MICROSOFT DYNAMICS 365 SALES
Dynamics 365 Sales, built around the way you sell.
When customer information is scattered across inboxes, spreadsheets, and disconnected systems, it’s harder to manage opportunities and understand what’s happening in your pipeline.
PrenticeWorx helps you implement and optimize Dynamics 365 Sales around your processes, bringing your people, customer information, and sales activities together.
Where is your sales process slowing down?
A CRM should help your sales team move opportunities forward—not create more administrative work. Start with the challenges that affect your team’s day-to-day performance.
Leads are falling through the cracks
When ownership and follow-up aren’t clear, promising opportunities can stall. Give your team a consistent way to qualify leads, assign responsibility, and track the next step.
Customer information is scattered
When conversations, contacts, and deal information live in different places, sellers spend time searching instead of selling. Bring important customer information into a shared CRM.
Your pipeline doesn’t tell the whole story
A pipeline is only useful when its data reflects what’s actually happening. Give sales leaders better visibility into opportunity stages, upcoming activities, and the information behind their forecasts.
FROM LEAD TO FORECAST
Make every step of your sales process count.
Dynamics 365 Sales connects customer information, opportunities, sales activities, and reporting. The value comes from configuring those capabilities around how your team actually works.
Qualify leads and establish ownership
Give sellers a consistent process for capturing leads, qualifying opportunities, and assigning responsibility. Define what makes a lead worth pursuing and what needs to happen before it becomes an opportunity.
Keep opportunities moving
Bring customer information, activities, stakeholders, and next steps together. Configure opportunity stages around your sales process so the team can see where deals stand and what needs attention.
Turn pipeline data into better decisions
Give sales managers visibility into active opportunities, expected revenue, and upcoming activities. Establish consistent reporting definitions and review processes so your forecasts are based on information your team can use.
Connect sales to the rest of your business
When your sales process depends on information from finance, operations, or other departments, your CRM shouldn’t operate in isolation. Dynamics 365 Sales can connect with other Microsoft business applications, including Business Central, through configured integrations.
THE PRENTICEWORX APPROACH
Your sales process comes first.
Before configuring your CRM, we look at how your sales team actually operates.
How are leads qualified? Where do opportunities get stuck? Which information do sales managers need? Where are sellers spending time on manual work?
Those answers help us determine what should be configured, what needs to connect, and where your existing processes may need to change.
Understand the process.
Build the right solution.
AI + COPILOT IN DYNAMICS 365 SALES
Spend less time searching.
More time selling.
AI capabilities in Dynamics 365 Sales can help sellers find relevant information, prepare for conversations, and complete everyday tasks. The right capabilities depend on your licensing, configuration, and sales workflows.
Get up to speed before a conversation
Use supported Copilot capabilities to summarize relevant account and opportunity information and prepare for upcoming sales meetings.
Catch up on what’s changed
Review supported record summaries and recent updates so sellers can spend less time searching through CRM records.
Get help drafting communications
Use supported AI assistance to help compose and refine customer emails, with sellers reviewing the content before sending it.
Make AI useful to your sales team
Effective AI adoption starts with reliable CRM information, appropriate access, and clearly defined use cases. Evaluate the capabilities available in your environment and introduce them where they support your team’s actual work.
HOW PRENTICEWORX HELPS
Experienced people.
A CRM built around your business.
Your sales process is more than a series of CRM stages. It involves people, decisions, information, and handoffs.
PrenticeWorx brings Microsoft expertise and hands-on business experience to help you implement, improve, and connect Dynamics 365 Sales around the way your organization operates.
New implementation
Start with your business requirements, existing processes, and the people who will use the system. Build a Dynamics 365 Sales environment with clearly defined workflows, responsibilities, and reporting.
Optimize your existing CRM
Identify what’s working and what’s getting in the way. Review your current configuration, sales workflows, reporting, and user adoption to identify opportunities for improvement.
Integrations & custom development
Connect your sales environment with the other systems your business depends on. Evaluate standard Microsoft functionality, available integrations, and custom development based on your requirements.
Project recovery
When an existing CRM project isn’t delivering what your team needs, start by understanding the underlying problems. Evaluate the current environment, identify priorities, and develop a practical plan for moving forward.
THE BUSINESS CASE
What does the business case for Dynamics 365 Sales look like?
A Microsoft-commissioned Forrester study found significant potential value from Dynamics 365 Sales, including strong ROI, a fast payback period, and improved seller efficiency.
215%
ROI over three years
7 months
Potential payback period
15%
Increase in seller efficiency when working with team members
Source: Forrester Consulting. The Total Economic Impact of Microsoft Dynamics 365 Sales, commissioned by Microsoft, 2022.
Results are based on a composite organization from interviewed customers.
Dynamics 365 Sales pricing & licensing
The right Dynamics 365 Sales license depends on your team’s requirements, the capabilities you need, and your existing Microsoft environment.
Compare Microsoft’s licensing options below. PrenticeWorx can help you evaluate the requirements for your implementation and understand where additional integrations or services may be needed.
Sales Professional
w/Annual Commitment & Upfront Payment
Sales Enterprise
w/Annual Commitment & Upfront Payment
Sales Premium
w/Annual Commitment & Upfront Payment
Frequently Asked Questions
Microsoft Dynamics 365 Sales is a customer relationship management application that helps organizations manage leads, customer relationships, sales opportunities, activities, forecasting, and reporting. It can also integrate with other Microsoft applications and business systems.
Start by identifying the problems you’re trying to solve. Consider how your team manages leads, tracks opportunities, shares customer information, and reports on pipeline performance. Your existing systems, team requirements, and integration needs will influence whether Dynamics 365 Sales is the right fit.
Yes. Dynamics 365 Sales supports integrations with Microsoft applications, including Microsoft 365 and Dynamics 365 Business Central. Integration requirements, available functionality, licensing, and configuration vary by application. Business Central integration can be configured through Microsoft Dataverse.
PrenticeWorx provides Dynamics 365 Sales implementation and optimization services. An assessment of your existing environment can help identify problems with configuration, workflows, reporting, integrations, and user adoption.
Dynamics 365 Sales offers AI-assisted capabilities, but the features available to your organization depend on your licensing and configuration. Additional Microsoft 365 Copilot and Sales agent capabilities may have separate licensing requirements.
Yes. Our relationship doesn’t end at implementation. PrenticeWorx continues helping customers support, optimize, and expand their Microsoft environment as their business and technology needs evolve.
Go-live is the beginning of ongoing CRM adoption and improvement. Post-launch priorities may include user support, reporting adjustments, process improvements, and additional integrations. Confirm the appropriate support and optimization services as part of your implementation plan.
LET’S TALK ABOUT YOUR SALES PROCESS
Get more out of your CRM.
Whether you’re implementing Dynamics 365 Sales for the first time or improving an existing system, start with a conversation about your sales processes, challenges, and goals.
Talk with PrenticeWorx about what your team needs and what comes next.