D365 Sales

What it does

Centralises leads, accounts, contacts and opportunities
Tracks emails, meetings, calls and activities automatically
Supports structured sales processes with stages, rules and alerts
Provides real-time visibility into pipelines, forecasts and performance
Connects seamlessly to Microsoft Teams, Outlook and LinkedIn

Where the AI adds value

Lead and opportunity scoring based on historical patterns
Deal health insights that flag inactivity, competitor mentions or lack of engagement
Email and meeting summarisation to help reps stay up to date
Suggested next steps based on pipeline stage and previous outcomes
Forecasting support that highlights risk and confidence levels

Why it matters

Salespeople get more time to focus on selling
Managers get a clearer view of what's working and what needs fixing
Forecasts become more accurate and less reliant on gut feel
Onboarding is faster with guided selling and playbooks