Dynamics 365 Sales implementation services
Why Itransition
Microsoft Partner since 2008Â
Certified Microsoft Dynamics specialists on boardÂ
10+ years delivering CRM services and solutionsÂ
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 27001Â
4.9 average review rating on Clutch
Empower your sales teams with Dynamics 365
Better manage leads & opportunities
- Launch targeted marketing campaigns to maximize lead generation
- Rank leads and opportunities using AI 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 more deals
- 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
Unify customer data
- Directly access Dynamics data from other apps within Microsoft’s integrated ecosystem like Outlook and Teams to foster productivity
- Coordinate customer-facing operations by integrating Dynamics 365 Sales with other Dynamics applications and third-party apps and services
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
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
involving all necessary platform configurations and customizations to address the unique sales management needs of the adopters’ sales teams.
- 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
Our experts integrate Dynamics 365 Sales with other Dynamics CRM apps (Customer Insights, Customer Service, etc.), Microsoft products (LinkedIn, Microsoft Teams, Outlook, etc.) or third-party software and services (ERP, ecommerce platforms, etc.) to manage CRM processes and related data in a centralized solution.
Migration
We transfer customer data and related information from your legacy CRM system and other corporate software to Dynamics 365 Sales without disrupting your workflows. Alternatively, we migrate your D365 Sales solution from an on-premises environment to the cloud to achieve superior software scalability while minimizing maintenance efforts.
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
Related products we help you implement
Copilot for Sales
Extend the range of features included in Dynamics 365 Sales with additional capabilities powered by Microsoft’s AI assistant, such as BANT analysis and real-time call insights, to further optimize your sales processes.
LinkedIn Sales Navigator
Identify potential buyers and mutual connections that can introduce you to boost lead generation and foster relationship selling on LinkedIn.
Sales Insights
Complement Dynamics 365 Sales’ analytical functionality with advanced features like Predictive Forecasting, Sales Accelerator, and Relationship Analytics, to enhance your decision-making.
Customer spotlight
25%
shorter sales cycle
Sales automation for a special equipment dealer
Our team delivered a Microsoft Dynamics 365 Sales-based solution, tailored to the customer’s needs via thorough configuration and customization of features and workflows, to centralize and streamline sales operations and improve visibility into the sales funnel and customer data.
+22%
in revenue due to renewals and upsells
A centralized customer engagement solution
We implemented a unified Customer Engagement Management platform based on Microsoft Dynamics 365 products such as Sales, Customer Service, and Field Service. The platform helps accelerate the sales cycle, personalize customer engagement, improve customer support teams’ efficiency, and reduce operational costs due to automation.
Choose the Dynamics 365 Sales plan for your needs
Itransition’s consultants provide license optimization advisory to help you select and implement the most cost-effective Dynamics 365 Sales plan for your business operations.
Dynamics 365 Sales Professional
Dynamics 365 Sales Enterprise
Dynamics 365 Sales Premium
Microsoft Relationship Sales
Description
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
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
Pricing
$65.00 user/month, discounts for Team Members licenses, non-profit organizations, and other specific cases
$95.00 user/month
$135.00 user/month
upon request
Maximize the value of Dynamics 365 Sales with Itransition’s guidance
An integrated Microsoft ecosystem for your business
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.
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Itransition is a Microsoft Gold Partner company providing consulting and implementation services. Ready to capitalize on Microsoft technologies? We can help.
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