Centralise your sales pipeline, structure follow-ups and manage activity using shared data. A focused first scope can be operational from six weeks, depending on data, integrations and team availability.
The visible interface and features depend on the licence and configuration.
The platform centralises leads, accounts, opportunities, quotations and activities in a shared sales system adapted to your sales cycle.
The main cost does not come only from re-entering data. It comes from a lack of visibility: which deals are active, which are blocked and where should management intervene?
Dynamics 365 Sales brings leads, accounts, opportunities, quotations and activities into a shared sales system connected to Microsoft 365 tools according to the selected configuration.
Qualify before converting: criteria become useful information and assignment rules. Salespeople can see where each lead stands and what remains to be done.
A reminder after sending a quotation, an alert for an inactive opportunity or a manager notification: rules are triggered according to thresholds agreed with you.
Manage pipeline and forecasts with dashboards that answer concrete management questions. Periodic reporting can be automated according to the selected tools and licences.
The pipeline is broken down by stage, owner and expected close date.
Inactive, overdue or insufficiently qualified opportunities become visible.
Assumptions and commitments are consolidated in a shared view.
Native forecasting is available with Sales Enterprise and Premium. With Sales Professional, dashboards and Power BI reporting can cover a defined management need without being presented as equivalent to native forecasting.
Bring the organisation, contacts, activities and every deal into one shared sales view, from the first interaction through to the quotation.
Emails and appointments can be linked to accounts and opportunities from Outlook. Teams supports collaboration around CRM records after configuration.
Exact capabilities depend on the Outlook version, Microsoft 365, the Teams environment and Exchange synchronisation.Each deal links the organisation, contacts, stage, value, products, target date and next action. Quotations use the selected catalogue and pricing rules.
If an ERP remains the system of record for products and prices, the required data is synchronised through defined flows.Define where each data item lives: a useful integration does not copy everything everywhere. It specifies the system of record, flow direction and error handling.
This timeline covers a focused scope — leads, opportunities and reporting — generally suited to a team of 5 to 30 users. The final schedule is confirmed after scoping.
Actual sales cycle, users, priorities and data to migrate.
Sales stages, qualification, assignment and guided business process.
Preparation, deduplication, pilot import and quality checks.
Priority views and dashboards for the team and management.
Training with your data, validation and release to users.
Support, corrections and enhancements through controlled iterations.
We do not enable every module from the outset: the team first adopts a clear tool, then the scope evolves.
An empty CRM does not help the team. A CRM full of duplicates quickly loses credibility. Migration is therefore prepared and checked before the full import.
Excel or existing CRM
Volume, quality and history
Standardisation and duplicates
Sample reviewed with you
Loading and final checks
Migration can start from Excel files or a CRM such as Salesforce, HubSpot, Pipedrive, Sage CRM or an internal application. Timing depends on volume, attachments, data quality and export capabilities.
You validate a sample before the full import. Data that is not migrated can be archived according to a retention period, location and responsibility defined during scoping.
Microsoft bills the licences. The integration project covers the scoping, configuration, migration and support work agreed with you.
One sales process, up to 10 users, standard dashboards, one two-hour group training session and one follow-up after 15 days.
Excludes data migration, integration and bespoke development. These needs can still be delivered through a custom scope estimated after scoping.
Need to integrate your ERP with Dynamics 365 Sales? The interface is scoped separately with your ERP specialist.
The exact scope, timeline and budget are agreed during scoping, before configuration begins.
A 30-minute conversation to identify users, data and the first process to secure. No generic sales presentation.
