CRM · Reviewed 22 Oct 2026

Microsoft Dynamics 365 Sales

AI-powered sales CRM with automation, insights, and Copilot.

· microsoft.com ↗

Paid against free › CRM › Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales at a glance

Overview

01

Summary

The useful answer before the supporting detail.

Microsoft Dynamics 365 Sales is a cloud-based sales CRM that helps sales teams manage leads, opportunities, and accounts while using AI to automate tasks and provide insights S36. It is used by sales professionals, managers, and organizations seeking to improve sales productivity and customer relationships S1 S36. The main practical value is freeing sellers' time through AI agents and Copilot assistance, enabling them to focus on closing deals S36 S56.

02

Product identity and positioning

Name, category, positioning, audience, and first-party claims.

  • Identity: Microsoft Dynamics 365 Sales, a sales CRM application within the Dynamics 365 suite S36.
  • Core purpose: Helps sales teams manage pipelines and automate tasks to improve productivity S36.
  • Intended users: Sales professionals, managers, and organizations using Microsoft ecosystem S1 S36.
  • Product scope: A single CRM app with sales force automation, AI insights, and Copilot integration S36.
  • Positioning: Positioned as an AI-powered CRM that boosts sales outcomes and customer experiences S36.
  • Claimed distinction: Claims to free sellers' time with always-on AI agents and Copilot assistance S36 S56.
03

Use cases and audiences

Who the product serves and the jobs it is designed to handle.

AudiencePractical use case
Sales representativesPrioritize and engage leads with AI agents that automate follow-ups S36 S56.
Sales managersPredict revenue and track performance against goals with forecasts and charts S36.
Sales teamsShare automated sales guidance and identify failure points in sales sequences S36.
IT administratorsCentrally manage employee access to sensitive data with security roles S36.
Business analystsView KPI data on contacts, leads, and opportunities and export to Excel S36.

Features

09

Features and capabilities

Core functions and evidence-backed product capabilities.

CapabilityWhat it does
Lead and opportunity managementManage leads, opportunities, accounts, and contacts with product and price lists, quotes, orders, and invoices S41.
AI-powered insightsView AI-generated opportunity summaries and meeting prep notes including customer status and news S36.
Copilot email and call assistanceGet email drafts and call summaries with KPI analysis and suggested tasks S36.
Mobile accessManage opportunities from a unified mobile experience for meeting prep and call logging S36.
Sales forecastingPredict revenue and track performance against goals with forecasts and charts S36.
Customization and configurationConfigure fields, dashboards, and views to match sales methodology S36.
Security and access controlManage user permissions and data via predefined security roles S36.
Custom agents with Copilot StudioBuild and manage custom sales agents tailored to workflows and data S36.
10

Integrations and ecosystem

Connected products, exports, APIs, and workflow compatibility.

Integration or interfaceTypeWhat it enables
Microsoft 365IntegrationInteroperates with Microsoft 365 for email, calendar, and collaboration S36 S41.
Microsoft OutlookIntegrationCopilot capabilities in Outlook for record creation, editing, and email summaries S41.
Microsoft TeamsIntegrationCopilot capabilities in Teams for conversation intelligence and deal rooms S41.
Microsoft Power PlatformIntegrationBuild custom sales apps and automate business processes S36.
Microsoft Power BIIntegrationAdvanced analytics and export to Excel S41.
Microsoft Power AutomateIntegrationAutomate workflows with Power Automate S41.
Copilot StudioIntegrationBuild and manage custom sales agents S36.

Pricing

11

Pricing and plans

Published plans, free access, trials, credits, and pricing limitations.

Plan or offerVerified price and billingIncludedLimits
Sales Professional$65 per user/month, paid yearly S41Core sales force automation, Microsoft 365 interoperation, reporting, dashboards S41Limited customization and automation S41
Sales Enterprise$105 per user/month, paid yearly S41Copilot capabilities and prebuilt agents S41Not established
Sales Premium$150 per user/month, paid yearly S411,000 Copilot Credits, sales insights, AI recommended actions S41Not established
Microsoft Relationship SalesContact sales S41Sales Enterprise plus LinkedIn Sales Navigator S4110-seat minimum S41
Copilot Credit pre-purchaseSave up to 20% with upfront purchase S41Copilot Credit Commit Units for agents S41Requires Azure subscription S41
Pay-as-you-goPay-as-you-go with Copilot Credits S41Run Dynamics 365 agents S41Requires Azure subscription S41

Competition

12

Competitive landscape

Domains competing for the same organic search demand.

Sampled competitors

CompetitorFirst-page appearancesSampled queriesAverage positionQueries observed
learn.microsoft.com313.70 windows
reddit.com326.30.00 x, 0 windows
youtube.com2150.00 x
en.wikipedia.org2270.00 x, 0 windows
stackoverflow.com1110.00 x
community.oneplus.com1120.00 x
0patch.com1120 windows
physicsforums.com1150.00 x
themathdoctors.org1160.00 x
community.fabric.microsoft.com1180.00 x

Website intelligence — Collected evidence

Customers, testimonials, and first-party review claims

No supporting public-page evidence was collected for this category.

Independent review sources discovered

No links to supported independent review platforms were discovered on the collected pages.

13

AI visibility

Measured ChatGPT and Google AI mentions with cited sources.

AI-assistant referral traffic

  • Estimated current generative-AI referral share: 0.7%
MonthSource
—All AI assistants
—All AI assistants
—All AI assistants

Website intelligence — Collected evidence

Site-stated AI capabilities

Page typeEvidenceSource
features[Skip to main content](#mainContent) 0Health solutions Clinical solutions Radiology solutions Data and AI solutions Epic on Azure Microsoft for Healthcare Dragon Copilot Dragon Medical One PowerMic Mobile PowerScribe One PowerShare Image Sharing Precision Imaging Network mPower Clinical Analytics athenahealth Epic MEDITECH Customer stories Contact supporthttps://www.microsoft.com/en-us/health-solutions
featuresHarness cloud and AI technology to help radiology teams improve productivity and advance reporting.https://www.microsoft.com/en-us/health-solutions
featuresSurface Laptop Ultra Surface Pro Surface Laptop Surface RTX Spark Dev Box Explore Copilot Explore Microsoft products Windows 11 apps Account profile Download Center Microsoft Store support Returns Order tracking Certified Refurbished Why buy from Microsoft Store Flexible Payments Microsoft in education Devices for education Microsoft Teams for Education Microsoft 365 Education How to buy for your school Educator training and development Deals for students and parents [AI for education](httpshttps://www.microsoft.com/en-us/health-solutions
featuresMicrosoft AI Microsoft Security Dynamics 365 Microsoft 365 Microsoft Power Platform Microsoft Teams Microsoft Copilot Small Business Azure Microsoft Developer Microsoft Learn Support for AI marketplace apps Microsoft Tech Community Microsoft Marketplace Software companies Visual Studio Careers About Microsoft Company news Privacy at Microsoft Investors Diversity and inclusion Accessibility Sustainabilityhttps://www.microsoft.com/en-us/health-solutions
featuresBuild and scale intelligent apps, agents, and automation with an AI platform that maintains enterprise-grade control, security, and trust.https://www.microsoft.com/en-us/power-platform
featuresNeed help with Power Platform? Try the AI-powered assistant.https://www.microsoft.com/en-us/power-platform
featuresEmpower teams to move from idea to impact with clarity, speed, and control. Describe the outcome, and Power Platform uses AI to guide the development of apps and workflows, connect to your data, and stay governed and secure.https://www.microsoft.com/en-us/power-platform
featuresGet the security and governance you need to adopt AI with confidence. IT maintains oversight across every solution, while developers and makers build faster within approved guardrails, ensuring solutions scale consistently and securely across the business.https://www.microsoft.com/en-us/power-platform
features[Skip to main content](#mainContent) 0Microsoft AI Frontier Transformation Customer impact Frontier Accelerate AI for business Use cases Consumer goods Digital sovereignty Education Overview Power and utilities Oil and gas Mining Overview Banking Capital markets Insurance Overview Defense and intelligence Transportation and urban infrastructure Social services and public health Public safety and justice Public finance Overview [Defense and intelligenhttps://www.microsoft.com/en-us/ai
featuresDiscover how Microsoft AI brings intelligence into the flow of work, grounded in your data and built on trust so you can move beyond efficiency to drive growth, innovation, and meaningful outcomes.https://www.microsoft.com/en-us/ai
featuresExplore insights and guidance to help your organization scale AI, accelerate innovation, and drive measurable business outcomes.https://www.microsoft.com/en-us/ai
featuresAI Decision Brief for Frontier Transformationhttps://www.microsoft.com/en-us/ai
featuresFour curated resources for AI transformation leadershttps://www.microsoft.com/en-us/ai
featuresGet expert insights and practical guidance from four resources designed to drive AI impact.https://www.microsoft.com/en-us/ai
featuresYour AI transformation starts with what you’ve already builthttps://www.microsoft.com/en-us/power-platform/blog/
featuresSee how Power Apps, Power Platform, and Copilot Studio are helping teams transform ideas into AI-powered business solutions at PPCC 2026.https://www.microsoft.com/en-us/power-platform/blog/
featuresOne always-on roadmap: Dynamics 365, Power Platform, and Dataverse join the AI at Work roadmaphttps://www.microsoft.com/en-us/power-platform/blog/
featuresGet a practical CIO playbook for moving from isolated AI experiments to enterprise‑wide systems of action. Learn how to operationalize apps, agents, and Copilot with governance, clarity, and measurable outcomes.https://www.microsoft.com/en-us/power-platform/build-agentic-enterprise
featuresBusinesses are innovating with apps, agents, and AIhttps://www.microsoft.com/en-us/power-platform/build-agentic-enterprise
features[Skip to main content](#mainContent) 0Health solutions Clinical solutions Radiology solutions Data and AI solutions Epic on Azure Microsoft for Healthcare Dragon Copilot Dragon Medical One PowerMic Mobile PowerScribe One PowerShare Image Sharing Precision Imaging Network mPower Clinical Analytics athenahealth Epic MEDITECH Customer stories Contact supporthttps://www.microsoft.com/en-us/health-solutions

These are first-party product claims, not independent measurements of AI-search visibility.

14

Marketing opportunities

Actions calculated directly from the collected evidence.

OpportunityRecommended actionEvidence
Competitor gap3 first-page appearances across 0 windows

Website intelligence — Collected evidence

Website evidence gaps

  • customers: no usable public page was collected; verify whether the site publishes this evidence.
  • reviews: no usable public page was collected; verify whether the site publishes this evidence.
  • changes: no usable public page was collected; verify whether the site publishes this evidence.
  • identity: no usable public page was collected; verify whether the site publishes this evidence.
  • technical: no usable public page was collected; verify whether the site publishes this evidence.

Trust and proof

15

Customers, proof, and reviews

Published proof, customer signals, and review evidence.

Independent reviews

No citation-grounded independent review links were found.

Customer proof

Proof typeNamed customer or sourceEvidence
Case studyDEHN SEcustomer case study — DEHN introduced Dynamics 365 Sales as a platform for sales and customer relationship management. (Lightning protection is personal safety: DEHN optimizes sales with Dynamics 365 Sales / Microsoft Customer Stories)
Case studySTERNETcustomer case study — After implementing Dynamics 365 Sales, STERNET realized significant time savings. (STERNET brings visibility, collaboration, and speed with Dynamics 365 Sales / Microsoft Customer Stories)
Case studyLenovocustomer case study — # Lenovo sales team transforms globally and closes faster with Dynamics 365 Sales ... (Lenovo sales team transforms globally and closes faster with Dynamics 365 Sales / Microsoft Customer Stories)
Case studyGlencore Technologycustomer case study — workflow orchestration efficiencies with Dynamics 365 Sales—an increase in reporting and workflow efficiencies to the tune of ... (With Dynamics 365 Sales, Glencore Technology increases workflow efficiencies by 50% / Microsoft Customer Stories)
Case studyEYcustomer case study — With a foundation in Dynamics 365 Sales, EY added Sales Agent in Microsoft 365 Copilot and other AI agents to help sellers automate data entry with notifications and suggestions directly in Microsoft Teams and Outlook. (EY redefines CRM with Dynamics 365 Sales and Sales Agent in Microsoft 365 Copilot / Microsoft Customer Stories)
Case studyThe ARNOLD Groupcustomer case study — Dynamics 365 Sales, Customer Insights, and Power Platform tools streamlined lead capture, automated workflows, and unified data across ... (The ARNOLD Group forges deep customer connections with Dynamics 365 / Microsoft Customer Stories)

External links were grounded in one live web search. Search snippets are leads, not independently scraped page content; rejected links remain available in Review evidence.

16

Company, security, and trust

Ownership, policies, security signals, and public trust evidence.

SignalFindingSource
Company and ownershipSkip to main content About Our commitments Microsoft AI Microsoft Copilot Microsoft Cloud Microsoft Research Products & apps Work & Life Diversity & inclusion Alumni network Careers Official Microsoft Blog Microsoft on tsource
Contact and supportBuy now Contact ussource
Legal and privacyConsumer Health Privacy Sitemap Contact Microsoft Privacy Manage cookies Terms of use Trademarks Safety & eco Recycling About our adssource
Security and complianceNot published on the collected pages.—
Uptime and status pageSupport discrete, process, lean, and project-based manufacturing with a single platform that maximizes throughput quality and uptime.source
Domain registered1991-05-02—
Domain expires2027-05-03—

Not found on the collected pages: security and compliance. This only means Scout did not find it on the pages it read; it says nothing about the company itself.

17

Documentation and product updates

Help resources, product guidance, and visible changes over time.

Resource or updateTypeWhat is availableDate or freshness
Contact and supportSupportPublic contact and support channel. (source)Not dated
Sales Pricing / Microsoft Dynamics 365Product updateProduct update is publicly available. (source)Not dated
Agentic ERP Software Solutions / Microsoft Dynamics 365ChangelogPublic product change history. (source)Not dated

Not found in the collected public sources: public roadmap, status page, separate help center or knowledge base.

Technical

18

Technical and delivery signals

Delivery model, platforms, API, data ownership, reliability claims and release activity.

SignalFindingSource
Delivery model (cloud, self-hosted, desktop, browser extension)Cloud-based CRM, accessible via web and mobile S36.S36
Platforms and appsWeb app and mobile app for iOS/Android S36.S36
API and extensibility (API, SDK, webhooks, MCP, plugins)Extensible with Power Platform and Copilot Studio S36.S36
Data ownership and exportExport to Excel and Power BI S36 S41.S36 S41
Performance and reliability claimsNot published on the collected pages.—
Release activityNot published on the collected pages.—
19

Measured infrastructure

Domain, certificate, and hosting signals, measured directly.

SignalFinding
Domain registered1991-05-02 — MarkMonitor Inc.
Domain expires2027-05-03
TLS certificateMicrosoft Corporation, valid, expires 2026-12-20
Security headersHSTS
Headers not servedCSP, X-Content-Type-Options, X-Frame-Options, Referrer-Policy
Mail handled bymicrosoft-com.mail.protection.outlook.com
Nameserversns4-39.azure-dns.info, ns2-39.azure-dns.net

Not measurable: wayback: rate limited by archive.org, ladder stopped after 1 probe(s); rdap: exceeded the overall budget; wayback: exceeded the overall budget; tls: exceeded the overall budget; dns: exceeded the overall budget; headers: exceeded the overall budget. A gap here means the lookup was unavailable, not that the finding is negative.

20

Technical site audit

A bounded multi-page crawl with page-level issues and URLs.

Scout — Bounded technical crawl

  • Pages crawled: 15 of 15 maximum
  • Technical health: 94/100
  • Critical issues: 0
  • Warnings: 12
  • Notices: 13

Issues

SeverityIssueValueAffected URL
noticeImages are missing alt text14https://www.microsoft.com/en-us
noticeImages are missing alt text14https://www.microsoft.com/en-us
noticeImages are missing alt text14https://www.microsoft.com/en-us
warningTitle length should be reviewed93https://www.microsoft.com/en-us/windows/
warningTitle length should be reviewed67https://www.microsoft.com/en-us/surface
warningPage should have one primary H10https://explore.microsoft.com/en-us/edge/?cs=909571841&form=MA13FJ
noticeImages are missing alt text17https://explore.microsoft.com/en-us/edge/?cs=909571841&form=MA13FJ
noticeImages are missing alt text49https://www.microsoft.com/en-us/ai
noticeImages are missing alt text8https://www.microsoft.com/en-us/security
noticeImages are missing alt text48https://www.microsoft.com/en-us/dynamics-365
noticeImages are missing alt text37https://www.microsoft.com/en-us/power-platform
noticeImages are missing alt text11https://www.microsoft.com/en-us/windows-365
noticeImages are missing alt text11https://www.microsoft.com/en-us/sovereignty
warningTitle length should be reviewed66https://www.microsoft.com/en-us/software-development-companies
noticeImages are missing alt text28https://www.microsoft.com/en-us/software-development-companies
warningMissing canonical URL—https://rewards.bing.com/about
warningTitle length should be reviewed86https://www.microsoft.com/en-us/download
noticeMeta description length should be reviewed190https://www.microsoft.com/en-us/download
noticeImages are missing alt text4https://www.microsoft.com/en-us/download
warningDuplicate title in audit sample3https://www.microsoft.com/en-us
warningDuplicate title in audit sample3https://www.microsoft.com/en-us
warningDuplicate title in audit sample3https://www.microsoft.com/en-us
warningDuplicate meta description in audit sample3https://www.microsoft.com/en-us
warningDuplicate meta description in audit sample3https://www.microsoft.com/en-us
warningDuplicate meta description in audit sample3https://www.microsoft.com/en-us

Crawled pages

StatusTitleH1sWordsResponseURL
200Microsoft – AI, Cloud, Productivity, Computing, Gaming & Apps1104864 mshttps://www.microsoft.com/en-us
200Microsoft – AI, Cloud, Productivity, Computing, Gaming & Apps1104848 mshttps://www.microsoft.com/en-us
200Microsoft – AI, Cloud, Productivity, Computing, Gaming & Apps1104845 mshttps://www.microsoft.com/en-us
200Experience the Windows difference with Windows 11 OS, Laptops, PCs & Apps \Microsoft Windows1939116 ms
200Microsoft Surface: Laptops, Tablets & Computers \Microsoft Surface11200186 ms
200Get to Know Microsoft Edge0469916 mshttps://explore.microsoft.com/en-us/edge/?cs=909571841&form=MA13FJ
200Microsoft AI - Business Solutions and Tools14339433 mshttps://www.microsoft.com/en-us/ai
200Cloud Security Solutions \Microsoft Security12297270 ms
200Agentic CRM and ERP Solutions \Microsoft Dynamics 36512362351 ms
200AI-Powered Development Tools \Microsoft Power Platform13130114 ms
200Windows 365: Secure Cloud PC \Microsoft11958257 ms
200Discover Microsoft Sovereign Cloud \Microsoft11891302 ms
200AI & Tools for Software Companies \Software Development Companies11293160 ms
200About – Microsoft Rewards12141204 mshttps://rewards.bing.com/about
200Download Drivers & Updates for Microsoft, Windows and more - Microsoft Download Center11912109 mshttps://www.microsoft.com/en-us/download

This is a bounded Scout crawl. Core Web Vitals and Lighthouse scores are not claimed unless a dedicated performance audit is connected.

21

Search Console and Analytics

First-party search and behavioral data connection state.

Modeled acquisition channels

ChannelEstimated share
direct38.9%
search27.2%
search organic27.0%
search paid0.2%
social3.8%
social organic3.7%
social paid0.1%
referrals18.4%
paid referrals0.6%
mail10.2%
gen ai0.7%
affiliate0.1%
other0.0%

First-party connections

IntegrationStatusData available after connection
Google Search ConsoleNot connectedClicks, impressions, CTR, average position, queries, pages, countries, and devices
Google AnalyticsNot connectedOrganic sessions, engagement, landing pages, conversions, geography, and devices

No first-party Search Console or Analytics numbers are shown until the site owner authorizes the corresponding Google account. Scout traffic model values above are modeled estimates, not private analytics totals.

Limits and method

22

Limitations and open questions

Known constraints and missing evidence from the collected pages.

The collected pages do not mention any competitor products. Evidence gaps include lack of detailed pricing for all plans, no explicit uptime or performance claims, and no independent review ratings. Open questions remain about the exact scope of Copilot Credits and agent usage limits beyond the included 1,000 credits.

23

Sources, method, and limitations

Evidence inventory, collection method, provider use, and constraints.

This report is based on 15 collected pages from microsoft.com, including the Dynamics 365 Sales product page, pricing pages, and related solution pages. The evidence catalog includes 180 entries, but only a subset relevant to Dynamics 365 Sales was used. External proof search was enabled but only one request was made, and no external review profiles were scraped. Limitations include potential marketing bias in vendor pages and lack of independent verification of customer testimonials.

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