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Close Deals Faster.
Sell Smarter with Dynamics 365 Sales.

We implement and configure Dynamics 365 Sales for UK businesses — helping your team manage leads, accelerate opportunities and build lasting customer relationships with AI-powered insights.

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Dynamics 365 Sales CRM dashboard showing opportunity pipeline for UK businesses
Microsoft Dynamics 365 Sales

The CRM built for modern sales teams

Dynamics 365 Sales is Microsoft's intelligent CRM platform — bringing leads, contacts, accounts and opportunities together in one connected workspace integrated with Outlook, Teams and LinkedIn.

At MS Dynamics Consulting we implement and tailor Dynamics 365 Sales for UK businesses of all sizes — from straightforward Sales Professional deployments to fully customised Sales Enterprise environments with AI, forecasting and LinkedIn Sales Navigator.

  • UK-based certified Dynamics 365 consultants
  • 100+ successful CRM implementations delivered
  • SMB and nonprofit specialists

What Dynamics 365 Sales can do

A complete, AI-powered CRM platform — configured for your business by our UK team.

Lead & Opportunity Management

Capture and qualify leads from any source. Convert to opportunities with a single click and track every deal through a configurable pipeline with probability scoring, stages and close dates.

Copilot for Sales

AI-generated email drafts, meeting summaries, opportunity summaries and next-best-action recommendations — directly in Dynamics 365, Outlook and Teams. Reduce admin time and keep sellers focused on selling.

Sales Forecasting

Predict revenue with confidence using bottom-up and top-down forecasts, quota management, deal flow charts and AI-driven predictions. Compare actuals vs targets and drill into team and individual performance.

LinkedIn Sales Navigator Integration

Surface LinkedIn insights — mutual connections, job changes, company news and relationship paths — directly on Dynamics 365 contact and account records. Reduce research time and build stronger relationships.

Outlook & Teams Integration

Track emails, log calls, book meetings and update CRM records from within Outlook — without switching applications. Collaborate on deals in Teams and get real-time deal insights in the flow of every conversation.

Sales Sequences & Cadences

Define and automate repeatable sales motions with sequences — structured activity plans that guide sellers through the right actions at the right time. Scale your best reps' playbooks across the entire team.

Analytics & Dashboards

Built-in sales dashboards for pipeline health, win/loss rates, activity metrics and team leaderboards. Integrate with Power BI for advanced reporting and embed real-time analytics directly in Dynamics 365 forms and views.

Mobile & Field Sales

The Dynamics 365 Sales mobile app gives field reps full access to contacts, accounts, opportunities and activities — online and offline. Update records after meetings and get turn-by-turn directions to customer sites from within the app.

Customisation & Integration

Tailor Dynamics 365 Sales to match your exact sales process — custom entities, fields, business rules, workflows and integrations with ERP systems, marketing tools, e-commerce platforms and more via Power Platform and Azure.

AI & Copilot

Agentic sales — powered by Microsoft AI

Dynamics 365 Sales includes a suite of AI agents that work autonomously alongside your team — researching leads, prioritising deals and surfacing the insights sellers need to act confidently.

We configure and enable the right AI capabilities for your team as part of every implementation — ensuring adoption and measurable impact from day one.

Ask us about Copilot for Sales

Sales Qualification Agent

Autonomously researches and qualifies incoming leads — enriching records with company data, financial signals and news so sellers engage with the highest-value prospects first.

Sales Close Agent

Analyses open deals to equip sellers with the insights, next steps and competitive context they need to win. Identifies at-risk deals and recommends the best actions to advance them.

Sales Research Agent

Answers complex sales and market questions in real time — turning raw data from CRM, SharePoint and external sources into actionable, decision-ready insights for sales leaders and reps.

Custom AI Agents

Build bespoke sales agents tailored to your workflows using Microsoft Copilot Studio — connected to your Dynamics 365 data, SharePoint, Teams and external APIs.

Our Approach

How we deliver your Dynamics 365 Sales project

1

Discovery & Scoping

We map your current sales process, data sources, integrations and reporting requirements — agreeing a clear scope and fixed project plan before work begins.

2

Configuration & Development

We configure Dynamics 365 Sales to match your sales stages, fields, views, dashboards, automation and integrations — with custom development where needed using Power Platform and Azure.

3

Data Migration

We migrate your historical leads, contacts, accounts, opportunities and activities from your existing CRM — with full data profiling, cleansing and validation before go-live.

4

Training & Go-Live

Role-based training for sales reps, managers and administrators. Supported go-live with our UK team on hand, followed by a hypercare period to resolve any post-launch issues quickly.

5

Ongoing Support

Post go-live managed support retainer — covering enhancements, release wave updates, performance reviews and user training as your team and processes evolve.

MS Dynamics Consulting team delivering Dynamics 365 Sales implementation project in the UK

Dynamics 365 Sales licensing

Three editions to match every team’s needs — we help you choose the right tier and procure licences as a Microsoft partner.

Sales Professional

Core sales force automation, lead & opportunity management, Microsoft 365 integration and standard reporting.

  • Core sales force automation
  • Lead & opportunity management
  • Microsoft 365 integration
  • Standard reports & dashboards
  • Mobile app
Get a quote
Most popular

Sales Enterprise

Everything in Professional plus AI-powered insights, sales sequences, LinkedIn Sales Navigator integration and advanced customisation.

  • Everything in Professional
  • AI-powered insights & scoring
  • Sales sequences & cadences
  • LinkedIn Sales Navigator integration
  • Advanced customisation & APIs
  • Copilot for Sales (add-on)
Get a quote

Sales Premium

Everything in Enterprise plus conversation intelligence, relationship analytics, sales accelerator and Copilot for Sales.

  • Everything in Enterprise
  • Conversation intelligence
  • Relationship analytics
  • Sales accelerator & workspace
  • Prebuilt intelligence solutions
  • Copilot for Sales included
Get a quote
Licensing costs vary by edition and agreement type. Contact us for a personalised licensing recommendation or visit the official Microsoft Dynamics 365 Sales page.

Why choose MS Dynamics Consulting

UK-based, senior-led Dynamics 365 Sales expertise — delivered with transparency and care.

UK-Based Team

All consultants are UK-based. No offshoring, no handoffs to junior staff. Direct access to the people doing the work.

Certified Consultants

Microsoft-certified Dynamics 365 Sales consultants with real-world experience across industries — not theoretical knowledge from Microsoft documentation alone.

10+ Years' Experience

Over 100 Dynamics 365 implementations delivered across sales, service, field service, finance and operations.

Post Go-Live Support

We don't disappear after go-live. Our UK support team provides ongoing retainer plans to keep your Dynamics 365 Sales environment running and improving.

Frequently asked questions

Everything you need to know about Dynamics 365 Sales and our implementation service.

Dynamics 365 Sales is Microsoft's cloud-based CRM platform. It helps sales teams manage leads, contacts, accounts and opportunities in one workspace — integrated with Outlook, Teams and LinkedIn Sales Navigator. AI features including Copilot for Sales and autonomous agents help sellers research leads, prioritise deals, draft communications and forecast revenue with confidence.

Sales Professional (from £50/user/month) covers core sales automation — leads, opportunities, contacts, standard reporting and Microsoft 365 integration. Sales Enterprise (from £80.70/user/month) adds AI-powered insights, sales sequences, LinkedIn Sales Navigator integration and advanced customisation. Sales Premium (from £115.30/user/month) includes everything in Enterprise plus conversation intelligence, relationship analytics and prebuilt AI solutions. We help you pick the right edition and can mix tiers across teams.

For a typical UK SMB deployment, we target 4–10 weeks from project kick-off to go-live. Simple configurations with limited data migration can complete faster; complex multi-team deployments with custom development, multiple integrations and large data migrations take longer. We agree a realistic timeline with you at the discovery stage and stick to it.

Yes. We migrate from Salesforce, HubSpot, Pipedrive, Zoho, Sage CRM, Act!, Goldmine and bespoke systems. Our process: data profiling and field mapping, cleansing and deduplication, test load and validation, final production migration during an agreed cutover window. We guarantee zero data loss with full audit trail documentation.

Yes. We deliver role-based training sessions for sales reps, sales managers and system administrators — covering daily tasks, reporting, pipeline management and Copilot for Sales features. Training is delivered remotely or on-site across the UK. We also produce bespoke Quick Reference Guides and recorded walkthroughs tailored to your configuration.

Sales Professional starts from around £50/user/month, Sales Enterprise from around £80.70/user/month and Sales Premium from around £115.30/user/month on current Microsoft UK list pricing. Final cost depends on user count, licence mix and add-ons such as Copilot for Sales. We provide a tailored quote — including implementation and support — after a short discovery call.

Yes. It scales from small teams of 3–5 reps up to large enterprise sales organisations. For smaller UK businesses we typically start with Sales Professional and a lean configuration focused on lead and pipeline management, then add AI features, integrations and customisation as the team grows — avoiding upfront over-investment.

Dynamics 365 Sales is a dedicated CRM for managing leads, opportunities and the pipeline. Business Central is an ERP covering finance, inventory and operations. Many UK SMBs run both together — Business Central for back-office finance, Sales for front-office selling — connected natively via Dataverse so data stays in sync.

Yes. Most day-to-day customisation — fields, forms, views, business rules, dashboards and approval workflows — can be configured with no-code and low-code tools in Power Apps and Power Automate. We reserve custom C# plugins or JavaScript for genuinely complex logic, keeping your system easier and cheaper to maintain long term.

Explore more Dynamics 365 apps

Sales works best alongside the wider Dynamics 365 suite.

Dynamics 365 Customer Service

Dynamics 365 Customer Service

Omnichannel case management, SLAs, knowledge base and AI-assisted service that keep customers happy after the sale closes.
Dynamics 365 Customer Insights

Dynamics 365 Customer Insights

Unify customer data from every source to build a single profile, predict churn and deliver personalised journeys across marketing and sales.
Dynamics 365 Business Central

Dynamics 365 Business Central

All-in-one ERP for UK SMBs, connecting quotes and orders from Sales with finance, inventory and purchasing in Business Central.

Dynamics 365 Sales, explored in depth

Choose a topic and tap a question to expand our full expertise across capabilities, AI and implementation.

Capture leads from web forms, email campaigns, LinkedIn, Power Pages portals and manual entry. Qualify and convert to opportunities with configurable lead scoring, automated routing and AI-powered qualification suggestions. Full lead lifecycle tracking from first touch to closed deal.

Configurable sales stages, probability weightings, close date tracking and revenue forecasting. Product line items, price lists, discount approvals and quote generation. Stakeholder maps, relationship health scoring and competitor tracking on every opportunity.

360-degree view of every contact and account — full interaction history, open opportunities, cases, invoices, signed documents and LinkedIn profile data in one place. Hierarchy management for complex corporate account structures.

Log calls, emails, meetings, tasks and notes against any CRM record. Full activity timeline with integrated Outlook email and meeting sync. Automated activity creation from Power Automate flows and Copilot-generated call summaries.

AI-generated email drafts, meeting preparation notes, opportunity summaries, deal risk indicators and next-best-action recommendations — surfaced in Dynamics 365, Outlook and Teams. Reduces average selling admin time significantly and improves response quality.

Embedded LinkedIn insights directly on Dynamics 365 contact and account forms: mutual connections, job changes, company news, InMail credits and TeamLink introductions. Available on Sales Enterprise and Premium licences.

The Dynamics 365 App for Outlook lets reps track emails, create CRM contacts, log meetings and view full customer context without leaving their inbox. Email engagement analytics show open rates and link clicks on tracked emails.

Teams meeting integration captures transcripts, generates action items and syncs notes back to Dynamics 365 records automatically. Teams channels can be linked to Dynamics 365 opportunities for seamless deal collaboration.

Build custom sales apps with Power Apps, automate complex workflows with Power Automate, create advanced reports with Power BI and build customer portals with Power Pages — all integrated natively with your Dynamics 365 Sales data in Dataverse.

We map your real-world sales process and translate it into Dynamics 365 stages, fields, business process flows and automation — ensuring the system reflects how your team actually sells rather than forcing them into a generic CRM template.

Migration from Salesforce, HubSpot, Pipedrive, Zoho, Sage CRM, Act!, Goldmine, Microsoft Access, Excel spreadsheets and custom databases. Full data profiling, field mapping documentation, test loads and production cutover management.

Custom Dataverse tables, Power Fx business rules, server-side plugins (C#), JavaScript form scripting, PCF custom controls, custom APIs and automated document generation using Power Automate and Word templates.

Configuration of Dynamics 365 sales forecasts, quota assignment, territory management and roll-up reports. Power BI integration for advanced sales analytics, win/loss analysis, funnel metrics and team performance dashboards.

Monthly managed support retainers covering break-fix, enhancement requests, Microsoft release wave update testing, user access management, security role updates and proactive performance monitoring. UK-based team, Mon–Fri 09:00–18:00 GMT.
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