Dynamics 365 Sales Implementation

Empower Your Sales Team with a Streamlined CRM Foundation Western Computer’s base implementation of Dynamics 365 Sales is designed to help your team hit the ground running with a live, fully functional CRM tailored to your business needs. This offering is ideal for small to mid-sized businesses—or departmental rollouts within larger enterprises—looking to centralize sales activities, enable guided processes, and boost team productivity without unnecessary customization.

By configuring core sales components and leveraging native Microsoft 365 integration—including Copilot for real-time assistance and AI-powered insights—this rapid implementation helps you build a foundation for smarter selling and scalable growth.

Core Capabilities Delivered:

• Configuration of Sales Entities: Setup of Leads, Opportunities, Contacts, Accounts, and Activities aligned with proven sales methodologies.
• Business Process Flows: Out-of-the-box workflows to guide sellers from lead qualification to deal closure—ensuring consistency and data integrity.
• Security Role Setup: Role-based permissions ensure users access only the data relevant to their role, improving compliance and governance.
• Outlook Integration: Enable seamless tracking of emails, tasks, and calendar events directly within Dynamics 365 Sales.
• Copilot Activation: Empower your team with AI-generated summaries, next-step suggestions, and natural language data queries to increase productivity and forecast accuracy.

Offer Scope Includes:

• Initial discovery session to align on goals and business priorities
• Configuration of core CRM components and guided sales stages
• Light data migration (e.g., contacts, accounts
• Outlook email and activity tracking enablement
• End-user training and documentation
• Delivery of a live Dynamics 365 Sales environment ready for immediate use

Business Outcomes:

• Centralized visibility into pipeline, communications, and seller activity
• Accelerated time-to-value with a live CRM deployed in days—not months
• Improved adoption through simplified interfaces and AI-assisted workflows
• Structured, repeatable sales processes that reduce cycle times
• A scalable foundation for future automation, analytics, and custom apps

Why Western Computer As a CRM advisor, Western Computer helps organizations maximize their Microsoft investment with tailored, results-focused solutions. Our Sales Assessment is designed to give you a practical, prioritized roadmap to optimize your sales performance—fast.