Dynamics 365 Sales Consulting

A Microsoft Dynamics CRM Your Sales Team Will Actually Use.

From flawless data migration to tailored team onboarding, we ensure your sales engine is set up for maximum ROI and 100% adoption.

Share Your Dynamics 365 Sales Needs

Why choose Dynamics 365 Sales for your business?

Dynamics 365 Sales is Microsoft's CRM tool built for helping sales teams manage leads, track deals, and close faster. It runs on the same data platform as the rest of Microsoft 365, so it works with tools your team already uses like Outlook, Teams, and Power BI, without extra setup. If you are looking for other modules in Microsoft Dynamics, our Dynamics 365 Consulting covers the entire modules in detail.

What Dynamics 365 Sales includes:

  • Lead, opportunity, account, and contact management
  • Quotes, orders, and product/price lists
  • Sales forecasting, goals, and territory management
  • Copilot and AI agents built directly into the sales workflow
  • Native Outlook, Teams, and Power BI integration

What usually breaks during a Dynamics 365 Sales rollout and how to avoid it?

Most problems with a Dynamics 365 Sales rollout occur due to the following reasons and identifying them early saves cost.

Migrating from Salesforce, HubSpot, or a legacy CRM

Data doesn't move cleanly on its own. Field structures differ between platforms, and a rushed migration carries duplicate records and dead data straight into your new system.

Messy or duplicate records

A CRM full of duplicate contacts teaches your sales team to stop trusting it within weeks. Cleanup must happen before go-live.

Configuration that doesn't match how your team sells

Dynamics 365 Sales works out of the box, but the default setup assumes a generic sales process. If it doesn't match how your reps sell, they'll work around the system instead of using it.

Copilot and AI agents turned on too early

Copilot and Dynamics 365's sales agents read your CRM data directly. If that data is incomplete or outdated, the AI's suggestions will be incomplete and reps lose trust in the tool.

Our Dynamics 365 Sales consulting services

Every engagement starts with a short assessment of your current sales process, systems, and data, so the work below is scoped to what you need.

Dynamics 365 Sales Implementation

Full setup and configuration, built around your sales process, not a generic template. We start with your pipeline stages and approval rules as they exist today, then build the system to match.

Migration from Salesforce, HubSpot, or Legacy CRM

Field-by-field data mapping so records, history, and relationships move over clean. We map every custom field before touching a single record, so none are dropped or merged incorrectly during the move.

Customization & Configuration

Custom fields, forms, and views where the out-of-the-box product falls short of your process. We build these using Microsoft's supported configuration tools first, so upgrades don't break your setup later.

Workflow Automation

Automated approvals, notifications, and hand-offs using Power Automate. This removes the manual chasing that slows deals down as the rep doesn't have to remember to notify finance, since the system does it when a deal is closed.

Integration Services

Connections to Outlook, Teams, Power BI, and your existing ERP or finance system. We scope each integration around what data needs to move, since not every system connects to Dynamics 365 Sales out of the box.

Microsoft Copilot & AI Agent Enablement

Data readiness, rollout, and training so Copilot and Dynamics 365's sales agents get adopted, not switched off.

Training & User Adoption

Hands-on training before go-live, so your team isn't learning the system while trying to hit quota. We train on your actual configured pipeline, not a generic Microsoft demo environment.

Managed Support

Ongoing tuning, troubleshooting, and optimization after go-live. Most support requests in month one is process questions, not bugs, we track and resolve both.

Our Dynamics 365 Sales implementation methodology

  1. 01

    Discover

    We learn your current sales process, systems, and pain points. This includes talking to the reps who'll use the system daily, not just the managers who approved the project.

  2. 02

    Design

    We map your process onto Dynamics 365 Sales, including custom fields and workflows. Every design decision gets documented, so there's a clear record of why the system works the way it does.

  3. 03

    Configure

    We build the system to match the design. We configure before we customize, since configuration survives Microsoft's updates and heavy custom code doesn't always.

  4. 04

    Migrate

    We move your data over with field-level mapping and validation. We run this in a test environment first, so any mapping errors surface before they touch your live data.

  5. 05

    Test

    We run the system against real scenarios before anyone else touches it. This means testing with your actual deal types and edge cases, not just the standard Microsoft sample data.

  6. 06

    Deploy

    We go live, with your team trained and ready. We stay on standby through the first two weeks after launch, since that's when real usage surfaces issues testing can't predict.

  7. 07

    Optimize

    We tune performance and adoption after launch, based on real usage. Adoption data tells us which parts of the system reps use and which parts need rework because they don't use it.

Key features we help you implement

Lead Management

Tracks and scores incoming leads so reps know which ones are worth their time first. Without this, reps chase leads by gut feel instead of by actual likelihood to close.

Opportunity Management

Moves a lead through defined deal stages, from first contact to closed-won or closed-lost. This gives sales managers a real-time view of exactly where every deal stands, not a weekly status update built from memory.

Sales Forecasting

Rolls up individual deal data into team and territory-level revenue projections. Leadership gets a forecast based on actual pipeline data instead of rep guesswork at the end of the quarter.

Pipeline Management

Shows every open deal across the team in one view, organized by stage and value. This is what lets a sales manager spot a stalled deal before it's too late to save it.

Quotes

Generates pricing documents directly from opportunity and product data. Reps send accurate quotes faster, without manually re-typing pricing into a separate document.

Orders

Converts a won opportunity into an order record without re-entering customer or product details. This is the handoff point where sales ends and fulfilment begins & getting it wrong here causes billing errors.

Mobile Sales

Gives reps full access to records, tasks, and updates from a phone or tablet. Reps update the CRM after a client meeting instead of days later from memory, which keeps data accurate.

Relationship Intelligence

Surfaces who on your team already knows a contact, based on email and calendar activity. This prevents two reps from cold calling the same contact a colleague already has a relationship with.

Copilot

Built-in AI that summarizes records, drafts emails, and answers pipeline questions in plain language. This cuts the time reps spend on admin work that isn't selling.

Dashboards

Visual, role-based views of KPIs, quota progress, and pipeline health. Reps and managers see the numbers that matter to their role without building a report from scratch.

Sales Copilot and AI agents in Dynamics 365

Dynamics 365 Sales has moved from a system that just records deals to one that actively helps close them. Copilot and Microsoft's built-in sales agents are the biggest part of that shift as they don't just report on your pipeline, they act on it, subject to whatever level of automation you're comfortable giving them.

Copilot reads your CRM data directly and works inside the tools your team already uses like Dynamics 365, Outlook, and Teams. It isn't a separate chatbot bolted onto the side of your CRM.

Why data readiness matters first

Every one of these agents runs on your existing CRM data. Incomplete or outdated records lead to weak recommendations and a sales team that stops trusting the tool. We run a data-readiness check before turning on any AI feature, included as part of implementation.

What Copilot does, by license tier:
Sales force automation, mobile app, reporting Included Included Included
Copilot in Dynamics 365, Outlook, and Teams — Included Included
Sales Qualification, Opportunity, and Research Agents Included Included Included
Sales Close Agent (preview) Included Included Included
1,000 Copilot Credits/user/month for custom agents — — Included
What the built-in agents do:

Sales Qualification Agent

reviews and prioritizes incoming leads automatically

Sales Opportunity Agent

flags at-risk deals and surfaces what needs attention

Sales Research Agent

pulls account and contact research so reps skip manual digging

Sales Close Agent (currently in preview)

supports sellers through the final stage of a deal

Dynamics 365 Sales licensing: Which plan fits you

Professional

Small teams needing core sales automation

$65/user/month, billed yearly

Enterprise

Teams needing customization and built-in Copilot

$105/user/month, billed yearly

Premium

Teams wanting advanced AI, insights, and Copilot Credits for custom agents

$150/user/month, billed yearly

Microsoft Relationship Sales

Teams wanting Sales Enterprise plus LinkedIn Sales Navigator

Variable — 10-seat minimum, contact Microsoft for pricing

How we help you avoid over-licensing: Most organizations license more than they end up using. We size your license mix to your actual team structure and not the tier that's easiest to sell you.

Dynamics 365 Sales integrations

Microsoft 365

Shared login and data platform across Outlook, Teams, and Office apps, so users don't manage separate credentials or duplicate data entry.

Microsoft Teams

View and collaborate on Dynamics 365 records directly inside a Teams chat or channel, including making calls from an account record. (Note: not supported for on-premises environments.)

Outlook

Copilot in Outlook can create, edit, and read Dynamics 365 records, and summarize email threads, so reps don't have to switch apps to log an interaction.

Power BI

Full dashboard and reporting integration, letting teams build custom, interactive reports beyond the standard views in Dynamics 365.

Power Automate

Powers the workflow automation behind approvals and notifications; requires additional licensing beyond the base Sales license.

SharePoint

Native document management that stores files linked to CRM records (accounts, opportunities, contracts) in SharePoint, with version control and permission management, instead of loose attachments inside the CRM.

Azure

Not a general Sales integration as Azure is specifically required to run Copilot Studio custom agents and pay-as-you-go Copilot Credits. If you're not building custom agents, you don't need an Azure subscription for standard Sales use.

ERP systems, including Business Central

While Dynamics 365 Sales and Business Central don't sync automatically, we set up and configure Microsoft's native Dataverse connector, handling licensing, scoping, and mapping so inventory and order updates flow automatically between teams.

Migration support from Salesforce & HubSpot

Not a live integration as this is a one-time (or phased) data migration we run to move your records into Dynamics 365 Sales.

Industries we serve

Construction site seen from above with crews at work

Manufacturing & Distribution

  • Sales teams in manufacturing often need to know product availability before they can commit to a delivery date.
  • We configure Dynamics 365 Sales with the custom fields and views your reps need like product configurations, lead times, and multi-location stock visibility and connect it to your ERP so that data comes from a live source, not a spreadsheet.
  • This matters most for teams juggling long, technical sales cycles across multiple locations, where a wrong delivery promise damages a customer relationship.
Volunteer in a marked vest at a community event

Nonprofit

  • Dynamics 365 Sales can track donor and grant relationships using the same pipeline logic built for sales opportunities while moving a prospective donor or grant application through defined stages just like a deal.
  • It's worth being clear that formal fund accounting, grant compliance reporting, and restricted-fund tracking are not native to the Sales module; those live in an ERP like Business Central.
  • Most nonprofits we work with run both, using Sales for relationship management and Business Central for the financial and compliance side.
Construction site seen from above with crews at work

Construction

  • Construction sales cycles are long, involve multiple stakeholders, and often depend on bid timing that shifts without warning.
  • We configure Dynamics 365 Sales to track each stakeholder and decision point in a deal, so nothing falls through when a project stalls for months, then suddenly moves.
  • Job costing and project financials stay in your ERP or project accounting system and Sales is where the deal itself lives, not where the project gets costed.
Market data and price charts on a trading screen

Financial Services

  • Advisors and bankers typically manage relationships across several products for the same client, which makes a single unified view valuable.
  • We configure account structures and role-based security, so the right people see the right client data which is a real requirement in financial services.
  • Though the specific compliance framework (SOX, GDPR, or otherwise) determines exactly how we set up field-level security and audit trails.
  • This isn't a built-in Dynamics 365 Sales feature; it's a configuration we build to your compliance requirements.
Interior of a retail store with stocked shelves

Retail

  • Retailers using Dynamics 365 Sales for B2B or wholesale relationships benefit from connecting in-store or e-commerce data to the same customer record reps see in the CRM.
  • This gives sales and marketing a shared view of a customer instead of two separate systems that disagree.
  • Note that this connection isn't automatic as it depends on what point-of-sale or commerce platform you're running, and we scope that integration based on your specific stack.

Why choose Congruent as your Dynamics 365 Sales consultant?

25+

years in practicing Microsoft Dynamics ecosystem

Microsoft-certified Dynamics 365 Sales consultants

Successful Dynamics 365 engagements

Flexible engagement options

Data-readiness check included before any Copilot or AI agent rollout

Experts with techno-functional expertise of business operations & goals

Frequently asked questions

What does Dynamics 365 Sales Consulting include?

It covers implementation, migration, customization, integration, Copilot enablement, and ongoing support. We scope each engagement to what your team needs, rather than selling a fixed package that includes work you don't need.

How long does implementation take?

Most rollouts take 6 to 12 weeks from kickoff to go-live. Complex setups which include multiple teams, heavy customization, or a large data migration typically take longer. We'll give you a realistic timeline after a discovery call rather than a generic estimate.

Can you migrate us from Salesforce or HubSpot?

Yes. We map your existing fields and records before moving anything, so data comes across clean instead of carrying over duplicates or broken relationships. This mapping step is what determines whether a migration goes smoothly or creates months of cleanup afterward.

Do we need Copilot, or is it optional?

Copilot is included starting at the Enterprise tier, but turning it on is entirely your choice. If your CRM data isn't clean enough to get good results from it yet, we'll tell you that directly instead of enabling it anyway and letting your team lose trust in the tool.

How much does Dynamics 365 Sales cost?

Licensing starts at $65/user/month for Professional, $105 for Enterprise, and $150 for Premium, all billed yearly on Microsoft's public pricing. Implementation cost is separate and depends on team size, data complexity, and how much customization you need, and we'll give you a real number after a discovery call.

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