Close Deals Faster.
Sell Smarter with Dynamics 365 Sales.
We implement and configure Dynamics 365 Sales for UK businesses — helping your team manage leads, accelerate opportunities and build lasting customer relationships with AI-powered insights.
The CRM built for modern sales teams
Dynamics 365 Sales is Microsoft's intelligent CRM platform — bringing leads, contacts, accounts and opportunities together in one connected workspace integrated with Outlook, Teams and LinkedIn.
At MS Dynamics Consulting we implement and tailor Dynamics 365 Sales for UK businesses of all sizes — from straightforward Sales Professional deployments to fully customised Sales Enterprise environments with AI, forecasting and LinkedIn Sales Navigator.
- UK-based certified Dynamics 365 consultants
- 100+ successful CRM implementations delivered
- SMB and nonprofit specialists
What Dynamics 365 Sales can do
A complete, AI-powered CRM platform — configured for your business by our UK team.
Lead & Opportunity Management
Capture and qualify leads from any source. Convert to opportunities with a single click and track every deal through a configurable pipeline with probability scoring, stages and close dates.
Copilot for Sales
AI-generated email drafts, meeting summaries, opportunity summaries and next-best-action recommendations — directly in Dynamics 365, Outlook and Teams. Reduce admin time and keep sellers focused on selling.
Sales Forecasting
Predict revenue with confidence using bottom-up and top-down forecasts, quota management, deal flow charts and AI-driven predictions. Compare actuals vs targets and drill into team and individual performance.
LinkedIn Sales Navigator Integration
Surface LinkedIn insights — mutual connections, job changes, company news and relationship paths — directly on Dynamics 365 contact and account records. Reduce research time and build stronger relationships.
Outlook & Teams Integration
Track emails, log calls, book meetings and update CRM records from within Outlook — without switching applications. Collaborate on deals in Teams and get real-time deal insights in the flow of every conversation.
Sales Sequences & Cadences
Define and automate repeatable sales motions with sequences — structured activity plans that guide sellers through the right actions at the right time. Scale your best reps' playbooks across the entire team.
Analytics & Dashboards
Built-in sales dashboards for pipeline health, win/loss rates, activity metrics and team leaderboards. Integrate with Power BI for advanced reporting and embed real-time analytics directly in Dynamics 365 forms and views.
Mobile & Field Sales
The Dynamics 365 Sales mobile app gives field reps full access to contacts, accounts, opportunities and activities — online and offline. Update records after meetings and get turn-by-turn directions to customer sites from within the app.
Customisation & Integration
Tailor Dynamics 365 Sales to match your exact sales process — custom entities, fields, business rules, workflows and integrations with ERP systems, marketing tools, e-commerce platforms and more via Power Platform and Azure.
Agentic sales — powered by Microsoft AI
Dynamics 365 Sales includes a suite of AI agents that work autonomously alongside your team — researching leads, prioritising deals and surfacing the insights sellers need to act confidently.
We configure and enable the right AI capabilities for your team as part of every implementation — ensuring adoption and measurable impact from day one.
Ask us about Copilot for SalesSales Qualification Agent
Autonomously researches and qualifies incoming leads — enriching records with company data, financial signals and news so sellers engage with the highest-value prospects first.
Sales Close Agent
Analyses open deals to equip sellers with the insights, next steps and competitive context they need to win. Identifies at-risk deals and recommends the best actions to advance them.
Sales Research Agent
Answers complex sales and market questions in real time — turning raw data from CRM, SharePoint and external sources into actionable, decision-ready insights for sales leaders and reps.
Custom AI Agents
Build bespoke sales agents tailored to your workflows using Microsoft Copilot Studio — connected to your Dynamics 365 data, SharePoint, Teams and external APIs.
How we deliver your Dynamics 365 Sales project
Discovery & Scoping
We map your current sales process, data sources, integrations and reporting requirements — agreeing a clear scope and fixed project plan before work begins.
Configuration & Development
We configure Dynamics 365 Sales to match your sales stages, fields, views, dashboards, automation and integrations — with custom development where needed using Power Platform and Azure.
Data Migration
We migrate your historical leads, contacts, accounts, opportunities and activities from your existing CRM — with full data profiling, cleansing and validation before go-live.
Training & Go-Live
Role-based training for sales reps, managers and administrators. Supported go-live with our UK team on hand, followed by a hypercare period to resolve any post-launch issues quickly.
Ongoing Support
Post go-live managed support retainer — covering enhancements, release wave updates, performance reviews and user training as your team and processes evolve.
Dynamics 365 Sales licensing
Three editions to match every team's needs — we help you choose the right tier and procure licences as a Microsoft partner.
Sales Professional
£50/user/mo
Prices shown are indicative and subject to change. Excludes VAT. Paid annually.
- Core sales force automation
- Lead & opportunity management
- Microsoft 365 integration
- Standard reports & dashboards
- Mobile app
Sales Enterprise
£80.70/user/mo
Prices shown are indicative and subject to change. Excludes VAT. Paid annually.
- Everything in Professional
- AI-powered insights & scoring
- Sales sequences & cadences
- LinkedIn Sales Navigator integration
- Advanced customisation & APIs
- Copilot for Sales (add-on)
Sales Premium
£115.30/user/mo
Prices shown are indicative and subject to change. Excludes VAT. Paid annually.
- Everything in Enterprise
- Conversation intelligence
- Relationship analytics
- Sales accelerator & workspace
- Prebuilt intelligence solutions
- Copilot for Sales included
Pricing is sourced from the Microsoft Dynamics 365 Sales page and is subject to change. Contact us for current pricing and volume discounts.
Why choose MS Dynamics Consulting
UK-based, senior-led Dynamics 365 Sales expertise — delivered with transparency and care.
UK-Based Team
All consultants are UK-based. No offshoring, no handoffs to junior staff. Direct access to the people doing the work.
Certified Consultants
Microsoft-certified Dynamics 365 Sales consultants with real-world experience across industries — not theoretical knowledge from Microsoft documentation alone.
10+ Years' Experience
Over 100 Dynamics 365 implementations delivered across sales, service, field service, finance and operations.
Post Go-Live Support
We don't disappear after go-live. Our UK support team provides ongoing retainer plans to keep your Dynamics 365 Sales environment running and improving.
Frequently asked questions
Everything you need to know about Dynamics 365 Sales and our implementation service.
Explore other Dynamics 365 apps
Sales works best as part of the connected Dynamics 365 ecosystem.
Scroll each panel to explore our Dynamics 365 Sales expertise in depth.
Core CRM Capabilities
Lead Management
Capture leads from web forms, email campaigns, LinkedIn, Power Pages portals and manual entry. Qualify and convert to opportunities with configurable lead scoring, automated routing and AI-powered qualification suggestions. Full lead lifecycle tracking from first touch to closed deal.
Opportunity Management
Configurable sales stages, probability weightings, close date tracking and revenue forecasting. Product line items, price lists, discount approvals and quote generation. Stakeholder maps, relationship health scoring and competitor tracking on every opportunity.
Contact & Account Management
360-degree view of every contact and account — full interaction history, open opportunities, cases, invoices, signed documents and LinkedIn profile data in one place. Hierarchy management for complex corporate account structures.
Activity & Timeline
Log calls, emails, meetings, tasks and notes against any CRM record. Full activity timeline with integrated Outlook email and meeting sync. Automated activity creation from Power Automate flows and Copilot-generated call summaries.
Dynamics 365 Sales UK CRM UK lead management opportunity tracking sales pipeline UKAI, Copilot & Integrations
Copilot for Sales
AI-generated email drafts, meeting preparation notes, opportunity summaries, deal risk indicators and next-best-action recommendations — surfaced in Dynamics 365, Outlook and Teams. Reduces average selling admin time significantly and improves response quality.
LinkedIn Sales Navigator
Embedded LinkedIn insights directly on Dynamics 365 contact and account forms: mutual connections, job changes, company news, InMail credits and TeamLink introductions. Available on Sales Enterprise and Premium licences.
Outlook Integration
The Dynamics 365 App for Outlook lets reps track emails, create CRM contacts, log meetings and view full customer context without leaving their inbox. Email engagement analytics show open rates and link clicks on tracked emails.
Microsoft Teams Integration
Teams meeting integration captures transcripts, generates action items and syncs notes back to Dynamics 365 records automatically. Teams channels can be linked to Dynamics 365 opportunities for seamless deal collaboration.
Power Platform Extensibility
Build custom sales apps with Power Apps, automate complex workflows with Power Automate, create advanced reports with Power BI and build customer portals with Power Pages — all integrated natively with your Dynamics 365 Sales data in Dataverse.
Copilot for Sales UK LinkedIn Sales Navigator Dynamics 365 AI CRM UK Dynamics 365 Outlook integration Teams CRM integration UKImplementation & Support
Sales Process Design
We map your real-world sales process and translate it into Dynamics 365 stages, fields, business process flows and automation — ensuring the system reflects how your team actually sells rather than forcing them into a generic CRM template.
CRM Data Migration
Migration from Salesforce, HubSpot, Pipedrive, Zoho, Sage CRM, Act!, Goldmine, Microsoft Access, Excel spreadsheets and custom databases. Full data profiling, field mapping documentation, test loads and production cutover management.
Custom Development
Custom Dataverse tables, Power Fx business rules, server-side plugins (C#), JavaScript form scripting, PCF custom controls, custom APIs and automated document generation using Power Automate and Word templates.
Sales Reporting & Forecasting Setup
Configuration of Dynamics 365 sales forecasts, quota assignment, territory management and roll-up reports. Power BI integration for advanced sales analytics, win/loss analysis, funnel metrics and team performance dashboards.
Post Go-Live Support
Monthly managed support retainers covering break-fix, enhancement requests, Microsoft release wave update testing, user access management, security role updates and proactive performance monitoring. UK-based team, Mon–Fri 09:00–18:00 GMT.
Dynamics 365 Sales implementation UK CRM implementation UK Dynamics 365 Sales support UK Salesforce to Dynamics 365 migration D365 Sales customisation UKReady to simplify your operations?
Whether you're starting fresh or improving an existing system — our Microsoft-certified consultants are here to help. No obligation, no hard sell.