Microsoft Dynamics 365 Sales
Agentic CRM for sales that helps close deals faster with pipeline management, lead research, opportunity scoring, forecasting, and AI-assisted sales automation and collaboration
The product is an agentic CRM for sales that helps teams close deals faster and improve productivity through pipeline management, lead research and qualification, opportunity scoring, forecasting, and sales automation with AI assistance and collaboration tools. It is for sales teams, revenue operations, and executives in business-to-business organizations that manage structured sales pipelines and forecasts. It is delivered as a SaaS CRM within a broader business applications suite with Copilot AI agents and mobile access.
Key features
- Pipeline updates via Copilot natural language
- Autonomous research on incoming leads
- AI-based scoring and prioritized work lists
- Autonomous recommended actions in workflow
- AI-generated opportunity summaries and prep notes
- AI-powered alerts for high-close leads
- Copilot-generated email drafts and call summaries
- Unified mobile experience for opportunity management
- Automated sales guidance and sequence insights
- Revenue forecasting and performance tracking
- Team metrics insights via Copilot queries
- Autonomous agents to enrich CRM data
- No social media activity detected
GTM channels
- Blog
- Partner program
- Marketplace
- Community
- Docs
ICP
- Sales teams
- Revops teams
- Executives founders
VendorMicrosoft