Dynamics 365 Sales / CRM

Improve sales visibility, account management, customer service, and retention

Connect your customer data, sales activities, pipeline, service requests, and reporting in one CRM platform.

CRM capability blocks

Use these blocks for Sales, Marketing, Service, and Reporting.

Sales pipeline

Track leads, opportunities, activities, quotes, and forecasting.

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Customer engagement

Personalise interactions with complete customer history and segmentation.

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Service management

Manage cases, SLAs, service queues, and resolution processes.

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CRM reporting

Measure pipeline health, conversion, retention, and team performance.

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CRM that sales and service teams adopt

We design CRM around the real activities your people perform every day so the system supports momentum instead of creating administration.

Need better customer visibility?

Start with a CRM health check and opportunity workshop.