Boost sales with an agentic CRM solution
Deepen relationships and grow revenue using AI that personalizes, predicts, and scales.
OVERVIEW
Focus on closing deals, not chasing them,
with agentic sales
- Multiply your wins with real-time actionable insights and powerful sales agents for every role.
- Improve seller productivity with AI-enhanced opportunity scoring and automated data capture and task assistance—in the flow of work.
- Engage with customers in the right way—and at the right time—with AI-powered guidance and relationship insights.
- Scale best practices and boost seller performance with automated sequences, insights, and data visualization.
- Unify and enrich data with AI to create 360-degree customer profiles—and identify preferences and future opportunities.
- Optimize journeys and deliver impactful content with AI-generated recommendations and real-time triggers.
- Streamline work with Copilot in Dynamics 365 Sales to turn simple language prompts into recommended content and insights.
Products
Explore digital sales products
Dynamics 365 Sales
Close more deals and increase efficiency with an agentic sales solution.
Dynamics 365 Customer Insights
Unite data and deliver personalized, connected customer journeys with next-generation AI.
Microsoft Power BI
Connect and visualize all your customer and sales data in a unified, scalable platform.
Microsoft Teams
Chat, meet, call, and collaborate across your sales teams and connect with customers.
LinkedIn Sales Navigator
Uncover key sales insights to target the right buyers and engage prospects with personalized outreach.
AGENTS
Accelerate revenue and boost seller productivity
Automate tasks using prebuilt agents in Dynamics 365 Sales, which work around the clock so your reps can focus on building customer relationships and closing deals.
Continuously research and analyze every opportunity
Empower sellers to stay deeply informed so they uncover deal risks and drive smarter sales execution.
Improve close rates with higher quality leads and autonomous qualifications
Free sellers’ time by prioritizing and engaging leads with an AI agent that never sleeps.
Research insights
Recognized by independent industry analysts
Find out why Microsoft was named a Leader in the 2025 Gartner® Magic Quadrant™ for Sales Force Automation Platforms.
Discover why Microsoft was named a Leader in The Forrester Wave™: Customer Relationship Management, Q1 2025.1
CUSTOMER STORIES
Real customers, real results
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Contact us
Learn more about our products, discuss use cases, or get pricing information.
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- [1]The Forrester Wave™: Customer Relationship Management Software, Q1 2025, March 24, 2025.
Forrester does not endorse any company, product, brand, or service included in its research publications and does not advise any person to select the products or services of any company or brand based on the ratings included in such publications. Information is based on the best available resources. Opinions reflect judgment at the time and are subject to change. This report is part of a broader collection of Forrester resources, including interactive models, frameworks, tools, data, and access to analyst guidance. For more information, read about Forrester’s objectivity here.
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