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Dynamics 365 for Sales

Dynamics 365 for Sales

Bring digital intelligence to every deal. Dynamics 365 for Sales leverages predictive analytics to enable sound, strategic decisions and provide deep insights into customer relationships.

Sales App overview

Dynamics 365 for Sales enables sales professionals to use machine learning and predictive intelligence to anticipate customer needs, personalise the sales process, and sell more. Automated, event-driven processes uncover relevant indicators and identify prospects with the greatest potential.

Collaborate efficiently and close deals faster. Share meeting notes and events and co-author custom sales documents in real-time. Offline mobile capabilities enable salespeople to work anytime, anywhere, on any device.

Dynamics 365 for Sales capabilities

Embedded intelligence

  • Understand how customers interact with emails using smart tools that enable more proactive and responsive communications.
  • Gauge social sentiment and identify potential competitive threats with social media cognitive services.
  • Harness machine learning for automatic lead scoring, customer relationship health indicators and risk alerts.
Embedded intelligence


Social engagement

  • Surface relevant conversations and recommend content to share through intelligent social media tools.
  • Track social media channels and automatically generate sentiment tagging, identify purchase intent and convert to leads.
  • Find and connect easily with decision-makers and influencers with integrated LinkedIn Sales Navigator.
Social engagement


Rapid impact

  • Accelerate adoption and save time daily by using familiar tools like Excel and Outlook for routine activities.
  • Adapt the application to changing needs with no-code visual editors and tools that make it easy to build and deploy web and mobile apps.
  • Use contextual and interactive help to align sales processes with best practices, accelerate onboarding of new team members, and shorten time to impact.
Rapid impact



Finance and Operations deployment options

Flexible options

The choice of deployment options gives you the flexibility to start on one scenario and change later. From full cloud to cloud + edge to local business data, you can move in either direction depending on your organisation’s business needs.

On premise instalation

Run business processes on-premises, with local transactions and data storage, without replication of any business data to the Microsoft cloud. You have the choice to turn ON or turn OFF cloud synchronisation of business data. If cloud synchronisation is turned OFF, no business data leaves the trustee’s boundaries. For this deployment scenario, the application servers and SQL database will run in your own (or partner hosted) data centre.

  • Disconnected data center
  • Local data residency
  • Capitalise HW investments
  • Single instance only
Cloud + Edge deployment

Gives you complete control when your mission-critical business processes need uninterrupted execution. Cloud + edge combines a central cloud node with local application services and business data that is stored locally. The cloud connection ensures a single view of the business across the local instances and offers embedded Power BI, intelligent analytics and machine learning in business processes. The cloud instance also provides the local installation with data failover in Azure, automated deployment and continuous updates.

  • Cloud - Microsoft managed
  • Edge - Customer managed
  • Multiple local workplaces
  • Local data residency in addition to cloud
Cloud deployment

Take full advantage of the power of Microsoft Azure cloud with embedded Power BI, intelligent analytics and machine learning in business processes. Azure cloud is the industry leader in compliance, security and privacy. Your organisation retains complete ownership and control of your data at all times.

  • Fully managed by Microsoft cloud service
  • Systems of intelligence
  • Planned multi instance federation
  • Elastic scale out


Preferred vendor

A survey asked 6,700 enterprise decision-makers worldwide about their ERP purchasing intentions. More than half chose Microsoft Dynamics as their preferred next investment.

Source: ICT Enterprise Insights 2013, Ovum Research.

Companies earning $50m to $1bn.

Companies earning $50m to $1bn.

Companies earning $1bn or more.

Companies earning $1bn or more.


Lower costs

Research by Panorama Consulting identified Microsoft Dynamics as the Tier 1 ERP solution with the lowest total cost of ownership.

Source: Clash of the Titans 2016, Panorama Consulting Solutions.
(in $)
Planned vs actual


Market share

In the manufacturing industry Microsoft Dynamics has greater market share than other Tier 1 ERP vendors.

Source: The 2015 Manufacturing ERP Report, Panorama Consulting Solutions.
top ERP vendors by market share


Speak to a Dynamics 365 for Sales expert

If you're considering Microsoft Dynamics 365 for Sales, or just want more information, we're happy to answer all your questions.

Call us: +44 20 7183 1001Mail us: info@anegis.com
Dynamics 365 for Sales