GetAccept's 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 for Microsoft Dynamics 365 solves this by turning opportunities into a Digital Sales Room—a single, shared workspace where sellers and buyers collaborate from first proposal to signed contract.

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.

GetAccept aligns with Microsoft’s Business Applications sales motion by helping customers accelerate revenue outcomes in Dynamics 365—improving forecast accuracy, deal velocity, and seller productivity.

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—and which don’t

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

Align Buying Committees with Digital Sales Rooms

• Give buyers a single shared space for content, timelines, and next steps

• Reduce deal friction by keeping all stakeholders aligned

• Improve deal momentum in complex, multi-stakeholder sales

Improve Forecast Accuracy and Sales Visibility

• Give sales leaders insight into deal health beyond pipeline stages

• Use engagement data to support more accurate forecasting

• Coach reps with data instead of guesswork

Why Revenue Teams Choose GetAccept

• Faster deal cycles with standardised proposal and contract workflows

• Higher win rates through better buyer engagement and follow-up

• More accurate forecasts with real engagement signals inside Dynamics

• Scalable sales execution across teams and regions

• Native Dynamics 365 integration—no disconnected tools

• Cleaner CRM data and reduced manual admin work

Built for Microsoft Dynamics 365

• Solution Area: Business Applications

• Primary Workload: Dynamics 365 Sales

• Embedded directly in Dynamics 365

• Works with Opportunities, Accounts, and Contacts

• Real-time sync between GetAccept and Dynamics

• Secure, compliant, and enterprise-ready

Ideal Use Cases

• B2B sales teams with complex buying groups

• Sales organisations struggling with deal visibility

• Revenue leaders focused on forecast accuracy

• Sales Ops teams standardising proposal and contract workflows

Getting Started

1. Purchase GetAccept license

2. Install GetAccept from Microsoft AppSource

3. Connect it to your Dynamics 365 environment

4. Launch Digital Sales Rooms directly from your opportunities

👉 Request a demo to see how GetAccept fits your sales process.