Win more deals with a CRM that works in Outlook and Teams, and AI agents that prepare quotes and hand closed orders to finance.
Microsoft Dynamics 365 Sales is an AI-powered CRM platform that unifies pipeline management, sales forecasting, and customer engagement in one cloud-based solution. It integrates natively with Outlook, Teams, and the wider Microsoft ecosystem.
Sales teams of 5 to 500+ users in B2B or B2C environments. Companies outgrowing spreadsheets, HubSpot free tier, or basic CRM tools. Organisations that need pipeline visibility, forecasting accuracy, and a CRM that works within Outlook and Teams rather than as a separate application.
Dynamics 365 Sales holds the quotes and customer records where order to cash begins. Our AI agents work from there: they prepare quotes, hand closed deals to the finance system and keep the two systems in step. See agentic finance operations.
Sales is the front of order to cash. A quote becomes an order, the order needs a credit check, and the customer record has to match the finance system. Our AI agents do that legwork in and around Dynamics 365 Sales. Your sellers keep the customer conversations and the commercial calls.
The results below come from clients' own line-of-business applications, not from Dynamics 365 Sales projects. The method is the same: agents do the volume work and people approve the exceptions.
Agents draft quotes from the opportunity, current price lists and the customer's order history. A seller reviews every quote before it goes out.
Agents chase quotes that have gone quiet, log each contact against the opportunity and flag deals that need a seller's attention.
When a deal closes, agents pass the order to the finance system and prepare the credit check. People make every credit decision.
Agents find duplicate accounts and records that no longer match the finance system. They fix routine cases and queue the rest for review.
Finance operations · PE-backed group
£32m
Annual savings
450+ FTE of capacity released
IT operations · PE-backed business
£7m
Added to annual EBITDA
70% Leaner IT organisation
Clients are anonymised at their request. See all results.
Capture, qualify, and progress leads through configurable sales stages with automated lead scoring and assignment rules.
AI-driven forecasting with pipeline analytics, win/loss analysis, and embedded Power BI dashboards for real-time visibility.
Automatic relationship mapping, health scoring, and LinkedIn Sales Navigator integration to identify warm introductions and at-risk accounts.
Automated sequences, follow-ups, approvals, and document generation to eliminate repetitive manual tasks.
Microsoft Dynamics 365 Sales is licensed per user per month with three tiers. Most mid-market organisations choose Sales Enterprise for Copilot AI and unlimited customisation. Veriland Consulting helps you select the right licence mix for your team.
| Feature | Sales Professional | Sales Enterprise | Sales Premium |
|---|---|---|---|
| Lead & Opportunity Management | |||
| Sales Forecasting | Basic | ||
| Copilot AI Assistance | |||
| LinkedIn Sales Navigator | |||
| Relationship Intelligence | |||
| Custom Entities | 15 | Unlimited | Unlimited |
| Conversation Intelligence | |||
| Starting Price (per user/month) | ~£49 | ~£71 | ~£101 |
Prices are approximate and subject to Microsoft licensing terms. Contact us for a tailored quote.
Most UK sales teams start with Sales Enterprise for full Copilot AI and customisation capabilities, adding Sales Professional licences for users who need core CRM without advanced AI features. View our CRM Accelerator.
Choosing the right CRM is a critical decision. Here is how Microsoft Dynamics 365 Sales compares with other popular CRM platforms used by UK businesses.
| Feature | D365 Sales | Salesforce | HubSpot CRM | Zoho CRM |
|---|---|---|---|---|
| Native Outlook & Teams Integration | ||||
| Built-in AI (Copilot) | ||||
| LinkedIn Sales Navigator | ||||
| Power Platform Extensibility | ||||
| ERP Integration (BC/F&O) | ||||
| UK Data Residency | ||||
| Implementation Complexity | Medium | High | Low | Low |
Comparison based on publicly available feature information. Individual capabilities may vary by edition and licensing.
Switching CRM can feel daunting. These are the most common migration paths Veriland Consulting supports.
Full data migration including contacts, opportunities, custom objects, and reports. User transition planning, workflow recreation, and integration repointing to ensure continuity.
Contact and deal migration, marketing workflow handoff, form and landing page transition, and integration reconnection with your existing tech stack.
Data extraction from Zoho modules, field mapping to D365 entities, automation migration, and user retraining with role-based adoption plans.
Data structuring and cleansing, sales process definition, pipeline stage configuration, and comprehensive team training to establish CRM discipline.
Every migration includes parallel running, data validation, user training, and post-go-live hypercare support. Discuss your migration with us.
Dynamics 365 Sales connects with the tools your business already uses. Native Microsoft integrations work out of the box, and the Power Platform ecosystem enables custom connections without code.
Need a custom integration? Veriland builds bespoke connectors using Azure Integration Services for complex, high-volume data flows. Learn more about our integration services.
Dynamics 365 Sales is not a one-size-fits-all CRM. Veriland tailors implementations to match the specific sales processes and industry requirements of each client.
Project-based selling, relationship management, repeat business tracking, and proposal automation.
Quote-to-order processes, distributor management, product configuration, and volume pricing.
B2B sales portals, wholesale ordering, customer segmentation, and loyalty programme integration.
Account management, territory planning, volume pricing, and order tracking.
Veriland Consulting makes switching to Dynamics 365 Sales straightforward. Our proven methodology minimises disruption and maximises user adoption.
Assess current sales processes, data quality, and technology landscape to identify quick wins and long-term goals.
Configure D365 Sales to match your pipeline stages, automation rules, approval workflows, and reporting needs.
Migrate contacts, opportunities, and history from your existing system; connect to ERP and marketing platforms.
Role-based training for reps, managers, and admins with adoption KPI tracking and ongoing support.
Microsoft Dynamics 365 Sales is a cloud-based CRM platform that helps sales teams manage leads, opportunities, and customer relationships. It includes AI-powered features like Copilot for email drafting, meeting preparation, and pipeline forecasting, all integrated natively with Outlook and Teams.
D365 Sales offers three tiers: Sales Professional at approximately £49 per user per month, Sales Enterprise at approximately £71, and Sales Premium at approximately £101. Most mid-market organisations choose Enterprise for Copilot AI and unlimited customisation. Veriland Consulting can help you find the right licence mix.
Yes. Veriland Consulting has extensive experience migrating organisations from Salesforce to Dynamics 365 Sales. We handle full data migration, custom object mapping, workflow recreation, and user transition planning. The timeline depends on the complexity of your Salesforce setup.
Yes. D365 Sales integrates natively with Outlook and Teams. Sales reps can view and update CRM records directly from their inbox, track emails automatically, and share opportunity details in Teams channels without switching applications.
Copilot is Microsoft's AI assistant embedded in D365 Sales Enterprise and Premium. It drafts personalised emails, prepares meeting briefs, scores opportunities, and answers natural language questions about your pipeline. It is designed to reduce admin time and help reps focus on selling.
The timeline depends on the number of users, the complexity of the data migration and the integration requirements. Veriland Consulting offers fixed-scope CRM starter packages for straightforward deployments.
Yes. D365 Sales integrates natively with Dynamics 365 Business Central and Finance & Operations. It also connects with third-party ERPs via Power Automate, Azure Integration Services, or custom connectors. This gives your sales team real-time visibility into pricing, stock, and order status.
Yes. D365 Sales Professional is designed for smaller teams that need core CRM without advanced AI features. It scales seamlessly to Enterprise and Premium as your team grows, so you never need to re-platform.
D365 Sales includes built-in dashboards for pipeline visibility, win/loss analysis, and sales performance. Enterprise and Premium tiers add AI-driven forecasting and conversation intelligence. Power BI integration enables advanced reporting with custom visualisations.
D365 Sales is licensed per user per month. You can mix licence tiers within your organisation, for example Enterprise licences for your core sales team and Professional licences for occasional users. Veriland Consulting can help you optimise your licence spend.
Book a free discovery call to see how Dynamics 365 Sales can accelerate your pipeline.
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