Microsoft Solutions Partner for Business Applications
Microsoft Dynamics 365 Sales Consulting Services
Years
Dynamics 365 Projects
Microsoft Specialists
Built across the major agent ecosystems
Copilot Studio
Azure AI Foundry
AWS Bedrock
Google Vertex AI
OpenAI
LangChain / LangGraph
Dynamics 365 Sales Challenges That Limit Growth
01
Reps avoiding the CRM because it’s clunky and slows them down?
02
No reliable pipeline visibility or trustworthy forecast?
03
Curious whether Copilot for Sales can really help your reps?
What We Do
01
Built around how you sell
We configure Dynamics 365 to your sales process, not a generic template, so reps follow it naturally.
02
Pipeline & forecasts you trust
We set up pipeline, stages, and forecasting so leaders see reality, not optimistic guesses.
03
Clean migration
We migrate from Salesforce, HubSpot, or spreadsheets with data deduplicated and validated.
Part of your Microsoft world
Native integration with Outlook, Teams, Power BI, and Business Central keeps everything connected.
05
Adoption that sticks
Design around real sales workflows, train users, and continuously improve the CRM after launch.
06
Copilot for Sales
Use Copilot to assist with follow-up emails, meeting summaries, and CRM updates when data, permissions, and processes are properly configured.
Our Services & Capabilities
01
Implementation & Setup
Configure Dynamics 365 Sales across environments, security roles, sales data, business units, core entities, and release controls.
- Environment & roles
- Core sales setup
- Best-practice configuration
02
Sales Process & Pipeline Configuration
Model your lead-to-opportunity process with business process flows, sales stages, and automation that guide reps through the sales cycle.
- Business process flows
- Lead & opportunity management
- Sales automation
03
CRM Data Migration
Migrate from Salesforce, HubSpot, legacy CRMs, or spreadsheets with mapping, cleansing, deduplication, test loads, and validation.
- Salesforce / HubSpot migration
- Data cleanup & dedup
- Validation
04
Integration
Connect Dynamics 365 with Outlook, Teams, Power BI, LinkedIn Sales Navigator, ERP, and Business Central using appropriate integration patterns.
- Outlook & Teams
- Power BI & LinkedIn
- ERP / Business Central
05
Customisation & Power Platform
Extend Dynamics 365 with Power Apps, Power Automate, and custom development where configuration alone is insufficient.
- Power Apps & Automate
- Custom development
- Upgrade-safe extensions
06
Sales Analytics & Forecasting
Build dashboards, Power BI reporting, sales KPIs, and forecasting to give leaders clearer pipeline visibility.
- Dashboards & Power BI
- Forecasting
- Sales KPIs
07
Adoption, Training & Support
Train sales teams, support change management, and continuously optimise Dynamics 365 after launch.
- Rep training
- Change management
- Ongoing support
Use Cases: Where Are You with Your CRM?
| Your situation | What we deliver | Typical outcome |
|---|---|---|
“We’re implementing Dynamics 365 Sales” | Full implementation & setup | A CRM built around how you sell |
“We’re moving off Salesforce” | Salesforce-to-Dynamics migration | Clean data, lower cost, Microsoft-native |
“Our reps won’t use the CRM” | Usability redesign & adoption | Adoption that finally sticks |
“Our forecast isn’t trustworthy” | Pipeline & forecasting setup | Reliable, real-time forecasting |
“CRM is disconnected from our tools” | Integration (Outlook, Teams, ERP) | One connected selling workflow |
“We need custom CRM features” | Power Platform & custom development | Upgrade-safe extensions |
“We want AI to help our reps” | Copilot for Sales enablement | Less admin, more selling |
Not sure where you sit? The estimator above — or a free consultation — will point you to the right starting place.
How We Engage
Free consultation
We discuss how your team sells, what’s not working, and your goals for the CRM. No cost, no obligation.
Sales process assessment
We map your lead-to-cash process and gather requirements, so the CRM fits your reality rather than a template.
Solution design
We design the configuration, data model, integrations, and migration approach, plus a licensing plan.
Build & configure
We configure Dynamics 365 Sales — process flows, automation, security, and any Power Platform extensions.
Data migration & integration
We migrate and validate your data and connect Outlook, Teams, Power BI, and your other systems
UAT & deployment
We test with real users, refine, and deploy with a controlled go-live.
Adoption, training & support
We train reps and managers, drive adoption, and provide ongoing support and optimisation.
It starts with a free consultation. No obligation.
Why Star Knowledge
| Criteria | Star Knowledge | In-House | Generic CRM Shop |
|---|---|---|---|
Dynamics & sales depth | 50+ Microsoft specialists, Business Applications delivery experience, and Dynamics 365 Sales implementation depth | Limited | Variable |
Process fit | Built around how you sell | Generic template | One-size-fits-all |
Migration (e.g. Salesforce) | Clean, validated | Risky / manual | Inconsistent |
Microsoft integration | Outlook, Teams, Power BI, ERP | Limited | Often missing |
Config vs custom balance | Upgrade-safe | Over-customised | Code-heavy |
Adoption | Designed & trained | Hope-for-the-best | Out of scope |
Copilot for Sales | Enabled & governed | Not considered | Not considered |
Track record | 40+ Dynamics 365 projects — confirm the project count, service mix, and whether these include Dynamics 365 Sales implementations before publishing. | First-time / limited | Mixed |
Case Studies
US metal fabrication & CNC machining shop, in business nearly 3 decades
Dynamics 365 Business Central, Power BI, Microsoft 365 (Outlook)
Manual processes and a 20-year-old quoting form slowing the business down
A connected platform built on Dynamics 365 Business Central, Power BI, and Microsoft 365
Large healthcare enterprise, 7,500+ employees
Dynamics 365
Disconnected departments, manual tracking, inefficient case management, and compliance complexity
Custom D365 environment with automated workflows, integrations, dashboards, and RBAC
Leading company dispatching goods to locations nationwide
icrosoft Dynamics 365 for Field Service
Coordinating dispatched field resources across the country without a unified system
Microsoft Dynamics 365 for Field Service, customized to the client’s requirements
Industries We Serve
Technology & SaaS
Pipeline-driven, high-velocity sales
Manufacturing
Complex, multi-stage B2B sales cycles
Professional Services
Financial Services
Compliant, auditable sales processes
Distribution & Wholesale
Quote-to-order and ERP-connected selling
Healthcare & Life Sciences
Regulated account and territory management
Construction
Project-based bidding and pipeline
Non-profits
Donor and grant relationship management
From a first CRM for a growing sales team to enterprise Dynamics 365 rollouts, we scale to fit.
Insights
Copilot for Sales: AI That Lets Reps Sell, Not Type (2026)
In 2026, Copilot for Sales is one of the clearest AI wins in business: it drafts follow-up emails, preps reps for meetings, summarises calls, and updates the CRM straight from Outlook and Teams. The catch worth being honest about is data — Copilot’s suggestions are only as good as the CRM data behind them — which is why getting Dynamics configured and adopted properly is the prerequisite.
01
Less admin, more selling — AI handles CRM updates and email drafting so reps focus on customers
02
03
Can Copilot for Sales help our reps — and what does it need?
Yes — it’s one of the most practical AI tools for sales teams. It drafts emails, preps meetings, summarises calls, and updates Dynamics from Outlook and Teams, cutting admin so reps sell more. It needs a clean, well-configured CRM to be accurate, which is exactly what we set up.
Frequently Asked Questions
What is Dynamics 365 Sales consulting, and what do you help with?
Dynamics 365 Sales consulting is expert help to implement, configure, integrate, and adopt Microsoft’s sales CRM. Star Knowledge covers implementation, sales process and pipeline configuration, data migration (including from Salesforce), integration with Outlook, Teams, Power BI, and ERP, customisation with the Power Platform, analytics, adoption, and Copilot for Sales.
Can you implement Dynamics 365 Sales from scratch?
Yes. We deliver full implementations end to end — environment setup, security roles, sales process configuration, data migration, integration, testing, and rollout — built around your sales process rather than a generic template, so reps adopt it and leaders get reliable pipeline and forecasting.
Can you migrate us from Salesforce or HubSpot to Dynamics 365?
Yes — Salesforce-to-Dynamics is one of our most common engagements. We migrate and deduplicate your data, rebuild the sales process in Dynamics, and integrate it with your Microsoft stack. Organisations typically move for tighter Microsoft 365 integration and often lower licensing cost.
How does Dynamics 365 Sales integrate with Outlook, Teams, and other tools?
Natively and deeply. Reps work leads, emails, and meetings without leaving Outlook or Teams; Power BI adds analytics; LinkedIn Sales Navigator surfaces relationship insight; and Business Central connects sales to ERP. We configure the integrations so selling happens in one connected flow.
How much does a Dynamics 365 Sales implementation cost, and how long?
It depends on users, complexity, migration, integrations, and any custom development. The estimator uses a $400–$600/day implementation range and produces an indicative cost band from the effort estimate. Small, simple implementations usually require fewer days than complex migrations or enterprise rollouts. Licenses are separate. Your free consultation gives a scoped estimate.
Our last CRM rollout failed on adoption — how is this different?
Adoption is where most CRM projects fail, so we design for it from day one. We configure Dynamics around how your reps actually sell (so it helps rather than hinders), keep it clean and fast, and run training and change management. A CRM reps want to use is the difference between a system of record and a system of resistance.
Will you over-customise it and make upgrades painful?
No — we favour configuration over custom code and keep any customisation upgrade-safe. Over-customising is a classic, costly Dynamics mistake. We meet needs with configuration and the Power Platform first, reserving custom development for genuine gaps.
Can you enable Copilot for Sales, and do you provide ongoing support?
Yes to both. We configure Copilot for Sales with the right data hygiene and access so it’s accurate and safe, and we provide ongoing support and optimisation after go-live so your CRM keeps improving.
Book My Free Dynamics 365 Sales Consultation
Tell us the task you have in mind. We’ll assess whether an agent suits it, at what autonomy level, and what the first step should be.
- No cost, no obligation
- Typically responds within 4 business hours
- Confidential — your data isn't shared
- Dynamics 365 Sales implementation specialists
Typically responds within 8 business hours · Confidential