Research and qualification agents
Research every opportunity and qualify incoming leads, so sellers start each conversation prepared.
Dynamics 365 Sales takes the admin out of selling with AI-assisted research, guidance and forecasting. We license it, tailor it to your sales process, and keep it running smoothly.
From the first lead to the signed deal, Sales keeps sellers focused on customers and managers focused on coaching.
Research incoming leads automatically and focus effort on the ones most likely to buy.
Catch up on the pipeline quickly and move deals forward with clear next steps.
Account summaries and recent activity, ready before every customer call.
Track revenue and team performance against goals in real time.
Fields, stages and dashboards configured to match how your team sells, extended with Power Platform.
Role-based access and privacy controls that help you stay compliant.
Prebuilt and custom agents research, qualify and prioritize, so sellers spend their time with customers.
Research every opportunity and qualify incoming leads, so sellers start each conversation prepared.
Ranks deals and surfaces decision-ready insights, so the team knows where to spend the day.
Build agents for your own sales process with Copilot Studio. We help you choose, design and govern them.
Agent and Copilot availability depends on your licences, region and Microsoft's release schedule. We'll confirm what's included for you.
As a Microsoft Partner and Indirect Reseller (CSP), we can supply your Dynamics 365 Sales licences and look after everything that follows.
The right licences for each type of user, supplied through our CSP agreement, with renewals and changes handled for you.
Configured around how your team works, with your data migrated and your people trained. How we implement
Fixes, enhancements and guidance on each new release from a team that already knows your setup. Our support
Sales is often implemented alongside Customer Service and Field Service as a connected front office, or with Project Operations for project-based selling.
Talk to a CRM expertDynamics 365 Customer ServiceDynamics 365 Project OperationsYes. As a Microsoft Indirect Reseller (CSP) we supply the licences, help you choose the right ones for each type of user, and manage renewals. For list prices, see Microsoft's Dynamics 365 Sales pricing page.
Yes. Stages, fields, dashboards and approvals are configured to match how your team sells, and Power Platform lets us extend it further where needed.
Yes. We migrate accounts, contacts, opportunities and history, and clean up duplicates on the way in.
Agent availability depends on your licences, region and Microsoft's release schedule. We'll confirm what's available to you and help you switch on the ones that make sense.
A short call gets you licensing advice and a realistic plan for getting started.