Microsoft Dynamics 365 Sales is a CRM built to help sales teams manage leads, opportunities, accounts, and pipelines in one place. It supports structured sales processes, forecasting, lead management, and productivity features that keep data current across the sales lifecycle. With Microsoft’s ecosystem and broad adoption, it’s a trusted foundation for teams that need accurate pipeline visibility and consistent execution.
Connect Microsoft Dynamics 365 Sales so BOBs can continuously monitor your pipeline and react when opportunities change. When an opportunity is created or reopened, ownership shifts, stages move, close dates or probabilities update, or contacts are modified, BOBs can trigger timely follow-ups and ensure the right next step happens—without waiting for someone to notice the update. This unlocks end-to-end sales execution use cases like operational pipeline hygiene (keeping every opportunity moving), automated routing to the correct owner or team, and next-best actions based on what changed (e.g., follow-up reminders when value or stage updates indicate urgency). BOBs can also coordinate downstream systems you use for outreach, scheduling, quoting, and reporting, so your sales motion stays responsive and consistent.

What can BOBs do with Microsoft Dynamics 365 Sales?

Perform actions

  • Update Appointment
  • Update Account
  • List Appointments
  • List Appointment Categories
  • List Accounts
  • Find Contact
  • Create Appointment
  • Search Accounts
  • List Solution ID Options
  • List Appointment Category Options
  • Get Account
  • Create Custom Entity

Listen to real-time events

  • Opportunity Stage Updated
  • Opportunity Reopened
  • Opportunity Ownership Changed
  • Opportunity Marked Won or Lost
  • Opportunity Estimated Value Updated
  • Opportunity Contact Changed
  • Opportunity Close Probability Updated
  • Opportunity Close Date Updated
  • New Opportunity Created
  • New Opportunity Activity
  • New Account Created
  • New Account Activity
  • Contact Added to Account
  • Account Status Changed
  • Account Ownership Changed