Microsoft Dynamics 365 Sales CRM
An AI-powered sales CRM solution that empowers your sales journey.
Table of Contents
- About
- Key Benefits
- Services
- Other Add-Ons
- Industry
- Solution Partner
- Work Process
- Business Functions
- Pricing and Licensing
- Our Clients
- FAQs
- Blogs
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Sell Smarter with Microsoft Dynamics 365 Sales CRM
Soluzione is a Microsoft Solutions Partner specializing in Dynamics 365 Sales, helping organizations modernize sales operations through expert consulting, implementation, customization, migration, and support. Built on Microsoft’s latest AI and Copilot capabilities, Dynamics 365 Sales CRM enables sales teams to focus on building relationships and closing deals.
With our in-house Microsoft-certified team, we ensure the sales CRM software implementation aligns with real sales processes, lowering operational friction, improving sales efficiency, and strengthening revenue predictability.
With D365 for Sales, you get:
- Autonomous agents and Copilot for real-time insights, automated outreach, and personalized engagement
- Integration with Microsoft 365 tools for effortless collaboration and data-driven decision-making
- Enhanced forecasts help prioritize high-value opportunities and reduce admin tasks
- Streamline and modernize end-to-end sales workflows
- Reduced manual effort through automated research and insight generation for incoming leads
Key Benefits of Microsoft Dynamics 365 Sales
Boost Sales with AI
- AI tools empower the whole team's productivity, helping them close deals with productivity and personalized insights.
- Get high-quality leads and autonomous qualifications and engagement with the Sales Qualification Agent.
- Convert raw data into insights or an answer to a complex sales question via natural language queries and proactive recommendations.
Accelerate deals with proactive Copilot guidance
- Get opportunity summaries, emerging risk alerts, next action insight, and AI-generated emails for intelligent workflows.
- Instant customer updates, competitive insights, and recommendations help prepare for meetings quickly.
- Predictive score and advanced forecasting help the team prioritize winning opportunities.
Accelerate deals with proactive Copilot guidance
- Get opportunity summaries, emerging risk alerts, next action insight, and AI-generated emails for intelligent workflows.
- Instant customer updates, competitive insights, and recommendations help prepare for meetings quickly.
- Predictive score and advanced forecasting help the team prioritize winning opportunities.
Improve Customer Experience
- Give personalized responses to customer queries instantly with AI-generated summaries and meeting preparation notes.
- Focus on high-intent leads using AI-generated alerts.
- Enable timely, contextual interactions using Copilot-generated email drafts and call summaries.
Productive Teams
- Cut manual data entry with smart form-fill, quick paste, and automated research or note-taking.
- Navigate unified views across leads, opportunities, and accounts for faster decisions.
- Work seamlessly in familiar tools like Outlook and Teams, with context auto-linked and insights shared effortlessly.
Productive Teams
- Cut manual data entry with smart form-fill, quick paste, and automated research or note-taking.
- Navigate unified views across leads, opportunities, and accounts for faster decisions.
- Work seamlessly in familiar tools like Outlook and Teams, with context auto-linked and insights shared effortlessly.
Secure User Experience
- Customer data is secured when using Dynamics 365 Sales.
- Your data and work in this sales CRM software are protected through robust controls and auditing.
- With predefined security roles, sensitive data is protected.
Our Dynamics 365 Sales Services
Our experts provide strategic roadmaps, feature recommendations (including AI agents for qualifications), and proof-of-concept demos to give clarity and CRM effectiveness.
With best practices and reliable methodologies, we handle configuration, data setup, integrations with Microsoft 365 (Outlook, Teams), and user training that minimize disruption while delivering in reduced time.
Our Dynamics 365 sales solution is flexible and can be customized with AI, workflows, apps, dashboards, predefined sequences, and other third-party tools to meet the seller’s requirements.
We help you seamlessly migrate from third-party CRMs or on-premises systems, manage data, and preserve historical insights while upgrading to cloud-based AI capabilities.
Get your D365 Sales a health check or an update as per the latest release waves, bug fixes, performance optimization, and 24/7 priority support with Soluzione, ensuring user adoption and maximum uptime.
Our Productivity Booster Add-Ons For Your Sales Needs
Dynamics 365 Sales Solution for Every Industry
Real Estate & Property Management
Accreditation
Educational & RTOs
Insurance & Reinsurance
Lending Management & NBFCs
Aged Care & Health Services
Transport & Logistics
Nonprofit Organizations (NPOs)
Professional & Legal Services
Telecom & Utility Providers
Wealth Management
Travel & Tourism
We are a Microsoft Solution Partner
Soluzione brings Dynamics 365 sales services along with a team of certified experts who help you with their insights, proven solutions, customization, and support needs – flexibly.
We cover the full lifecycle of sales CRM needs so you get everything from initial consulting and roadmap planning to implementation, customization, data migration, and ongoing managed support at Soluzione.
Our engagement models with onshore, offshore, and hybrid Dynamics 365 development services are designed to adapt to your business needs, ensuring you get both seamless solutions and seamless partner support.
Soluzione offers Microsoft Dynamics 365 services globally, providing around-the-clock support, faster issue resolution, and cost-effective scaling across regions and time zones.
How We Implement with Accountability
We first understand how your sales teams operate, including lead sources, sales stages, handoffs, reporting needs, and existing tools, to define a clear Sales CRM roadmap.
Based on the assessment, we design a Dynamics 365 Sales CRM solution that reflects your sales structure and growth plans.
We configure Dynamics 365 Sales CRM as required and implement customizations that extend its capabilities, following Microsoft best practices.
Our team handles secure data migration and integration for a connected sales environment.
We enable relevant AI-driven insights and Copilot features and configure them to meet practical needs to support lead qualification, opportunity prioritization, and sales visibility.
Before launch, we conduct thorough testing to validate workflows, security, and data accuracy. After all the tests, we finally made it live in the systems.
After go-live, Soluzione also offers ongoing support, performance optimization, and continuous improvement services for long-term value and adoption.
Dynamics 365 CRM Expertise Across Business Functions
Deliver consistent, efficient customer support with case management, omnichannel engagement, and service intelligence.
Unify customer data to create a 360° customer view and drive personalized, data-driven engagement strategies.
Manage projects, resources, and financials in one system — from project planning to billing and delivery.
Optimize on-site service operations with intelligent scheduling, work order management, and mobile enablement.
Execute targeted campaigns, track engagement, and align marketing activities with sales using a Dynamics-native marketing automation solution.
Dynamics 365 Sales Pricing and Licensing
$65.00
Get core sales force automation along with integration of Microsoft 365
$105.00
Get industry-leading sales force automation along with next-generation AI, contextual insights, and advanced customization
$150.00
Dynamics 365 Sales Enterprise
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Our clients
What Our Customers say
We have received lots of awesome testimonials
Soluzione is the most professional and competent of organizations in an industry where most people don’t seem to know what they are doing. Things get done, quickly, easily, and usually on the iteration.
The Soluzione team quickly understood our legacy environment and built the electronic timecard in short order with little direction. We couldn’t have met our customer demand without their rapid response.
The programmers are knowledgeable and responsive. I especially appreciate their ideas and suggestions on how to best maximize CRM. I would definitely recommend Soluzione for Dynamics CRM development.
Check Our Customer Success Stories
Transforming Student Management with Custom Dynamics 365 CRM Solution
Education & Vocational Training
Integrated Digital Solutions for Direct Marketing
Advertising & Marketing Services
Frequently Asked Question
D365 Sales comes with lots of game-changing features for the sales team to be productive and efficient, but these are some of the most valuable features worth exploring:
- Autonomous Sales Qualification Agent that researches, enriches, and engages leads 24/7.
- Copilot for real-time summaries, risk alerts, AI-generated emails/pitches, and meeting prep.
- Predictive scoring and forecasting to prioritize high-value opportunities.
- Microsoft 365 integration (Outlook, Teams) for effortless collaboration and productivity tools like smart form-fill and unified views to cut admin time.
Yes, Microsoft Dynamics 365 Sales can be customized for personalized workflows, apps, dashboards, and sequences for different industries and business sizes. We can also add productivity-boosting D365 add-ons to enhance the features for specific needs.
Deep native integrations can be built with Dynamics 365 Sales, including Microsoft 365 (Outlook, Teams, Excel), Power Platform (Power BI, Power Apps, Power Automate), and other Dynamics apps. It also connects to third-party tools via connectors, ensuring a unified view across sales, marketing, service, and operations.
To improve lead and opportunity management, one can make use of Sales Qualification Agent and Copilot with D365 Sales. The former helps automate lead research, validation, disqualification, and outreach to build a high-quality pipeline. At the same time, Copilot provides summaries, risk detection, next-best actions, and predictive insights, while business process flows guide teams from qualification to close with unified tracking.
Yes, the different Dynamics Sales licenses (Pro, Enterprise, and Premium) enable businesses to grow from small teams to global enterprises. It can also be customized with the help of an expert Dynamics 365 Sales service provider to handle growing data, users, and complexity without a rip-and-replace.
Yes—autonomous agents and Copilot automate lead qualification, data entry (smart paste/form-fill), email drafts, note-taking, and outreach, freeing sellers to focus on relationships and closing.
Yes, the dedicated Dynamics 365 Sales mobile app (iOS/Android) provides full access to records, pipelines, meetings, updates, and AI insights on the go, optimized for field sellers.
Microsoft Dynamics 365 Sales offers multi-layered security for customer data. Using Azure's infrastructure with encryption (at rest/transit), strong identity management via Azure AD (MFA, conditional access), granular access controls (RBAC), continuous monitoring, and compliance with global standards like GDPR/HIPAA, though ultimate security depends on proper configuration and user training to manage risks like internal threats.
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