Lead and Opportunity management
Capture, route, and qualify leads, then run every opportunity through to close.
Microsoft Dynamics 365
Microsoft Dynamics 365 Sales that accelerates measurable growth
We combine strategy, execution, and enablement so your ERP investment pays back fast.
Why Sales rollouts stall
A CRM your reps fight is worse than no CRM at all
Most Dynamics 365 Sales deployments don't fail at go-live. They fail in the quarter after, when forecasts drift, adoption sags, and the system becomes a place data goes to die.
Forecasts nobody trusts
Pipeline numbers are entered by hand, stale by Tuesday, and quietly overridden in a spreadsheet before every board meeting. When the forecast and reality disagree, leadership stops looking at Dynamics — and the investment becomes invisible.
Reps treat it as admin, not advantage
If logging an activity takes longer than making the call, sellers skip it. Opportunities sit in stale stages, Copilot has nothing to summarise, and conversation intelligence captures empty rooms. Low-quality data poisons every AI feature you paid for.
AI features switched on, never operationalised
Copilot and sales agents get demoed, then ignored — because nobody defined where the AI is allowed to act, what a human must approve, or how a drafted email becomes an accountable next step. Ungoverned AI in front of customers is a risk, not a win.
Quotes and orders live outside the system
Pricing sits in one tool, approvals in email, contracts in a shared drive. Deals close in Dynamics but cash, terms, and renewals are reconstructed manually — so revenue ops can't tie a closed opportunity to what was actually sold.
Features
See it in action
A closer look at the product, screen by screen.
Forecasting & predictions
Roll quota, prediction, and won amounts into one forecast, with predictions that flag what is likely to slip.
Core capabilities
Lead and Opportunity Scoring
Predictive scores rank leads and deals so reps work the ones most likely to win.
Sales pipeline management
See every stage of the pipeline and exactly what moved since you last looked.
Forecasting
Roll commit, best-case, and quota into one forecast with predictive signals.
Quotes and Invoice management
Generate quotes, orders, and invoices on the record — no rekeying.
Sales Agent
An autonomous agent handles routine follow-up, research, and nurture.
Sales Qualification Agent
Qualifies inbound leads against your criteria before a rep picks them up.
Sales insights
Conversation and relationship analytics surface risk and the next best action.
What good looks like
A sales engine your numbers come from, not get cleaned up in
Phased delivery means you see the first credible outcome in weeks, not after a year-long programme. These are the results our Dynamics 365 Sales engagements are built to hit.
First credible outcome
- 8wks
- To first usable pipeline
- A clean lead-to-opportunity flow live and adopted by one sales team before we widen the rollout.
- 90%+
- Activity capture
- Conversation intelligence and auto-capture mean reps log almost nothing by hand — so the data feeding forecasts and Copilot is real.
- 2x
- Forecast accuracy
- Predictive pipeline scoring tightens commit-vs-actual variance so leadership runs the business off Dynamics, not a side spreadsheet.
- −35%
- Quote-to-cash cycle
- Quotes, orders, and contracts generated inside the opportunity cut the lag between a verbal yes and a signed deal.
Fits your stack
Connected where revenue actually flows
Dynamics 365 Sales earns its keep when it sits inside the tools your team already lives in — and ties cleanly to finance and data downstream.
Productivity
- Microsoft 365 (Outlook, Teams)
Comms
- Microsoft Teams Phone & Calling
Prospecting
Data
- Microsoft Fabric & Dataverse
Analytics
Finance
Contracts
Workflow
- Power Automate
AI
Marketing
Where it fits best
Built for complex, considered sales
Dynamics 365 Sales pays back fastest where deals have multiple stakeholders, real approvals, and a forecast leadership has to defend.
B2B manufacturing & distribution
Quote configured products against live pricing, route approvals through the deal, and hand a clean order straight to Business Central — no rekeying.
Professional & financial services
Conversation intelligence and Copilot keep partner-led relationships documented, so pursuits survive staff changes and forecasts hold up to scrutiny.
Technology & SaaS
AI sales agents qualify and route inbound leads, while pipeline scoring tells revenue ops which renewals and expansions actually close this quarter.
Industrial equipment & field sales
Mobile-first opportunity capture and auto-logged activity mean reps update deals between site visits instead of at midnight.
Wholesale & B2B trade
Repeat-order accounts get scored for churn and upsell, and quotes-to-orders flow without the back-office reconciliation tax.
We'd already tried Dynamics once and ended up running the real forecast in Excel. Flectic went live with one team in six weeks, switched on conversation intelligence so reps stopped logging by hand, and within a quarter our commit numbers actually matched what closed. The Copilot rollout was the first AI thing our sellers didn't quietly turn off — because they knew exactly what it would and wouldn't do for them.
- 6 wks
- To first team live on clean pipeline
- 92%
- Activity auto-captured, not hand-logged
- −34%
- Quote-to-cash cycle time
How we deliver
Phased to first value — then widened with evidence
We don't run a big-bang programme and hope. Each phase ships something usable, proves it with real sellers, then earns the next. Senior consultants own every phase; AI accelerates the work, humans sign it off.
Discovery & forecast model
We map your real sales motion — stages, qualification, approvals, what the forecast must answer — and agree the data model before we touch configuration. You leave with a scoped plan and a fixed view of phase one.
Core pipeline live for one team
Lead and opportunity management, stages, and a clean Dataverse model go live for a single sales team. Outlook and Teams integration so capture is effortless. Real deals, real users, no theatre.
AI & conversation intelligence
We switch on Copilot, conversation intelligence, and pipeline scoring with explicit guardrails: what the AI drafts, what a seller must approve, how a suggestion becomes an accountable action. Human-reviewed by design.
Quote, order & contract flow
Quotes, orders, and contracts generated inside the opportunity, with approvals and e-signature wired in and a clean handoff to finance. Closed-won finally ties to what was actually sold.
Rollout, enablement & forecast cadence
We widen across teams, train managers on the forecast cadence, and instrument adoption in Power BI so you can see — not guess — whether the system is being used.
Lowest-risk path
Designed so the rollout can't quietly go wrong
Risk in a CRM programme isn't dramatic — it's slow: drift, low adoption, a forecast nobody trusts. We engineer those failure modes out from day one.
Senior consultants, named and accountable
The people in your discovery workshop are the people building your system. No bait-and-switch to juniors after the statement of work is signed.
Value before you commit the full budget
Phase one stands alone. If the first pipeline isn't live, adopted, and useful, you stop — you're never locked into a year of spend before seeing proof.
AI you can govern and audit
Every Copilot and sales-agent capability ships with defined human-review points and clear boundaries on autonomous action, so AI accelerates sellers without acting unaccountably in front of customers.
Adoption measured, not assumed
We instrument usage from go-live, so 'is it working?' is answered with data on activity capture and forecast accuracy — and we course-correct before a quarter is lost.
- Microsoft Solutions Partner
- Senior-led delivery
- Human-reviewed AI
- Phased to first value
- Fixed-scope discovery
Ways to start
Start small, prove it, scale
Pick the entry point that matches where you are. Each one ends with something concrete you own.
Stage 01 Discovery sprint
- Sales-motion mapping, forecast-model design, data-model blueprint, and a phased plan with a fixed-scope phase one.
Fixed fee, 1-2 weeks. You keep the plan whether or not you continue.
Stage 02 First-value build
- Core lead and opportunity management live for one team, with Outlook/Teams capture and a working pipeline view.
Stands alone — a usable CRM in weeks, not a year-long commitment.
Stage 03 Full programme
- End-to-end: AI and conversation intelligence, pipeline forecasting, quote-to-contract, and multi-team rollout with enablement.
Phased and gated — each stage earns the next on evidence.
Why this approach wins
We align every phase to outcomes, giving you confidence at each milestone.
- •Strategic scoping that prevents scope creep.
- •Delivery playbooks that reduce implementation risk.
- •Adoption plans to keep teams moving.
Global distributor cuts order cycle by 28%
Unified finance and inventory workflows across 5 regions.
Key result
28% faster order-to-cash
Move from analysis to action
Let’s build a focused plan that ships results this quarter.
FAQs
Most clients see measurable improvements within the first 8–12 weeks.
Yes. We modernize, optimize, or re-platform based on ROI and risk.
Strategy, implementation, enablement, and optimization in one continuous plan.
Next step
See exactly where your Sales rollout stands
Before you commit budget, get a clear-eyed read on readiness: your data model, forecast credibility, AI governance gaps, and the fastest route to a pipeline your reps will actually use. Senior-led, no obligation.
- A senior consultant reviews your current sales process and Dynamics setup — not a sales rep reading a script.
- A clear phased plan with a fixed-scope first phase and a realistic time-to-first-value.
- Specific guardrails for Copilot and sales agents so AI ships governed, auditable, and human-reviewed.
Ready to see clear ROI?
Schedule a 30-minute discovery call. We will map the fastest path to measurable results.
Response within one business day