Dynamics 365 Sales Partner

We configure Dynamics 365 Sales around how your team sells, whether you’re starting a new implementation or recovering a system that hasn’t delivered. Specialist CRM partner since 1998.

Why choose ServerSys for Dynamics 365 Sales

CRM focus. We focus on Dynamics 365 CRM modules, including the Sales app. That means we’ve seen most sales process and adoption problems and know which solutions work.

Same people, start to finish. The consultants who scope your project deliver it and support you afterwards. Low staff turnover means continuity throughout.

Adoption before features. Sellers get what they need from day one. Further capability follows once real usage shows where it pays.

Clients who stay. Many have worked with us across multiple Dynamics 365 projects, some for over a decade. Ask, and we’ll connect you with a reference site.

What We Deliver with Dynamics 365 Sales

When sellers run deals their own way, pipeline reviews turn into interrogations. We map your sales stages into guided process flows and sequences, so the next step is clear and the right data is captured.

Simplify your processes with guided and automated workflows to efficiently manage leads and opportunities through your selling cycle.

Sellers lose hours to logging calls and copying emails. We configure Dynamics 365 Sales to reduce repetitive tasks and set up Copilot, Outlook and Teams integration so most activity is recorded without retyping.

Simplify your processes with guided and automated workflows to efficiently manage leads and opportunities through your selling cycle.

A forecast is only as good as the data behind it. We clean and migrate your data, then build dashboards and predictive forecasting around the questions asked in pipeline reviews.

Use predictive analytics, embedded Power BI visuals, and AI-powered recommendations to gain data-driven insights that help sellers win.

We centralise your data in Dynamics 365 so you can understand each relationship and gain insights to tailor outreach and personalise experiences.

Dynamics 365 Sales Hub opportunity record showing predictive opportunity score and active work list of actions with Copilot panel showing contextual information related to the current opportunity including meeting prep information.

Managers struggle to coach calls they never hear. Conversation intelligence and Teams integration put call summaries, follow-ups and coaching prompts into Dynamics 365 without extra admin.

Native integration with Microsoft Teams and shared analytics helps coach sellers and improve teamwork.

Simpler Processes

When sellers run deals their own way, pipeline reviews turn into interrogations. We map your sales stages into guided process flows and sequences, so the next step is clear and the right data is captured.

Simplify your processes with guided and automated workflows to efficiently manage leads and opportunities through your selling cycle.

More Selling Time

Sellers lose hours to logging calls and copying emails. We configure Dynamics 365 Sales to reduce repetitive tasks and set up Copilot, Outlook and Teams integration so most activity is recorded without retyping.

Simplify your processes with guided and automated workflows to efficiently manage leads and opportunities through your selling cycle.

Trusted Forecasts

A forecast is only as good as the data behind it. We clean and migrate your data, then build dashboards and predictive forecasting around the questions asked in pipeline reviews.

Use predictive analytics, embedded Power BI visuals, and AI-powered recommendations to gain data-driven insights that help sellers win.

Grow relationships

We centralise your data in Dynamics 365 so you can understand each relationship and gain insights to tailor outreach and personalise experiences.

Dynamics 365 Sales Hub opportunity record showing predictive opportunity score and active work list of actions with Copilot panel showing contextual information related to the current opportunity including meeting prep information.

Better Coaching

Managers struggle to coach calls they never hear. Conversation intelligence and Teams integration put call summaries, follow-ups and coaching prompts into Dynamics 365 without extra admin.

Native integration with Microsoft Teams and shared analytics helps coach sellers and improve teamwork.

How we Partner with You

We use an agile methodology to deploy and tailor Dynamics 365 Sales. With hundreds of successful projects under our belt, our team has the expertise to help you realise value quickly.

Our approach

Lead and Opportunity Management

Pipeline Management
Sales Forecasting and Analytics
Outlook and Microsoft Teams Integration
Pipeline Management
AI-Powered Productivity Boosters
Quotes, Orders and Invoicing

Predictive Scoring

Customer Relationship Insights
Mobile Access and Offline Working
Interactive Dashboards and Reporting

LinkedIn Sales Navigator Integration 

Extendable with Power Automate 

Native Power Apps integration

Demonstrating Dynamics 365 Sales

Helping Sellers Win by Working Smarter

Productivity features, including Copilot for Sales, reduce manual data entry and minimise time spent switching between apps.

You can also boost productivity by using the Copilot digital assistant to draft emails, add contacts, log activities and follow recommendations powered by your data.

Workflows and sales sequences are additional tools that save time by shortcutting repetitive tasks. We configure sequences around your sales stages and coach sellers on Copilot, so the time saved goes back into selling

Discover Sales Copilot
Female seller wearing a headset and smiling during a conversation and looking at Dynamics 365 Sales on a monitor.

Lead and Opportunity Management

Pipeline Management
Sales Forecasting and Analytics
Outlook and Microsoft Teams Integration
Pipeline Management
AI-Powered Productivity Boosters
Quotes, Orders and Invoicing

Predictive Scoring

Customer Relationship Insights
Mobile Access and Offline Working
Interactive Dashboards and Reporting

LinkedIn Sales Navigator Integration 

Extendable with Power Automate 

Native Power Apps integration

Dynamics 365 Sales capabilities we configure

Lead and Opportunity Management

Lead and Opportunity Management

Track, nurture, and convert leads into customers with a clear sales pipeline.

LinkedIn Sales Navigator Integration

Linkedin Sales Navigator Integration

Connect LinkedIn insights with Dynamics to strengthen relationships and close deals.

Interactive Dashboards and Reporting

Dashboards and Reporting with Dynamics 365

Gain real-time sales insights with interactive dashboards and customisable reports.

Quotes, Orders and Invoicing Automation

Dynamics 365 Sales enables quotes, orders and invoicing automation

Streamline quoting, ordering, and invoicing for faster sales processes.

Sales Accelerator

Pipeline Management with Dynamics 365 Sales

We help you decide which to enable and configure around how your team sells.

Sales Forecast Modeling

Sales Forecasting with Dynamics 365 Sales

Predict future sales with model forecasting and trend analysis.

Boost Productivity with AI Assistance

Boost Productivity with AI Assistance with Copilot Sales

Automate tasks and get intelligent recommendations to close deals faster with Copilot.

Microsoft Teams and Outlook Integration

Integrate D365 Sales with Outlook and Teams

Collaborate and manage customer interactions directly from Teams and Outlook.

Download Dynamics 365 Sales Guide

Discover more about Dynamics 365 Sales and how ServerSys can help boost your sales team’s productivity.

Download now
Microsoft Dynamics 365 Sales Guide Thumbnail

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Client Testimonials

“Our ultimate goal was to fulfil a long-term CRM strategic vision. ServerSys played a significant role in helping us transform into a CRM-centric organisation.”

Sales Director at HSS Hire Services

Case study

“ServerSys moved us to Dynamics 365. Our consultant took the time to understand our business and built bespoke elements to cope with our very specific needs – our sales teams have never been so happy and willing to engage with a system.”

Director at Alchemy Ingredients – cosmetics manufacturer

Case study

Dynamics 365 Sales: Frequently Asked Questions

What are the main features and capabilities of Dynamics 365 Sales?

Dynamics 365 Sales is a centralised app to manage an entire sales process, including accounts, contacts, leads, opportunities, and pipeline analysis. Its key capabilities include sales force automation, customisable workflows, productivity features and robust reporting. Integrations with Microsoft 365 productivity tools include Outlook and Teams and connectivity with LinkedIn Sales Navigator.

The application can be configured to match your unique selling processes and natively connected and extended using Microsoft Power Platform tools.

How does Dynamics 365 Sales help improve sales productivity?

Dynamics 365 Sales simplifies the selling process by automating administrative tasks, centralising customer data, and providing contextual insights using access to data and conversations.

Copilot minimises manual data entry, calls and emails are logged automatically, and content creation is accelerated with auto-generated email response drafts. Guided workflows systematise the selling process, helping sellers effectively prioritise the right actions and focus efforts.

Compare D365 Sales Professional vs Enterprise

Dynamics 365 Sales Professional is designed for teams with core sales automation needs, focusing on lead and opportunity management. It offers a straightforward solution for simpler processes.

In contrast, Sales Enterprise is built for managing intricate sales cycles, adding advanced capabilities like forecasting, embedded AI, and sophisticated automation. Enterprise is the better choice for businesses with complex sales requirements that need more than just the essentials, providing a more robust set of tools. Read more

What is the Dynamics 365 Sales Accelerator?

The Dynamics 365 Sales Accelerator is a capability within the Sales Insights module for Dynamics 365 Sales. It provides sales teams with intelligent work lists, automated sequences, and contextual customer information to help them prioritise activities. By promoting contextual actions at the right time, it guides sellers through their day with clarity, improving efficiency and focus. Learn more

What is Dynamics 365 Sales pricing?

Dynamics 365 Sales offers subscription licensing based on user type and features needed. Options include Enterprise and Professional licenses for sellers and sales managers.

We help ensure Microsoft licensing compliance and prevent overpaying for unnecessary capabilities. Refer to our licensing overview for D365 Sales licence pricing.

How can Dynamics 365 Sales integrate with other systems?

ServerSys has deep expertise in integrating Dynamics 365 with other business systems to unify customer data and connect processes. Our consultants tailor Dynamics 365 Sales to reflect bespoke sales processes by synchronising data with ERP and other platforms.

The flexibility of Dynamics 365 Sales, Dataverse and the Microsoft Power Platform enables us to implement transformative and scalable integration solutions for organisations.

Can you improve a Dynamics 365 Sales system another partner implemented?

Yes. Many of our clients came to us from another partner. We start by reviewing your configuration, customisations, integrations and how sellers use the system to address your priorities.

Ready to talk?

Tell us where you are with Dynamics 365 Sales, whether that’s a new system or a project that’s at risk. You’ll speak to a senior consultant from the first call and get an honest view of what’s realistic.

Call us on 0203 884 3804, email hello@serversys.com, or complete the contact form below.