Microsoft 365 
Dynamics 365 Sales Professional is Microsoft’s CRM (Customer Relationship Management) platform for sales teams that need core pipeline management, contact tracking, and forecasting without the complexity of enterprise tools. It integrates natively with Microsoft 365, so your sales team can manage deals directly from Outlook without switching between systems.
What’s Included
- Lead and opportunity management — Capture leads, qualify them into opportunities, track every interaction, and move deals through a customisable sales pipeline with clear stage-by-stage visibility.
- Contact and account management — Centralised database of all customers, prospects, and partners. View the full relationship history, open deals, emails, meetings, and tasks in one place.
- Sales pipeline and forecasting — Visual pipeline boards and forecast dashboards. Compare actual performance against quota and identify deals at risk before the end of the quarter.
- Outlook integration — Track emails, schedule meetings, and create or update CRM records (contacts, leads, opportunities) directly from Outlook. No copy-paste between email and CRM.
- Teams integration — Collaborate on deals in Teams, with deal rooms that bring together all relevant documents, chats, and CRM data in one place.
- Quotes, orders, and invoices — Generate product quotes and orders from opportunities, with a built-in product catalogue and pricing rules.
- Sales dashboards and reports — Pre-built dashboards for pipeline health, activity tracking, win rates, and revenue performance. Customisable with Power BI.
- Mobile app — Full Dynamics 365 Sales experience on iOS and Android. Update deals, log calls, and check your pipeline from anywhere.
- Basic customisation — Add custom fields, views, and forms. Limited workflow automation (upgrade to Enterprise for full automation and AI).
Limits vs. Enterprise
- No Sales Copilot AI features
- No LinkedIn Sales Navigator integration
- No relationship intelligence
- Limited workflow and automation capabilities
Ideal For
Small and mid-size sales teams (up to ~50 users) that are moving off spreadsheets or a basic CRM and need a structured pipeline, Outlook integration, and reporting. Professional is also a good starting point before upgrading to Enterprise as the team grows.
Keys Locker CSP Guarantee
- Genuine Microsoft CSP licence — provisioned directly through the official Microsoft partner channel
- 99.9% uptime SLA — Microsoft-backed service level agreement for all Microsoft 365 services
- Instant provisioning — subscription activated within minutes of payment confirming
- 7-day money-back guarantee — full refund if not provisioned or unused within 7 days
- Flexible cancellation — cancel monthly plans anytime; annual plans cancel at end of term
- 24/7 partner support — our team escalates issues directly to Microsoft on your behalf
- Scale up or down anytime — add or remove seats mid-cycle with no penalty
