Sales teams today face increasing pressure to move fast while keeping customer data secure. Dynamics 365 Sales helps businesses meet both goals by combining robust security features with intelligent automation. From lead tracking to pipeline management, it streamlines workflows without compromising compliance.
At xMonthly, we help organizations explore these capabilities through guided trials and licensing consultations. Our xMonthly Agents can also assist with deployment and implementation, helping you configure Dynamics 365 Sales to match your business needs.
Security That Supports Sales
Built on Microsoft’s secure cloud infrastructure, Dynamics 365 Sales offers features like role-based access control, data encryption, and audit logging. These tools protect sensitive customer data while enabling sales reps to access the information they need, from anywhere at anytime.
For example, a financial services firm can restrict access to high-value client records based on user roles, while using Microsoft Purview to monitor data usage and prevent leaks. Integration with Microsoft 365 security tools like Defender for Cloud Apps adds another layer of protection.
Efficiency Through Automation and AI
Sales teams thrive when they spend less time on admin and more time selling. Dynamics 365 Sales includes built-in automation for lead scoring, follow-ups, and opportunity tracking. With Copilot, from the CRM interface reps can generate email drafts, summarize customer interactions, and even receive AI-driven suggestions for next steps.
Imagine a rep preparing for a pitch. Copilot can pull recent communications from Outlook, summarize meeting notes from Teams, and suggest relevant product documents stored in SharePoint. This kind of contextual intelligence saves time and improves win rates.
Moreover, the Dynamics 365 Sales mobile app allows users to add contacts, update opportunities, and manage leads while on the go, ensuring that sales activities are captured in real time, even outside the office.
Try It with xMonthly
Our guided trials let you test these features in real-world scenarios, with support from xMonthly agents. And if you’re unsure about your current licensing setup, our free consultation helps you optimize costs while benefitting from Dynamics 365 Sales security and automation features.
In addition to licensing reviews, our Agents can help deploy and implement your CRM solution, ensuring it’s tailored to your workflows and optimized for performance. Request Agent Services via the form below!
