A visible seller worklist
Keep the right opportunities and their next activities in view.
Dynamics 365 Sales
Give your sales team a clear next move.
Connect accounts, conversations and opportunities around how your team qualifies, follows up and wins work.
Consulting · Implementation · Integration · Support
One opportunity. The context to move it forward.
See the full picture of an opportunity, with the information and next action in one place.
Maintenance service proposal
Opportunity · Northstar Engineering
Buyer & need
- Buyer
- Operations team
- Need
- Annual maintenance service for production equipment.
- Scope
- Equipment coverage and service expectations.
Recent activity
- Discovery call completeRequirement discussed · Priya
- Scope sharedPrepared for customer review
- Proposal review scheduledConfirm feedback and next action
After the decision: record the outcome and hand over the agreed scope.
Current step
Give the enquiry an owner.
Capture the customer, the request and the person responsible for the next conversation.
Sales team
- Customer
- Northstar Engineering
- Need
- Annual equipment maintenance
- Source
- Website enquiry
This example does not change a real record.
Select a stage to explore it. Review and approval steps always wait for your action.
Illustrative Sales example. Select a stage or play the example.
Make selling easier to manage.
Give sellers a simple way to focus, and give managers a clear view of progress.
Conversations beside the deal
Connect agreed email and meeting activity to the relevant customer records.
An agreed next action
Make ownership, follow-up and the next conversation clear.
Consistent qualification
Use shared criteria to decide how an opportunity moves forward.
Pipeline and forecast reviews
Review pipeline health and revenue expectations using agreed definitions.
Clear ownership
See who is responsible and where the team needs to act.
Start with the friction in your process.
We configure Dynamics 365 Sales around your way of working, so your team can move forward with less manual effort.
Your challengeWhat we configureWhat you receive
Your challengeFollow-ups live in inboxes
What we configureActivities, ownership and sequences
What you receiveA daily worklist
Your challengeSales stages mean different things
What we configureQualification and stage criteria
What you receiveA shared opportunity process
Your challengeForecasts rely on spreadsheets
What we configureForecast hierarchy and pipeline views
What you receiveA consistent review workspace
Your challengeSellers lack order context
What we configureAgreed ERP and email connections
What you receiveRelevant information beside the deal
People. Process. Platform.
A practical scope, agreed together.
AI that helps you prepare.
Use relevant information and draft content to prepare for better conversations.
- Summarise account context and recent activity.
- Draft a follow-up for the seller to review.
- Prepare questions and talking points for the next conversation.
AI and advanced selling capabilities depend on edition, capacity, region and configuration. Review generated content before use.
A sales process your team can use.
A practical, collaborative implementation focused on your process and people.
- 1
Map the process
Understand your sales flow, stages and approval steps.
You receiveSales process blueprint - 2
Configure and connect
Set up the workspace and agreed connections to your business systems.
You receiveConfigured workspace - 3
Test real opportunities
Validate the process with representative records and scenarios.
You receiveTested scenarios - 4
Train and support
Prepare the team with role-based guidance and a clear handover.
You receiveUser guides and support plan
Connect the tools around the work
- Microsoft Teams
- Outlook
- Power Automate
- ERP connections
Sales edition, digital-selling capacity, AI availability and integration scope are confirmed during discovery. Forecasts remain estimates rather than guaranteed revenue.
Keep the platform useful after go-live.
Support for your people, your application and its connections.
Discuss a support plan- L1 · User helpAccess, navigation and everyday questions.
- L2 · Application supportConfiguration, automation and application issues.
- L3 · EngineeringIntegrations, extensions and complex issues.
Coverage, ownership and response expectations are agreed together.
Before we start.
Can it reflect our sales stages?
Yes. We map your qualification, approval and handover steps, then configure the process around them.
Must we replace our ERP?
No. We assess data ownership and the connections your sellers need before recommending changes.
Is every AI feature included?
No. Availability depends on the selected licence, capacity, region and setup. We agree the useful capabilities in scope.
Which part of selling takes too much effort?
Bring one sales process. We’ll help define a practical next step.
Talk through your sales setupName and email to start.