Dynamics 365

Dynamics 365 for sales consulting

Unify your seller experience anywhere, anytime

Go beyond basic sales force automation tools to better understand your customer needs, engage more effectively, and win more deals with a connected platform for sales. Dynamics 365 Sales integrates with Microsoft 365 and leverages the extensive capabilities of the Microsoft Power Platform

Sales automation

Dynamics 365 for Sales includes a wide range of automation capabilities that can streamline various sales processes, including lead management, opportunity management and follow-up, and forecasting.

Sales insights and analytics

Detailed insights and analytics on various aspects of the sales process, such as pipeline analysis, sales performance, and customer behavior.

Customer insights

Provide your team a 360-degree view of their customers, including team interactions across all channels. This enables businesses to personalize customer interactions, improving engagement and driving loyalty.

Lead and opportunity management

Dynamics 365 for Sales provides businesses with comprehensive tools to manage their sales leads and opportunities. This includes lead scoring, lead nurturing, and automated lead assignment, enabling companies to focus on the most promising leads and opportunities.

Greater flexibility

Dynamics 365 Sales is a highly customizable platform, enabling businesses to tailor it to their specific workflows and business processes. This includes developing custom workflows, forms, and reports, as well as integrating it with other Microsoft and third-party applications.

Pipeline management

Provide sales leadership with real-time insights into current sales pipeline, opportunity progress, as well as forecasting tools to help businesses predict future sales performance and adjust their strategies to optimize results.

Our Dynamics 365 consulting

With our Dynamics 365 services, businesses can get the most out of their investment in Dynamics 365 Sales, improving sales performance, increasing productivity, and enhancing customer engagement. Our experienced Dynamics 365 consultants can help businesses customize, deploy, and integrate Dynamics 365 to meet their unique needs and requirements.


Understanding your business goals, current capabilities, requirements, and processes is key to Dynamics 365 implementation. Through discovery and gap analysis, together, we will document a guideline and a roadmap to a CRM that drives success and growth.


Getting it all together. Your processes, documents, automation, third-party applications, business requirements, security, and data. At this stage, our team begins a design process and breaking the project into milestones.


The development stage involves developing your CRM user experience, integrations, and back-end code tasks. Each development milestone is presented and reviewed with your project stakeholders to ensure satisfaction.

Data conversion

We conduct a series of internal and collaborative workshops to test and validate the product in preparation for data conversion. This allows our team to present a usable product ready, demonstrate business processes, and engage with your team on suggestions.

User adoption and training

During the project’s early stages, we define a successful adoption playbook to drive engagement and usage continuously. Our Dynamics 365 consultants will oversee training based on the agreed-on playbook and provide internal champion training for each role.

Go-live and support

Importing most recent data and pre-live cleanup to ensure a smooth live transition. Our engagements continue beyond going live. We aim to increase your CRM ROI, drive user adoption and engagement, and enhance and support your CRM solutions.

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Move to Dynamics 365 with Confidence

Looking to improve your sales operations and drive revenue growth? Our Dynamics 365 Consulting services can help. Our team of experienced consultants can guide you through the implementation and customization process, tailoring Dynamics 365 for Sales to your unique business needs and requirements.

Contact us

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Contact information

  • Sales

    email: sales@gobiit.com
    Phone: (646) 553-5885

  • Support

    email: support@gobiit.com
    Phone: (646) 553-5885


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    1501 BROADWAY, 15th FL.
    NEW YORK, NY 10017

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