Dynamics 365 Sales

Facilitate digital selling and improve outcomes.



Accelerate Revenue & Close More Deals

At TrellisPoint, we specialize in implementing Microsoft Dynamics 365 Sales. It's a comprehensive CRM solution designed to streamline your sales processes, improve customer relationships, and drive business growth.

D365 Sales Key Features

Dynamics 365 Sales for Sales Managers

Revenue Intelligence

Revenue Intelligence

Copilot helps sales managers set up pricing, define targets, forecast sales, and manage the top line proactively and efficiently.

Sales Performance Analysis

Sales Performance Analysis

Managers can use Copilot to analyze sales performance, track team activities, and gain insights into areas that need improvement.

Coaching & Training

Coaching and Training

Copilot provides insights and recommendations that managers can use to coach their sales teams, improving overall performance and effectiveness.

Forecast Adjustments

Forecast Adjustments

Managers can adjust forecast values at different levels, ensuring accurate and up-to-date sales predictions.

Strategy Development

Strategy Development

Copilot assists in developing and implementing sales strategies by providing actionable insights and facilitating engagement with prospects and customers.

Dynamics 365 Sales for Sales Teams

Opportunity Summaries-1

Opportunity Summaries

Copilot provides quick summaries of opportunity and lead records, allowing salespeople to catch up on updates and prepare for meetings more efficiently.

Data Retrieval-1

Data Retrieval

Copilot can retrieve and summarize data from various sources within Dynamics 365 Sales, helping salespeople quickly access relevant information about their customers and opportunities.

Email Drafting-1

Email Drafting

Copilot assists in drafting emails by suggesting content based on the context of the sales interaction, making communication more efficient and personalized.

Task Automation-1

Task Automation

Routine tasks such as data entry and follow-up reminders can be automated by Copilot, freeing up time for salespeople to focus on more strategic activities.

Meeting Preparation-1

Meeting Preparation

Copilot helps salespeople prepare for meetings by providing summaries and insights on customer interactions and sales opportunities.

Qualify Opportunities

View AI-based scoring models and a prioritized work list for leads and opportunities.


Prepare for Engagements

View a timeline of past customer activities or use Copilot to generate opportunity summaries and meeting preparation notes.

Prepare for engagements

Track Progress

Track your pipeline and progress toward key performance indicators (KPIs) using embedded charts and dashboards.

track progress

Take the Best Action

Get suggestions for sales actions and next steps to advance the deal.

take the best action

Dynamics 365 is Recognized as a Leader by Top Industry Analysts

Forrester named Microsoft as a Leader in the CRM Suites Wave, Core CRM Solutions Wave and the Sales Force Automation Wave.
Gartner named Microsoft a Leader in the 2023 Gartner® Magic Quadrant™ for Sales Force Automation Platforms4 and a Leader in the 2023 Gartner® Magic Quadrant™ for B2B Marketing Automation Platforms
Microsoft Dynamics 365 Customer Insights recognized as an Overall, Product, Innovation and Market Leader in KuppingerCole’s Leadership Compass 2022 for Customer Data Platforms

Microsoft is on the Constellation ShortList for top vendors in Sales Force Automation, Sales Engagement Platforms and B2B Marketing Automation

Popular Integrations with D365 Sales

office 365

Microsoft 365 and Office Applications

Dynamics 365 Sales integrates seamlessly with Microsoft 365, including Word, Excel, and Outlook, allowing for easy data import/export, document management, and email communication

sales navigator

LinkedIn Sales Navigator

Integration with LinkedIn Sales Navigator enables sales teams to leverage social selling by accessing LinkedIn profiles, finding new leads, and receiving lead recommendations directly within Dynamics 365 Sales


Azure and Power Platform

Dynamics 365 Sales integrates with Azure and the Power Platform, enabling advanced analytics, AI capabilities, and custom workflows. This integration allows businesses to automate processes, gain deeper insights, and enhance productivity with low-code/no-code solutions

Business Central

Business Central and Field Service

The integration between Dynamics 365 Sales and other Dynamics 365 modules like Business Central and Field Service provides a holistic view of operations. It ensures real-time synchronization of data, efficient scheduling, and accurate invoicing, enhancing overall operational efficiency​

copilot d 365 integrations

Compatible with Leading Marketing Automation Platforms

Mailchimp Marketo Click Dimensions Hubspot Emfluence Act On constant-contact-logo zoho logo

Dynamics 365 Sales FAQ

Dynamics 365 Sales Articles

4 min read

From Spreadsheets to Dynamics 365 Sales: A Smart Move

Spreadsheets are an extraordinary tool. For many of us, it’s hard to remember what life was like without them. But if the complexities of juggling multiple spreadsheets and trying to keep sales data organized are wearing on...
3 min read

3 Ways to Finely Tune Your Sales Engine by Implementing a CRM System

With competition fierce in every industry, no matter what field your business operates in, cultivating robust customer relationships is key to success. Today, your customers are looking for a personalized approach that...
4 min read

Meeting CIO’s Complex Challenges with Dynamics 365

Chief Information Officers have faced unprecedented challenges in the last few years, and 2024 is poised to serve up even more. From optimizing budgets to mitigating risk, to process management and maximizing productivity,...
7 min read

Manufacturing Challenges Solved with Microsoft Dynamics 365 CRM

Manufacturing companies face a multitude of challenges, especially in keeping up with the technology and the demands of an ever-changing workforce and customers. A manufacturer needs to know what to make and when to make it...
6 min read

How TrellisPoint Solves Enterprise Complexities

Is your company being challenged with growing pains? One of the most frustrating problems for growing enterprise companies is the need for more support to facilitate that growth when your teams are already stretched to their...
3 min read

Close More Deals with Microsoft Sales Copilot

Is your sales organization working up to its potential? Or is their productivity constantly hampered by lagging data and low-value activities that take them away from booking deals? Sales leaders want their teams to be...

TrellisPoint Can Help!

Implementing Dynamics 365 for Sales can significantly transform your sales operations, enhance customer relationships, and drive growth. At TrellisPoint, we specialize in delivering tailored implementation services that ensure you get the most out of this powerful CRM solution.

Whether you’re just getting started with CRM software or ready to migrate from SalesForce, Saleslogix, or any other CRM platform, Microsoft Dynamics 365 will give your business the boost it needs to close deals and build stronger relationships.


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