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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

Choisissez le plan qui vous convient

Découvrez comment Microsoft Dynamics 365 Business Central peut renforcer la synergie entre vos équipes de vente, de service, de projet et d'opérations. Travaillez plus intelligemment, pas plus dur !

Sales Professional

Débutez en force avec une solution complète pour la gestion des ventes.

88,20 $ par mois

  • Gestion des comptes et clients
  • Gestion des opportunités et prospects
  • Listes marketing & campagnes
  • Gestion des produits et des prix
  • Devis, commandes et factures
  • Intégration avec Office 365 & Teams
  • Objectifs de ventes et territoires
  • Gestion des demandes de support

Sales Enterprise

Évoluez votre stratégie de ventes avec le pouvoir de l'intelligence artificielle.

142,50 $ par mois

  • Gestion des produits et des prix
  • Listes marketing & campagnes
  • Gestion des opportunités et prospects
  • Gestion des comptes et clients
  • Gestion des demandes de support
  • Objectifs de ventes et territoires
  • Intégration avec Office 365 & Teams
  • Devis, commandes et factures

220+ projets par année

Avec autant de projets derrière la cravate, notre équipe de 110+ spécialistes est prête à vous supporter dans votre transformation numérique.

On bâtit des relations qui durent

Avec un taux de renouvellement de 95 % pour 2024, on est fiers de voir que nos clients nous font confiance année après année. C’est ça, un vrai partenariat : être là pour vous, aujourd’hui comme demain, pour assurer le succès de vos projets et la tranquillité d’esprit de votre équipe.

C’est pas notre premier rodéo

Depuis 1997, on accompagne les entreprises dans leurs défis technologiques. Avec plus de 27 ans d’expérience, on a tout vu (ou presque) et on sait comment vous aider à atteindre vos objectifs. Quand il s’agit de solutions Microsoft, vous êtes entre de bonnes mains.

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.