Process before configuration
Sales stages, qualification and account structures agreed with the people who use them.
Business Applications
Dynamics 365 Sales for pipeline and relationship management
Sales gives commercial teams, and stakeholder-led organisations that manage relationships rather than deals, one place for accounts, activities and pipeline. BD-S implements it around how your teams actually work.
The problem it solves
Why organisations look at Dynamics 365 Sales
Pipeline lives in spreadsheets
Forecasting is manual and leadership sees a different number in every meeting.
Relationship history is personal
When people leave, the account knowledge leaves with them.
The CRM is not where the work happens
Sellers work in Outlook and Teams; a CRM that sits elsewhere does not get updated.
Where BD-S adds value
More than a product install
Outlook and Teams native
Sales Copilot, Outlook integration and Teams collaboration so data capture is part of the job.
Right-sized customisation
Standard product first, Power Apps and Power Automate where the process needs it.
Reporting that leadership trusts
Pipeline and activity dashboards in Power BI built on a clean data model.
Services
Advisory and implementation
Sales process discovery
Stages, roles, territories and reporting requirements.
Implementation and migration
Configuration, data migration from legacy CRM or spreadsheets, and go-live.
Copilot for Sales
Enablement of Copilot summaries, email drafting and meeting preparation.
Integration
Marketing, finance and quoting systems connected through Azure and Power Platform.
Use cases
Where it fits
- Stakeholder and partner relationship management for a government agency
- Commercial pipeline and forecasting for an enterprise sales team
- Grant, sponsorship or membership pipelines
- Replacing an unsupported CRM with a Microsoft-native platform
Part of the wider Microsoft ecosystem
Sales shares Dataverse with Customer Service and Field Service, so account and contact data is common across the suite. Microsoft 365 integration brings email, calendar and Teams activity into the record.
Governance and security
Built to be governed
- Environment strategy, solution layering and ALM through Power Platform pipelines
- Security roles, field-level security and data access mapped to your policies
- Audit, retention and data residency settings confirmed for Australian tenancy
- Release governance with change approval and rollback
Adoption and managed support
After go-live
Post go-live, BD-S supports Sales through the managed service: user support, release testing, enhancements and quarterly health reviews.
Related Microsoft capabilities
Talk to us about your Microsoft environment
Tell us where Dynamics 365 Sales fits in your plans and we will suggest a sensible first step.