Microsoft Dynamics 365 Sales integration for growing companies
Centralise your sales pipeline, automate follow-ups and steer your business in real time. Benly Consulting delivers a first operational scope of Dynamics 365 Sales in 6 weeks.
Why equip your sales team with Dynamics 365 Sales?
Scattered Excel files, forgotten follow-ups, forecasts based on gut feeling: without a CRM, a sales organisation flies blind. Microsoft Dynamics 365 Sales centralises your entire sales cycle — leads, opportunities, quotes, follow-ups — in a single platform, natively integrated with the Outlook, Teams and Excel your teams already use.
Unified pipeline
Every opportunity, its stage and its probability of closing, visible at a glance to the whole team.
Automated follow-ups
Sales sequences and automatic reminders: no opportunity slips through the cracks.
Reliable forecasting
Real-time forecasts and dashboards, so decisions rest on figures rather than impressions.
What we put in place
- Lead and opportunity management — qualification, scoring and sales stages mapped to your actual cycle.
- Sales task automation — automatic activity creation, scheduled follow-ups, smart notifications.
- Outlook & Teams integration — email tracking, synchronised meetings, customer records available without leaving the inbox.
- Quotes and product catalogue — generate quotes straight from the opportunity.
- Power BI dashboards — automated weekly reporting for management: pipeline, conversion rates, activity per sales rep.
Our method: a first scope live in 6 weeks
We refuse 18-month tunnel projects. Our five-step approach — discovery, scoping, deployment, training, support — delivers a working CRM on a targeted scope in six weeks on average. Your sales team sees the value quickly, adoption follows, and we then extend the scope iteratively.
Every deployment includes migrating your existing data (Excel, legacy CRM), configuring your sales processes and training your teams. See also ourERP integration expertise to connect sales and operations, or our pricing and budget page to size your project.