Dynamics 365 Sales consulting & implementation services

As a certified Microsoft Partner, Itransition specializes in Dynamics 365 Sales implementations. We build scalable and secure CRM solutions that streamline sales workflows, boost customer engagement, and enable data-driven growth for global enterprises.

Dynamics 365 Sales consulting & implementation services

Why Itransition

Official Microsoft Solutions Partner

Certified Microsoft Dynamics specialists on board

10+ years delivering CRM services and solutions

100+ CRM projects in our portfolio

Internal Microsoft and CRM Centers of Excellence

Quality and information security management systems compliant with ISO 9001 and ISO 27001

4.9 average review rating on Clutch

Empower your sales teams with Dynamics 365

Dynamics 365 Sales features comprehensive sales management capabilities, including lead and opportunity management, sales pipeline management, process automation, analytics, and customer data management, to streamline your team's efficiency and day-to-day decision-making.

Better manage leads & opportunities

  • Launch targeted marketing campaigns to maximize lead generation
  • Rank leads and opportunities using AI-powered scoring models to prioritize sales worklists
  • Summarize lead and opportunity records via AI to quickly get essential sales information

Streamline your sales pipeline

  • Assign and track sales tasks across your pipeline to better coordinate sales operations
  • Receive AI-based recommendations on the next best actions throughout the sales funnel to close deals faster
  • Monitor sales performance to identify pipeline risks and get targeted sales coaching

Automate clerical sales processes

  • Use AI to generate messages and texts like email drafts or meeting summaries
  • Auto-assign leads to available sales agents to distribute tasks evenly
  • Create lists of sales actions to get automated sales guidance

Derive useful insights from data

  • Track ad campaigns' costs and customer responses to them to fine-tune their targeting and budgeting
  • Forecast sales to predict your potential revenues in a given timeframe
  • Analyze conversations with customers to get real-time insights and tips and serve clients effectively

Unify customer data

  • Directly access Dynamics data from other apps within Microsoft's integrated ecosystem like Outlook and Teams to foster sales productivity
  • Coordinate customer-facing operations by integrating Dynamics 365 Sales with other Dynamics applications and third-party apps and services

Our Dynamics 365 Sales services

Itransition offers comprehensive Dynamics 365 Sales services, supporting projects of various scope and complexity. Our services include Dynamics 365 consulting and implementation, system configuration and customization, integration with your current tech ecosystem, migration from legacy and third-party platforms, and post-implementation support and maintenance.

Our Dynamics 365 Sales services

Consulting

Our consultants plan and oversee your Dynamics 365 Sales project to help you overcome technical challenges and make sure the final solution meets your expectations, taking care of business analysis, CRM conceptualization, project management, implementation supervision, and end-user adoption.

Implementation

Itransition implements your Dynamics 365 Sales solution from start to finish according to the option selected:

  • Standard implementation covering full platform configuration and deep customization. We tailor Dynamics 365 to your specific sales workflows, ensuring the system fits your team's unique operational needs.
  • Quick implementation covering more basic Dynamics 365 CRM configurations or the adoption of lightweight Power Apps CRM to complete your project in up to seven weeks.

Customization

Itransition's team can customize the off-the-shelf features and user interface of your Dynamics 365 Sales app to deliver a CRM solution tailored to your business needs, workflows, and industry specifics.

Integration

Itransition connects Dynamics 365 Sales with your entire tech stack, including other Dynamics CRM apps (Customer Insights, Customer Service, etc.) and Microsoft products (LinkedIn, Microsoft Teams, Outlook, etc.) We also build API-based custom integrations for third-party applications, including ERP and ecommerce platforms.

Migration

We provide robust data migration services, helping businesses move from legacy CRM systems and other corporate software to Dynamics 365 Sales, ensuring zero downtime and full data integrity throughout the transition. Additionally, we migrate your D365 Sales solution from an on-premises environment to the cloud to achieve greater software scalability while minimizing maintenance requirements.

Ongoing support & maintenance

Itransition's specialists provide user training and help desk support to facilitate Dynamics 365 Sales adoption, along with administration services (platform configuration, user management, etc.), performance monitoring, and troubleshooting to ensure optimal software usability and operation in the long run.

Team up with Itransition to implement Dynamics 365 Sales

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Customer spotlight

25%

shorter sales cycle

15h

saved on admin tasks per week

18%

more closed deals
Sales automation for a special equipment dealer

We deployed a customized Microsoft Dynamics 365 Sales solution for a special equipment official dealer and service partner to centralize and streamline sales activities and improve operational visibility. As a result, the new platform helped our client decrease time spent on paperwork, improve forecasting and reporting accuracy, reduce response time by 30%, and accelerate the overall sales cycle.

30%

faster sales cycle

19%

more deals closed

35%

increase in customer support team efficiency
Centralized customer engagement platform for a healthcare manufacturing company

We implemented a unified customer relationship management solution based on Microsoft Dynamics 365 Sales, Customer Service, and Field Service for a specialized medical equipment manufacturer and distributor. The platform streamlines the entire customer lifecycle, from lead management and sales operations to post-sales support and field service, ensuring faster response times, improved operational efficiency, and consistent customer experience.

Choose the Dynamics 365 Sales plan for your needs

If you are not sure which licensing option best meets your business needs, our consultants offer advisory support to help you choose between Professional, Enterprise, Premium, or Microsoft Relationship Sales plans for Dynamics 365 Sales, ensuring you only pay for the features your team needs.

Dynamics 365
Sales Professional
Dynamics 365
Sales Enterprise
Dynamics 365
Sales Premium
Microsoft
Relationship Sales
Description

Essential sales force automation and reporting features

Advanced sales force automation and intelligence powered by Copilot AI, along with extensive customization opportunities

Sales Enterprise capabilities complemented by Sales Insights

Sales Enterprise functionality combined with LinkedIn Sales Navigator
Ideal for

small businesses with generic sales processes

large organizations with unique sales workflows

enterprises with complex sales pipelines requiring comprehensive analytics

large companies focusing on relationship selling
Pricing

$65.00 user/month, discounts for Team Members licenses, non-profit organizations, and other specific cases

$105.00 user/month

$150.00 user/month

upon request
Maximize the value of Dynamics 365 Sales with Itransition's guidance
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Integrated Microsoft ecosystem for your business

Dynamics 365 Sales integrates with the broader Microsoft ecosystem to create a connected environment that unifies customer data, streamlines cross-department processes, and provides actionable insights.

Itransition implements a suitable set of Dynamics 365 business applications, including Sales, Customer Insights, and Customer Service, to help companies handle all their CRM operations via a unified tool and foster cross-department collaboration.

We build business intelligence and data visualization solutions on top of Power BI, customizing dashboards and other out-of-the-box platform functionality and integrating your solution with other corporate software and data sources to enable efficient data processing and analysis.

Itransition provides your organization with a SharePoint-based CMS system featuring custom design, components, and workflows aligned with your content management needs.

We use the extensive ecosystem of cloud-based Azure products and managed services to meet your IT needs, from app hosting and data storage to software integration and analytics.