A sales pipeline you can forecast from
We set up Dynamics 365 Sales around how your team sells, with clear stage rules and quotes built on the opportunity. One team goes live first, so you see reps using it before you roll it out further.
Free, 30 minutes, with a senior consultant. You leave with a recommended first phase or a clear reason to wait.
When reps work around the CRM, the forecast stops meaning anything
A CRM can go live on schedule and still fail a quarter later, when reps stop updating records and the forecast drifts.
Forecasts leadership ignores
Reps type pipeline numbers by hand and the figures go stale within days. Someone fixes them in a spreadsheet before each board meeting, and leadership stops opening Dynamics.
Reps see logging as admin
If logging a call takes longer than making it, sellers skip it. Opportunities sit in old stages, and the Copilot and conversation intelligence you pay for have nothing to work with.
Copilot bought, then left idle
Copilot and the sales agents get a demo, then sit unused because no one decided where they may act or what a person must approve. Agents that contact customers without those rules put accounts at risk.
What we configure in Dynamics 365 Sales
Lead and opportunity management
Capture, route and qualify leads, then track each opportunity to close.
Lead and opportunity scoring
Predictive scores rank leads and deals, so reps call the likeliest wins first.
Sales pipeline management
See every deal by stage and what changed since your last pipeline review.
Forecasting
Commit, best case and quota roll up into one forecast, adjusted by predictive signals.
Sales Agent
Handles routine follow-up, account research and nurture emails within the review points your team sets.
Sales Qualification Agent
Checks inbound leads against your qualification criteria before a rep picks them up.
Sales insights
Conversation and relationship analytics flag deals at risk and suggest the rep's next action.
Release order
Each release has to work for your sellers before the next one starts. Discovery comes first. Each release after it runs through the five delivery stages, from discover and scope to launch and stabilize.
- 01
Discovery and forecast model
We map stages, qualification rules, approvals and the questions the forecast must answer, then agree the data model.
- 02
Core pipeline for one team
Lead and opportunity management, your stages and a clean Dataverse model go live for one team. Reps log activity from Outlook and Teams and work real deals.
- 03
Copilot and conversation intelligence
We switch on Copilot, conversation intelligence and pipeline scoring, with written rules for what Copilot drafts, what a seller approves and who owns each suggested action. A person reviews every output before a customer sees it.
- 04
Rollout and forecast cadence
We extend the system to more teams, train managers to run the forecast review and track adoption in Power BI.
For long, considered sales cycles
Reps quote configured products at current prices, and won deals reach Business Central as orders.
ManufacturingConnected to your sales tools
Microsoft 365
Emails and meetings log against the deal they belong to.
Prospecting
LinkedIn Sales Navigator profiles sit beside each contact.
Contracts
Quotes go out for signature and come back to the opportunity.
Finance
Won deals become orders in finance without re-keying.
Marketing
Campaign responses arrive as leads with their source.
Analytics
Pipeline and forecast reports refresh in Power BI.
How we keep the rollout on track
A named senior consultant
The same named senior consultant leads discovery, the build and launch stabilization, and a dedicated project manager supports them.
Value before the full budget
The first release stands alone. If reps are not using it and leadership does not trust the pipeline, you stop before committing a year of spend.
Agents with set limits
Every Copilot and sales agent feature ships with review points and limits on what it can do unattended.
Adoption measured from go-live
We track activity capture and forecast accuracy through launch stabilization and adjust the setup before a quarter is lost.
Ways to start
Discovery sprint
A sales process map, forecast model, data model blueprint and a phased plan with a fixed-scope first release. One to two weeks, a fixed fee, credited against the first phase if you go ahead.
First build
Lead and opportunity management live for one team, with Outlook and Teams capture and a pipeline view, before you commit to a wider rollout.
Full program
Copilot, conversation intelligence, forecasting, quote-to-contract and a multi-team rollout with training. Each release has to show results before the next is scoped.
Questions buyers ask
Do we need Sales Professional or Sales Enterprise?
Professional suits smaller teams that need pipeline, quotes and Outlook integration. Enterprise adds forecasting, custom process flows and conversation intelligence. We recommend the edition from how your team sells and which features you will use in the first year.
How do you get reps to use it?
We keep data entry small. Emails and meetings log from Outlook automatically, the first phase asks reps only for the fields the forecast needs, and each team is trained on its own pipeline.
Can it connect to Business Central?
Yes. Won opportunities become sales orders in Business Central, and customers and items stay in sync both ways.
Is Copilot included in Dynamics 365 Sales?
Copilot features in Business Central and Dynamics 365 Sales are included in the license. Autonomous agents use Copilot Credits, billed by consumption.