Microsoft Cloud · Microsoft Dynamics 365
As your Microsoft Dynamics 365 Sales partner, we deliver pipelines that salespeople use because they add value — not because management mandates it. Dynamics 365 Sales is one of the most mature CRM tools for B2B sales when configured like a toolbox, not a showcase suite.
30 days free
We set up the trial tenant in 48 hours, train your key users (2 hours), hold weekly office hours with the architect, and prototype your target use case. After 30 days you receive an architecture recommendation — you decide on adoption or shutdown.
Capabilities
The six functional areas that actually matter in day-to-day operations — and where we know which defaults you should look at more closely.
Incoming leads from web forms, trade shows, or Customer Insights Journeys are qualified via BANT or your own criteria. Disqualified leads land in nurturing — no lost contacts.
Every opportunity gets stage, probability, close date, and forecast category. Pipeline view, Kanban, timeline — salespeople choose the view they want to work with.
Aggregated pipeline view for sales managers. Adjustments at salesperson and manager level, snapshots for forecast history. Pitfall: building meaningful forecast hierarchies is configuration work, not click-around.
GA since May 2026: Copilot summarizes activities for an opportunity, suggests next steps, prioritizes leads. Works well with clean data — and becomes a burden when activities aren't captured.
An opportunity becomes a quote, a quote becomes an order. With product catalog, price lists, discount rules. With deep integration into Microsoft Dynamics 365 Business Central, orders flow on without double entry.
If you additionally use Microsoft Dynamics 365 Customer Insights Journeys: lead handover, activity history, and segment membership are shared automatically with Sales — one data model, two applications.
Copilot & Dynamics 365 Sales Agents
The Sales Agents are moving from pilot status into practice. Three points you should know before releasing licenses.
Since October 2025, Copilot for Sales has been part of the Microsoft 365 Copilot USL. The previously separate add-on license is no longer required — anyone with Microsoft 365 Copilot gets the Sales features in Outlook and Teams automatically. Source: Microsoft Dynamics 365 Licensing Guide, May 2026 (Change Log).
The Sales Opportunity Agent continuously watches all opportunities, evaluates risk signals, and prioritizes the deals salespeople should look at first today. Generally available since April 2026, usable with any Sales license plus Copilot Credits.
The Sales Qualification Agent researches leads, contacts them with personalized emails, and identifies buying intent — before a human gets involved. Useful where lead volume exceeds SDR capacity; problematic when lead data is dirty.
Copilot Credits prerequisite: All Dynamics 365 Sales Agents run on Copilot Credits, which are pooled centrally. Sales Premium has included 1,000 Copilot Credits per user per month since November 2025. With Sales Enterprise and Sales Professional you buy credits separately — we calculate realistic consumption in the discovery phase instead of over-licensing you across the board.
Typical use cases
Four scenarios from our practice where the implementation effort pays off in the first year — and one where we advise against it.
Example: a mechanical engineering mid-market company with 22 salespeople, three field regions, an average sales cycle of four months. Multi-stage pipeline, account planning, manager-level forecasting. Sales delivers all of that out of the box.
Example: a software vendor with pre-sales, pilot, and closing phases. Each phase has its own activity templates, owners, and escalation rules. With Power Automate, approval workflows hang on phase transitions — without code.
Example: an industrial service provider with 40 key accounts, each with 5–15 stakeholders. Account hierarchies, relationship diagrams, account plans with quarterly goals — Sales supports this via the Account Planner module.
Example: outside sales in industrial chemicals. Mobile app on iPhone/iPad, appointment logbook, photo attachments, offline mode. Salespeople capture directly after the appointment, in the car — no Excel list in the evening.
For pure direct sales with short closing (insurance brokerage, web shops, walk-in customers): leaner tools like Pipedrive or HubSpot get up and running faster. We say so openly — Sales pays off when there is complexity the tool needs to carry.
Example: an SDR team with 80 calls per day per person. Sales with the Cadence feature and the Sales Accelerator workspace structures call lists, templates, follow-up reminders. Requirement: telephony integration via Teams or a supported CTI provider.
Our approach
Four work packages we cleanly process in every Sales project — some clients need all, some only the first.
Adapt pipeline stages to your sales process, fields, views, dashboards. Role and permission model, sales territories. Standard templates for quotes and order confirmations. Result after 4 weeks: a usable system for your team.
Salesforce, Pipedrive, HubSpot, SugarCRM, Excel — we know the typical data models. Mapping, cleansing, duplicate handling, test migration, validation. Before go-live a full dry run — no surprises on day X.
Funnel analysis, win rate by stage, forecast accuracy, activity reports. Built in Power BI, attached to Sales — sales management receives seven standard dashboards they can really work with.
Approval workflows for discounts over 10%, escalations for stalled opportunities, automatic lead distribution. Low-code, maintainable — you can develop further yourself after implementation. More under Microsoft Power Platform.
License costs & editions
Microsoft Dynamics 365 Sales has four editions — all licensed per user (Sales Enterprise additionally per device). Information as of: Microsoft Dynamics 365 Licensing Guide, May 2026.
| Edition | For | Included |
|---|---|---|
| Sales Professional | Lean sales force automation for organizations without complex sales processes. | Base CRM, Sales Professional app. Not combinable with Sales Premium, Enterprise, or Sales Insights in the same environment. |
| Sales Enterprise | Standard for more complex sales processes. Customization, extensibility, embedded intelligence, manual forecasting. | Copilot in Sales, 2,000 Customer Voice responses/tenant/month, selected premium features (Conversation Intelligence, Sales Accelerator, lead & opportunity scoring) — with capacity limits. |
| Sales Premium | Sales Enterprise plus full Sales Insights and Copilot depth. Recommended when predictive forecasting, pipeline intelligence, or relationship analytics are used in production. | Sales Enterprise + Sales Insights complete + 1,000 Copilot Credits/user/month (since November 2025). Increased Dataverse database and file capacities (since March 2026). |
| Microsoft Relationship Sales | For account-based selling with relationship building via LinkedIn. | Sales Enterprise + LinkedIn Sales Navigator Advanced Plus. Minimum-purchase conditions via Product Terms. |
Sales Insights — what's inside: predictive lead & opportunity scoring, predictive forecasting, Conversation Intelligence (with unlimited hours), relationship analytics, pipeline intelligence, notes analysis, connection insights, Assistant Studio, Sales Accelerator, business card reader (200 scans/user/month). Source: Microsoft Dynamics 365 Licensing Guide, May 2026.
Sales Premium detail since March 2026: Microsoft increased the default and accrued capacities for Dataverse database and the default capacity for Dataverse file — relevant for tenants with high activity history and long pipeline lifetimes. Which edition fits depends not on the price tag but on forecasting hierarchies, Sales Insights need, and Copilot credit consumption. Our License Cost Calculator calculates this transparently — including mixed models of full users and Team Members licenses.
Configuration note from practice: the standard pipeline with seven stages "Qualify → Develop → Propose → Close" is rarely usable 1:1. We take the first two workshop days to map your actual sales process to stages — before anything is touched in the system.
Frequently asked questions
A lean standard implementation for an 8–15 person team starts at €18,000 net including configuration, data migration, and training. More complex setups with multi-stage pipelines, account-based selling, and multiple sales units range between €35,000 and €90,000. A more accurate estimate comes after the 30-min discovery call.
Standard setup without migration: 4–6 weeks. With migration from Salesforce, Pipedrive, or HubSpot: 8–12 weeks. When account-based selling, quote/order management, and Power BI reporting are added: 12–18 weeks. We work in 2-week sprints so you can become productive early — even without a big-bang go-live.
Yes. Salesforce migrations are our most common migration case. We pull accounts, contacts, opportunities, activities, and custom fields via Data Loader or API, map the data models, clean duplicates, and run a complete test migration before go-live. Pipedrive, HubSpot, and SugarCRM are also routine.
Microsoft Dynamics 365 Sales runs especially well in B2B sales with explanation-intensive products: mechanical engineering, IT and software vendors, industrial service providers, engineering firms, consultancies. A classic multi-stage sales cycle from four weeks of lead time — that's where the tool delivers value. For pure direct sales with day-length cycles, we often recommend leaner tools.
Yes, and we often recommend this as the entry point. Microsoft Dynamics 365 Sales ships with a usable pipeline model out of the box. We typically take 4–6 weeks to adapt pipeline stages to your sales process, create templates, and set up reports — no code, only configuration. Customization with plug-ins only comes when the standard features demonstrably aren't enough.
Sales lives in the Microsoft ecosystem: Outlook integration for email tracking, Teams for internal coordination, SharePoint for documents, Power BI for forecasting dashboards, Power Automate for approval workflows. If you use Microsoft Dynamics 365 Customer Service or Customer Insights Journeys in parallel, those apps share the same data model — that's the main advantage over Salesforce.
Sales Insights with Microsoft Copilot summarizes emails and meeting notes for an opportunity, suggests next steps, and prioritizes leads based on activity. The feature is GA since May 2026. We know the adoption hurdles — salespeople only trust the suggestions when they can see where the rating comes from. That's exactly what we address in training.
No. In October 2025, Microsoft integrated Copilot for Sales into the Microsoft 365 Copilot USL. Anyone licensed for Microsoft 365 Copilot has Copilot for Sales automatically — no separate add-on license is required, nor is the previously separate Sales Insights add-on. Source: Microsoft Dynamics 365 Licensing Guide, May 2026 (Change Log).
The Sales Opportunity Agent has been generally available since April 2026. It continuously watches all opportunities in the pipeline, evaluates risk signals from activities, emails, and CRM status, and prioritizes the deals salespeople should focus on. Requirement: a Sales license (Professional, Enterprise, or Premium) plus Copilot Credits — with Sales Premium, 1,000 credits/user/month are included since November 2025. With Sales Enterprise and Professional we calculate consumption in the discovery phase instead of over-licensing across the board.
60-min demo · honest assessment
One hour of live demo on the system, with your concrete sales process as a template — no standard slideshow, but click-testing in the tool.
Accompanying services
Engineering projects rarely stand alone — license logic, architecture clarification, quality gates, knowledge transfer, and follow-up operations usually run in parallel. Here are the most common accompanying services we add via Discovery Spike, sprint fixed price, or Application Care contracts.
Before · Architecture
Before implementation begins: tenant structure, data model, security concept, integration mapping. The result is an architecture document any engineering team can build on — including one other than us.
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Before · CSP
Which license bundles for which users, which add-on SKUs are required, where you are over- or under-licensed. Sourced as a Microsoft Licensing Partner — with the option to use CSP purely as control without margin maximization.
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During · Quality gate
An independent second opinion during a running implementation project — whether we run it ourselves or another partner does. CMMI-based quality gates, risk reviews, fixed price per gate.
During · Adoption
Not the classic two-day workshop that's forgotten a week later — but a dynamic learning program over 4–6 weeks with initial training, application phases, and follow-up sessions. Training matrix across roles and topics.
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After · Operations
After go-live: a predictable Application Care contract with a monthly flat fee, SLA-based. Includes releases, hotfixes, enhancements, tenant hardening — and continuous guidance rather than ticket-only response.
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After · Knowledge
When the original developers are gone, the predecessor partner is no longer reachable, or documentation is outdated — reverse engineering of the existing solution with a documented result: code map, data model, customization inventory.
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More on Microsoft CRM? Find the full overview of the Dynamics 365 CRM family in our Insights area — knowledge content, not a sales pitch. To the CRM knowledge area →
Strategy background · arades topic page
Why we consistently build all our apps and recommendations on a single data foundation — and when the isolated solution is still the better answer. 2,500 words on architecture, migration paths, and honest boundaries.
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