Sell smarter. Close faster.
Grow revenue.
Microsoft Dynamics 365 Sales gives your team the visibility, mobility, and
AI-driven insight to build stronger customer relationships and drive
revenue. Implemented by people who know how to make CRM stick.
Supports every aspect of your
Sales teams’ work.
Pipeline
See every deal in one view
Forecast by stage, owner, or territory. Drill into any opportunity without leaving the screen.
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Copilot
Put AI to work to help you sell smarter
Meeting summaries, follow-up emails, and account research drafted by Copilot and reviewed by your rep.
Mobile
Works from the car, the site, the booth
Full access on phone and tablet. Log a call, update a deal, pull a quote in under seconds vs minutes.
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Outlook
Lives inside the tools your team uses
Track emails, log meetings, and update records directly from Outlook and Teams. No separate app to remember.
Your CRM and your ERP should be on the same team.
Most companies run Sales and Operations on separate systems that are stitched together. We fix that.
Sales records an order. Operations doesn't see it until someone forwards an email
By the time it reaches the ERP, you've lost a day and introduced typos. The customer called twice. Your team is chasing status instead of selling.
Customer data diverges across systems.
Addresses, contact names, and credit terms live in two places and eventually stop matching. Every month-end close includes a reconciliation step that shouldn't exist.
Reporting gets unreliable.
Revenue in Sales doesn't match revenue in Finance. Leadership stops trusting the dashboards and goes back to asking for spreadsheets.
Your team spends more time on administration than on customers.
When the system doesn't help, people work around it. Morale dips. Deals slow down.
One record. One customer.
One source of truth.
Dynamics 365 Sales is connected to Business Central through a native integration, meaning the same customer record flows from first touch through invoice and is synchronized in real time.
One customer record, shared across Sales and Operations.
Update an address in one place and it updates everywhere. No more duplicate entries, stale contacts, or arguments about which system is right.
Quote to cash, without the paperwork.
Configure a quote in Sales, convert it to an order, and hand it off to fulfillment without leaving the platform. Your team approves, not re-enters.
Inventory and pricing that reps can trust.
Sales sees live stock levels and current pricing from the ERP. No more quoting something that's on backorder or discounted last quarter.
Forecasts that match the financials.
When the pipeline and the P&L draw from the same data, your forecast means something. Leadership makes faster decisions with less second-guessing.
One customer record, shared across Sales and Operations.
Update an address in one place and it updates everywhere. No more duplicate entries, stale contacts, or arguments about which system is right.
Quote to cash, without the paperwork.
Configure a quote in Sales, convert it to an order, and hand it off to fulfillment without leaving the platform. Your team approves, not re-enters.
Inventory and pricing that reps can trust.
Sales sees live stock levels and current pricing from the ERP. No more quoting something that's on backorder or discounted last quarter.
Forecasts that match the financials.
When the pipeline and the P&L draw from the same data, your forecast means something. Leadership makes faster decisions with less second-guessing.
Get Dynamics 365 sales up and running.
Fast, affordable, and predictable.
With Xcelerate Dynamics 365 Sales, you’ll be selling smarter in weeks with a fixed-price, fixed-timeline implementation that includes
everything from tailored CRM setup and data migration to training and go-live support. Our expert-led, proven packages ensure your
team’s success from day one.
Pick you package: Essentials vs. Enhanced
Find the right Dynamics 365 Sales solution for your team – whether you’re getting started or scaling your sales
efforts – we’ve got you covered.
For teams getting started with CRM
Essentials
$10,000/4-week implementation
Start strong with a streamlined CRM foundation that helps your team organize leads, contacts, and accounts without the complexity to keep your reps focused and productive from day one.
What’s Included:
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Environment & Sandbox Setup
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Core Sales Configuration (leads, contacts, accounts)
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Outlook & Teams Integration
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Data Migration (up to 10,000 records)
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Role-based Training & Go-Live Support
For teams ready to scale & optimize
Enhanced
$25,000/6-week implementation
Go beyond the basics with advanced quoting, automation, and performance tracking to support full-cycle sales management, empowering your team with deeper insights and tools for scalable growth.
Everything in Essentials, plus:
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Opportunity & Product Management
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Quote-to-Order Enablement
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Product Catalog Setup Integration
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Lead Routing & Qualification Flows
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Sales Goal Tracking & Dashboards
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Audit History & Marketing Setup
See what Dynamics 365
Sales can do for your
team.
Get a guided walkthrough of the CRM, tailored to how your sales team actually works. We'll show you features that will have the biggest impact on your business.