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Dynamics 365

Dynamics 365 Sales

A qualification and forecasting model that reflects how the organisation actually sells, with data quality designed in.

Technologies

  • Dynamics 365 Sales
  • Dataverse
  • Power BI
  • Microsoft 365

Sellers adopt a system that helps them sell. We design a small number of meaningful stages with explicit exit criteria, define forecast categories against evidence rather than confidence, and give each stage only the fields it needs.

Business outcomes

Forecast credibility

Categories defined against evidence, so the number survives scrutiny.

Higher adoption

A focused interface with the fields needed at each stage, not the full form.

Cleaner customer data

Duplicate detection and ownership routing configured before migration.

Capabilities

Process design

Stages, exit criteria and forecast categories agreed with the sales organisation.

Seller experience

Focused forms, guided selling and mobile access.

Data quality controls

Matching rules, required-field discipline and progressive capture.

Pipeline reporting

Shared definitions with owners, reported in the performance forum.

How we deliver it

  1. Discover

    Process mapping with the people who use the system, separating genuine requirements from inherited habit.

  2. Design

    Data model, process stages, security model and integration approach, with decisions recorded.

  3. Configure

    Configuration-first build in reviewable increments.

  4. Migrate

    Data cleansing with the business, then staged migration with validation at each wave.

  5. Adopt

    Role-based enablement, hypercare and usage review.

Next step

Considering Dynamics 365 Sales?

We will give you an honest view of the effort involved, the prerequisites and the risks, before anyone signs anything.

Talk to an expert Solutions