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Dynamics 365 Sales Consulting & Implementation

We help sales teams implement, migrate to and get real value from Microsoft Dynamics 365 Sales – from the first scoping workshop to Copilot rollout and ongoing support. Microsoft partner, hands-on consultants, fixed-scope projects.

Why work with a Dynamics 365 Sales consultant

Dynamics 365 Sales is only as good as the way it is set up. As a Microsoft partner, Woods Business Solutions designs the sales process first and then configures the CRM around it: pipeline stages, lead routing, forecasting, Outlook and Teams integration and Copilot for Sales. You get a system your team actually uses, delivered by consultants who have done it for companies like ecobility GmbH.

Implementation

Scoping workshop, process design and configuration of Dynamics 365 Sales: lead and opportunity stages, business process flows, security roles, dashboards and forecasting. Delivered in fixed-scope phases, so you know what goes live and when.

Migration & integration

Migrate accounts, contacts and open opportunities from Salesforce, HubSpot, spreadsheets or a legacy CRM. Connect Dynamics 365 Sales to Outlook, Teams, Business Central, Customer Insights – Journeys and your website through Dataverse.

Adoption & support

Role-based training, Copilot for Sales rollout and a support retainer after go-live. We keep tuning stages, reports and automations as your sales process evolves, so the CRM stays useful instead of becoming another database.

Copilot for Sales, set up where your team already works

We configure Copilot for Sales so reps get CRM context, email summaries and meeting prep directly in Outlook and Teams. See how Copilot delivers personalised customer communication in whichever app your sales team is working in.

Dynamics 365 Sales capabilities we implement

Dynamics 365 Sales includes a powerful set of capabilities. Our consulting work is deciding which ones your team needs, configuring them properly and leaving out what would slow you down.

Lead and opportunity management

Capture leads from your website, campaigns and inbox, qualify them with clear criteria and move opportunities through stages your team agreed on. We configure the pipeline, business process flows and views so every rep sees the same picture.

Capture website leads

Scale best practices

Standardize what works across your sales team with guided processes, shared playbooks, and AI-supported recommendations. Help reps follow proven sales steps more consistently and reduce avoidable gaps in execution.

See the ecobility case study
Dynamics 365 Sales sequences and playbooks for scaling sales best practices

Customer engagement

Keep account details, contact history, emails, meetings, and relationship insights connected across the sales cycle. With better context in every interaction, sales teams can engage more effectively and build stronger customer relationships.
Add marketing journeys

Forecasting and analytics

Gain real-time visibility into pipeline, revenue expectations, and sales activity. With connected dashboards and forecasting tools, leaders can monitor performance, identify risks, and make better decisions with less guesswork.
All Dynamics 365 apps
Dynamics 365 Sales forecasting and pipeline analytics dashboard

Thinking about Dynamics 365 Sales, or stuck with a CRM nobody uses? Book a free 30-minute scoping call. We look at your sales process, show you what a Dynamics 365 Sales implementation would involve and give you an honest estimate of effort and cost.

Book a scoping call

Dynamics 365 Sales consulting FAQ

The questions we hear most often before a Dynamics 365 Sales project starts.

It depends on scope. A focused implementation for a sales team of roughly 5 to 25 users is priced as a fixed project covering scoping, configuration, data migration and training, plus the Microsoft licences (Dynamics 365 Sales Professional or Enterprise, per user and month). After a free scoping call you receive a fixed-scope offer, not an hourly estimate.

A standard implementation with data migration and Outlook/Teams integration usually takes four to eight weeks from kickoff to go-live. Larger rollouts with ERP or marketing integrations are delivered in phases, so the sales team starts working in the system early.

Yes. We map your accounts, contacts, leads, opportunities and activity history to Dynamics 365 Sales, clean the data on the way and run a test migration before the final cut-over. Your reps keep their pipeline history from day one.

Yes. We configure Copilot for Sales in Outlook and Teams, connect it to your CRM data and define what it may summarise and suggest, so reps get real value without surprises around data access.

Most clients keep us on a support retainer: user questions, changes to stages, reports and automations, release updates and new capabilities such as Customer Insights – Journeys or a Dataverse-connected website. You can also hand the system over to your own admin – we document everything.

I'm here to help!

I would be pleased to answer any queries you have.

Zachary Woods, Dynamics 365 consultant at Woods Business Solutions

Zachary Woods

Business Consultant
  • +1 (941) 350 6707
  • sales@woods.consulting

Find out how we can help transform your sales with
Microsoft Dynamics 365 Sales and WBS apps.