With Dynamics 365 Sales, you get a powerful, scalable CRM designed to help you sell smarter, close deals faster, and build stronger customer relationships. You can manage leads, track opportunities, automate sales processes, and gain real-time pipeline visibility, all in one connected platform.
Choosing the right CRM solution should feel clear and confident. Our role is to help you decide whether this product is genuinely the right fit for your organisation, processes, and goals, while also identifying potential gaps and how to address them from the outset.
We take the time to understand how your team works today, the capabilities within your organisation, the challenges you are facing, and what success looks like for you.
From there, we look more closely at your requirements and opportunities, and how the solution could work within your existing Microsoft environment, including tools such as Dynamics, Teams, and the Power Platform.
By the end of the process, you will have a clear view of whether Dynamics 365 Sales as a CRM solution is right for you and what the next step should be.
Empower your sellers with AI that prioritises the right deals, recommends next best actions, and helps forecast with confidence.
Create meaningful customer connections with a 360° view of every interaction across Microsoft 365, Teams, and LinkedIn.
Unify CRM, marketing, and service data to uncover insights that drive real growth and make decisions guided by intelligence, not guesswork.
Leverage real-time dashboards and AI-driven forecasting to reduce surprises and increase predictability, clarity and sellers’ direction.
Dynamics 365 Sales meets your team in the flow of work, increasing productivity without adding complexity.
| Duration | 2-4 months per phase | Dependent on recovery needs | |
| Scope | Variable | Variable | |
| Level of configuration | Unlimited | Unlimited | |
| Reporting | Tailored | Custom | |
| Data Migration | |||
| Suitable for companies with legacy CRM | |||
| Number of users | 10+ | 10+ | |
| Single view of business/function data | |||
| Secure and trusted Microsoft platform | |||
| Access anywhere on any device | |||
| Collaboration with existing Microsoft tools | |||
| Live reporting and insights to understand your data, trends and risks | |||
| Data import | |||
| Fully managed with break fix and unlimited adhoc training | Including ongoing optimisation, tailored training and ongoing adjustments. | Including ongoing optimisation, tailored training and ongoing adjustments. | |
| Self-Service portal | |||
| Advanced BI and reporting | |||
| Advanced marketing automation | |||
| Change management | |||
| Automation |
