Dynamics 365 Sales

Want to know more?

Structure and insight that drive better sales

In many organisations, the sales process is complex, distributed and dependent on individual ways of working. When structure, follow-up and customer insights are lacking, it becomes difficult to prioritise the right opportunities, forecast reliably and build long-term customer relationships. With Dynamics 365 Sales, we help organisations establish a shared way of working for sales – where data, processes and people work together. The result is greater control, higher quality in sales interactions and more predictable business outcomes. At Consid, we see sales enablement as a core part of the CRM strategy, not as a standalone reporting tool.

When sales lack structure

Many sales organisations face similar challenges:

pipelines and forecasts are difficult to trust
customer information is scattered across multiple systems and tools
follow-up is manual or happens too late
ways of working differ between teams and individuals
it is difficult to link sales activities to actual business outcomes

This often leads to lost opportunities, inefficient governance and limited scalability.

Sales that work – from first contact to closed deal

With the right structure in place, sales can become both more efficient and more customer-focused.

We help you build solutions where you:

gain a unified view of customers, opportunities and history
work consistently with sales processes and priorities
improve support for planning, follow-up and forecasting
free up time from administration to focus on customer dialogue
strengthen collaboration between sales, marketing and customer service

Sales then becomes more than an operational support function – it becomes a tool for governance and growth.

An end-to-end solution for modern sales

What Dynamics 365 Sales enables

Dynamics 365 Sales is designed for organisations that want to work in a structured, data-driven and scalable way with sales. The platform supports:

Structured sales process and pipeline – clear stages from lead to deal, with shared definitions and follow-up.

Customer and opportunity insights – consolidated information about customers, contacts, activities and history – all in one interface.

Forecasting and performance tracking – better decision-making through reliable forecasts, KPIs and real-time insights.

AI support and recommendations – support for prioritising the right opportunities and activities based on data, not gut feeling.

Mobility and accessibility – sales teams have access to relevant information wherever they are.

How we work with sales solutions

Our approach includes:

1. Current state analysis and target vision – what does your sales process look like today, and what needs to improve?

2. Sales processes and governance – shared ways of working, clear stages and responsibilities within the sales process.

3. Data model and customer view – structure for how customer and opportunity data is collected, used and tracked.

4. Implementation and customisation – tailoring Dynamics 365 Sales to your needs and business logic.

5. Integration with other CRM components – sales is connected with marketing, customer service and other systems.

6. Change management and adoption – ensuring the solution is used effectively and delivers value in day-to-day operations.

7. Ongoing management and continuous improvement – continuous optimisation based on data, feedback and evolving business needs.

Part of a connected CRM ecosystem

Dynamics 365 Sales delivers the greatest value when integrated with the wider CRM platform. Together with Dynamics 365 Marketing, Customer Service, Field Service and the Power Platform, we create solutions where:

marketing generates relevant leads for sales
customer service and sales share a unified view of the customer
business, relationships and follow-up are connected

This enables stronger internal collaboration and a more professional customer experience.

Who is it for?

We work with organisations across both the private and public sectors that:

have complex or distributed sales organisations
want to improve forecasting and governance
need structure without losing flexibility
aim to link sales efforts more clearly to business objectives

Whether you are embarking on a new CRM initiative or looking to develop your existing sales support, we meet you where you are.

Want to know more?

Interested in how Dynamics 365 Sales can strengthen your sales and business development? Contact us and we’ll be in touch shortly.