GetAccept's AI Digital Sales Room for Microsoft Dynamics 365

Sales teams don’t lose deals because of product.
They lose deals because follow-up is inconsistent, buying groups are misaligned, and sales leaders lack visibility into what buyers actually engage with.

GetAccept is the AI Digital Sales Room for Microsoft Dynamics 365 — a single, shared workspace where sellers and buyers collaborate throughout the entire deal cycle, from first proposal to signed contract, embedded natively in your CRM.

Built for Revenue teams, GetAccept embeds directly into Dynamics 365 to standardise proposal workflows, improve forecast accuracy, and give sales leaders real-time insight into buyer intent.

AI drafts content based on your sales meetings and Dynamics 365 data are combined to create tailored and engaging Digital Sales Rooms. Buyer engagement signals flow back into your CRM in real time. Microsoft Copilot for Sales surfaces GetAccept deal intelligence so reps always know the right next move.

What You Can Do with GetAccept in Dynamics 365

Create and Manage Proposals Inside Dynamics

• Generate branded proposals, quotes, and contracts directly from Dynamics opportunities

• Use templates to reduce proposal creation time and eliminate manual errors

• Ensure every rep follows the same best-practice sales process

Close Faster with Native E-Signature

• Send, sign, and store contracts without leaving Dynamics

• Automate approval workflows and reduce legal and procurement delays

• Track signature status in real time inside your CRM

See Buyer Engagement in Real Time

• Know when buyers open, view, and share proposals

• See which sections get attention

• Help reps prioritise the right deals and take action based on real buyer signals

Power Microsoft Copilot with Deal Intelligence