{"id":25658,"date":"2026-11-09T15:43:37","date_gmt":"2026-11-09T14:43:37","guid":{"rendered":"https:\/\/www.pkf-attest.es\/tecnologia\/microsoft-dynamics-365-sales\/"},"modified":"2026-11-09T17:25:08","modified_gmt":"2026-11-09T16:25:08","slug":"microsoft-dynamics-365-sales","status":"publish","type":"page","link":"https:\/\/www.pkf-attest.es\/tecnologia\/en\/microsoft-dynamics-365-sales\/","title":{"rendered":"Microsoft Dynamics 365 Sales"},"content":{"rendered":"
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\r\n\t\t\t\tMicrosoft Dynamics 365 Sales\t\t\t\r\n\t\t\t<\/h1>\r\n\t\t\t\r\n\r\n\t\t\t\t\t

\r\n\t\t\t\tCustomer relationship management (CRM) software\n\t\t\t<\/h2>\r\n\t\t\t\t\t\r\n\t<\/div>\r\n<\/div>\r\n\t
\r\n\t\t\"Microsoft\r\n <\/div>\r\n\n\n\n
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Less logging.
<\/strong>More selling.<\/strong><\/span><\/h2>\n\n\n\n

Copilot captures your sales activity for you from Outlook and Teams, and Dynamics 365 Sales turns it into pipeline, forecasts and insights. CRM stops being a chore and becomes an advantage.<\/p>\n\n\n\n

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Request a demo<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n
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\r\n +15% \r\n <\/div>\r\n
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\r\n increase in sales with automated processes and advanced analytics <\/div>\r\n <\/div>\r\n
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\r\n +25% \r\n <\/div>\r\n
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\r\n saved in sales time by eliminating manual tasks and duplicate data <\/div>\r\n <\/div>\r\n
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\r\n +30% \r\n <\/div>\r\n
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\r\n improvement in conversions thanks to lead scoring and predictive AI <\/div>\r\n <\/div>\r\n
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\r\n Nativa \r\n <\/div>\r\n
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\r\n integration with Microsoft 365 and Power Platform <\/div>\r\n <\/div>\r\n <\/div>\r\n<\/div>\r\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n
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Your opportunities aren’t lost for lack of leads. They’re lost because of what happens next.<\/h2>\n\n\n\n

If you recognize yourself in any of these signs, your sales team is working with one hand tied behind its back:<\/p>\n\n\n\n

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Leads and opportunities live in Excel and Outlook<\/h3>\n<\/div><\/div>\n\n\n\n
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There is no clear view of the pipeline or sales forecast<\/h3>\n<\/div><\/div>\n\n\n\n
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It’s hard to track the team’s sales activity<\/h3>\n<\/div><\/div>\n\n\n\n
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Customer information is scattered across people<\/h3>\n<\/div><\/div>\n<\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n
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What is Dynamics 365 Sales?<\/h2>\n\n\n\n

It is Microsoft’s CRM solution for digitizing your sales force: a single source of truth where every lead, opportunity, account and contact is recorded and connected.<\/p>\n\n\n\n

It automates the sales cycle, prioritizes opportunities with AI and gives management the forecasts and indicators to decide. All within the Microsoft environment your team already uses.<\/p>\n\n\n\n

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What is it for? The entire sales cycle, in one system<\/h2>\n\n\n\n

Sell more, sell better, with real information in real time.<\/p>\n\n\n\n

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Complete opportunity management<\/h3>\n\n\n\n

Every opportunity with its stage, amount and probability. Nothing gets left in a drawer.<\/p>\n<\/div><\/div>\n\n\n\n

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Customer and account tracking<\/h3>\n\n\n\n

A single customer record: history, contacts, interactions and documents, always at hand.<\/p>\n<\/div><\/div>\n\n\n\n

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Sales process automation<\/h3>\n\n\n\n

Automatic workflows, tasks and alerts: less manual work, more time to sell.<\/p>\n<\/div><\/div>\n\n\n\n

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Lead scoring and predictive AI<\/h3>\n\n\n\n

AI identifies the real opportunities and tells you where to start each morning.<\/p>\n<\/div><\/div>\n\n\n\n

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Funnels and advanced forecasting<\/h3>\n\n\n\n

Real-time pipeline and forecast so management decides with data, not intuition.<\/p>\n<\/div><\/div>\n\n\n\n

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Full mobility and document management<\/h3>\n\n\n\n

Mobile app for field sales reps and documentation integrated into every opportunity.<\/p>\n<\/div><\/div>\n<\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n

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It’s not an island: it connects with what you already have<\/h2>\n\n\n\n

Dynamics 365 Sales lives within the Microsoft ecosystem and connects with your ERP and your tools. Dynamics 365 Sales integrations:<\/p>\n\n\n

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\r\n \"Microsoft\r\n <\/div>\r\n
\r\n Microsoft 365 <\/div>\r\n <\/div>\r\n
\r\n (Outlook, Teams, Excel): synchronization of email, meetings and data. <\/div>\r\n
\r\n \r\n M\u00e1s informaci\u00f3n <\/a>\r\n <\/div>\r\n <\/div>\r\n
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\r\n \"Power\r\n <\/div>\r\n
\r\n Power BI <\/div>\r\n <\/div>\r\n
\r\n Advanced sales analytics. <\/div>\r\n
\r\n \r\n M\u00e1s informaci\u00f3n <\/a>\r\n <\/div>\r\n <\/div>\r\n
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\r\n \"ERP\r\n <\/div>\r\n
\r\n ERP Dynamics 365 Business Central \/ Finance <\/div>\r\n <\/div>\r\n
\r\n 360-degree view of the customer. <\/div>\r\n
\r\n \r\n M\u00e1s informaci\u00f3n <\/a>\r\n <\/div>\r\n <\/div>\r\n
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\r\n \"External\r\n <\/div>\r\n
\r\n External applications (HubSpot, SAP, Salesforce) <\/div>\r\n <\/div>\r\n
\r\n Via standard connectors. <\/div>\r\n
\r\n \r\n M\u00e1s informaci\u00f3n <\/a>\r\n <\/div>\r\n <\/div>\r\n
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\r\n \"Power\r\n <\/div>\r\n
\r\n Power Automate <\/div>\r\n <\/div>\r\n
\r\n To automate complex workflows <\/div>\r\n
\r\n \r\n M\u00e1s informaci\u00f3n <\/a>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n
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Dynamics 365 Sales for your industry<\/h2>\n\n\n
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We adapt the CRM to the way each industry sells \u2014 not the other way around.<\/p> <\/div>\r\n

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\r\n Industrial Sector <\/h4>\r\n
\r\n Distributor management, demand forecasting and key account control. <\/div>\r\n <\/div>\r\n
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\r\n \"Industrial\r\n <\/div>\r\n
\r\n Industrial Sector <\/div>\r\n
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Industrial manufacturers and distributors sell through channels and long cycles. Dynamics 365 Sales brings order to them in a single place.<\/p>\n