Three Tools in Microsoft Dynamics 365 Sales That Can Boost Your Productivity

Microsoft Dynamics 365 Sales is built to help teams manage their pipelines more effectively and keep pace with customer activity. The platform reduces manual work, surfaces key insights at the right moment, and ensures sellers stay organized across every account—whether it’s a small lead or a major enterprise client. Below are three tools that can strengthen your sales process, improve follow-through, and elevate the customer experience.

Suggested Actions

Dynamics 365 Sales now acts like a proactive guide rather than a static CRM. With automated prompts built directly into lead and opportunity records, the system identifies the next best step for each deal—whether that’s sending a follow-up email, re-engaging a stalled prospect, or scheduling a call. It evaluates stage progression, recent engagement, and potential risks to make sure sellers stay aligned with what matters most. This reduces the mental load on users and helps prevent overlooked tasks or forgotten opportunities.

Enhanced User Interface and Hierarchy View

The redesigned Hierarchy Control gives sellers a clearer understanding of how accounts, contacts, and opportunities connect across their organization. Instead of navigating through separate pages to piece information together, users can see relationships, shared stakeholders, and cross-team activity in one visual layout. This makes it easier to identify new openings, detect potential issues, and understand how different records influence one another. Even better, the hierarchy view supports in-place editing, allowing users to update fields and review details without leaving the visualization.

Sales Research Agent

The new Sales Research Agent brings powerful on-demand analysis directly into Microsoft’s CRM. Users can type natural language prompts—such as asking for a breakdown of current sales performance or an evaluation of territory coverage—and receive instant reports and visual summaries. The agent compiles relevant data, highlights key insights, and even offers guidance on how to improve execution or drive growth in specific areas. It turns complex evaluation work into quick, actionable intelligence that sellers can use immediately.

Next Steps 

Logan Consulting is a proud Microsoft partner. We are committed to helping our clients get the most out of their CRMs. Contact us today to learn more about Sales within Microsoft Dynamics Business Central.