Dynamics 365 Sales
Empower teams with AI-driven insights, streamlined opportunity management, and real-time collaboration to build relationships and close deals faster.
Is Your Sales Process Slowing You Down?
Customer data sits in spreadsheets and emails. Your team spends time on admin instead of selling.
You can’t see which leads matter most. Pipeline visibility is poor. Forecasts feel like guesswork. This costs you time and revenue.
Dynamics 365 Sales fixes this. It organises your customer data, automates repetitive tasks, and uses AI to help your team focus on the right deals.
We’re Tecvia, a certified Microsoft partner based in Manchester. We implement Microsoft Dynamics 365 Sales for UK businesses.
Microsoft Dynamics 365 Sales works as a standalone CRM. You do not need Microsoft Dynamics 365 Business Central or any other Microsoft product to use it. If you already have an ERP, we can connect Microsoft Dynamics 365 Sales to it. If you don’t, it runs independently from day one.
What Dynamics 365 Sales Does for Your Team
Microsoft’s CRM solution gives you the tools to manage your entire sales process from one platform.
Complete customer visibility
See everything about each customer in one place. Contact details, communication history, opportunities, quotes, and orders all live in a single system. Your team stops hunting through emails and spreadsheets. They get the context they need to have better conversations.
Work inside the tools you already use
The system works directly in Outlook and Teams. Your reps don't need to switch between apps. Emails and meetings link automatically to customer records. No manual logging required. LinkedIn Sales Navigator integration shows profile data without leaving the CRM.
Mobile access for field sales
Your team can access customer data and update records from their phones. The mobile app works offline, syncing when they reconnect. Perfect for reps who visit customer sites.
AI That Helps Your Team Sell Smarter
Dynamics 365 Sales includes AI features that eliminate guesswork from your sales process.
Focus on the right leads
The system scores leads automatically based on historical data and buying signals. Your team knows who to call first. AI highlights deals that might be at risk so you can take action before they fall through.
Get prepared for every conversation
The system generates meeting preparation notes before customer calls. It pulls together account status, recent news, and past interactions. Conversation intelligence transcribes calls and Teams meetings. It identifies customer priorities and provides real-time tips during conversations.
Automate the busy work
AI drafts emails by pulling data from your CRM. It writes meeting summaries automatically. Your reps spend less time on admin and more time selling.
Sales Accelerator: Sales Accelerator: Keep Your Pipeline Moving
The Sales Accelerator feature combines data, prioritisation, and automation to streamline your sales outreach.
Prioritised work lists
Guided selling with playbooks
Automated sequences
Clear Visibility Into Your Pipeline
Stop relying on spreadsheets for forecasting.
Real-time dashboards
Interactive dashboards show your pipeline, win rates, and team performance. Filter by rep, territory, or product line. Everyone sees the same data.
Accurate forecasting
Build forecasts based on your actual pipeline data. Track changes over time and adjust your strategy. Export forecasts to Excel for further analysis.
Performance tracking
Monitor individual and team performance against targets. Identify where coaching is needed and spot what your best performers do differently.
Integration With Your Business Systems
Dynamics 365 Sales connects to the tools you already use.
Microsoft Ecosystem
Dynamics 365 Sales is built to work inside the Microsoft tools your team already uses every day. Emails sent and received in Outlook link automatically to customer records. Meetings booked in Teams attach to the relevant opportunity. Documents stored in SharePoint are accessible directly from within the CRM.
Power BI connects natively, turning your sales data into visual dashboards without any manual exports.
Excel integration means your team can work with pipeline data in a familiar format and push updates back into the system. Everything stays in sync, so your data is always current across every application
Power Automate
Power Automate lets you build workflows that connect Dynamics 365 Sales to the rest of your business. You don't need a developer to set them up.
Common examples include automatic task creation when a lead reaches a certain score, approval requests sent to a manager when a discount exceeds a threshold, and notifications pushed to a Teams channel when a deal is marked as won.
You can also trigger actions in external systems, such as creating a customer record in your accounting software the moment a contract is signed in the CRM. If a process currently relies on someone remembering to do something manually, Power Automate can handle i
Third-party Connections
Dynamics 365 Sales connects to a wide range of external tools through pre-built connectors and custom APIs. Common integrations our clients use include:
Marketing automation platforms such as Click (formerly ClickDimensions) and Mailchimp
Accounting software including Xero, Sage, and QuickBooks
ERP systems including Dynamics 365 Business Central, SAP, and others
LinkedIn Sales Navigator for prospect intelligence inside the CRM
E-commerce platforms for visibility of customer order history alongside sales activity
Which Edition Is Right for You?
Sales Professional
Starting from approximately £50 per user per month. Best for small to mid-sized teams that need core CRM features like lead management, opportunity tracking, and basic reporting.
Sales Enterprise
Starting from approximately £80 per user per month. Adds advanced customisation, detailed forecasting, and limited AI features. Ideal for growing businesses with complex sales processes.
Sales Premium
Contact us for pricing. Includes full AI capabilities like conversation intelligence, relationship insights, and the complete Sales Accelerator. Built for high-performing sales organisations.
Dynamics 365 Sales Pricing
| Sales Professional | Sales Enterprise | Sales Premium | |
| Price (per user/month) | From ~£50 | From ~£80 | Contact us |
| Lead & opportunity management | Yes | Yes | Yes |
| Basic reporting & dashboards | Yes | Yes | Yes |
| Advanced customisation | Limited | Yes | Yes |
| Detailed forecasting | No | Yes | Yes |
| AI lead scoring & insights | No | Limited | Full |
| Conversation intelligence | No | No | Yes |
| Sales Accelerator | No | No | Full |
| Best for | Small to mid-sized teams needing a core CRM | Growing businesses with complex sales processes | High-performing teams that need the full AI toolkit |
Why Choose Tecvia for Your Sale 365 Sales Implemention
Buying the software is the easy part. Getting value from it requires proper implementation.
- Microsoft expertise - We're certified Microsoft partners with years of experience implementing Dynamics 365 solutions.
- UK focus - We understand UK business processes, compliance requirements, and regional preferences.
- End-to-end service - We manage your project from planning through training and ongoing support.
- Practical approach - We configure systems that your team will actually use. No unnecessary complexity.
The Implementation Process
Inspect. Design. Empower. Activate.
At Tecvia, we follow a structured, results-driven approach to implement Dynamics 365 Sales, ensuring a smooth transition that aligns with your business goals. Our methodology focuses on delivering value by optimisng workflows and enduring long-term success.
Focus on Business Growth
For us, implementing Dynamics 365 Sales isn’t just about deploying software...it’s about empowering your business to grow. We automate manual processes, optimise workflows, and provide real-time analytics, so you can focus on strategic decisions that enhance efficiency, improve performance, and boost profitability.
Client-Centric Approach
At Tecvia, you’re at the centre of everything we do. We work closely with your team to understand your workflows, challenges, and goals, ensuring the Dynamics 365 Sales we deliver aligns perfectly with your needs. Your success is our priority, and we’re with you every step of the way.
Expertise in Dynamics 365 Sales
At Tecvia, we pride ourselves on our specialised expertise in Microsoft Dynamics 365 Sales. Our team includes certified consultants with extensive experience across various industries, giving us the knowledge to design and implement solutions tailored to your unique business needs. We ensure a smooth implementation process that minimises disruptions while maximising the platform's potential for your organisation.
Here's how we break down the core stages of a Dynamics 365 Sales Implementation:
Inspect
We start by understanding your sales process end to end. We run workshops with your sales leaders, reps, and any other stakeholders who touch the CRM. We look at how you currently manage leads, track opportunities, handle follow-ups, and report on performance. From this, we build a Functional Requirements Document. It captures exactly how your system should be configured and what needs to be built. You sign it off before we move to the next phase.
Design
With requirements agreed, we begin building your solution. This covers system configuration, any custom development, third-party integrations, and data migration from your existing spreadsheets or CRM. We set up a test environment so nothing touches your live data. Once everything is built, we run an end-to-end test against your requirements document. Any issues get resolved before we move on.
Empower
We train your team on the system they'll actually be using, not a generic demo environment. We use a train-the-trainer approach, so the right people get the right training. After training, your team carries out User Acceptance Testing. You work through your real sales scenarios and confirm the system does what you need. When you're satisfied, we build a detailed Go Live Plan covering every task, date, and owner.
Activate
We deploy the final solution to your production environment, complete the data migration, and confirm all integrations are live. Your team goes live with support from Tecvia throughout the transition. After Go Live, we hold a Project Closure meeting to review the delivery and agree any next steps.
Ready to Transform Your Sales Process?
If your team is spending more time on admin than selling, or you’re struggling to see what’s actually in your pipeline, Dynamics 365 Sales will fix that.
Get a free assessment from Tecvia. We’ll look at your current setup and show you exactly how the system would work for your business.
- Related Services:
- Microsoft Dynamics 365 Business Central
- Microsoft Power BI Services
FAQ
To help you navigate our Dynamics 365 Sales page more effectively, we’ve complied answers to some of the most frequently asked questions. If you have any additional questions or need further clarification, please don’t hesitate to contact us!
Dynamics 365 Sales is Microsoft’s cloud-based CRM platform. It helps sales teams manage leads, track opportunities, automate tasks, and forecast revenue. The system includes AI features that score leads, provide conversation insights, and recommend next actions.
Sales Professional starts at around £50 per user per month. Sales Enterprise costs approximately £80 per user per month. Sales Premium pricing varies based on your needs. Implementation costs depend on your requirements. Contact us for a detailed quote.
A typical implementation takes 8 to 12 weeks. This includes discovery, configuration, data migration, testing, and training. Simpler deployments can complete faster. Complex customisations may take longer.
Yes. The platform integrates with Microsoft 365, Outlook, Teams, and Power BI by default. It can connect to marketing automation tools, accounting software, ERP systems, and other business applications through Power Automate or custom APIs.
No. The interface is straightforward and works inside tools your team already uses like Outlook and Teams. We provide comprehensive training during implementation. Your team can manage leads, update opportunities, and log activities without technical expertise.
Yes. The mobile app lets your team access customer data and update records offline. Changes sync automatically when you reconnect. This is valuable for field sales teams who visit customer sites.
We migrate your data from spreadsheets, old CRMs, or other systems into Dynamics 365 Sales. We clean and structure the data during migration. Your team starts with complete customer history from day one.
Yes. Sales Professional edition provides core CRM features at an accessible price point. The system scales with you. Add users and features as your business grows. Small teams benefit from organised data, automated follow-ups, and clear pipeline visibility.
Sales Professional includes essential CRM features for managing contacts, leads, and opportunities. Sales Enterprise adds advanced customisation, forecasting, and limited AI capabilities. Sales Premium includes full AI features like conversation intelligence, relationship insights, and the complete Sales Accelerator.
Yes. Microsoft offers a 30-day free trial. We can also arrange a personalised demonstration to show you how the system would work for your specific business. Contact us to get started.
For anything not covered here, get in touch directly. We’re happy to answer questions specific to your business and your ERP requirements.