How to choose the right sales platform

Things to consider when choosing a sales platform

User-friendliness that works in everyday practice

Sales reps want a tool that just… works. Dynamics 365 Sales is built to fit into the workflow in Outlook, Teams, and on mobile—so salespeople actually use it.

Features that drive results

It’s not about “more features,” but the right features: better pipeline control, higher conversion, and clearer prioritization. That’s where Dynamics 365 Sales stands out.

Integration without friction

The system connects directly with Microsoft 365, Business Central, and your existing tools—without the need for custom solutions. All data works together from the start.

Automation that saves time

Automatic reminders, meeting notes, activity logging, and recommended actions reduce administration and help the team work more proactively.

Scalability as you grow

Start simple—scale up when you need to. Dynamics 365 Sales works just as well for smaller sales teams as it does for advanced B2B sales processes.

Strong security and clean data

You get Microsoft-level security, clear permissions, and a platform built to last—even as your needs evolve.

Why companies choose Dynamics 365 Sales

Därför ska du komplettera Business Central med NAB Ekonomi

Modernisera er säljprocess med Sales idag

The sales process—unified and smarter

From the first lead to a closed deal—everything follows a clear and scalable process. No side tracks. No custom solutions that fall through the cracks.

AI that actually makes a difference

Dynamics 365 delivers AI that supports the sales team in their daily work. Summarizes meetings and emails, predicts risk and opportunity, recommends next steps, and automates administrative tasks.

Forecasts you can rely on

The system provides real-time insights: which deals are at risk, what’s changing in the pipeline, and what drives conversion. Perfect for sales leaders who want to move from gut feeling to precision.

The platform grows with you

Start small. Build further. Add capabilities as your business needs them. Dynamics 365 is future-ready—a philosophy NAB fully shares.

Security at the Microsoft level

Security, data protection, and compliance are built in from the start. For companies that want to make decisions based on data, it’s not just important—it’s essential.

What’s included in Dynamics 365 Sales?

Talk to an expert

Lead and customer management

Pipeline & deal management

Automated reminders, follow-ups & notifications

AI features

Reports & dashboards

Full mobility for field and hybrid teams

Why NAB & Microsoft

NAB & Microsoft are the trusted choice for companies that want a secure and scalable business solution.

NAB — Dynamics 365 CRM experts with extensive experience.

At NAB, we’ve been immersed in Microsoft technologies for nearly 25 years. That’s why we’re confident in saying we know Microsoft and Dynamics 365 CRM inside and out — in 2020, Microsoft named us the best in the world at what we do. Over the years, we’ve had the privilege of helping countless companies implement new systems and continue to grow. Is it your turn next?

Learn more

A world-class CRM from Microsoft

Microsoft Dynamics 365 CRM helps you build stronger customer relationships, increase sales, and work smarter. All customer data is brought together in one platform, giving you a 360-degree view of every customer—from first contact to long-term partnership.

Learn more

Hur står sig Dynamics 365 Sales mot alternativen?

Salesforce

Kraftfullt — men ofta komplext och kostsamt. Dynamics vinner i total ägandekostnad och Microsoft‑integration.

HubSpot

Simple and easy to use — but more limited for advanced B2B sales. Dynamics stands out with deeper processes, scalability, and analytics.

Simpler CRM solutions

Great for startups — but often lacks automation, reporting, and stability. Dynamics stands out with professionalism, security, and long-term reliability.

Indukta future-proofs its business with Dynamics 365 Sales

It was a smooth implementation where the sync between Business Central and Sales worked well—and continues to do so. One reason we chose to move to Sales is the strong potential we see in the system going forward, especially with AI. Investing in Sales is therefore a way to future-proof our solution.

Read the full story Indukta logo

Christian Stjärnerud

CEO and Head of Sales at Indukta.

FAQ

What sets Dynamics 365 Sales apart from other CRM systems?

Dynamics 365 Sales is deeply integrated with Microsoft tools like Teams, Outlook, and Power BI, making it easy to work within systems your team already uses. With built‑in AI capabilities, real‑time analytics, and mobile access, it helps sales teams focus on the right activities and gain a complete view of customers and deals.

What problems does Dynamics 365 Sales solve for me?

Dynamics 365 Sales helps you gain better control over your sales process by bringing all customer and contact information into one place — ensuring no leads fall through the cracks. The system reduces manual work, provides clear visibility into pipelines and activities, and delivers insights that make it easier to prioritize the right customers and opportunities.

What are the benefits of choosing a Microsoft solution?

Microsoft solutions are stable, scalable, and future‑proof, with continuous updates and strong security. They’re designed to work seamlessly together and integrate with tools like Teams, Outlook, and Power BI — making it easier to work efficiently and get a holistic view of your business. Microsoft is also supported by a global network of partners and resources, providing long‑term value and confidence.

Why should we work with NAB?

At NAB Solutions, we’re more than a vendor — we’re a partner. That means we start with your business, not the product. We focus on understanding your needs, goals, and challenges to create solutions that actually solve them, rather than selling features you don’t need.
With long experience, proven methods, and hundreds of successful projects, we know what works in practice. And we support you all the way — from strategy and implementation to day‑to‑day use and continuous development.

Resources

Talk to an expert

Talk to an expert

Resources

Talk to an expert

CRM

ERP

AI / Copilot

Productivity

Industries

What’s included in Dynamics 365 Sales?

NAB & Microsoft are the trusted choice for companies that want a secure and scalable business solution.

NAB — Dynamics 365 CRM experts with extensive experience.

A world-class CRM from Microsoft

Read our articles on Sales

What can Dynamics 365 Sales do in practice?

Get started quickly with the right sales support together with NAB

What sets Dynamics 365 Sales apart from other CRM systems?

What problems does Dynamics 365 Sales solve for me?

What are the benefits of choosing a Microsoft solution?

Why should we work with NAB?

Solutions

Inspiration

Legals

NAB Solutions

Follow us

Contact