Microsoft Dynamics 365 Sales is the sales solution within Microsoft Dynamics 365. Leads, customers, sales opportunities and quotations are managed centrally – rather than in Excel spreadsheets, personal Outlook folders or standalone solutions.
The solution works with Outlook, Teams, Excel and LinkedIn Sales Navigator together. Emails, appointments, calls and notes are stored directly in the customer record. This means the whole team can keep track of the history relating to customers and sales opportunities. The integrated Microsoft Copilot supports day-to-day sales work.
As a Microsoft Solutions Partner, we have extensive experience and proven expertise in six key areas
According to a Forrester-Studie aus 2024 , commissioned by Microsoft, sellers using Copilot estimate they save around four hours a week on work like meeting preparation, emails and CRM updates.
Identify new leads and assess how promising they are.
Identifies potential sales opportunities and highlights risks or steps that have been overlooked.
Let’s look at your sales processes, requirements and goals together and determine the right next step.
Covers the
basics.
Adds forecasting and more room for customisation.
AI features for maximum productivity
We configure the system to match your sales process.
We continue to support you after go-live.
Let’s look at your sales processes, requirements and goals together and determine the right next step.
Leads from your website, trade fairs, webinars or campaigns are automatically fed into Dynamics 365 Sales and routed to the appropriate sales staff. Lead scoring and the Sales Qualification Agent analyse each lead, gather information about the company and previous contacts, and suggest the next steps. This allows your sales team to focus on the most promising prospects, rather than working through long lists.
In addition to the core processes, Dynamics 365 Sales offers powerful features to support your sales team in their day-to-day work. For greater efficiency, better decision-making and sustainable growth.
Sellers can keep the CRM up to date without leaving their inbox. In Outlook and Teams, Copilot shows the customer and deal details next to the email or meeting, drafts replies using CRM data, summarises meetings and saves emails, meetings and contacts to Dynamics 365 in a couple of clicks. That way, more of what happens with a customer ends up in the CRM, with less typing.
01
02
03
04
05
06
07
08
Let’s look at your sales processes, requirements and goals together and determine the right next step.
When moving to Dynamics 365 Sales, we migrate your accounts, contacts, open opportunities and activity history step by step. At the same time, it is a good opportunity to clean up duplicates and take another look at your sales process:
Whether a CRM project has been successful becomes clear six months after go-live – in how your sales team actually uses the system. collana knows Microsoft products and the day-to-day reality of many sales teams. We bring both to every Dynamics 365 Sales project.
6
Microsoft Solutions Partner designations
A CRM only pays off if it is used every day. That’s why we train your team, support the new way of working and continue developing the system after go-live. More than 1,000 customers in Germany, Switzerland and other European countries work with collana.
1000+
Customers in Germany, Switzerland and other European countries.
Dynamics 365 Sales is Microsoft's CRM for sales teams. You use it to manage leads, companies, contacts, opportunities, quotes and sales activities in one system. Deals go through the stages you define, emails and meetings are saved from Outlook, and the pipeline and forecasts are calculated from the current data in the CRM. Copilot and the AI agents help sellers with research, summaries and email drafts.
Dynamics 365 CRM" is the collective name for Microsoft's customer applications: Sales, Customer Service, Customer Insights (for marketing) and Field Service. Dynamics 365 Sales is the one made for the sales team. Many companies start with Sales and add the others later; they all share the same data.
You pay a monthly fee per user. There are three main editions: Sales Professional for the basics, Sales Enterprise for B2B sales with forecasting and more customisation, and Sales Premium with additional AI features. Microsoft Relationship Sales combines Sales Enterprise with LinkedIn Sales Navigator, and Team Members licences are a cheaper option for people who only use the system occasionally. On top of the licences come implementation, customisation and support, which depend on the size of the project. We can give you a realistic figure once we know your requirements and how many users you have.
Copilot works in Dynamics 365 Sales, Outlook and Teams. It summarises accounts, opportunities and meetings, drafts emails using CRM data and suggests next steps. Microsoft also offers AI agents, such as the Sales Qualification Agent, which researches and rates leads, and the Sales Opportunity Agent, which follows open opportunities and points out risks. Which features you get depends on your licence, country and language.
If you start with a standard sales process and only a few connections to other systems, your team can be working in Dynamics 365 Sales within a few weeks. Custom requirements, moving data from an old system, connecting the ERP or rolling out in several countries all add time. What saves the most time is being clear before we start: how your sales process works and what the system needs to do.
Yes. Dynamics 365 Sales has ready-made connections to Business Central and Dynamics 365 Finance & Supply Chain, and can be connected to other ERP systems through its APIs and Power Platform connectors. Usually Dynamics 365 Sales looks after customers and opportunities, while the ERP handles orders, deliveries and invoices. Where the ready-made connectors are not enough, collana builds the connection for you.
Salesforce has a large app marketplace, but licences, implementation and running costs are often higher and more complicated. Dynamics 365 Sales comes from Microsoft, so Outlook, Teams, Excel, Power BI and LinkedIn work with it from the start, without paying for extra connectors. If your company already uses Microsoft 365 or a Dynamics 365 ERP, Dynamics 365 Sales is usually the simpler and cheaper choice.
Let’s talk about your sales processes, requirements and goals. In a short first conversation, we’ll show you the most sensible next step for your business — with no obligation.
