01 · Pipeline
Pipeline & opportunity management
Configurable sales process flows, qualification stages, multi-product opportunities, competitor tracking, and revenue scheduling against a single source of truth.
Dynamics 365 Sales is Microsoft's enterprise CRM for B2B sales teams — pipeline, opportunity management, forecasting, and Copilot for Sales built on the Dataverse platform. It's the right call when Outlook, Teams, and LinkedIn Sales Navigator are core to how your reps work, when you want CRM and ERP on one platform, or when Salesforce per-user costs have outpaced the value you're getting.
Dynamics 365 Sales is Microsoft's enterprise CRM for B2B sales teams — pipeline, opportunity management, forecasting, and Copilot for Sales built on the Dataverse platform. It's the right call when Outlook, Teams, and LinkedIn Sales Navigator are core to how your reps work, when you want CRM and ERP on one platform, or when Salesforce per-user costs have outpaced the value you're getting. We implement Dynamics 365 Sales for B2B teams of 10 to 500+ reps, with a focus on adoption — not just configuration.
7 modules in a typical deployment.
Configurable sales process flows, qualification stages, multi-product opportunities, competitor tracking, and revenue scheduling against a single source of truth.
Predictive forecasting with confidence ranges, manual roll-up overrides, weighted-by-stage views, and quota tracking by team and territory.
AI-generated meeting summaries, email drafts grounded in CRM data, opportunity briefs, and proactive insights surfaced in Outlook and Teams without leaving the inbox.
Relationship health scores using email and meeting signals from Microsoft 365, LinkedIn Sales Navigator integration, and 'who knows who' across the buying committee.
When paired with Dynamics 365 ERP (Business Central or Finance & Operations), opportunity-to-quote-to-order flows live on one Dataverse platform with no integration tax.
Native iOS and Android apps with offline mode for field reps. Voice-to-text note capture and business card scan to lead.
Sales velocity, win/loss, rep performance, and cohort analysis on Power BI dashboards inside the CRM, refreshed live against the same data the reps work in.
Honest comparisons we walk every prospect through before quoting. If you’re on the wrong side of the line, we’ll tell you.
Salesforce wins on the AppExchange ecosystem and brand familiarity. Dynamics 365 Sales wins on Microsoft 365 integration (Outlook, Teams, LinkedIn), price-per-user at the Enterprise tier, and zero-integration unification with Dynamics 365 ERP. If your sales team lives in Outlook and your finance team is on Dynamics, the math is hard to ignore.
HubSpot is fast to deploy and excellent for SMB and inbound-heavy motions. Dynamics 365 Sales is the right call for complex B2B with multi-stakeholder deals, ERP integration needs, or 100+ reps. HubSpot's per-seat pricing climbs steeply at enterprise scale; Dynamics flattens out.
Pipedrive and Zoho fit teams under 25 reps with simple pipelines and tight budgets. Once you need forecasting committees, territory management, complex products, or ERP integration, you've outgrown them. Dynamics 365 Sales is the next logical step.
Dynamics 365 Sales Professional is $65/user/month (basic SFA), Sales Enterprise is $105/user/month (forecasting, pipeline intelligence, custom apps), and Sales Premium is $150/user/month (relationship analytics, predictive scoring). Copilot for Sales is bundled with Sales Premium and Microsoft 365 Copilot tenants, or $50/user/month standalone. Implementation services typically run $40K–$200K for a focused B2B CRM rollout depending on integration scope, data migration complexity, and how much of the existing process is genuinely fit for replication versus a candidate for redesign.
Estimate your numbers →Two weeks with sales leadership, ops, and three to five reps. We map the actual sales process — not the one in the playbook — identify what's broken in the current system, and define adoption metrics that aren't just license activation.
Process flows, qualification criteria, forecasting methodology, security model, and integration to Outlook, Teams, ERP, and marketing. Pre-built starter templates for B2B manufacturing, distribution, and services accelerate this phase.
Build in sandbox, migrate accounts, contacts, open opportunities, and 24 months of activity history. Train managers first, then reps. Cutover on a Friday with parallel tracking through one full forecast cycle.
The unglamorous truth: CRM ROI lives or dies in months 2–6 post go-live. We embed with your sales ops team to monitor adoption, retire workarounds, and tune the system against real usage — not assumptions made at scoping.
If yours isn’t here, ask in the consultation. We’ve probably answered it five times this month.
Two-week paid assessment. Fixed-fee proposal at the end — even if you don’t pick us.
Schedule consultation+1 434 443 7571