Dynamics 365 Sales & Customer Service
Every customer, every deal, one view.
CRM that lives inside Microsoft 365 — track leads, pipeline and service cases with Copilot helping your team sell and support faster.
From strategy to day-to-day support.
Engage us for one stage or all three. Select a stage to see what's included for Dynamics 365 Sales & Customer Service.
Advise
Understand where you are and what to do next.
- CRM requirements and process mapping
- Dynamics versus other CRM review
- Data migration planning
- Licensing guidance
Deploy
Set it up properly and securely the first time.
- Configuration with a specialist partner
- Outlook and Teams integration
- Data migration from spreadsheets or old CRM
- Dashboards and Copilot setup
Manage
Keep it running, secure and improving.
- User and security management
- Microsoft 365 integration support
- Report and dashboard changes
- Help desk for users
What Dynamics 365 Sales & Customer Service does for your business.
Pipeline
See every deal by stage and value.
Contacts
Complete customer history in one place.
Service cases
Track support requests to resolution.
Copilot for Sales
Email drafts and meeting prep.
Outlook integration
Track emails and meetings automatically.
Forecasting
Accurate revenue forecasts.
Value for everyone in the business.
How ready is your Dynamics 365 Sales & Customer Service?
Switch on everything that's true for your business. Nothing is sent anywhere.
Dynamics 365 Sales & Customer Service questions
Dynamics 365 Sales has options for smaller teams. We help compare it against alternatives honestly.
We handle the Microsoft 365, identity, security and data side and partner with Dynamics specialists for complex configuration.
Yes — sales and finance can share customer and order data.
Get more from Dynamics 365 Sales & Customer Service.
Book a free consultation — we'll review your setup and map out next steps.