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Dynamics 365 Sales: the CRM for predictable sales.

Microsoft Dynamics 365 Sales puts leads, opportunities, quotes and your forecast in one system, right inside Outlook and Teams. NAVAX sets it up so your sales team likes using it.

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At a glance

What is Dynamics 365 Sales?

Microsoft Dynamics 365 Sales is Microsoft's CRM application for sales. It manages leads, accounts, contacts, opportunities, quotes and forecasts in one place and supports the team with Copilot. It is part of Microsoft Dynamics 365 and works directly with Outlook and Teams.

What
Microsoft's CRM application for sales: lead management, pipeline management, forecasting and AI assistance from Copilot.
For whom
B2B companies whose sales teams manage contacts and opportunities in Excel, in their inboxes or in an older CRM today.
Outcome
One shared pipeline for the whole team, reliable forecasts and more time for customer conversations.
Why NAVAX
Microsoft Solutions Partner for Business Applications, more than 30 years of experience with business software, more than 330 employees at 8 locations and implementation packages at a fixed cost.
Challenges

Three common sales problems and how Dynamics 365 Sales solves them.

Scattered customer information, leads without priorities and a forecast based on gut feeling.

  1. “Everyone on the team has their own list.”

    Today

    Customer information sits in Excel, in inboxes and in the heads of individual salespeople. When someone is out or leaves the company, the history is gone.

  2. “We don't know which leads are worth it.”

    Today

    Your team spends a lot of time on contacts who never buy, while good inquiries are left waiting.

  3. “Our forecast is a gut feeling.”

    Today

    Sales management collects numbers by email and phone, and the end of the quarter brings surprises.

Customer story

ERP and sales connected.

Biogena connected Business Central with Dynamics 365 Sales and Marketing.

  1. Customer story
    Biogena logo
    Biogena
  2. Before

    Several markets, B2B and B2C, customer data in different sources.

  3. Solution

    Business Central connected with Dynamics 365 Sales and Marketing, master data cleaned up.

  4. Result
    500,000+
    active customers in the CRM

    360-degree profiles across all customer processes.

Euphoria! That was the feeling when the concept worked in practice.

Sabine Schwarzl, MA, Head of E-Commerce & Digital Marketing, NoLimits Digital Business, part of the Biogena Group
Read the Biogena customer story
Who it is for

Is Dynamics 365 Sales right for your sales team?

An honest assessment up front. If more of the right-hand column applies, we will tell you so in the first conversation.

Tap the statements that apply to you.

A good fit if …

Another route is better if …

Your result
Nothing selected yet.

Select the statements above that apply to you. This is where you will see whether a conversation is worth it.

Process

How a Dynamics 365 Sales implementation works.

Four steps from the first conversation to live operation. How long each one takes depends on your process and your data.

  1. 1

    First conversation and process review

    Together we look at how your sales team works today: stages, roles, data sources and KPIs.

    What you have afterwards

    A shared picture of your sales process and the right way to start.

  2. 2

    Setup

    We map your sales process in Dynamics 365 Sales: pipeline stages, fields, views, permissions and the connection to Outlook and Teams.

    What you have afterwards

    A configured system with your stages and roles.

  3. 3

    Data migration

    We migrate accounts, contacts and open opportunities from Excel or your previous CRM and remove duplicates.

    What you have afterwards

    A clean data set for your team to start with.

  4. 4

    Training and go-live

    Your key users and the sales team learn the system with real examples. After that, we support you during the first weeks of live operation.

    What you have afterwards

    A sales team that works in the CRM, and key users as the first point of contact.

NAVAX in numbers

We don’t just implement. We stay.

NAVAX builds its own software and has been running it for years. That is why we know what a system has to withstand in its tenth year.

30
Years in business
330
People
1,000+
Projects
8 locations in Austria and Germany
Microsoft Solutions PartnerISO 27001 certified (Information Security Management)
Microsoft Solutions Partner for Business Applications. ISO 27001 certified.
FAQ

Frequently asked questions about Dynamics 365 Sales.

Questions we often hear before a first conversation. If yours is missing, ask us directly.

Is Dynamics 365 Sales a CRM?

Yes. Dynamics 365 Sales is Microsoft's CRM application for sales. It manages leads, accounts, contacts, opportunities, quotes and forecasts and is part of the Microsoft Dynamics 365 product family.

What are the key features of Dynamics 365 Sales?

Dynamics 365 Sales manages your sales process from first contact to closed deal. Its key features are lead management, pipeline management, forecasting, dashboards and AI features such as summaries from Copilot.

What is included in Microsoft Dynamics 365?

Dynamics 365, often shortened to D365, is a family of business applications for CRM and ERP. For customer relationships there is Customer Insights for marketing, Customer Service and Field Service alongside Sales. For ERP there are Business Central and Finance & Supply Chain Management, among others.

How is Dynamics 365 Sales licensed?

Dynamics 365 Sales is licensed per user, in the editions Sales Professional, Sales Enterprise and Sales Premium. Professional covers classic sales processes; Enterprise and Premium add more customization options and AI features. NAVAX clarifies which edition fits your team in the first conversation.

Is Dynamics 365 Sales suitable for smaller companies?

Yes. The Sales Professional edition is designed for sales teams with clear, manageable processes. You can start with a few users and add features or licenses as your sales team grows.

Is Microsoft Dynamics being discontinued?

Dynamics 365 is not. Microsoft keeps developing it and releases new features twice a year in release waves. The former Dynamics CRM has been called Dynamics 365 since 2016. Older products such as Dynamics NAV have successors, in this case Business Central.

Does Dynamics 365 Sales work with Outlook and Teams?

Yes. You see customer data directly in Outlook, link emails and appointments to the right opportunity and coordinate on a customer in Teams without switching applications.

Is there a Dynamics 365 Sales mobile app?

Yes. With the mobile app for iOS and Android, you see contacts, appointments and opportunities on the road and capture notes right after a customer meeting.

Can Dynamics 365 Sales be connected to Business Central?

Yes. Microsoft provides a standard integration that synchronizes customers, contacts, items and sales orders between the two systems, for example. That way nobody enters the same data twice. Which data should be synchronized in your case is clarified in the first conversation.

Can I move from Excel or another CRM?

Yes. NAVAX migrates accounts, contacts and open opportunities and removes duplicates along the way, so your team starts with clean data. At willhaben, for example, NAVAX replaced three legacy CRM systems and cleaned up and migrated 180,000 records.

Ready for a sales team with a clear pipeline?

Tell us how your sales team works today. In the first conversation, we show you what Dynamics 365 Sales could look like for you and what the right first step is.

Read more

You might also be interested in.

The overview of Microsoft CRM, AI agents for sales and the ERP that Dynamics 365 Sales connects with.