What we configure
Inside Dynamics 365 Sales, we set up
Process flows
Business process flows guiding leads and opportunities through stages.
Sales accelerator
Sequences and work lists for structured outreach.
Microsoft 365
Outlook app, server-side sync and Teams collaboration on records.
Reporting
Power BI dashboards with row-level security.
Straight answer
Is Dynamics 365 Sales the right fit?
Dynamics 365 Sales makes most sense when you’re already standardised on Microsoft. Licensing (Professional vs Enterprise) changes what’s possible, so we settle it first.
FAQ
Dynamics 365 Sales questions
Professional or Enterprise?
Professional covers core sales automation. Enterprise adds advanced customisation, more automation and sales insights. We map requirements to licences.
Can reps use Dynamics from Outlook?
Yes. The Dynamics 365 app for Outlook lets reps track emails and meetings and view records inside Outlook.
Does it include Copilot?
Copilot features are available in Dynamics 365 Sales depending on licence and region. We enable and configure what applies to you.
Same platform
Other Microsoft Dynamics 365 apps we implement
Next step
Planning a Dynamics 365 Sales project?
Tell us what you run today and where it breaks. You get a fixed-scope quote afterwards. We don’t publish rates, because the honest price depends on scope.
Enquire
Talk to us about Dynamics 365 Sales implementation.
We have started the message for you. Add what you run today and we will reply within one business day.