What’s Included
D365 Sales covers lead management, opportunity tracking, account hierarchy, forecasting, and Sales Copilot. Integrates with Microsoft 365 (Outlook, Teams), Power Platform, and LinkedIn Sales Navigator.
License tiers: Professional, Enterprise, Premium. Premium adds Sales Accelerator, relationship analytics, and Copilot features.
Core Configuration
Business Process Flows guide the stages. Lead → Opportunity qualification → Develop → Propose → Close. Customize stages per your sales methodology — they’re declarative, not hardcoded.
Forecasting
Territory-based or user-based forecasts roll up automatically. Weighted forecasts use probability per stage; committed forecasts reflect rep intent. Use both; reconcile weekly.
Sales Accelerator
Accelerator is a sequenced work list for SDRs and reps — next best call, next best email, follow-up reminders. Enables consistent outreach without constant nagging.
Copilot in Sales
Opportunity summaries, email drafting, meeting prep, account context. Requires Premium tier + Copilot SKU. Start with summary + email drafting; they deliver quick wins.