ERBrains makes Dynamics 365 Sales smarter and always active — powered by Microsoft Copilot, it's CRM on autopilot.
Help teams exceed customer expectations and reach their goals with agentic sales.
Review open sales tasks, new assignments, and pipeline updates by querying Microsoft Copilot using natural language or prebuilt prompts.
Avoid manual work and save time with autonomous research on incoming leads.
View AI-based scoring models and prioritized work lists for opportunity qualification.
Receive autonomous recommended actions within the flow of work that help progress opportunities.
Available in Dynamics 365 Sales PremiumView AI-generated opportunity summaries and meeting preparation notes including customer status, relevant news, and past meeting notes.
Identify leads that have the highest chances to close with AI-powered alerts that follow you no matter where you work in Dynamics 365 Sales.
Get email and call assistance using Copilot-generated email drafts and call summaries that include an analysis of sales KPIs and suggested tasks.
Manage your opportunities from anywhere with a single, unified mobile experience that makes tasks like meeting prep and call logging quick and easy.
Available in Dynamics 365 Sales PremiumShare automated sales guidance with teams — including agent-identified failure points in the sales sequence.
Predict revenue and track performance against goals with forecasts and charts.
Get insights into forecasts and team metrics like conversion and win rates by querying Copilot using natural language or prebuilt prompts.
Leverage autonomous agents to keep CRM data accurate and up to date, improving seller confidence in pipeline and forecasting.
Available in Dynamics 365 Sales PremiumExtend agents with external data sources to enhance the research signal strength.
Build custom sales apps, automate business processes, and enrich seller experiences — all tailored to your unique business needs.
Easily configure fields, dashboards, and views to match your organization's sales methodology.
Keep sales data protected when using Dynamics 365 Sales with the Power Platform Customer Lockbox.
View KPI data on contacts, leads, and opportunities — and export to Excel.
Manage user permissions and data across levels via predefined security roles.
Microsoft Dynamics 365 Sales offers flexible licensing options — from core Sales Force Automation for growing teams to AI-powered Premium plans for enterprise-scale selling. All plans include Copilot capabilities, seamless Microsoft 365 integration, and dedicated ERBrains implementation support.
Everything you need to know about Dynamics 365 Customer Service.
It's a cloud-based CRM solution by Microsoft that helps businesses manage leads, build relationships, and close deals faster with AI, automation, and deep insights.
Yes. Dynamics 365 Sales integrates seamlessly with Microsoft Outlook, Teams, and Microsoft 365 applications. Users can sync emails, meetings, contacts, and CRM data directly from their daily work environment.
Yes. Dynamics 365 Sales offers scalable solutions suitable for startups, SMBs, and large enterprises. Businesses can choose plans based on their requirements and expand features as they grow.
Yes. Microsoft provides enterprise-grade security with role-based access control, encryption, compliance certifications, and secure cloud infrastructure to protect customer and business data.
Implementation timelines vary depending on business size, customization needs, integrations, and data migration requirements. A standard implementation may take from a few weeks to a few months. ERBrains provides end-to-end implementation and support services.
ERBrains offers certified Microsoft Dynamics expertise, industry-specific solutions, seamless implementation, customization, integration, training, and ongoing support to help businesses maximize ROI from Dynamics 365 Sales.
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