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Microsoft Dynamics 365 Sales Consulting Services

Transform your sales operations to fit your business objectives. Aegis Softtech is your trusted Dynamics 365 Sales consulting services partner for workflow enhancement, standardisation, integration, and support services. We assist you in optimising your sales process, improving funnel transparency, speeding up your sales growth, and getting maximum benefit out of your Dynamics 365 Sales investment.

  • Microsoft-Certified Dynamics 365 Sales Experts
  • 12+ Years of Experience
  • 100+ Dynamics 365 Sales Implemented
  • 24/7 Global Support
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Trusted by Clients

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Certificates & Appreciations

The partner you pick shapes how well this actually works, long after implementation. Click the logos below to see the Microsoft certifications, partnerships, and industry recognitions behind our consulting work.

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Why Invest in Microsoft Dynamics 365 Sales Consulting Services

Dynamics 365 CRM is only as effective as what your team does with the system, and that’s where the majority of implementations largely fail to deliver. Aegis Softtech’s Dynamics 365 Sales consulting brings you streamlined operations, automated functionality, and insights based on AI that make the platform an asset for your business.

Microsoft Dynamics 365 Sales consulting benefits and ROI

Here's what organizations can expect from our well-implemented Dynamics 365 Sales solution:

  • 106% ROI over three years with Microsoft Dynamics 365 solutions.
  • 15–30% increase in sales representative productivity.
  • 20–40% more accurate sales forecasts.
  • 15–25% reduction in sales cycle duration.
  • 30–50% faster lead response times.
  • Near real-time executive reporting and pipeline visibility.

Our Microsoft Dynamics 365 Sales Consulting Services

At Aegis Softtech, Dynamics 365 Sales consulting services are built around how your team sells: implementation, optimization, and support that lift productivity, tighten sales operations, and move revenue forward.

Dynamics 365 Sales consulting services

Dynamics 365 Sales Consulting

A CRM without a clear sales strategy behind it just becomes expensive record-keeping. We start by digging into your existing processes and mapping out how Dynamics 365 Sales should be configured to fix what's not working:

  • Review of current sales process and bottlenecks
  • Standardized workflows across the team
  • Sharper pipeline visibility
Microsoft Dynamics 365 Sales implementation services

Microsoft dynamics 365 sales Implementation

At Aegis Softtech, handle the full implementation start to finish, keeping the focus on minimal disruption to daily sales operations:

  • Discovery and solution design
  • Configuration and testing
  • Training and go-live support
Dynamics 365 Sales Professional implementation

Dynamics 365 Sales Professional Implementation

For growing businesses, we size the CRM to your actual sales volume instead of loading in enterprise features you don't need yet:

  • Set up leads and opportunities to match your current stages
  • Keep account and contact management simple
  • Leave room to add capability as the team grows
Dynamics 365 Sales process automation

Sales Process Automation

Manual follow-ups and approvals are where sales momentum quietly dies. We automate the repetitive parts of the sales process so reps can focus on closing:

  • Lead assignment and follow-up reminders
  • Approval and notification workflows
  • Consistent business process flows
Microsoft Dynamics 365 Sales integration services

Dynamics 365 Sales Integration

Disconnected systems create data silos and slow sales teams down. Dynamics 365 Sales integrates with your existing business applications to keep information connected:

  • Microsoft 365, Outlook, and Teams
  • Power BI and ERP systems
  • Third-party business applications
Dynamics 365 Sales support services

Dynamics 365 Sales Support

A CRM that isn't maintained drifts out of step with the business fast. We keep your CRM investment paying off long after go-live:

  • Performance optimization and enhancements
  • Release management
  • Issue resolution and ongoing improvements
Ready to modernize your sales operations?

Our Microsoft-certified consultants help you implement and optimize Dynamics 365 Sales the right way. Every deployment is designed for user adoption from day one, helping drive stronger sales performance and sustainable revenue growth.

Book a Free Consultation
Microsoft-certified Dynamics 365 Sales consultant

Dynamics 365 Sales Capabilities We Help You Optimize

Dynamics 365 Sales is full of features and functions, but the real value only comes when they’re optimized around the way your team generates revenue. That’s where our experts help in tuning, customizing, and enhancing the platform so it delivers real productivity gains and stronger interactions with clients.

Lead Management

Stop letting leads slip through the cracks. Automated routing, scoring, and structured qualification make sure every lead gets captured, prioritized, and worked.

Account & Contact Management

Get a centralized database with full interaction history, so every rep has the full customer context in front of them, every time.

Opportunity & Pipeline Management

Know exactly where every deal stands, in real time. Track opportunities through every stage, spot the high-value deals early, and push win rates up by focusing effort where it counts.

Business Process Flows & Sales Automation

Standardize your sales process with configurable business process flows, automated approvals, reminders, notifications, and repetitive task automation using Power Automate.

Quote, Order & Product Management

Close deals faster by removing the friction from quoting. Simplified quote creation, product configuration, and order management turn a multi-day process into minutes.

Activity & Task Management

Customer interactions scattered across inboxes are how opportunities slip through. Keep emails, meetings, calls, appointments, reminders, and follow-ups all in one place, so nothing gets overlooked.

Sales Forecasting & Analytics

Make revenue decisions on data, not guesswork. Allow real-time dashboards and Power BI integration to give you forecasts you can actually trust.

Microsoft 365 & Power Platform Integration

Bring every system into one sales ecosystem. Connect Dynamics 365 Sales with Outlook, Teams, Power BI, Power Apps, Power Automate, and ERP systems so nothing operates in isolation.

AI-Powered Sales with Microsoft Copilot

Give sellers back the time admin work eats up. Let Copilot handle opportunity summaries, email drafts, meeting prep, and predictive recommendations, so your team spends more time closing and less time typing.

Mobile Accessibility

Empower sales teams to access customer information securely, update opportunities, manage activities, and collaborate from anywhere using the Dynamics 365 Sales mobile experience.

Enterprise Security & Scalability

Scale confidently with Microsoft's enterprise-grade cloud platform featuring role-based security, auditing, compliance, encryption, and support for global teams, multiple business units, and growing operations.

Get expert guidance to tailor Dynamics 365 Sales around your processes, teams, and growth goals.
Talk to Our Dynamics 365 Sales Consultants
Dynamics 365 Sales consultant for expert CRM guidance

Dynamics CRM Sales Challenges We Solve

Disconnected systems, manual processes, a pipeline nobody can see clearly until it's too late — this is where most sales operations quietly bleed revenue. Our Dynamics 365 Sales consulting replaces that patchwork with one connected, scalable, AI-powered platform.

ChallengeHow We Solve It
Fragmented customer data scattered across systemsOne single source of truth for every customer
Pipeline visibility that only shows up after a deal's already stalledReal-time opportunity tracking and forecasts you can actually trust
Manual sales processes eating up rep timeRepetitive tasks automated, workflows streamlined
Sales execution that varies rep to repStandardized process across every team
Systems that don't talk to each otherDynamics 365 Sales integrated with Microsoft and third-party apps
Sellers spending more time on admin than sellingAI insights and automation that get deals closed faster
See these challenges in your own sales operations? Let's fix them.
Book a Free Consultation With Our Experts
Dynamics 365 Sales expert solving CRM sales challenges

Why Choose Aegis Softtech as Your Dynamics 365 Sales Implementation Partner

Technical expertise alone doesn't make a Dynamics 365 Sales implementation succeed — it takes people who understand the business behind the CRM. At Aegis Softtech, that's Microsoft-certified consultants paired with real industry experience, focused on solutions that actually move sales performance and hold up for the long run.

Dynamics 365 Sales business-first consulting

Business-First Consulting

Align Dynamics 365 Sales with your sales processes, business goals, and long-term growth strategy for measurable results.

End-to-end Dynamics 365 Sales consulting services

End-to-End Services

Manage your entire Dynamics 365 Sales journey, starting from consulting and implementation to customization, integration, and training.

Dynamics 365 Sales Microsoft ecosystem expertise

Microsoft Ecosystem Expertise

Seamlessly integrate Dynamics 365 Sales with Microsoft 365, Power Platform, Azure, ERP systems, and third-party applications.

Dynamics 365 Sales AI and Microsoft Copilot readiness

AI & Copilot Readiness

Leverage Microsoft Copilot and AI capabilities to automate sales processes, improve productivity, and enable smarter decision-making.

Flexible engagement models for Dynamics 365 Sales

Flexible Engagement Models

Hire dedicated Dynamics 365 CRM Sales developers or build a complete project team based on your business requirements.

Our Dedicated Dynamics 365 Sales Consulting Team

A CRM project is only as strong as the team behind it. Every Dynamics 365 Sales engagement gets Microsoft-certified consultants, architects, developers, and QA specialists all working toward your business goals.

Need a full implementation team, or want to hire Dynamics 365 Sales developers to extend what you already have in-house?

Either way, we provide flexible engagement models tailored to your project requirements.

View Our Microsoft Dynamics 365 Sales Consultant Profile
Microsoft-certified Dynamics 365 Sales consultant at Aegis Softtech
Nikul P.

Dynamics 365 Sales Success Stories

See how our Dynamics 365 consulting services for the Sales module have helped organizations modernize their sales operations, improve customer engagement, and achieve measurable business results.

40% Increase in Qualified Lead Conversions

Leads were getting lost between disconnected processes, and follow-ups happened inconsistently, if at all. We implemented Dynamics 365 Sales with automated lead routing and standardized the sales process across teams. Leadership gained real-time visibility into pipeline performance, while qualified lead conversions increased by 40%.

Read Detailed Case Study

35% Improvement in Sales Forecast Accuracy

A financial services organization was running blind in terms of pipeline awareness and projections; actions were taken based on obsolete data and intuition. We improved their Dynamics 365 Sales configuration using AI-driven forecasting, user-friendly dashboards, and centralised reporting, increasing forecast accuracy by 35%.

Read Detailed Case Study

30% Faster Sales Cycle

A B2B technology company was stuck routing approvals manually across systems that didn't talk to each other, and administrative work was eating into selling time. We integrated Dynamics 365 Sales with Microsoft 365 and automated the sales workflows end-to-end. This resulted in administrative effort dropping, and the sales cycle shortened by 30%.

Read Detailed Case Study

Industries We Support with Microsoft Dynamics 365 Sales Consulting

No industry sells the same way, so a generic CRM setup only gets you halfway there. Our Dynamics 365 Sales consulting is built around your actual sales process, customer journey, and revenue goals.

Dynamics 365 Sales consulting for manufacturing

Manufacturing

Improve lead management, dealer relationships, sales forecasting, and opportunity tracking to drive more predictable revenue.

Dynamics 365 Sales consulting for healthcare

Healthcare

Empower healthcare organizations with streamlined patient engagement, referral management, and compliant sales processes.

Dynamics 365 Sales consulting for financial services

Financial Services

Strengthen relationship management, improve pipeline visibility, and support regulatory requirements with a connected sales platform.

Dynamics 365 Sales consulting for retail and eCommerce

Retail & eCommerce

Create tailored client experiences, handle multichannel sales potential, and boost sales results with current data

Dynamics 365 Sales consulting for professional services

Professional Services

Manage client relationships, sales pipelines, proposals, and business development activities through a centralized CRM platform.

Dynamics 365 Sales consulting for distribution and logistics

Distribution & Logistics

Improve account management, partner collaboration, and sales visibility while streamlining complex B2B sales cycles.

Dynamics 365 Sales Licensing & Pricing

We help businesses evaluate licensing, estimate total cost of ownership, and procure the most suitable Microsoft licenses based on their sales processes, team size, AI requirements, and growth plans.

Dynamics 365 Sales Professional

$65/user/month

Small businesses and teams adopting CRM

Core sales automation, lead & opportunity management, quotes, reporting, Microsoft 365 integration, and mobile access.

Dynamics 365 Sales Enterprise

$105/user/month

Mid-sized and large organizations

Advanced customization, business process flows, forecasting, AI-powered selling, enterprise security, and Copilot.

Dynamics 365 Sales Premium

$150/user/month

AI-first enterprises and large sales teams

Everything in Enterprise plus Sales Insights, relationship intelligence, advanced AI, and 1,000 Copilot credits per user.

Microsoft Relationship Sales

Custom pricing

Organizations focused on relationship selling

Sales Enterprise with LinkedIn Sales Navigator and relationship intelligence.

What Do Our Clients Say?

Leadership Behind Your Project Success

Harsh Savani - Director & Head of Operations
Harsh Savani

Director & Head of Operations

Rajen Raiyarela - Delivery Head, Aligning Team-Outcomes
Rajen Raiyarela

Delivery Head, Aligning Team-Outcomes

Latest Insights
TABLE OF CONTENTS

Why Dynamics 365 Sales Consulting?

Dynamics 365 Sales Services

Dynamics 365 Sales Capabilities

Challenges We Solve

Why Choose Aegis Softtech

Dynamics 365 Sales Consulting Team

Success Stories

Industries We Support

Licensing & Pricing

Client Testimonials

FAQs

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FAQs

Dynamics 365 Sales helps businesses manage leads, customer relationships, opportunities, and sales pipelines from one platform. It combines automation, AI insights, and analytics to improve sales performance.

Dynamics 365 Sales improves sales productivity through automation, AI-powered insights, and real-time reporting. It helps teams close deals faster, strengthen customer relationships, and make informed decisions.

It includes standard company procedure evaluation, best practice planning, execution, standardization, integration, migration of data, and ongoing user training and support that is ongoing after the launch.

That depends on how much customization, integration, and data migration is involved. A smaller rollout can wrap up in a few weeks; enterprise deployments with complex requirements usually run several months.

Yes. Microsoft 365, Teams, Outlook, Power BI, Business Central, Dynamics 365 Finance, third-party apps — all connected so sales data doesn't sit isolated from the rest of the business.

We do. That means performance optimization, feature enhancements, staying ahead of Microsoft's Release Wave updates, issue resolution, and proactive maintenance — the CRM keeps working the way it should, not just on day one.

Yes. You can bring in dedicated developers, functional consultants, solution architects, or technical specialists to work solely on your implementation, customization, integration, or support needs.

Because Microsoft certifications alone don't guarantee results — it's the combination of that expertise with real industry experience and end-to-end consulting that delivers a sales solution built to scale and hold up over time.