DEX Pro Sales

DEX Pro Sales gives a Dynamics 365 Sales team a working deal desk: prices that hold, a pipeline you can move, and the documents a customer signs. It installs as one managed solution of three Power Apps component framework controls and fifteen in-form panels, working inside the forms your team already uses. Nothing to rip out, no second portal, nothing to synchronize.

Quote with discipline

Replace the opportunity product grid with an inline-editable line surface. Bundles expand into their components and rescale when the parent quantity changes. Quantity-break prices apply automatically from a Price Tier table your pricing team owns. Margin is calculated on every line against standard cost and colors as it falls. A discount past your threshold flags the deal and routes an approval to the owner's manager. One-time and recurring revenue are separated, with MRR and ARR totalled in the footer, and lines clone from an earlier deal.

Move the pipeline

The Kanban Pipeline Board renders your whole pipeline as columns built from your own business process flow. Drag a deal to advance it, filter by owner, value or keyword, scope the board to a day, week, month or quarter for a review, read the weighted forecast in the header, see stale deals flagged, quick-edit in place and export the board to CSV.

Know which deals are slipping

• Health score. Rates each opportunity out of 100 across eight weighted factors and names the gaps rather than just scoring them.
• Next best action. Works down a fifteen-rule ladder to the one thing to do next, then takes the seller to the field or activity it names.
• Stale deal alert. Learns each deal's own contact rhythm, so a deal touched weekly is flagged after days rather than after a flat month. Log a call, book a meeting or snooze in place.
• Competitor intelligence. Shows the win rate against each competitor on the deal.

Score what arrives

Lead intelligence scores a lead live as it is typed, from email domain, job title seniority, company size and source, assigns a tier, and warns inline when the lead looks like a duplicate. Account intelligence measures how completely an account record is filled in and shows a relationship health pill from activity recency. Account 360 puts the account's numbers, timeline, opportunities and contacts on one tab.

Track the number

A quota tracker on the user record shows attainment, pace against the quarter, the gap to target and a leaderboard of a manager's direct reports. My Sales Day is a personal daily view of meetings, tasks and deals closing this week. The Pro Sales Dashboard gives the team funnel, win rate and stale pipeline.

Finish the deal cycle

Quote history shows what this customer has been quoted before, what closed, and the average discount it took. The revision viewer compares two revisions of a quote and marks what changed, matching lines by product so a reordered quote still compares correctly. Order fulfillment measures what has shipped line by line and writes the percentage back to the order. The case resolution report produces a branded document with your logo, captures both signatures on screen, files the signed copy against the case, and ships in 23 languages.

Automation and governance

• Critical risk alerts. A deal flagged critical posts an adaptive card to its owner in Microsoft Teams, with a deep link to the record.
• Discount approval. An over-threshold discount raises a Power Automate approval routed to the owner's manager, with a configurable fallback approver so nobody approves their own discount.
• Stale deal digest. A weekday email gives each seller the open deals that have slipped past their close date.
• Guardrails. Five business rules and a real-time workflow keep budget locked at early stages, a contact required before proposing, a tier required on strategic accounts, overdue deals flagged as critical risk and low-scoring leads routed for nurture.

Built to pass a security review

There is no AI service, no external endpoint and no API key. Every figure is computed in the browser from your own Dataverse, under the privileges of the person reading it, and no data leaves your tenant. A full user and administrator guide publishes every formula, threshold and configuration property, so your team can audit any number rather than ask.

What it installs

Three code components, fifteen in-form panels, one custom table, fifty-three columns, nine views, a dashboard, five business rules, a real-time workflow, three cloud flows and a security role. Requires Dynamics 365 Sales on Dataverse, a business process flow on Opportunity, and a product catalog with unit prices. Contact us for a demonstration in your own environment.