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Dynamics 365 Sales

Every lead, deal and conversation in one CRM.

We implement Dynamics 365 Sales so your sellers see every customer interaction, manage leads and follow-ups, and track the whole pipeline in one place. We configure it around your sales process and connect it to marketing, so leads arrive with their history attached.

Talk to our Dynamics team See Dynamics Sales services

What we do

Dynamics 365 Sales from setup to support.

We have implemented Dynamics 365 CRM to tidy up how leads are created and captured, starting with an options appraisal so the choice of CRM is made on your requirements rather than ours.

Dynamics Marketing

Segments, nurture and scoring that pass sales-ready leads to your sellers.

Dynamics Marketing

Customer Service

Service cases visible to sellers, so they know what is happening with an account.

Dynamics Customer Service

Sales reporting

Power BI dashboards on pipeline, forecasts and conversion.

Power BI

Copilot for sellers

Where Copilot can summarise accounts and draft emails in Dynamics 365 Sales.

Dynamics 365 Copilot

Custom development

Custom fields, processes and integrations when your sales process needs them.

Dynamics development

Support

Changes and help for your sales team once you are live.

Dynamics 365 support

20+ years

of Microsoft experience behind the team

3 offices

in Stirling, Manchester and London

1 working day

to come back to you after you get in touch

How we work

How a Dynamics Sales project runs.

01

Discovery

We work through how leads come in, how they are qualified and followed up and what your managers report on, and where needed run an options appraisal of the CRMs available.
02

Design

We design the lead and opportunity process, pipeline stages, security roles and dashboards to match how your team sells, and agree them with your sales leads.
03

Build

We configure Dynamics 365 Sales, migrate your existing CRM data, connect email and marketing and test it with a group of sellers.
04

Train

Sellers learn to manage leads, opportunities and activities in Dynamics 365, and managers learn the pipeline views and forecasts.
05

Go live

We launch to the whole team, stay close through the first weeks of use and hand over to support.

FAQ

Frequently asked questions.

Can you migrate us from our current CRM?

Yes. We migrate your existing CRM system to Dynamics 365 in the cloud and agree with you which records and history to bring across.

Do you help us choose a CRM first?

Yes. We can run an options appraisal of the CRM software available during discovery, so the decision is based on your requirements.

Does Dynamics 365 Sales connect to marketing?

Yes. It shares data with Dynamics 365 Marketing, so sales and marketing activities line up and leads pass across with their history.

What happens after launch?

We offer ongoing support to keep your CRM working well and to make changes as your sales process changes.

Talk to our Dynamics team about Sales.

Tell us what you are working on and we will come back to you within one working day to arrange a call.