Dynamics 365 Sales Services
Your customer relationship management goes live in 8 weeks.
Fixed-price Dynamics 365 Sales. Pipeline, forecasting, enterprise resource planning integration, and Power BI reporting delivered live in 8 weeks. Microsoft Gold Partner.
Submit your brief to call within 48 hours to scoped proposal in 3 days to Sprint 1 begins within 1 week of sign-off.
What is Dynamics 365 Sales? Microsoft's cloud customer relationship management for managing leads, opportunities, quotes, and accounts. Connects natively to Business Central, Outlook, Teams, and Power BI.
Dynamics 365 Sales, delivery scorecard
8 weeks
Typical go-live
1 owner
Named consultant
4.9 / 5
Client rating, 47 projects
$0
Average change orders
94%
On-time delivery
3.4x
Average 3-year return on investment
Fixed-price statement of work
Named consultant assigned
Microsoft Gold Partner
The cost of the wrong customer relationship management setup
When reps work around their customer relationship management instead of inside it
Before Dynamics 365 Sales
Reps quote from spreadsheets
No live enterprise resource planning pricing at the point of quote. Wrong prices, over-promised delivery, manual re-entry into the enterprise resource planning system after every deal.
Pipeline visibility requires Monday morning meetings
Sales managers pull reports, chase updates, and reconcile forecasts manually before every leadership call.
Deals go cold from inconsistent follow-up
No automated sequences. Reps rely on memory. Hot leads cool off while the team focuses on active deals.
Customer relationship management and enterprise resource planning tell different stories
Finance runs on enterprise resource planning data. Sales runs on customer relationship management data. No one agrees on bookings, backlog, or revenue. Reports take hours to reconcile.
After Dynamics 365 Sales with Redefine
Live Business Central pricing in every quote
Approved quotes convert to enterprise resource planning orders automatically. Zero re-entry, correct prices, accurate delivery dates.
Real-time pipeline, anytime
Forecasts by rep, team, and region. Artificial intelligence flags at-risk deals before they miss close dates. No meeting required.
Automated follow-up sequences
Step-by-step outreach sequences with daily task queues. Deals do not go cold from inconsistent follow-up.
One number. Customer relationship management and enterprise resource planning agree.
Power BI unifies Dynamics 365 Sales and Business Central data. Bookings, backlog, and revenue in one report your whole team trusts.
Customer relationship management comparison
Why customer relationship management selection depends on your enterprise resource planning stack
If your business runs on Business Central or Dynamics enterprise resource planning, a standalone customer relationship management creates integration overhead that disappears with Dynamics 365 Sales. Click any row to see the detail.
Feature
Standalone customer relationship management
migrating from spreadsheets or legacy systems
Dynamics 365 Sales plus Redefine
Microsoft Gold Partner
Business Central integration
Application programming interface or middleware needed
Native connector
Most standalone customer relationship management systems require middleware or custom application programming interface work to connect to Business Central. Dynamics 365 Sales uses Microsoft's native connector, accounts, contacts, opportunities, and quotes sync without custom development or ongoing application programming interface maintenance.
Microsoft 365 native, Outlook and Teams
Add-on required
Built-in
Emails, meetings, and Teams calls log automatically against the Dynamics 365 Sales record without any plugins. Reps never leave Outlook. Call recordings and transcripts attach directly to opportunities via Conversation Intelligence.
Artificial intelligence powered forecasting
Premium tier only
Included in Enterprise
Dynamics 365 Sales Enterprise includes artificial intelligence driven predictive forecasting, deal health scoring, and at-risk deal detection at no additional cost. Custom forecast hierarchies roll up by rep, team, or region with manual override and full audit trail.
Quote to enterprise resource planning order, no re-entry
Manual re-entry
Automated to Business Central
Quotes in Dynamics 365 Sales are built using live Business Central product catalog and pricing. When a quote is approved, it converts to a Business Central sales order automatically. No re-entry. No pricing errors. No fulfilment delays from double data entry.
Power BI native connector
Application programming interface integration
Native
Dynamics 365 Sales connects natively to Power BI. Customer relationship management and enterprise resource planning data unify in one workspace, bookings versus budget, pipeline versus quota, and days-to-close by rep. No application programming interface layer, no extract transform load, no data warehouse required to get started.
Implementation pricing model
Hourly or time and materials
Fixed-price statement of work
Every Redefine Dynamics 365 Sales engagement is a fixed-price statement of work with named deliverables, written acceptance criteria, and phase-gate protection. If user acceptance testing criteria are not met, we remediate at no additional charge before moving forward.
After-launch support
Support tier subscription
30-day hypercare included
30-day hypercare is included in every Redefine engagement at no additional cost. Service level agreement response times, escalation paths, and weekly scorecard reviews are written into the project agreement before go-live.
Sales automation, sequences
Paid add-on
Included in Enterprise
Sales sequences, call recording, conversation intelligence, and LinkedIn Sales Navigator integration are included in Dynamics 365 Sales Enterprise at the base per-user price. No separate subscription for each capability.
What we configure
Built around your sales process across pipeline, automation, and integration
Each capability is configured to your sales stages, enterprise resource planning setup, and team structure, not generic out-of-the-box defaults.
Pipeline and forecasting
3.4x
Average 3-year return on investment across Dynamics 365 Sales implementations
Lead and contact management
Web, email, and chat leads into configurable pipeline stages. Every interaction auto-logged.
Opportunity tracking
Full deal visibility from rep to vice president. No spreadsheet updates required.
Predictive artificial intelligence forecasting
Win rates and deal velocity analysed. Discrepancies flagged before quarter-end.
Custom forecast hierarchies
Roll-up by rep, team, or region with manual override and full audit trail.
Deal health scoring
At-risk deals flagged automatically: no activity, silent contacts, competitor mentions.
Sales automation
40%
Reduction in manual customer relationship management data entry after sequences go live
Sales sequences
Step-by-step outreach with daily task queues. No deal goes cold from missed follow-up.
Automated call recording
Teams calls auto-logged and transcribed against the opportunity. Coaching without note-taking.
Approval workflows
Multi-level discount and pricing approvals run in Teams or email. No offline bottlenecks.
Power Automate flows
Won-opportunity alerts, lead routing, and renewal reminders across Microsoft 365.
Chatbot lead capture
Copilot Studio chatbot qualifies leads and creates customer relationship management records. Routed to the right rep in minutes.
Enterprise resource planning integration
Zero
Re-entry from Dynamics 365 Sales quote to Business Central order
Business Central native connector
Accounts, contacts, opportunities, and quotes sync natively between Dynamics 365 Sales and Business Central.
Live product catalog and pricing
Business Central pricing and discount structures available inside every Dynamics 365 Sales quote.
Inventory and credit visibility
Real-time stock and credit limits from Business Central visible while building a quote. No over-promising.
Unified Power BI reporting
Customer relationship management and enterprise resource planning data unified. Bookings, backlog, and revenue. No manual exports.
Non-Microsoft enterprise resource planning options
Application programming interface or middleware integrations for SAP, NetSuite, or other enterprise resource planning systems based on volume and latency needs.
The Microsoft stack advantage
Your customer relationship management, enterprise resource planning, and productivity tools unified in one Microsoft stack
Dynamics 365 Sales connects natively to every other Microsoft product your business already uses. No middleware, no data silos, no reconciliation overhead.
Business Central
Quotes, orders, inventory, and accounts receivable. Native bidirectional connector.
Native
Outlook plus Teams
Emails and calls auto-logged. Deals tracked without leaving Outlook.
Built-in
Power BI
Customer relationship management plus enterprise resource planning data in one Power BI workspace. Bookings versus budget, pipeline versus quota.
Native
Power Automate
Won-deal alerts, lead routing, approval flows across Microsoft 365.
Built-in
Copilot Studio
Lead capture chatbot. Qualifies visitors and creates customer relationship management records automatically.
Optional
SharePoint
Proposals, contracts, and documents linked to customer relationship management records directly.
Native
LinkedIn Sales Navigator
Buyer insights and mutual connections surfaced directly on the customer relationship management record.
Integration
Non-Microsoft enterprise resource planning
SAP, NetSuite, Oracle. Custom application programming interface or middleware based on volume and latency.
Custom
How it works
From signed statement of work to live customer relationship management in 8 weeks
Every phase has a written sign-off gate. If user acceptance testing criteria are not met, we remediate at no additional charge before moving on.
01
Weeks 1 to 2
02
Weeks 3 to 5
03
Weeks 6 to 7
04
Week 8 plus 30 days
01
Discovery and Scope
Weeks 1 to 2
Sales process mapping, enterprise resource planning integration requirements, data migration scope, and written statement of work with acceptance criteria for every phase.
02
Configuration and Build
Weeks 3 to 5
Pipeline setup, enterprise resource planning and Outlook integrations, forecasting hierarchy, sales sequences, and Power BI dashboard configuration.
03
User Acceptance Testing and Data Migration
Weeks 6 to 7
User acceptance testing scripts executed, data migrated from legacy customer relationship management or spreadsheets, field mapping validated, and go or no-go sign-off completed before go-live.
04
Go-Live and Hypercare
Week 8 plus 30 days
Role-based training, production go-live, and 30-day hypercare with service level agreement backed support, weekly scorecards, and after-launch optimisation.
Phase 1 deliverable, written statement of work with scope and acceptance criteria
0
Customer relationship management users scoped
0
Pipeline stages defined
Sales process mappedDocumented
Enterprise resource planning integration scopeBusiness Central native connector
Data migration volume3,840 records
Fixed-price statement of workIssued for sign-off
Phase 2 deliverable, configured Dynamics 365 Sales environment
6
Pipeline stages live
3
Power BI dashboards
Business Central product catalog sync Live
Outlook integrationAuto-logging on
Forecast hierarchyRep, Team, Regional VP
Sales sequences3 templates configured
Phase 3 deliverable, validated data plus user acceptance testing sign-off
0
Records migrated
0%
User acceptance testing pass rate
Accounts migrated847 verified
Contacts migrated2,310 verified
Open opportunities683 confirmed
Go or no-goApproved, go-live
Phase 4 deliverable, production customer relationship management plus hypercare dashboard
11
Days in hypercare
0
Open Priority 1 issues
Customer relationship management adoption rate94% of 22 users active
Priority 1 average response3.1 hours
Business Central quote-to-order Running live
Weekly scorecardSent to leadership
Written risk reversal on every engagement
"If agreed user acceptance testing criteria are not passed at each phase gate, Redefine will remediate at no additional charge before advancing." It is in the contract.
Who it is for
Four situations we handle well
Distributors and Manufacturers
Reps quoting from spreadsheets while inventory lives in the enterprise resource planning system. Dynamics 365 Sales connected to Business Central puts live pricing, stock, and credit at the point of quote.
Your team is saying
"Our reps quote prices that are weeks out of date. It is costing us margin."
"Orders approved in the customer relationship management still need manual re-entry into the enterprise resource planning. Every day."
- Live Business Central pricing and stock in every quote
- Customer credit hold visibility before quoting
- Approved quotes auto-convert to enterprise resource planning orders
Professional Services Firms
Multi-stakeholder cycles that outgrow spreadsheets. Dynamics 365 Sales tracks stalled deals, silent contacts, and activity history in one place.
Your team is saying
"We have no visibility into deals until a rep updates a spreadsheet manually."
"Forecasts change dramatically in the last two weeks of every quarter."
- Multi-stakeholder opportunity tracking
- Activity sequences for long sales cycles
- Artificial intelligence forecasting tied to project delivery pipeline
Wholesale and Promotional Products
High lead volume with manual follow-up. Automation sequences and chatbot capture keep every lead in the pipeline without extra headcount.
Your team is saying
"We get 200 website leads a month and reps follow up with 30 of them."
"Deals go cold because follow-up relies on memory, not a system."
- Chatbot captures and routes leads automatically
- Sales sequences eliminate missed follow-up
- Linked to enterprise resource planning for real-time stock and pricing
Already using a customer relationship management, outgrowing it
Running Salesforce or HubSpot but paying for integrations that Dynamics 365 Sales handles natively. Migrating when your Microsoft 365 stack grows makes return on investment straightforward.
Your team is saying
"We are paying for middleware just to sync our customer relationship management and enterprise resource planning every night."
"Reps use three tools before lunch. Nothing talks to each other."
- Full migration from existing customer relationship management with data validation
- Native Microsoft stack, one platform, no middleware
- Side-by-side return on investment review before any commitment
Client results
Promotional products company grows from $14M to $90M
"We had 30 stores, a million stock keeping units, and no real visibility. After Dynamics 365 customer relationship management, enterprise resource planning, and Power BI were unified, we went from $14M to $90M in annual revenue."
Promotional Products · 30 Stores · Dynamics 365 customer relationship management, enterprise resource planning, and Power BI
National promotional products retailer managing 30 stores, over one million stock keeping units, and a complex multi-site sales and fulfilment operation with no unified data view across customer relationship management and enterprise resource planning.
The problem
No visibility across stores. Sales, inventory, and customer data lived in disconnected systems. Account managers worked from different versions of the truth. Finance and sales could not agree on bookings, backlog, or revenue without hours of manual reconciliation. Growth was stalling because operational complexity had outpaced the tools.
The result
$14M
Annual revenue scaled from $14M to $90M after unifying Dynamics 365 customer relationship management, enterprise resource planning, and Power BI. Real-time analytics across all 30 stores. Warehouse and fulfilment automation at scale. Customer relationship management and enterprise resource planning connected via application programming interface, zero manual re-entry at any stage of the sales cycle.
$90M
Annual revenue reached
6.4x
Revenue growth
30
Stores unified in one view
1M+
Stock keeping units tracked in real time
0
%On-time delivery rate
Across all Dynamics 365 Sales implementations in the past 24 months
8 weeks
Average go-live
From signed statement of work to production customer relationship management activation
$0
Average change orders
Written statement of work and phase-gate protection prevent cost overruns
3.4x
Average 3-year return on investment
Measured across manufacturing, distribution, and professional services
Why Redefine
What a Redefine Dynamics 365 Sales engagement looks like in practice
Most Dynamics 365 implementations fail in the first six months because the implementation was scoped to hours, not outcomes. Every Redefine engagement is built around named deliverables, not time and materials.
Fixed-price, written scope
Named deliverables and acceptance criteria before any work starts. The price does not change after Phase 1 sign-off.
Named consultant, not a team rotation
One dedicated Dynamics 365 Sales consultant from discovery through hypercare. No context lost between sprints.
Written risk reversal at every phase
If user acceptance testing criteria are not met, we remediate at no charge. It is in the contract, not just a verbal promise.
Enterprise resource planning first customer relationship management design
Every capability is designed around your Business Central setup, not generic customer relationship management defaults. Pricing, inventory, and orders all connected from day one.
30-day hypercare at no extra cost
Service level agreement backed support, weekly scorecards, and optimisation reviews included. Not sold as a separate retainer after go-live.
4.9 out of 5 from 47 engagements
Verified across manufacturers, distributors, and professional services firms across North America.
No commitment. No pitch.
Request a 3-page Dynamics 365 Sales work plan
We map your sales process, enterprise resource planning integration requirements, and team structure into a practical plan with a fixed price, clear timeline, and written phase-gate protection. You keep it whether you hire us or not.
Request My Work PlanNo commitment. No pitch. Response within 2 business hours.
Fixed-price tiers
Know the cost before you sign
Fixed-price statement of work on every engagement. Microsoft licensing is billed separately by Microsoft and starts at $65 per user per month, Sales Professional, or $105 per user per month, Sales Enterprise.
Value calculation. Engineering hours saved on enterprise resource planning re-entry, plus 3.4x average 3-year return on investment across implementations, against a one-time fixed fee starting at $12,000.
Essentials
$12,000
Fixed price. Up to 10 users.
- Leads, opportunities, contacts, accounts
- Outlook integration and activity tracking
- Data migration from legacy customer relationship management or spreadsheets
- Written user acceptance testing and go-live training
- 30-day hypercare with service level agreements
Most common
Professional
$24,000
Fixed price. Up to 25 users.
- Everything in Essentials
- Business Central or enterprise resource planning integration
- Forecasting and custom hierarchy setup
- Power BI revenue dashboard, 3 reports
- Sales sequences and approval workflows
Enterprise
$40,000+
Fixed price. 25 or more users.
- Everything in Professional
- Advanced artificial intelligence forecasting and deal scoring
- Copilot Studio chatbot for lead capture
- Multi-system enterprise resource planning integration, application programming interface or middleware
- Custom Power BI dashboards and executive reporting
Microsoft Dynamics 365 Sales licensing is billed directly by Microsoft. Sales Professional starts at $65 per user per month. Sales Enterprise at $105 per user per month. See current Microsoft pricing.
Submit your brief to call within 48 hours to scoped proposal in 3 days to Sprint 1 begins within 1 week of sign-off.
Common questions
Questions about Dynamics 365 Sales implementation
Not here? Book a 30-minute call. No pitch. Direct conversation with the Dynamics 365 Sales consultant who would run your engagement.
Book A Discovery CallA Redefine Dynamics 365 Sales implementation covers requirements analysis, pipeline configuration, enterprise resource planning integration with Business Central, Power BI reporting, data migration from your current customer relationship management or spreadsheets, user training, and 30-day post-launch hypercare with written service level agreements.
A standard deployment takes 8 weeks from signed statement of work to go-live. Complex enterprise resource planning integrations or large data migrations from enterprise customer relationship management systems may extend the timeline to 12 weeks. The timeline, milestones, and acceptance criteria are written into the statement of work before work begins.
Yes. Microsoft provides a native connector that syncs accounts, contacts, opportunities, and quotes between Dynamics 365 Sales and Business Central. Orders created in the customer relationship management flow to the enterprise resource planning without re-entry. Integration scope and field mapping are defined in the statement of work before configuration begins.
Professional covers core pipeline, opportunity, quote, and contact management. Enterprise adds artificial intelligence forecasting, deal health scoring, conversation intelligence, custom forecast hierarchies, and sales sequences. Most teams of 10 or more reps choose Enterprise. We advise on the right tier during the assessment call.
Yes. We migrate accounts, contacts, leads, opportunities, and activity history from Salesforce, HubSpot, legacy customer relationship management systems, and spreadsheets. Migration scope, field mapping, and data validation are documented in the statement of work before the engagement starts.
Honest fit check
Who Dynamics 365 Sales with Redefine is right for, and who it is not
Good fit when
- You run Business Central, Dynamics 365 Finance, or any Microsoft Dynamics enterprise resource planning system.
- Sales team size between 5 and 200 reps with a real pipeline to manage.
- You want a fixed-price statement of work with named deliverables, not hourly billing or time and materials.
- You need customer relationship management and enterprise resource planning data unified for finance and sales reporting.
- Your team can commit 3 to 4 hours per week of sprint reviews and async feedback during the build.
Not a fit if
- You are a one-person team with no current sales process to digitise.
- Budget is under $10,000 for a customer relationship management roll-out, including Microsoft licensing.
- You are committed to a non-Microsoft stack and do not plan to use Outlook, Teams, or Power BI.
- You need a customer relationship management live in under 2 weeks, faster than our written user acceptance testing gates allow.
- You want hourly billing and no acceptance criteria, we only ship against a written statement of work.
Not sure? Tell us your situation in the intake form below and we will be straight with you.
Request your work plan
Implementation clarity with scope, timeline, and risk reversal in writing
If qualified, you receive a practical 3-page work plan with a fixed-price statement of work, measurable customer relationship management outcomes, and explicit phase-gate protection from a named consultant. No commitment. No pitch.
Named Dynamics 365 Sales consultant for your engagement
Not a ticket queue. One person. Accountable from day one.
Written user acceptance testing and go or no-go criteria per phase
Every acceptance criterion defined before configuration starts.
Fixed-price guardrails and change-order control
Price does not change after Phase 1 sign-off. Changes require written approval.
30-day hypercare with written service level agreements
Response times and escalation paths in the contract, not just a verbal commitment.
Submit your brief to call within 48 hours to scoped proposal in 3 days to Sprint 1 begins within 1 week of sign-off.
Your team's time investment across a full Dynamics 365 Sales build is typically 3 to 4 hours per week, one sprint review, async feedback on deliverables, and a final user acceptance testing sign-off. We handle everything else.
Dynamics 365 Sales scope review
Tell us about your sales operation
No commitment. No pitch. Response within 2 business hours.
Brief received
We will review your workflow and send a scoped proposal within 3 business days. A named consultant will reach out within 2 business hours to confirm a discovery call.
Response within 48 hours
Named consultant replies, not a queue.
Proposal in 3 business days
Fixed price, line-by-line scope.
47 implementations shipped
North America, 4.9 out of 5 rating.
You own the configuration
Customer relationship management environment, scope, code.