Discover
Process workshops, data audit, and a fit-gap against the standard product.
Phase 2 · Evaluate
CRM · Sales & Service
Dynamics 365 Sales & Customer Service
Build lasting relationships and close faster. AI-driven sales insights with seamless service on the same customer record finance already trusts.
Overview
Build lasting relationships and close faster. AI-driven sales insights with seamless service on the same customer record finance already trusts.
Capabilities
Pipeline, quoting and forecasting
Case management and SLAs
Copilot summaries and next actions
Shared customer master with the ERP
Our approach
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Design
Solution blueprint, integration map, and the extensions we will actually need.
Deploy
Configuration, migration rehearsal, role-based training, UAT and phased cutover.
Support
Hypercare, managed services, client portal, scheduled optimisation reviews.
What you get
Dynamics 365 Sales and Customer Service connect the front office to the ledger, so a quote, an order, a case and an invoice are one story rather than four systems.
Lead, opportunity and quote management with forecasting
Case management, knowledge and service-level agreements
Omnichannel engagement and Copilot assistance
Customer data shared with finance and operations
Dashboards for sales and service leaders
Where it fits best
Organisations with a field or inside sales team, a service desk or an account-management function that needs to see credit, stock and invoices alongside the customer record.
How we deliver it
Process workshops with sales and service leads, a pipeline and case model agreed before configuration, integration to the ERP, and role-based training so the system is used in the first week.
What drives the cost
Per-user licensing varies by role, and integration to the ledger is a defined work item. The number depends on users, entities and currencies, integrations, data migration and the gaps found against the standard product. The pricing page sets out the model, and a discovery workshop turns it into a scoped quote.
Frequently asked questions
Does it connect to our ERP?
Yes. Dynamics 365 Sales and Customer Service integrate with Business Central and Finance & Operations, and we design the integration so customer, price and credit data are shared.
Can we use it without moving our ERP?
Yes. We integrate with the ERP you already run, and scope the interface in the Design phase.
What drives the cost?
Users, legal entities and currencies, integrations, data migration and the gaps found in the fit-gap. We publish the model on the pricing page and turn it into a scoped quote after discovery.
How do we start?
With a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed.