The Role of Dynamics 365 in the Modern Sales Landscape
Sales is no longer a linear process – it’s an ever-evolving journey across multiple channels, customer touchpoints, and decision-makers. According to Gartner, by 2025, 80% of B2B sales interactions between suppliers and buyers will occur via digital channels, and buyers will spend just 17% of their time interacting with sales reps during the purchasing process.
Businesses today face intense competition, more discerning customers, and heightened expectations for speed and personalization. To meet these demands, modern sales teams need powerful tools that go beyond traditional CRM platforms. They need automation, integration, and intelligent data visibility to help them move faster and sell smarter.
Microsoft Dynamics 365 Sales offers a comprehensive solution for managing leads, opportunities, customer data, and sales processes. But to truly unlock its full potential, businesses often turn to third-party apps available through Microsoft AppSource. These Dynamics 365 apps for sales bring specialized features, tailored workflows, and industry-specific insights that enhance productivity and drive measurable results.
From quote configuration and eCommerce integration to M&A pipeline management and payment processing, each app listed here helps extend the capabilities of Dynamics 365. If you’re serious about empowering your sales team and future-proofing your operations, the following tools are essential additions to your stack.
How We Selected These Microsoft Dynamics 365 Sales Apps
Choosing the right apps for your CRM ecosystem requires more than a surface-level scan of what’s popular. For this guide, we adopted a thorough methodology that looked at performance, integration depth, user experience, and long-term value. We explored how each solution complemented core Dynamics 365 functionality and whether it addressed real-world sales challenges. Our goal was to highlight not just trendy tools but practical, scalable options that deliver meaningful business outcomes.
We focused on the following criteria:
- Seamless integration with Dynamics 365 Sales or Business Central
- Unique solutions for real-world sales challenges
- Proven customer success stories and consistent performance
- Clear support documentation and responsive vendor communication
- Features that contribute to faster deal cycles, improved accuracy, or lower operational costs
We also referenced recent Dynamics 365 CRM app reviews and feature updates to ensure the listed solutions are current and reliable. Each of these D365 sales apps has been hand-picked to help your team win more deals with less friction.
1. SmartLife
SmartLife helps sales professionals understand customers beyond just firmographics and transaction history. It introduces life event monitoring and sentiment analytics, allowing reps to act at precisely the right moment. For example, if a customer changes jobs, relocates, or celebrates a milestone, SmartLife sends intelligent alerts. This enables more personal, meaningful interactions – key drivers of modern customer loyalty.
Ideal for B2B sales, SmartLife also features AI-driven outreach recommendations and visual timelines to better map relationships and engagement history. The tool empowers teams to anticipate customer needs before they arise and tailor messaging with remarkable accuracy. Its insights not only improve conversion rates but also build stronger, longer-term relationships that increase customer lifetime value.
Key Features:
- AI-powered life event and behavior tracking
- Predictive analytics for outreach timing
- Sentiment and trend analysis per contact
- Customer timeline and communication history

Pricing: Pricing is based on users and production complexity. Contact SmartStatz Solutions for custom pricing.
Link: SmartLife on AppSource
2. Dynamics 365 Channel Integration Framework
A must-have Dynamics sales app for any organization relying on customer support or call-based sales. This framework allows for real-time integration of external communication channels, like voice, video, chat, or SMS, into your Dynamics 365 interface. By embedding softphones and chat clients directly into the CRM, teams can streamline contact handling, log conversations automatically, and enhance customer experiences. Sales reps gain access to full customer profiles without switching tabs.
This unified communication layer helps reduce response times, improves data accuracy, and ensures consistent customer experiences across every touchpoint. It’s particularly effective for inside sales and support teams who handle high interaction volumes and need tools that prioritize speed and context.
Key Features:
- Embed third-party voice/chat in Dynamics 365
- Click-to-call and chat automation
- Extendable with custom channel providers
- Boosts call center productivity

Pricing: Free.
Link: Channel Integration Framework
3. Mergers and Acquisitions Deal Tracker
Designed for finance teams, private equity firms, and corporate development teams, the Mergers and Acquisitions Deal Tracker helps manage complex deal pipelines directly within Dynamics 365. It covers everything from deal origination and opportunity tracking to due diligence and final approvals. No more manual spreadsheets or disconnected data, this app centralizes key documentation, timelines, and tasks in one interface.
Users can assign responsibilities, set milestone alerts, and monitor deal stages across multiple stakeholders, improving visibility and reducing risk. The solution also supports collaboration across legal, financial, and executive departments for more aligned deal execution. It’s a vital tool for organizations looking to scale their M&A strategy with precision and speed.
Key Features:
- Centralized M&A deal pipeline management
- Approval workflows and status tracking
- Document management for diligence
- Alerts for deadlines and updates

Pricing: Free trial available. Pricing depends on the number of contracts and customization needs. Contact Definity Firs for more information.
Link: M&A Deal Tracker
4. Undo2Restore
Undo2Restore is an essential safety net for any sales team using Dynamics 365. Accidental record deletions and incorrect data changes can lead to lost deals, compliance issues, and unnecessary rework. This app allows users to recover deleted records, undo field-level changes, and revert updates instantly and without relying on IT.
Undo2Restore maintains audit trails and historical versions, so teams can work confidently knowing they can always roll back to a previous state. It’s especially useful in industries with strict data retention policies or complex sales workflows. Easy to deploy and intuitive to use, it’s a low-cost way to reduce high-cost mistakes.
Key Features:
- Restore deleted records with one click
- Undo changes at field level
- Auto-backups and version logs
- No developer intervention required

Pricing: Free trial available. Custom pricing based on transaction volume and integration needs. Contact Inogic for details.
Link: Undo2Restore
5. Tender Management
Tender Management offers a streamlined way to handle RFQs, RFPs, and large-scale bid processes from within Microsoft Dynamics 365. Sales teams can track every stage of the tender lifecycle, from opportunity identification and document submission to internal reviews and contract finalization.
The app enables collaboration between departments while maintaining compliance with bid requirements and deadlines. It reduces the burden of manual proposal assembly by automating templates and approval routing. Tender Management is an ideal solution for firms in sectors like engineering, energy, government, and defense, where winning business often starts with managing complex bidding processes.
Key Features:
- Manage public/private tenders
- Auto-generate proposals with templates
- Deadline alerts and approval chains
- Document management within CRM

Pricing: Pricing is based on users and production complexity. Contact HSO for a tailored quote.
Link: Tender Management
6. Sales Configurator
Sales Configurator simplifies complex product and service quotes by guiding users through selectable options. Based on user inputs, it automatically validates pricing, availability, and constraints. This eliminates costly mistakes and speeds up the quoting process.
This D365 sales app is ideal for companies selling customized products or offering tiered service packages. It integrates fully with order management and finance modules. Sales reps can generate compliant, optimized quotes without back-and-forth emails or spreadsheets, reducing friction in the sales cycle. As a result, deal velocity increases while improving customer confidence.
Key Features:
- Guided product configuration
- Real-time pricing validation
- Integrated quote/order generation
- Compatibility rules and automation

Pricing: Free trial available; contact Abakion for a demo and quote.
Link: Sales Configurator
7. WooCommerce Connector
If you’re selling through WooCommerce, this connector helps unify your online and back-office operations. It syncs orders, products, stock levels, and customers directly between WooCommerce and Dynamics 365 Business Central.
You can automate order creation, update inventory in real-time, and ensure pricing consistency across systems. This is one of the most essential Microsoft Dynamics sales solutions in the eCommerce space. It reduces manual errors, shortens fulfillment time, and gives your sales and support teams a real-time view of store performance. The integration also helps maintain accounting accuracy and improves customer satisfaction.
Key Features:
- Two-way sync with WooCommerce
- Real-time inventory updates
- Auto-create sales orders in D365
- Customer sync and tax rules management

Pricing: Free trial available. CoPlan pricing depends on contact volume and automation requirements. Contact Synfynal for a tailored quote.
Link: WooCommerce Connector
8. Swebase
Swebase is a Business Central add-on that enhances data reporting and accessibility. It helps sales and finance users create ad-hoc reports, extract filtered datasets quickly, and gain fast insights into transactions.
The app improves decision-making without requiring Power BI expertise. Swebase is especially useful for smaller teams or non-technical users who want quicker access to Dynamics data for sales forecasting and follow-ups. It empowers users to explore and manipulate data independently, without waiting on IT or analysts. This results in faster decisions and improved agility across departments.
Key Features:
- Instant Excel exports
- Fast data filtering and search
- Custom report generation
- Simple user interface

Pricing: Free trial available. Pricing is based on the number of users, features, and deployment complexity. Contact Programekonomi Svenska for a custom quote.
Link: Swebase
9. ShipIT 365
For sales teams dealing with physical goods and fulfillment, ShipIT 365 streamlines carrier selection, shipment scheduling, and tracking. It integrates shipping services with Dynamics 365, helping ensure accurate and timely delivery without needing third-party logistics systems.
You can print labels, access rate shopping tools, and push tracking updates automatically to customers, all within your CRM. It reduces fulfillment delays, improves cost control, and enables better coordination with warehouse and delivery partners. This is one of the best Microsoft Dynamics 365 sales solutions for businesses with complex shipping needs.
Key Features:
- Carrier rate comparison
- Integrated shipping label generation
- Order tracking sync
- Shipment scheduling and cost management

Pricing: Free trial available. ShipIT 365 pricing depends on contact volume and automation requirements. Contact iDYN for a tailored quote.
Link: ShipIT 365
10. Stripe Payments Standard
Stripe Payments Standard is a plug-and-play integration that enables businesses to accept Stripe payments from within Dynamics 365 Business Central. Great for companies that invoice directly through D365 and want to reduce payment delays.
This Microsoft Dynamics sales application supports PCI-compliant payments and can reconcile transactions automatically with finance records. It reduces friction in the quote-to-cash cycle and supports global payment types. Stripe’s trusted infrastructure ensures secure, scalable transactions with minimal setup.
Key Features:
- Secure Stripe payment gateway
- Supports cards, wallets, and ACH
- Auto-posting to ledgers
- Integrated into customer invoices
Pricing: Free
Link: Stripe Payments Standard
Conclusion: Driving Growth with Microsoft Dynamics Sales Apps
Every one of these apps addresses a critical need in the sales journey. By integrating them into your CRM system, you can boost productivity, reduce friction, and close deals more efficiently. Whether you’re tracking a multi-million dollar M&A deal or syncing eCommerce orders, the right Dynamics 365 sales app gives you an edge in execution.
The future of CRM isn’t just about tracking contacts, it’s about building a tech ecosystem that supports automation, personalization, and scalability. Microsoft Dynamics 365 sales tools, when extended by purpose-built solutions, offer just that. These apps not only enhance day-to-day performance but also support strategic business goals.
With so many MS Dynamics sales apps available, it’s crucial to select the ones that align with your goals and sales processes. The tools we’ve featured represent the best D365 apps for sales currently available. Together, they form a dynamic toolkit of MS Dynamics solutions for sales that drive performance across the pipeline.
As you scale, consider exploring other D365 solutions for sales and even adjacent categories like the Dynamics for Talent Attract app. These Dynamics 365 sales solutions are more than add-ons – they’re accelerators for growth. With the right Microsoft Dynamics 365 sales applications, you’ll gain the clarity, agility, and confidence to outperform the competition.

Oleksandr is a passionate technical professional with extensive expertise in Microsoft Dynamics 365 Customer Engagement (D365 CE) customization, Canvas App development, and Power Automate solutions. His skill set includes Azure Function and Azure Durable Function development, Logic Apps, and seamless integration of PCF components into Canvas Apps. With a deep understanding of Azure technologies and a strong background in developing tailored solutions for D365, Oleksandr brings a comprehensive and forward-thinking approach to enterprise application development. He enjoys exploring new Microsoft solutions and shares his insights with the readers.