Skip to navigationSkip to content

Microsoft Dynamics 365 CRM

CRM software for sales that helps your team sell smarter—and follow up faster

CRM software for sales in Microsoft Dynamics 365 Sales gives your team a structured sales process with lead & opportunity management, customer context, forecasting, and AI assistance—so activity turns into measurable pipeline movement.

  • Capture and progress leads and opportunities in one pipeline view
  • Build a 360° customer view with interaction history and key context
  • Forecast sales with clearer signals and real-time visibility
  • Use Copilot to summarize opportunities/leads, prep meetings, and draft emails

What changes when you implement CRM software for sales in Dynamics 365?

Pipeline control

You may implement Microsoft Dynamics 365 and enjoy all the benefits of owning a powerful sales system that supports your business.

  • Know what’s real, what’s stalled, and what needs action

    Dynamics 365 Sales strengthens lead and opportunity management so sellers and managers share one view of the pipeline. You standardize stages, capture the right fields, and stop losing deals due to missing follow-ups or unclear next steps.

See CRM software for sales in action

Want to see how Dynamics 365 Sales actually works? Check out some of our videos down below.

  • How to create a personal dashboard in Dynamics 365 Sales | Full Tutorial
  • How to create and customize views in Dynamics 365 | Full tutorial with Copilot tips
  • How to Use Products in Opportunities in Dynamics 365 Sales
  • How to Manage Accounts in Dynamics 365 (Tasks, Planning, Insights)
  • How to use Dynamics 365 inside Microsoft Teams?
  • How to install a new language pack in Dynamics 365 (step-by-step)

Key capabilities of CRM software for sales in Dynamics 365 Sales

Dynamics 365 Sales is built to run the core of sales management—from lead capture to quote-to-order—while integrating with Microsoft tools your team already uses.

  • Lead and opportunity management

    Track, qualify, and move deals through consistent stages with better visibility and accountability.

  • Customer 360 view

    Give sellers context (history, preferences, interactions) so outreach is relevant and deals progress faster.

  • Sales forecasting and performance visibility

    Use forecasting and dashboards so leaders can see progress, identify gaps, and drive consistent execution.

  • Sales accelerator + sequences (Sales Insights capabilities)

    Create and activate sequences that guide seller actions, improving follow-up consistency and deal progression.

  • Microsoft 365 integration

    Dynamics 365 Sales supports integration with Microsoft tools (including Office/Teams) to keep collaboration and seller activity connected to the CRM process.

  • AI-driven insights

    Use AI-driven insights (including Copilot experiences) to reduce prep time and increase the quality of seller interactions.

Implementation options with Gestisoft

you need value and how complex your process is.

Option 1: Rapid start (preconfigured)

Gestisoft offers a preconfigured Sales Management setup designed for SMBs and startups, positioned to help teams start leveraging Dynamics 365 Sales quickly (including a “go-live in 7 days” offer on Gestisoft’s standard implementation page).

Option 2: Tailored implementation

If you have multiple teams, complex stages, specific reporting requirements, or adoption challenges, we tailor the CRM to your reality: data model, stages, automation, dashboards, and role-based experiences.

Microsoft Dynamics 365 Sales

Choose the plan that's right for you

Discover how Microsoft Dynamics 365 Sales can supercharge the synergy among your sales, service, project, and operations teams. Work smarter, not harder!

Sales Professional

Start strong with a complete sales management solution.

$88.20 per month

  • Account and customer management
  • Opportunity and lead management
  • Marketing lists & campaigns
  • Product and price management
  • Quotes, orders and invoices
  • Integration with Office 365 & Teams
  • Sales targets and territories
  • Management of support cases

Sales Enterprise

Evolve your sales strategy with the power of artificial intelligence.

$142.50 per month

  • Product and price management
  • Marketing lists & campaigns
  • Opportunity and lead management
  • Account and customer management
  • Management of support cases
  • Sales targets and territories
  • Integration with Office 365 & Teams
  • Quotes, orders and invoices

220+ projects per year

With so many projects under our belts, our team of 110+ specialists is ready to support you in your digital transformation.

We build relationships that last

With a 95% renewal rate for 2024, we’re proud to see our clients trust us year after year. That’s what a true partnership looks like: being there for you, today and tomorrow, to ensure the success of your projects and the peace of mind of your team.

This isn’t our first rodeo

Since 1997, we’ve been helping businesses tackle their technological challenges. With over 27 years of experience, we’ve seen it all (or almost!) and we know exactly how to help you reach your goals. When it comes to Microsoft solutions, you’re in the best hands.

Ready to see CRM software for sales in your pipeline?

In a short discovery call, we’ll map your current sales process to Dynamics 365 Sales, identify the fastest wins (pipeline visibility, follow-up consistency, forecasting), and outline a practical rollout plan.

  • CRM software for sales is a system that helps teams manage leads, opportunities, accounts, activities, and forecasting so selling becomes consistent, measurable, and easier to scale.

  • Dynamics 365 Sales supports lead and opportunity management, customer visibility, forecasting, dashboards, and AI-driven insights that improve productivity and help teams focus on closing deals.