Dynamics 365 Sales offers tailored solutions to meet various business needs. From basic automation in Sales Professional to advanced AI-driven insights in Sales Premium, each offering enhances sales processes and relationship management. Sales Enterprise provides robust customization and reporting capabilities, while Microsoft Relationship Sales integrates LinkedIn for deeper customer insights. Microsoft Sales Copilot leverages Microsoft 365 and Teams to streamline data capture and collaboration, significantly boosting productivity. These comprehensive tools are designed to optimize sales strategies, improve forecasting, and drive business growth.
| Offering | Description | Security Roles |
|---|---|---|
| Sales Professional | Basic sales automation solution with lead and opportunity management, contact and account management, sales forecasting, and reporting. | Salesperson, Sales Manager |
| Sales Enterprise | Advanced sales automation with contextual insights, customizability, sales forecasting, and reporting, along with embedded intelligence to improve sales processes and productivity. | Salesperson, Sales Manager, System Administrator |
| Sales Premium | Combines Sales Enterprise capabilities with AI-driven insights for enhanced sales automation, relationship management, guided selling, relationship intelligence, and predictive models for lead and opportunity prioritization. | Salesperson, Sales Manager, System Administrator, AI Specialist |
| Microsoft Relationship Sales | Integrates LinkedIn Sales Navigator with Dynamics 365 Sales for enhanced customer relationship management, providing insights on leads and opportunities, relationship health, and activities. | Salesperson, Sales Manager |
| Microsoft Sales Copilot | Utilizes Microsoft 365 and Teams to automate data capture, CRM integration, and collaboration, enhancing productivity, reducing manual data entry, and providing contextual insights to sales teams. | Salesperson, Sales Manager, System Administrator |
Reference – Dynamics 365 Sales Overview.