes, it supports integrations with tools like HubSpot, LinkedIn Sales Navigator, and other business applications via APIs.
It offers real-time insights, AI-driven forecasting, and automation to help sales reps prioritize leads and close deals faster.
It tracks customer interactions, provides personalized recommendations, and enables seamless communication across touchpoints.
Yes, it follows Microsoft’s enterprise-grade security protocols, including data encryption, access controls, and compliance with GDPR and other regulations.
Yes, you can set up role-based access control to ensure that users see only the data relevant to their roles.
