Dynamics 365 Sales CRM

A CRM your sales team will use every day, connected to the systems that fulfill and invoice the work.

Overview

Dynamics 365 Sales gives your team a single view of every account, contact, and opportunity, with the pipeline visibility leadership needs to forecast and the day-to-day simplicity sellers need to keep it current.

Because it lives in the same platform as Business Central, your CRM and your back office finally agree. Won deals flow into delivery and billing without re-keying, and everyone works from the same customer record.

How We Work

Discovery and design

We map your real sales process, from first touch to closed deal, and design the CRM around it rather than the other way round.

Implementation

We configure pipelines, migrate your contacts and history, wire up Outlook and Teams, and train the team on day-one workflows.

Adoption and iteration

We watch how the team uses it, tune views and automation, and keep the CRM matched to how you sell.

What's Included

Account and contact management

A single, de-duplicated view of every customer, with the history that matters attached.

Pipeline and opportunity tracking

Stages, forecasting, and dashboards that reflect how your team sells.

Lead and activity capture

Lightweight capture so the pipeline stays current without busywork.

Quote to order

Quotes that flow into orders and invoicing in Business Central, with no re-keying.

Reporting and dashboards

Real-time visibility into pipeline, conversion, and rep activity for leadership.

Adoption support

Configuration and training built around adoption, so the CRM gets used, not abandoned.

Implementation Options

Three ways to start, depending on how much certainty you want before you commit. Estimates and rates are quoted in your proposal.

T&M Implementation

Details

The full implementation on time and materials, billed to actual hours as consumed
A written estimate up front, revisited at every phase gate
Design and build run in parallel: the blueprint evolves while early phases are already being delivered
Scope stays flexible, with changes approved through a written change order

Best fit for

Simpler footprints with a clear picture of their requirements
Teams comfortable steering scope as the work unfolds

Fixed-Fee Discovery & Design

Details

The first phase of a full implementation, run as a standalone engagement with its own deliverables (we call it Phase 0)
Current state documented, future state designed, and the implementation blueprint delivered
A fixed-fee implementation proposal, priced against confirmed scope
Deliverables are platform-agnostic, not tied to Microsoft or to us, and detailed enough for any qualified partner to quote a fixed fee
The fee is credited in full toward the implementation if you proceed with us within three months

Best fit for

Complex or unclear scope, where guessing is expensive
Boards and leadership teams that prefer the certainty of a detailed roadmap and fixed-fee scope before implementation kicks off

Learn more about Phase 0

Fixed-Fee Implementation

Details

Follows a completed Discovery & Design engagement
The implementation at a fixed price, quoted against the scope confirmed in discovery and design
Milestone billing tied to deliverables you can verify
Change orders only when the scope itself changes

Best fit for

Budget certainty required before kickoff
Regulated or board-governed purchases

Support & Training Options

Go-live is the start of the relationship, and how much of it you hand to us is your call. Flat-fee plans run on a rolling 90-day commitment; T&M support carries no commitment.

T&M support & training

Details

Support billed hourly, as you need it, with no monthly fee
Escalation straight to the team that built your system, including your solution architect
Training sessions on request: new hires, refreshers, or a deep dive on one module
Minor configuration changes scoped in writing before work starts

Best fit for

Larger teams with dedicated in-house Dynamics resources
Staff comfortable with a self-service approach
Teams looking for escalation support and occasional training

Flat-fee Sales CRM support & training

Details

Reduced professional services rates for your implementation
SLA-backed unlimited support during business hours
Minor modifications to existing configurations
Training for new sales hires so adoption survives turnover
Training on new Microsoft wave releases: updates ship twice a year, announced in advance, and we prep your team before each one lands

Best fit for

Smaller teams without dedicated in-house Dynamics resources
Leadership that prefers flat-fee simplicity and wants staff to ask for help without watching a meter
Teams with predictable growth plans and support needs

Fully managed Dynamics & IT support

Everything in the flat-fee Sales CRM support & training option, plus managed IT services:

Our lowest professional services rates for your implementation, as part of a holistic ongoing engagement
Microsoft 365 administration
Endpoint monitoring, patching, and security configuration
Security monitoring, threat response, and email security
IT vendor and license management
vCIO strategic advisory
Helpdesk and level 1, 2, and 3 support for staff
SLA on system-blocking issues

Best fit for

Teams without dedicated in-house Dynamics and IT support staff
Companies that prefer a single outside partner across their entire IT footprint, from applications through general IT operations

Who This Is For, and Who It Is Not

A strong fit if

You have roughly five to 50 sellers, and the pipeline lives in spreadsheets, an inbox, or someone's memory.
Leadership asks for a forecast and gets a different number depending on who builds it.
Won deals get re-keyed by hand into accounting before anyone can invoice.
You run Business Central, or plan to, and you want sales and the back office on one customer record.
You have a CRM already and the reps have stopped updating it, so the reporting on top of it cannot be trusted.

A poor fit if

You want pipeline visibility without changing how anyone sells. Configuration follows a defined sales process, so that process has to exist first.
Campaign nurture and lead scoring are the main need. That is Customer Insights, a different Dynamics 365 product, and it should be scoped separately.
Two people close every deal by relationship and carry the detail between them. A CRM adds overhead before it adds much at that size.

Frequently Asked Questions

All questions

What is Dynamics 365 Sales CRM?

Dynamics 365 Sales is Microsoft's CRM (customer relationship management) system. It tracks accounts, contacts, deals, and follow-ups in one shared pipeline, inside the Microsoft tools your team already uses, so selling stops depending on one person's memory.

How much does Dynamics 365 Sales cost?

Licensing is per user, per month, on an annual commitment, and you license only the people who work deals, not the whole company. Three tiers step up in capability: Professional for straightforward pipeline management, Enterprise for deeper customization and forecasting, and Premium for the AI-assisted selling features. Copilot Credits are billed separately from the seat licenses. Microsoft publishes current rates on the Dynamics 365 Sales pricing page.

How is this different from a spreadsheet, or from other CRMs?

Against a spreadsheet, the difference is that nothing falls through: every deal has an owner, a stage, and a next step. Against big-name CRMs, the difference is fit and cost: you get enterprise-grade pipeline management that plugs into Outlook, Teams, and your ERP without a second ecosystem to maintain.

Who is Dynamics 365 Sales for, and who is it not?

A sales team of two to twenty that quotes deals, hands work to delivery, and needs leadership to see the pipeline without asking. It is strongest connected to Business Central, so won deals flow straight to fulfillment and invoicing. A business with a handful of repeat customers and no live pipeline does not need a CRM; a shared spreadsheet does the job. And if the team will not agree to live in the system, the software cannot fix that. On the boundary between CRM and ERP: should sales enter orders in the CRM or the ERP?

What does an implementation cost, and when do we find out?

Early, on purpose. After discovery we put a ballpark scope and budget in front of you, with no signature expected, so both sides know the shape of the project early. After design, pricing becomes a fixed scope. We present two structures side by side, a straight hourly project and the same scope amortized monthly with support included, so you can show leadership the difference and defend the choice.

What happens after go-live?

Thirty days of hypercare are built into every implementation, then you move to the support option you chose. Expect a response within a couple of hours, usually a live screen share, and sessions that double as training. Heavy investment in training and cutover means post-go-live questions skew toward how-do-I rather than break-fix.

Our current partner controls everything. Can you take over an existing system?

Yes. An environment takeover starts with getting administrative access back into your own tenant, then stabilizing what is there and fixing incrementally. A rescue almost never means re-implementation, and you should see improvements in the first weeks, without waiting for a big-bang cutover.

How do you handle training?

Role-based and timed close to go-live so it sticks: finance, operations, and quality each learn their own workflows, in your system with your data. After go-live, support sessions run as live screen shares that double as training, and flat-fee plans include training for new hires and on each Microsoft release wave.

We run Google Workspace. Is that a problem for Dynamics?

No. Business Central and Dynamics 365 do not care where your email lives, and switching to Microsoft 365 is never a requirement of the project. If you ever want that migration, it is a separate conversation.