A CRM that adapts to how your team actually sells—not the other way around. Automate workflows, customize without code, and enable your sales team to focus on what matters: closing deals.
Built on the Microsoft platform your team already knows, with AI-powered insights and automation that fits any business.
Whether you're a 10-person startup or a 1,000-person enterprise, Dynamics 365 Sales scales with your business and adapts to your unique sales process.
Add fields, create workflows, and build automations using point-and-click tools. Your admins can customize the system without writing a single line of code.
Copilot helps your reps prepare for meetings, draft emails, score opportunities, and focus on the deals most likely to close.
Traditional CRM customization meant expensive developers and long timelines. Dynamics 365 Sales changes that with Power Platform integration that puts customization in the hands of business users.
Every business sells differently. Dynamics 365 Sales automation adapts to your process—not the other way around.
Automatically route leads to the right rep based on territory, industry, deal size, or any custom criteria you define.
Never let a hot lead go cold. Automatic reminders ensure timely follow-up based on your sales cadence.
Generate professional quotes and proposals with one click, pulling in product pricing, customer data, and your branding automatically.
Trigger actions when opportunities move through your pipeline—notifications, task creation, data updates, and more.
The best CRM is one your team actually wants to use. We configure Dynamics 365 Sales to work for your reps, not against them.
Full functionality on any device. Your field reps can update opportunities, log visits, and check pipeline from anywhere.
We audit every screen and streamline ruthlessly. If it takes more than 30 seconds, we find a faster way.
AI that drafts emails, summarizes meetings, and suggests next actions—so reps spend time selling, not typing.
We train your team on the features they'll actually use—not a generic overview they'll forget in a week.
CRM adoption is the #1 challenge in sales technology. We've developed a proven approach that gets your team genuinely excited about using Dynamics 365 Sales—not just compliant.
Our goal is to understand your business processes within the Sales Team and translate those into Dynamics, automating as much as possible, so your Sales Team can focus on what they do best!
Talk to an ExpertA practical guide for sales managers on how to drive CRM adoption—including the WIIFM principle, the 30-second rule for data entry, and a rollout strategy that actually works.
Schedule a demo and see how Dynamics 365 Sales can be customized to fit your unique sales process—no coding required.