Platforms > Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales Consulting

Alphabyte provides Dynamics 365 Sales consulting. We configure, migrate, integrate and extend Microsoft Dynamics 365 Sales so your sales team works from one accurate view of every customer and deal, with reporting and automation built around how you sell.

Give your sellers a CRM they actually use. We set it up around your sales process, not a generic template.

Success Stories

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What We Do

Dynamics 365 Sales consulting built around how your team sells.

Our Dynamics 365 consultants implement and extend Dynamics 365 Sales on the Microsoft platform it is built on, including Dataverse, the Power Platform and Azure. We clean up your data, shape pipeline stages to your process and automate the admin around each deal, so sellers spend their time selling rather than updating records.

Most organizations call us when the CRM is in place but people work around it. Deals live in spreadsheets, forecasts are rebuilt by hand every month, and leadership cannot see the pipeline without asking. Others are moving from an older CRM, or from email and Excel, and want the setup right the first time.

We configure what Dynamics 365 Sales does well and build only where your process needs it, using Power Apps and Power Automate for custom screens and workflows. Sales reporting runs in Power BI on your CRM data. When a requirement falls outside the platform, we build a custom solution that connects to it.

01

Pipeline Management

Lead and opportunity stages that match your sales process, with clear ownership.

02

Customer 360

Accounts, contacts, activities and deal history in one record your team trusts.

03

Sales Forecasting

Pipeline rolled up into forecasts by rep, team and region as deals move.

04

Sales Analytics

Power BI dashboards on win rates, cycle time and revenue from CRM data.

05

Copilot in Dynamics 365 Sales

Meeting summaries, email drafts and deal insights inside the tools sellers use.

06

CRM Integration

Dynamics 365 connected to your ERP, marketing platform, Outlook and Teams.

07

Sales Automation

Power Automate workflows for approvals, follow-ups and handoffs that reduce routine admin.

08

Security & Access

Role-based security that controls who can see and edit each record.

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Our Approach

  • Over 1 to 2 weeks we map your sales process, current tools, data sources and where the friction is today. We talk to sellers, managers and leadership, because each group uses the CRM differently. We also review your existing data and reports, and note what works so it carries over.

  • We define what Dynamics 365 Sales needs to do for your team, what to configure with standard features and what to build. The result is a phased roadmap that puts the most useful changes first, so sellers see value early and later phases build on a setup they already trust.

  • We design the data model, pipeline stages, security roles, integrations and reporting before anything is built. Sellers and managers review screens and stages against real deals, so the design reflects how they work. Integration points with your ERP, Outlook and Teams are agreed up front, along with who owns each piece of data.

  • Over about 6 to 12 weeks for a first phase, we configure the CRM, migrate and clean your data, build integrations and automations, and set up your Power BI dashboards. Data is migrated in test runs first, so duplicates and gaps are found and fixed before anyone relies on the new system.

  • We test with real users and real scenarios, from logging a new lead to closing a deal and reporting on it. Migrated records are checked against the old system. Forms, workflows and reports are refined based on feedback, so the version your team gets on launch day is one they have already tried.

  • We train sellers on the daily work and admins on running the system, using your own pipeline and records rather than demo data. Admins learn to manage users, security roles, fields and simple workflows themselves, so small changes do not have to wait on outside help.

  • We stay on to support your team, fix issues and add capabilities as your process grows. Microsoft updates Dynamics 365 through regular release waves, and we review each one for changes that affect your setup or new features worth turning on, such as additions to Copilot.

Success Stories

Construction

Companies like Modern Niagara send out hundreds of proposals and bids each year to prospective customers. This process is often managed manually across multiple spreadsheets, making it difficult to achieve full oversight of the sales funnel. This often translates to a lack of visibility and missed opportunities.

ConstructionRead More

Financial Management

The PowerApps application serves as a one-stop hub for both Financial Analysts and Managers to manage all month-end financial operations. Reporting has also been embedded directly into the application so that users are not required to navigate between multiple environments.

Financial ManagementRead More

Your Dynamics 365 Sales Consulting Team

Alphabyte combines Dynamics 365 Sales implementation experience with work across the wider Microsoft platform, from Dataverse and the Power Platform to Power BI and Azure. We are a Microsoft Solutions Partner and have served 100+ organizations.

Our Dynamics 365 consulting services set up the CRM around your process, connect it to the rest of your business and give leadership reporting they can trust. Dynamics 365 Sales is often a strong fit for organizations already on Microsoft 365.

Our team holds Microsoft certifications including Power Platform Functional Consultant Associate and Power Platform Developer Associate. See the full list on our certifications page.

We work with mid-market and enterprise organizations. Related services: data integration services, data analytics & BI consulting and custom software development.

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Frequently Asked Questions

  • Dynamics 365 Sales is Microsoft's CRM application for managing leads, opportunities, accounts and forecasts. It is built on Dataverse and works closely with Outlook, Teams, Power BI and the rest of the Power Platform. Sales teams use it to track every deal from first contact to close, and managers use it to see the pipeline and forecast revenue without collecting updates by email.

  • A Dynamics 365 Sales consultant sets up the CRM to match how your team sells. That covers pipeline stages, the data model, security roles, migration from your old system, integrations with ERP and email, automation and reporting. At Alphabyte the same team also builds the Power BI reporting and data integration around the CRM, so the numbers in Dynamics 365 match the rest of the business.

  • Most organizations bring in Dynamics 365 consulting at one of three points: when moving to Dynamics 365 Sales from another CRM or from spreadsheets, when an existing setup is not being used because it does not match the sales process, or when the CRM needs to connect to ERP, marketing or reporting systems. A consultant helps you configure it correctly once, rather than patching it for years.

  • It depends on the number of users and teams, how much data you migrate and how clean it is, how many systems the CRM connects to, and how much custom automation or reporting you need. Dynamics 365 licences are billed separately by Microsoft. We start with discovery, then scope a phased plan with you before the build begins, so each phase has a clear scope before work starts.

  • Dynamics 365 Sales gives you a ready sales process with pipeline management, forecasting, Copilot and Outlook integration out of the box. A custom app on Power Apps suits organizations whose process looks very different from a typical sales pipeline, such as bid tracking with unusual rules. Both run on Dataverse, so you can start with Dynamics 365 Sales and add custom apps later as needs appear.

  • Discovery usually takes 1 to 2 weeks. A first phase, covering configuration, data migration, core integrations and dashboards, usually takes about 6 to 12 weeks after that, depending on the number of users, data quality and integrations. We roll out in phases so your sellers start using the core pipeline early, and later phases add automation, forecasting detail and more connected systems.

  • Yes. We map your existing accounts, contacts, opportunities and activity history to Dynamics 365, remove duplicates and fill gaps, then run test migrations before the final cutover. Migrated records are checked against the source so nothing is lost. We agree with you which history is worth bringing across, and your team reviews the migrated data before launch.

  • Yes. We connect Dynamics 365 Sales with your ERP, marketing platform, Outlook and Teams, so orders, invoices, campaign responses and emails appear on the customer record without re-entry. Integrations use the Power Platform and Azure, with monitoring so a failed sync is noticed and fixed quickly. We also agree which system owns each piece of data, so records stay consistent across the business.

  • Copilot is Microsoft's AI assistant built into Dynamics 365 Sales. It can summarize meetings and records, draft emails and highlight deals that need attention, inside the tools sellers already use. It works best when your CRM data is complete and current, so we usually clean the data and set up the pipeline first, then turn on Copilot features and train your team to use them well.

  • Adoption comes from fit. We design pipeline stages and forms around how your team sells, remove fields nobody needs, connect Outlook and Teams so logging activity takes less effort, and automate routine follow-ups and approvals. Sellers try the system before launch and are trained on their own deals. Managers then run pipeline reviews from Dynamics 365 dashboards, which gives everyone a reason to keep records current.

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