Microsoft Dynamics 365 Sales
Dynamics 365 Sales is the flagship application in the Microsoft Dynamics 365 CRM suite — purpose-built for B2B sales teams that need to manage pipeline, automate quoting, and connect their CRM to ERP order management. It brings opportunity tracking, quote-to-order automation, AI-assisted forecasting, and native Microsoft 365 integration together in a single platform, natively connected to Business Central and Dynamics 365 Finance. Weblink Plus implements and configures Dynamics 365 Sales for Australian businesses, from initial scoping through to post-go-live support.
Talk to a Dynamics 365 Sales SpecialistPart of the Dynamics 365 CRM suite. Dynamics 365 Sales shares a common data model with Dynamics 365 Customer Service, Marketing, and Field Service — and integrates natively with Business Central and Dynamics 365 Finance for quote-to-order automation. View the full Dynamics 365 CRM suite →
Core Capabilities
From first contact to closed order — a connected sales platform built for the Microsoft ecosystem.
Pipeline & Opportunity Management
Track every deal from first contact to close — with configurable pipeline stages, activity timelines, and full interaction history against each opportunity so your sales team always has context before they engage.
Quote-to-Order Automation
Generate quotes from live ERP pricing and product data, then convert accepted quotes directly to sales orders in Business Central or Dynamics 365 Finance — eliminating manual re-entry and the errors that come with it.
AI-Assisted Forecasting
Microsoft Copilot analyses your pipeline and predicts close probabilities based on historical patterns, giving sales managers a more accurate revenue forecast than manual pipeline reviews and spreadsheet roll-ups.
Email & Teams Integration
Track emails and meetings in Outlook, collaborate on deals in Teams, and surface customer context in every conversation — without leaving the Microsoft tools your sales team already uses every day.
Best Suited For
Not sure if Dynamics 365 Sales is the right fit? Book a free consultation and we will assess your requirements.
Frequently Asked Questions
What is Dynamics 365 Sales?
Microsoft Dynamics 365 Sales is a cloud-based sales management platform that helps Australian businesses manage their pipeline from lead to closed deal. It tracks every customer interaction — emails, calls, meetings, and proposals — against each opportunity, giving sales teams full context before every conversation. It is natively integrated with Microsoft 365 (Outlook, Teams, Excel) and with Microsoft ERP platforms including Business Central and Dynamics 365 Finance, making it the natural choice for businesses already operating in the Microsoft ecosystem.
Does Dynamics 365 Sales convert quotes directly into ERP sales orders?
Yes — this is one of the most significant advantages of Dynamics 365 Sales for businesses running Business Central or Dynamics 365 Finance. Quotes generated in Dynamics 365 Sales convert directly to sales orders in the connected ERP without manual re-entry. Customer pricing, product catalogue, and credit limit data from the ERP are visible in the CRM, so sales reps are always quoting from current information. Weblink Plus configures this quote-to-order integration as a core part of every Dynamics 365 Sales implementation for Microsoft ERP customers.
Does Dynamics 365 Sales integrate with Outlook and Teams?
Yes. Dynamics 365 Sales integrates natively with Microsoft Outlook and Microsoft Teams. The Dynamics 365 App for Outlook lets sales reps track emails, create contacts, and update opportunities without leaving their inbox. Microsoft Teams integration surfaces customer and deal context directly in Teams conversations and meeting records, so sales teams can collaborate on deals without switching between applications. Microsoft Copilot AI is embedded across both integrations, providing email drafting suggestions, meeting summaries, and next-step recommendations based on deal history.
Who is Dynamics 365 Sales best suited for?
Dynamics 365 Sales is best suited to B2B businesses with a structured sales process — particularly those already running Business Central, Dynamics 365 Finance, or Microsoft 365. It is well suited to organisations with sales teams of 5 or more, businesses that need to connect their CRM pipeline to ERP order management, and companies that want AI-assisted forecasting and Microsoft Copilot capabilities embedded in their sales workflow. It is especially effective when implemented alongside Dynamics 365 Customer Service or Marketing, where the shared data model delivers the most value across the full customer lifecycle.
Ready to Connect Your Sales Team to Your ERP?
Our certified Dynamics 365 consultants will assess your sales process and design a solution that connects your pipeline, quoting, and order management in one Microsoft platform.