Discover the future of Sales with Microsoft Dynamics 365 Sales

The customer journey and sales process are more complex than ever

Customers move between the web, email, meetings, and social channels — and expect relevance every time.

Data is everywhere — but hard to use

Spreadsheets, notes, and personal inboxes limit scalability and slow growth.

Growth requires predictability

Pipelines, forecasts, and priorities must be driven by data — not gut feeling

A modern sales solution brings everything related to sales together in one place

Customers and contacts

Leads and opportunities

Activities and communication

Complete history of all interactions

Pipeline, forecasts, and analytics

This enables the team to

Work with a consistent, repeatable sales process

Track deals from lead to closed business

Prioritize the right opportunities

Automate administrative tasks

Build a foundation for AI‑driven insights and automation

Common challenges before investing in a sales solution

Lack of structure in the sales process

Many companies realize that their sales processes are built on individual spreadsheets, local files, or personal methods. This leads to inconsistent quality and makes it difficult to follow up on results. A modern sales solution creates a unified, repeatable, and scalable way of working.

Deals are lost due to manual handling

When reminders, follow‑ups, and activities aren’t automated, things easily fall through the cracks. With a CRM like Dynamics 365 Sales, sellers are always one step ahead.

No unified view of customers and opportunities

Information is often scattered across inboxes, Teams, or individual employees. A sales solution brings everything together so everyone sees the same up‑to‑date picture — in real time.

Hard to work proactively with leads

Without structure, scoring, or prioritization, leads are often left untouched or handled too late. Modern tools help teams identify warm leads and act at the right time.

Too much administration — too little selling

Sales teams spend unnecessary time on manual reporting, meeting notes, and follow‑ups. Automation frees up time for what actually drives revenue.

Challenges becoming more data‑driven

Many organizations lack clear insights into pipeline, forecasts, and customer behavior. A modern CRM provides data‑driven decision support, higher accuracy, and faster growth.

How does Sales create value in everyday work?

Focus on the right opportunities

Lead prioritization and clear next steps

Fewer missed opportunities

Automated reminders and follow‑ups ensure important deals don’t get lost in the noise

A unified customer view

Sales, marketing, and service share the same view — making it easier to follow up on leads from marketing and support customers effectively

Less administration

Automation of logging, emails, meeting notes, and more

AI support in everyday work

Meeting preparation, summaries, and recommendations — directly in Dynamics 365 Sales

Why NAB & Microsoft

Turn customer data into business value — with the right platform and partner.

NAB — experts in turning customer data into action.

We help you unlock the value of Sales with the right structure, a clear strategy, and solutions that are actually used. With NAB, you get a partner that combines business insight with Microsoft expertise — all the way from analysis to impact.

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Microsoft — Sales that drive relevant experiences

Salesmakes it possible to bring together customer data from multiple sources and create a unified, up-to-date customer view. The platform helps you identify patterns, understand behaviors, and activate insights in the right channel—at the right time. All built on Microsoft’s secure and scalable cloud platform.

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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 is a CRM system?

A CRM system (Customer Relationship Management) is a digital tool that helps businesses collect, organize, and manage all information about customers and leads in one place. It makes it easier to follow up on sales, marketing, and customer service, keep track of contacts, history, and communication, and gain insights that improve customer relationships.

Does my company need a CRM system?

If you want better control over customer relationships, sales, and service, save time, and make smarter decisions, a CRM system is often a good choice. It helps businesses centralize customer information, get visibility into activities, and build more structured and long‑term customer relationships — whether you’re a small or mid‑sized company.

What’s the difference between a CRM system and an ERP system?

A CRM system (Customer Relationship Management) focuses on customers, sales, and relationships — helping you keep track of contacts, leads, opportunities, marketing activities, and customer service.

Ett ERP-system (Enterprise Resource Planning) fokuserar på verksamhetens interna processer – som ekonomi, lager, inköp, produktion och projektledning – och samlar dessa i ett gemensamt system för bättre kontroll och effektivitet.

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A modern sales solution brings everything related to sales together in one place

This enables the team to

Turn customer data into business value — with the right platform and partner.

NAB — experts in turning customer data into action.

Microsoft — Sales that drive relevant experiences

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What can Dynamics 365 Sales do?

Get started quickly with Sales — together with NAB

What is a CRM system?

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What’s the difference between a CRM system and an ERP system?

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