Your pipeline should not live in your salespeople’s heads

Signs you need it

• The sales forecast is built from whatever each rep declares, with no evidence behind it.
• When a salesperson leaves the company, their customer information walks out with them.
• You do not know how many opportunities are open, which stage they are in or how long they have been stuck.
• Every rep follows their own method, and results cannot be compared or replicated.
• The sales team cannot see credit status, inventory or billing history for the customer they are selling to.
• You tried to roll out a CRM before and the team stopped using it within a few months.

1. 1

   Sales process assessment

   We review how your company sells today, which stages actually exist and what information leadership needs in order to decide. The initial assessment is 100% free.

2. 2

   Design the process before the tool

   We define stages, advancement criteria, assignment rules and what a salesperson is required to record. A CRM that copies today’s disorder does not change the outcome.

3. 3

   Configuration and integration

   We configure the process in Dynamics 365 Sales, connect it to Outlook and Teams, and integrate it with Business Central or your ERP so customers, prices and inventory are shared.

4. 4

   Migration of sales information

   We consolidate customers, contacts and opportunities scattered across spreadsheets and email, clean up duplicates and establish the data quality rules.

5. 5

   Adoption centered on the salesperson

   We train by showing what the user gains: less administrative work, better context ahead of every meeting and follow-up that does not rely on memory. It is the only way the records stay current.

6. 6

   Measurement and adjustment

   We review the indicators agreed with sales leadership and tune the process. A CRM without periodic review degrades within months.

• Dynamics 365 Business Central: customers, products, prices, inventory and orders
• Microsoft 365: Outlook, Teams, Excel and SharePoint
• Power BI for executive sales dashboards
• Power Automate for discount approvals and alerts
• Copilot for summaries and assisted drafting
• Dynamics 365 Customer Service for continuity between the sale and after-sales
• Websites and capture forms through lead integration
• Third-party systems through APIs and standard connectors

What is Microsoft Dynamics 365 Sales?

It is Microsoft’s CRM application for sales teams. It manages leads, opportunities, quotes, forecasting and sales activity, with native integration to Outlook, Excel, Teams and the rest of the Microsoft ecosystem.

How is it different from the CRM included in Business Central?

Business Central includes contact, opportunity and campaign management, which is enough for a small sales team with a simple process. Dynamics 365 Sales adds a guided process, structured forecasting, activity sequences and intelligence capabilities. During the assessment we evaluate which one fits your operation.

Does it integrate with our ERP?

Yes. With Business Central the integration is native and shares customers, products, prices, inventory and orders. With other systems we handle it through APIs or integration services, defining what information is shared and in which direction.

How do we get the sales team to actually use it?

By designing what gets recorded around what helps the salesperson, not only around what management wants to see: customer context before the meeting, automatic follow-up and less administrative work. And by limiting what is mandatory to what is genuinely used to decide.

Can we try it before deciding?

Microsoft offers trial versions of the product, and we can prepare an environment with your process and a sample of your data so the team sees it in their own context. We confirm the terms of the trial that apply at the time you request it.

How much do the licenses cost?

Microsoft offers several license tiers with different automation, intelligence and customization capabilities. Price depends on the tier, the number of users and the terms currently available in your country: we prepare a quote with the mix that matches your operation.

Does it include Copilot?

Dynamics 365 Sales includes Copilot capabilities to summarize accounts and opportunities, draft follow-up and suggest the next action. Availability depends on the license tier you contract, and we review it with you when we define the licensing.

Does it work for teams that operate outside the office?

Yes. The mobile app lets them look up customer information, log the visit and update the opportunity from a phone or tablet, even without a connection, syncing once the signal is back.