Dynamics 365 Sales Implementation
Pipeline, forecasting, quotes and sales process automation configured around how your team actually sells, by senior consultants with 8+ years of Dynamics 365 delivery.
Solzet implements Microsoft Dynamics 365 Sales for B2B sales teams that have outgrown spreadsheets or a lightweight CRM. Our senior consultants design the lead-to-opportunity process, pipeline and forecasting, product catalogue, quotes and orders, and the Outlook, Teams and Copilot integration that keeps sellers in the tools they already use. We migrate data from Salesforce, HubSpot, Pipedrive or spreadsheets, extend Dynamics 365 Sales with Power Automate and custom PCF controls where configuration runs out, and support the system after go-live. We recommend the right solution for each client: when Microsoft licensing does not fit, we build a custom CRM instead. Delivery is from Yerevan, Armenia.
What does a Dynamics 365 Sales implementation include?
A Sales implementation is more than switching the app on. The value comes from modelling your sales process once, properly, so every seller works the same way and every report means the same thing. A typical first release covers the following, scoped to what your team needs now rather than everything the app can do.
- Lead qualification and the opportunity process as business process flows, with the stages, required fields and hand-offs your team agrees on.
- Accounts, contacts and relationship data modelled on Dataverse, with duplicate detection so the customer record stays trustworthy.
- Product catalogue, price lists, quotes and orders, including volume discounts and tiered pricing where you need them.
- Pipeline views, forecasting and dashboards that sales managers actually use in their weekly reviews.
- Outlook and Teams integration so emails, meetings and conversations are tracked against the right records.
- Copilot and sales insights features, configured deliberately rather than left on by default.
- Security roles, business units and teams that match how your sales organization is structured.
Who is Dynamics 365 Sales the right fit for?
Dynamics 365 Sales earns its place for B2B sales teams of roughly ten to a few hundred users who already run Microsoft 365 and Teams, who need sales, service and field operations to share one customer record, or who need a system that can be genuinely customized and integrated. It is often overkill for a very small team with a simple pipeline, and our comparison with Pipedrive and HubSpot says so honestly.
If per-user Microsoft licensing does not fit your budget, or you need full control of the platform, a custom CRM delivers the same pipeline and forecasting capabilities without the licence. We deliver both, so we recommend whichever fits.
How do we migrate from Salesforce, HubSpot or Pipedrive?
Migration is planned before configuration starts, because the data model has to be right before the history arrives. We map every object and field, agree what history is worth keeping, clean duplicates before loading rather than after, and migrate in rehearsed passes so the final cutover is predictable. Owners, created dates, activities and attachments are preserved where the business needs them. Our Salesforce to Dynamics 365 data migration guide describes the method in detail, and the same approach applies to HubSpot, Pipedrive, Zoho and spreadsheets.
How does a Dynamics 365 Sales project run?
Discovery first, then configuration in short sprints with working demos, then migration rehearsals, user acceptance testing, training and a period of hypercare after go-live. Adoption is planned from the start rather than bolted on at the end, because a CRM that sellers avoid is an expensive contact list; our guide to overcoming user resistance explains what works. We quote fixed price per milestone where scope is clear, or time and materials for migration and integrations, after a scoping conversation.
What happens when configuration is not enough?
Some sales requirements need code: compound discount logic that must run on every quote, validation that has to hold whether a record comes from a form or an integration, or an interface the standard controls cannot draw. We build those as plug-ins, Power Automate flows and custom PCF controls, packaged in managed solutions so upgrades stay safe. If an earlier implementation has gone wrong, our project rescue service stabilizes it first.
Where can you go deeper?
Salesforce to Dynamics 365 data migration guide
Object mapping, history, owners and attachments, and the rehearsal approach that makes a CRM cutover predictable.
Volume discounts and tiered pricing in Dynamics 365 Sales
Where native discount lists stop, and the no-code and code options for tiered pricing on quotes.
What do buyers ask us?
How long does a Dynamics 365 Sales implementation take for an SMB?
It depends on scope. A focused first release for one sales team, with a standard opportunity process, Outlook integration and a clean data migration, is typically delivered in a few months of iterative sprints. Complex pricing, several integrations or a large migration from another CRM extend that, and we phase them so the team starts using the system early.
Is Dynamics 365 Sales overkill for a small sales team?
Sometimes, yes. A small team with a simple pipeline and no need to share records with service or field teams is often well served by a lighter SaaS CRM. Dynamics 365 Sales becomes the stronger choice when you run Microsoft 365, need deeper customization or integration, or expect sales, service and field operations to share one customer record. If licensing is the obstacle, a custom CRM is the other option we offer.
Can you migrate our Salesforce or HubSpot data to Dynamics 365 Sales?
Yes. We migrate accounts, contacts, opportunities, activities, notes and attachments from Salesforce, HubSpot, Pipedrive, Zoho and spreadsheets, preserving owners and original dates where they matter. Every migration is rehearsed in a test environment with reconciliation reports before the final cutover.
Does Dynamics 365 Sales work with Outlook and Teams?
Yes. Sellers can track emails and meetings against Dynamics 365 records from Outlook, collaborate on records in Teams, and use Copilot features that summarize records and help draft emails. We configure these integrations as part of the implementation so they work consistently for every user.
Which Dynamics 365 Sales licence do we need?
Microsoft offers several Dynamics 365 Sales tiers with different capabilities, and the right mix depends on what each role actually does. We size licences by role during design, so you do not pay for enterprise capabilities every user will never touch. Licences are bought from Microsoft; our work is the implementation.
What if Microsoft licensing does not fit our budget?
Then Dynamics 365 may not be the right answer, and we will say so. We recommend the right solution, whether that is Dynamics 365, Power Platform, or a custom-built CRM. A custom CRM delivers pipeline, forecasting and customer management on a stack you own, with no per-user licence.
Which related services fit alongside this?
Hire a Dynamics 365 Developer or CRM Developer in Armenia
Hire a senior Dynamics 365 developer or CRM developer from Solzet in Yerevan, Armenia: Dataverse, C# plugins, PCF controls, integrations and project rescue.
Custom CRM Development
Custom CRM development on React, Node.js, PostgreSQL and .NET for companies that need CRM without Microsoft licensing. Full ownership, no per-user fees.
Dynamics 365 Customer Insights Implementation
Dynamics 365 Customer Insights implementation: real-time journeys, unified customer profiles, segments, consent and email marketing on Dataverse.
Ready to start?
Contact Solzet for a free consultation. A senior consultant replies within one business day with a recommendation, whether that is Dynamics 365, Power Platform, or a custom-built CRM.