Sales Insights

Turn sales data into confident decisions

Dynamics 365 Sales Insights helps sales teams and leaders focus on the opportunities that matter most. XPLUS helps you apply these capabilities to improve forecasting accuracy, prioritize effort, and reduce manual work across the sales process.

Sales clarity

Predictable revenue

Better decisions

D365 Power Platform Sales Insights visualization showing sales trends, forecasting, and performance analytics

The Problem

Sales decisions are often made with incomplete information

Sales teams often work with incomplete or outdated information. High-value opportunities are hard to spot, forecasts lack consistency, and sales teams spend too much time updating records instead of engaging customers. Without reliable insight, it’s difficult to allocate time and resources effectively.

Sales Pink BG_sq

Benefits

Clear insight across the sales lifecycle

Sales Insights helps sales teams focus effort, improve forecasts, and spend more time engaging customers. Teams gain clarity, leaders gain confidence, and organizations can scale sales operations more effectively.

Improve forecast accuracy

Use predictive forecasting based on historical data and trends. Reduce reliance on manual inputs and improve confidence in revenue projections.

Focus on the right opportunities

Opportunity scoring and relationship insights help highlight deals that need attention. Sales teams can prioritize effort where it’s most likely to deliver results.

Reduce time spent on admin

Automate data capture from emails, calls, and meetings. Keep records up to date with less manual effort and fewer distractions.

Give leaders clearer visibility

Surface consistent, up-to-date insight across pipelines and accounts. Support more informed decision-making at every level of the organization.

Apply consistent insight

Apply consistent processes and insight across teams as the business grows. Maintain clarity and control without adding complexity.

Support better customer conversations

Equip sales teams with context on customer priorities and engagement history. Enable more relevant, confident, and timely interactions.

Testimonials

"We were impressed with the technology from XPLUS SA and excited to incorporate it within the ERP portfolio of Microsoft Dynamics 365​ to deliver robust governance, efficient user management, and cost-effective licensing strategies for our customers."

Mike Ehrenberg, CTO, Microsoft Dynamics 365
Mike Ehrenberg, CTO of Microsoft Dynamics 365

Contact us

Your partner in all things Dynamics 365

XPLUS is the only organization to combine hands-on Dynamics 365 implementation projects with automated tools for testing, security, and observability. Contact our team to find out what we can do for you.

Consulting team collaborating on Dynamics 365 solutions