What is Dynamics 365 Sales?

Dynamics 365 Sales is a CRM solution for managing customers, leads, opportunities and activities. It gives the sales team a shared workspace for information used in the sales process.

A lead can be assessed and qualified before becoming an opportunity. Subsequent work may include activities, quotations and orders, depending on the organisation's processes and configuration.

Shared definitions and recording practices are essential for sales management. The solution cannot provide reliable decision support if information is incomplete or team members interpret sales stages differently.