Dynamics 365 Sales. Your pipeline, under control.
One place to manage leads, track opportunities, and close deals faster. Fixed price implementations with senior consultants. Native integration with Business Central so sales data flows straight into your ERP.
A CRM built for how your team actually sells
Dynamics 365 Sales is Microsoft's CRM platform for managing your entire sales process. From the first enquiry through to a closed deal, your team has full visibility over every opportunity, every conversation, and every forecast.
It connects natively to Outlook, Teams, and the rest of the Microsoft ecosystem. Your sales team works from the tools they already know. No switching between apps. No data stuck in spreadsheets.
Lead Management
Capture leads from web forms, email, and referrals. Score and qualify them automatically.
Opportunity Tracking
Move deals through your pipeline with clear stages, ownership, and expected close dates.
Pipeline Forecasting
AI powered revenue forecasts based on real pipeline data, not gut feel.
Quote Management
Generate quotes, apply pricing rules, and convert to orders connected to Business Central.
What D365 Sales delivers for your business
Lead and Opportunity Management
Track leads from first contact to close. Qualify prospects, assign ownership, and move opportunities through your sales stages with full visibility.
Pipeline Forecasting
AI powered forecasting with real time dashboards. See where your revenue is coming from, identify risks early, and make accurate predictions based on actual pipeline data.
Quote and Order Management
Generate quotes, convert to orders, and connect to Business Central for fulfilment. Your sales team handles the deal. The system handles the paperwork.
Outlook and Teams Integration
Work from the tools your team already uses. Log emails, schedule meetings, and update CRM records without leaving Outlook or Teams.
Copilot for Sales
AI drafts emails, summarises meetings, and surfaces insights from your CRM data. Your team spends less time on admin and more time selling.
Reporting and Analytics
Power BI dashboards embedded directly in the CRM. Track win rates, deal velocity, team performance, and customer engagement in real time.
Sales and operations in one ecosystem
Your sales team closes the deal in D365 Sales. The order flows into Business Central for fulfilment, invoicing, and inventory. No double entry. No disconnected systems.
Close the deal
Sales team manages the opportunity and closes the sale in D365 Sales.
Order flows to ERP
The sales order syncs to Business Central automatically for processing.
Fulfilment and invoicing
Business Central handles inventory, shipping, and invoicing. One connected flow.
Extend your Dynamics 365 platform
Business Central
ERP implementation for finance, supply chain, manufacturing, and warehouse management.
Systems Integration
Connect D365 Sales to your eCommerce, marketing tools, and third party systems.
AI for Business
Microsoft Copilot deployment, AI governance, and automation across your organisation.
Selling into the Australian market the right way
Australian sales and marketing operates under rules that are stricter than the United States and different from New Zealand. D365 Sales, configured for the AU regulatory environment, helps your team prospect and sell without tripping over compliance obligations.
Spam Act 2003 consent
Australian Spam Act rules require express or inferred consent before sending commercial electronic messages including email and SMS. Identification of sender and a working unsubscribe must be present. D365 Sales captures consent type and source at contact level so outbound marketing only goes to legitimate audiences.
Do Not Call Register
The Do Not Call Register Act 2006 prohibits unsolicited telemarketing to listed numbers. ACMA enforces with material penalties. D365 telephony integration and the call scripts your sales team uses need a workflow that checks the register before dialling. We build this in at the configuration layer.
AU Consumer Law on claims
The Australian Consumer Law prohibits misleading and deceptive conduct in sales. Statutory guarantees apply to most B2B and B2C transactions regardless of contract terms. Sales scripts, proposal templates, and claim statements stored in D365 should align with current ACCC guidance.
GST and B2B invoicing
Australian GST at 10 percent applies to most B2B sales with tax invoice format requirements set by the ATO. D365 Sales produces tax invoices that meet ATO format rules, integrates GST handling into quote and order workflows, and flows tax data into Business Central for BAS lodgement.
MYOB and Xero migration
Most AU mid market businesses moving to D365 Sales arrive from MYOB AccountRight, MYOB Business, Xero, or a homegrown CRM. We migrate accounts, contacts, opportunities, and activity history into D365 with the relationships intact and historical context preserved.
Australian Privacy Act on prospects
The 13 Australian Privacy Principles apply to prospect and lead data the moment it enters your system. APP 1 requires a privacy policy. APP 5 requires notice of collection. APP 6 limits use and disclosure. Pipeline workflows in D365 Sales reflect these obligations so the policy on paper matches what the system does.
Common questions about D365 Sales
What is the difference between D365 Sales and Business Central?
D365 Sales manages your customer relationships, pipeline, and sales process. Business Central manages your finance, inventory, and operations. They integrate natively so data flows between them without manual entry.
Can D365 Sales integrate with our existing systems?
Yes. D365 Sales integrates natively with Business Central, Microsoft 365, and Power Platform. We also build custom integrations with third party systems using APIs and connectors.
How much does D365 Sales implementation cost?
Every implementation is fixed price. Cost depends on the number of users, customisation requirements, and integrations. Contact us for a specific quote.
How long does implementation take?
A typical D365 Sales implementation takes 4 to 8 weeks depending on complexity and the number of users. More complex deployments with custom integrations may take longer.
Does D365 Sales include AI features?
Yes. Copilot for Sales drafts emails, summarises meetings, surfaces relationship insights, and helps prioritise leads based on engagement signals. These features are built into the platform.
Can we start with Sales and add Business Central later?
Yes. Many businesses start with D365 Sales for CRM and add Business Central when they need a full ERP. The two products integrate natively, so the transition is seamless.
Ready to take control of your pipeline?
Book a free discovery call. We will discuss your sales process, understand your requirements, and show you how D365 Sales fits your business. Fixed price, no obligation.