Microsoft Dynamics 365 Sales

microsoft.com/dynamics365
Analytics CRM Business management

Microsoft Dynamics 365 Sales is a CRM built to help sales teams manage leads, opportunities, accounts, and pipelines in one place. It supports structured sales processes, forecasting, lead management, and productivity features that keep data current across the sales lifecycle. With Microsoft’s ecosystem and broad adoption, it’s a trusted foundation for teams that need accurate pipeline visibility and consistent execution.

Connect Microsoft Dynamics 365 Sales so BOBs can continuously monitor your pipeline and react when opportunities change. When an opportunity is created or reopened, ownership shifts, stages move, close dates or probabilities update, or contacts are modified, BOBs can trigger timely follow-ups and ensure the right next step happens—without waiting for someone to notice the update.

This unlocks end-to-end sales execution use cases like operational pipeline hygiene (keeping every opportunity moving), automated routing to the correct owner or team, and next-best actions based on what changed (e.g., follow-up reminders when value or stage updates indicate urgency). BOBs can also coordinate downstream systems you use for outreach, scheduling, quoting, and reporting, so your sales motion stays responsive and consistent.

What can BOBs do with Microsoft Dynamics 365 Sales?

Perform actions

  • Create Appointment
  • Create Custom Entity
  • Find Contact
  • Get Account
  • List Accounts
  • List Appointment Categories
  • List Appointment Category Options
  • List Appointments
  • List Solution ID Options
  • Search Accounts
  • Update Appointment

Listen to real-time events

  • Account Ownership Changed
  • Account Status Changed
  • Contact Added to Account
  • New Account Activity
  • New Account Created
  • New Opportunity Activity
  • New Opportunity Created
  • Opportunity Close Date Updated
  • Opportunity Close Probability Updated
  • Opportunity Contact Changed
  • Opportunity Estimated Value Updated
  • Opportunity Marked Won or Lost
  • Opportunity Ownership Changed
  • Opportunity Reopened
  • Opportunity Stage Updated