Dynamics 365 Sales provides intuitive tools that enable agility, empowering teams to focus on building relationships and closing deals.
In this article, we’ll highlight 12 of its features that can transform sales operations, save time, and scale growth. From AI-powered email assistance to detailed analytics, we’ll examine how these can help your team work more efficiently and quickly respond to changing market conditions.
1. Copilot and CRM Data in Outlook
Copilot brings CRM data and AI capabilities into Outlook to reduce sales administration. It’s an intelligent assistant to help manage customer communications and CRM updates without needing to switch between apps. For example, when you receive a new email, Copilot will nudge you to track the message, identify if it’s from someone not in your Dynamics CRM and enables you to add them quickly.
Copilot summarises emails, saving you time by identifying the key points. When you want to update Dynamics record you can edit accounts, contacts, opportunities and other records directly within Outlook. Copilot also drafts email responses based on the context of the conversation, your relationship and uses calendar availability to propose meeting times where appropriate.
By bringing CRM data and insights into Outlook, Copilot reduces effort and saves time.
2. Copilot in Dynamics 365 Sales
Copilot extends its assistance within the D365 Sales interface to save time. These capabilities include auto-generated record highlights, which offer quick, actionable insights at a glance. When you open a contact, opportunity, or other records, Copilot summarises the most relevant information, ensuring you’re always up to date.
For instance, when viewing an account, Copilot highlights recent interactions, outstanding tasks, or potential risks. With opportunities, it summarises the deal status, flags potential competitor threats and recommends next steps. This helps you quickly grasp the essentials and make informed decisions.
Copilot also lists recent news updates about your customers and prospects that might impact your sales approach.
Related: Top Copilot Prompt to Help Sellers Ahead with D365 Sales
3. Sales Sequences
Sales sequences offer people guidance to progress prospective deals by following steps in line with defined sales scenarios.
Sequences work on leads and opportunities to help sellers reach successful outcomes by consistently following proven methodology.
The accompanying work list increases focus by displaying your daily sequence-related tasks in one place. Read more about sequences in our article.
4. Relationship Analytics
The relationship analytics tab in Dynamics 365 provides insights on tracked customer interactions. By analysing email and meeting activity, these include:
- Most active contacts within accounts
- Customer vs. seller engagement levels
- Email response patterns
- Activity timeline over 60 days
Metrics and performance indicators are calculated from recent and historical activities on a record, helping you identify communication trends.
5. Microsoft Teams Integration
Dynamics 365 Sales seamlessly integrates with Teams to enhance collaboration and save time. You can access Teams chats alongside opportunities, leads and other records within Dynamics, minimising app switching and maintaining context. From these records, you can start linked chats without leaving the CRM interface, enabling quick communication with colleagues – even if they don’t use Dynamics.
For complex deals, create customisable deal rooms in Teams from Dynamics opportunities. These workspaces offer structured collaboration areas for extensive document sharing and stakeholder involvement.
6. Conversation Intelligence
Dynamics also taps into Teams’ capabilities to provide conversation intelligence for enhancing interactions. In meetings, conversations are transcribed and analysed in real-time. You can access CRM records directly within the Teams interface during these calls to increase personalisation and save time.
After a meeting, conversation intelligence generates call summaries listing key insights and action items. Sales leaders can access reports highlighting sentiment analysis and top performers’ traits to coach individuals for improved performance.
7. Forecast with Confidence
The opportunity view provides a snapshot of your sales pipeline to visualise its health. Bubble and funnel charts depict key metrics like estimated revenue, sales stage and deal probability. Sellers can visualise their pipeline, while leaders gain oversight of their team’s performance.
Dynamics 365 forecasting (above) provides multi-level views – from individual sellers to entire departments – to compare performance against targets.
Using AI predictive modelling, D365 Sales analyses your historical data and current trends to offer forecasts. It also provides charts and flow visuals to identify pipeline risks and opportunities.
This enables real-time performance tracking for precise projections and informed decision-making.
8. AI-Based Scoring
In D365 Sales, AI scoring models for leads and opportunities analyse your data to offer insights about the likelihood of a successful conversion.
Using the Dynamics sales accelerator feature, these scores rank leads and opportunities, helping sellers to prioritise and allocate their time effectively.
For leads, predictive scores use historical data showing positive and negative factors. Opportunity scores use machine learning to grade each deal, with an additional relationship health score based on customer and seller interactions.
9. Sales Usage Insights
Dynamics 365 Sales Usage Insights provides an overview of team performance and system adoption. These Power BI dashboards offer detailed reports of user actions across opportunities, leads, accounts, and contacts. You can filter by date, user, business unit and role to see visuals such as:
- Users with the most opportunities updated
- Top performers in lead qualification
- Actions performed on accounts by month
- Most active contact creators
These analytics can help you spot trends and improvement areas. Leaders can use these insights to support decisions, offer targeted coaching, and drive adoption.
10. LinkedIn Integration
Connecting LinkedIn Sales Navigator enhances Dynamics 365 by bringing your professional network into CRM workflows. This integration provides real-time updates on your contacts and enriches profiles.
With LinkedIn data and actions accessible in the Dynamics interface, individuals can view information more quickly, better personalise interactions and grow their network without switching interfaces.
Please read our article to learn more about how Sales Navigator works with Dynamics 365 Sales.
11. eSignature Integration
You can streamline your contract and quote processes by integrating Dynamics 365 Sales with DocuSign or other eSignature solutions.
Create branded documents using customisable templates directly within the Dynamics interface, which can be sent for signature without leaving your CRM.
This integration can handle multiple signatories and revisions, automatically capturing signed documents into Dynamics. The result is a faster workflow that reduces manual data entry and improves document visibility.
12. Autonomous Agents
The Sales Qualification Agent for Dynamics 365 Sales automates lead research, prioritisation and personalised email creation.
This AI-powered assistant analyses your pipeline and trusted external web sources to identify the most promising prospects before developing messages to engage prospects.
In addition to this and other prebuilt agents, you can create custom AI agents with Copilot Studio to develop automation that uses your knowledge and resources, including CRM data to make decisions by applying reasoning logic.
These bespoke agents can be tailored to your needs, including workflow optimisations and task automation. By integrating custom agents, sales teams can focus more on high-value activities. Learn more about Copilot agents.
Demonstrating Dynamics 365 Sales – 2025
Improved Sales Outcomes
These are just some of the Microsoft Dynamics 365 Sales features to modernise processes and improve performance.
At ServerSys, we specialise in tailoring the application. Our team of experts can help you:
- Assess your current sales processes and identify areas for improvement
- Customise Dynamics 365 Sales to align with your specific workflows
- Implement and integrate the features that will have the most impact on your business
- Train your team to effectively use these new tools, ensuring rapid adoption
Contact Serversys today for a consultation. Let’s work together to transform your sales operations.
Updated: August 14, 2025
