Don't Let Your Deals Die in the Middle

D365 Sales keeps your complex project sales moving

Dynamics 365 Sales

Built around your process

Your sales process is your competitive advantage — your CRM should strengthen it.

D365 Sales mirrors your deal stages, approvals, and handoffs exactly. Native integration with Outlook, Teams, and your business systems keeps everything connected from day one.

You're live in weeks and ready to adapt as your process grows.

Works inside Outlook and Teams

Your team already communicates, schedules, and shares documents in Microsoft 365.

D365 Sales meets them there. Emails link to deals automatically. Meeting notes capture next steps.

CRM data surfaces right inside the tools your team has open all day. Adoption happens naturally because nothing changes about how they work — everything just works smarter.

AI that keeps deals alive

Copilot drafts follow-ups, summarizes calls, and logs activities — giving your team back hours every week.

Predictive scoring highlights which deals are gaining momentum and which need attention.

Automated sequences ensure every follow-up lands on time.

Organizations using Copilot report closing 20% more deals — because no opportunity goes unnoticed.

Successful CRM Adoption with Magnalitic

1. Discovery

We assess as is and to be process and provide fixed price quote.

What is your existing sales objectives and challenges?
What are sales touchpoints with other teams?
What is your desired sales process?
What manual work could be automated?

Free

2. Implementation

We configure D365 Sales to match your sales operation.

D365 Sales Configuration and Customization
Optimizing user experience
Integrations
Process automation
Dashboards