Microsoft Dynamics 365 Sales implementation 2026 · partner of 8 CRM systems
We implement Microsoft Dynamics 365 Sales in companies
Dynamics 365 Sales is Microsoft's CRM that works together with Outlook, Teams and Excel. We implement it together with your sales process, team training and practice in PipeChamp.
- over 250 CRM implementations
- partner of 8 CRM systems
- video lessons on Dynamics 365 configuration
Trusted by 1,700 companies from Poland and around the world
Dynamics 365 in 90 seconds — see how it works with your sales process
A short demo from the CRM Recommendation module in PipeChamp: how process stages become pipeline columns, where the salesperson sees the next step and which reports the manager gets.
Click to play the demo with sound · 1:22
Dynamics 365 in a nutshell
What is Dynamics 365 and who is it for?
Dynamics 365 Sales is a CRM in which a lead moves along a business process bar until the opportunity is closed, and meetings, calls and notes are saved on a timeline. Sales works in the same environment as the rest of the company on Microsoft 365. If you are still checking what a CRM is and how to choose one, start with our CRM implementation guide.
Who Dynamics 365 is for
Companies that work on Microsoft 365 and want sales in the same environment as Outlook, Teams and Excel: from mid-sized teams to organisations with many departments.
What you get in the system
Leads, accounts, contacts and opportunities, a business process bar, an activity timeline, Outlook and Teams integration, charts and dashboards, Power Automate automations and Copilot.
When to choose another CRM
When a small team needs a fast start without an administrator or the company does not work on Microsoft 365. Then, based on your process map, we will recommend another system from our 8 partners.
Dynamics 365 modules
Dynamics 365’s main modules
Dynamics 365 is a set of modules that guide the salesperson through the process and give the manager the numbers for decisions. We configure each of them for your sales process.
- Process barStages and steps to complete on every record
- Leads and qualificationQualification converts a lead into an account, a contact and an opportunity
- Activity timelineMeetings, calls, emails and notes on the record
- Email and phoneEmail, calendar and Teams meetings on records
- Charts and pipelinePipeline value, salesperson results and dashboards
- AutomationsPower Automate runs repetitive steps
- IntegrationsPower BI, Excel and systems in the Microsoft ecosystem
- CopilotSummaries of opportunities, emails and meetings
Learning mode in PipeChamp
Go through the Dynamics 365 sales process before you implement it
A ready-made process, “Sales Process – Dynamics 365”, is waiting in PipeChamp: 4 stages matching the default “Lead to Opportunity Sales Process” flow in Dynamics 365 1:1, 12 actions with scripts and follow-ups, and a narrator who guides you through every step. Your team practises exactly what it will later see in the CRM.
- 4 stages as in Dynamics 365: Qualify, Develop, Propose, Close
- Call scripts, emails and follow-ups for every action
- Learning mode with audio narration and KPIs for each stage
- Virtual process
- Scripts
- Audio narration
- Stage KPIs
Project schedule
Sample Dynamics 365 implementation schedule
This is what a typical 4-month project for a sales team looks like. Smaller implementations take 2 months, with the steps in the same order.
- 01Month 1Process mapping and specificationWe document the process, stages, fields and integrations. The implementation documentation is created.
- 02Representing you with the vendor and negotiating pricesWe talk to Microsoft on your behalf and negotiate the licence terms.
- 03Month 2Project kick-offWe set up the account, roles and the work schedule with your team.
- 04ImplementationWe configure the pipeline, fields, data import, integrations and automations.
- 05Month 3TestingWe run the process on real data and fine-tune the settings.
- 06PracticeThe team practises the process in PipeChamp’s learning mode and in the video lessons.
- 07Month 4Working with the team1:1 sessions and supervision of the first weeks of work in Dynamics 365.
- 08Project handoverWe hand over the system, documentation and SalesBook. We stay on for support.
How we implement Dynamics 365 — 8 steps
Eight steps, from the process map to day-to-day work in Dynamics 365, led by the same consultant:
- 01
Process
We map your sales process and team structure before we start setting up the system.
- 02
Pipeline and stages
We design the business process flow: stages, steps and required fields.
- 03
Fields and permissions
We set up fields for leads, accounts, contacts and opportunities, views and security roles.
- 04
Data import
We move contacts, organisations and deals from spreadsheets or your previous CRM.
- 05
Integrations
We connect email, calendar, phone and the tools your team uses.
- 06
Automations and reports
We build Power Automate automations, charts and dashboards for the manager.
- 07
Training and practice
We train the whole team, and you practise the process in PipeChamp’s learning mode.
- 08
Supervision and support
We keep the new habits in place and develop Dynamics 365 together with your company.
Dynamics 365 step by step — 12 video lessons
Basic training from the PipeChamp Academy: from the menu layout to process scripts on every deal. Everyone on the team goes through it at their own pace.
- 01Menu structure and layout2:28
- 02Leads, pipeline and customers1:50
- 03Pipeline and lead table view1:35
- 04Contacts and fields1:34
- 05Opportunity table1:28
- 06Data import1:24
- 07Email and phone1:41
- 08Activities and notes1:33
- 09Reminders and tasks1:28
- 10Reports and dashboards1:25
- 11Matching the CRM to your process in PipeChampsoon
- 12PipeChamp scripts and templates1:27
12 lessons · 11 ready · recorded on a real Dynamics 365 account
How to prepare for a Dynamics 365 implementation — 5 steps
A good implementation starts before the first login. We prepare these five things together at the start of the project.
- A documented sales processStages, exit criteria and what the salesperson does at each stage.
- Data to migrateSpreadsheets or an export from your previous system: organisations, people, deals and contact history.
- A list of integrationsEmail, calendar, phone, forms, invoicing and marketing tools.
- A system ownerA person on your side who approves the settings and administers Dynamics 365 after the implementation.
- Goals and KPIsWhat the manager should see in reports from the first week of working in the CRM.
SalesBook and specification
A process SalesBook to test and a specification in 2 hours
In 2 hours we write the specification with you: process, stages, fields, integrations and reports. This conversation produces the implementation documentation and a process SalesBook you can review and test before we set anything up in Dynamics 365.
- Implementation specification in a single 2-hour session
- Documentation of the process and Dynamics 365 settings
- A SalesBook with scripts to test before launch
- SalesBook
- Specification
- Documentation
- Process test
Why Dynamics 365
Seven reasons why we recommend Dynamics 365 Sales to companies that work on Microsoft 365:
Sales in the Microsoft environment
Outlook, Teams and Excel work with the CRM without switching between tools.
A process bar on every record
The salesperson sees the stage and the steps to complete before moving on.
Activity timeline
Meetings, calls, emails and notes in one place on the record.
Copilot
Summaries of opportunities, emails and meetings, plus suggestions for the salesperson.
Reports for the manager
Pipeline charts, dashboards and Power BI show the team’s results.
Power Automate automations
Repetitive steps run on their own, without a developer.
Scalability
From one sales department to organisations in many countries with an ERP system.
Dynamics 365 compared with the other CRMs we implement
Dynamics 365 is not the best choice for everyone. We compare it with the systems we implement most often and tell you directly when another option will be better. G2 and Capterra ratings change every few weeks, so check the current scores before you decide.
| # | System | Segment | Best for | G2/Capterra rating | When to choose it |
|---|---|---|---|---|---|
| 1 | Microsoft Dynamics 365 Sales | Enterprise | Organisations in the Microsoft ecosystem | — / — | When the company works on Microsoft 365 |
| 2 | Salesforce Sales Cloud | Enterprise | Large, complex organisations | 4.3 / 4.4 | For enterprise processes and many departments |
| 3 | HubSpot Sales Hub / CRM | Small–Mid | Marketing and sales teams working together | 4.4 / 4.5 | When marketing and sales should share one system |
| 4 | Pipedrive | Small–Mid | B2B teams working on a pipeline | 4.3 / 4.5 | Stage-based B2B sales and a fast team start |
| 5 | Zoho CRM | Small–Enterprise | A full package at a reasonable price | 4.1 / 4.3 | When you need many modules in one licence |
InStream recommendation
Choose Dynamics 365 Sales when your company works on Microsoft 365 and you want sales in the same environment as Outlook, Teams and Excel. If a small team needs a fast start without an administrator, we will recommend a simpler system based on your process map.
Full ranking of 20 CRM systems
All 20 systems with G2 and Capterra ratings, 10 Polish CRMs and the criteria we use to assess them are on the CRM implementation page.
We partner with 8 CRM systems, so our recommendation follows from your process map, not from a commission.
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See client storiesHow we price a Dynamics 365 implementation
We bill the implementation monthly, with the number of consulting hours matched to the size of your team. The smallest project costs about €2,800 net and a full implementation for a sales team about €11,200 net.
Small implementation
First salesperson
2 months, 12 h of consulting work per month
For a founding team bringing in its first sales hire.
Medium implementation
Founding team + first salesperson
4 months, 14 h of consulting work per month
For growing teams at an early stage.
Large implementation
Sales teams
4 months, 20 h of consulting work per month
For a complete rebuild of sales structures.
Each variant includes process mapping, Dynamics 365 configuration, data import, integrations, team training, access to 12 video lessons and development supervision.
You pay for the Dynamics 365 licence directly to the vendor. We prepare the scope and quote for your team after a short call.
Dynamics 365 licence pricing
Dynamics 365 pricing 2026
You buy the licence from Microsoft. Prices in EUR net per user per month, billed annually, according to the vendor’s price list of 13 November 2026. You can try Dynamics 365 Sales in a trial version.
Professional
CRM basics in Microsoft 365
56.30EUR net / user / month
- Microsoft 365 integration
- Reports and dashboards
- Limited customisation
Enterprise
Most often chosen
91.00EUR net / user / month
- Copilot for emails and meetings
- Opportunity summaries
- Full customisation and automations
Premium
Advanced analytics and AI
130.00EUR net / user / month
- Advanced sales analytics
- AI-recommended actions
- AI data enrichment
- 1,000 Copilot credits per user per month
On the call we will match the plan to your process and the scope of automation. The implementation cost does not depend on the Microsoft licence.
Frequently asked questions — Dynamics 365 implementation
What is Dynamics 365?
Dynamics 365 Sales is Microsoft’s CRM in which a lead moves along a business process bar until the opportunity is closed. It works together with Outlook, Teams, Excel and Power BI.
Which languages does Dynamics 365 Sales support?
Dynamics 365 Sales is available in many languages, including English, Spanish and Polish. Our Academy video lessons come with an English voice-over.
How much does a Dynamics 365 licence cost?
The Professional plan costs €56.30, Enterprise €91.00 and Premium €130.00 net per user per month, billed annually (Microsoft price list of 13 November 2026).
How much does a Dynamics 365 implementation cost?
The smallest project costs about €2,800 net and a full implementation for a sales team about €11,200 net. We bill monthly and prepare an exact quote after a call.
How long does a Dynamics 365 implementation take?
From 2 to 4 months, depending on the variant: from process mapping, through configuration and data import, to training and supervising the team’s new habits.
How is an implementation different from configuration?
Configuration means setting up the pipeline and fields. An implementation starts with the sales process and covers data import, integrations, training the whole team and supervision until Dynamics 365 becomes your salespeople’s everyday tool.
Will you migrate data from Excel or another CRM?
Yes. We import leads, accounts, contacts and opportunities from CSV or Excel files or from an export of your previous system and map the fields to the Dynamics 365 structure.
Which tools will you integrate with Dynamics 365?
Most often Outlook, Teams, Excel and Power BI, as well as the company’s ERP system. We automate repetitive steps in Power Automate.
Do you train the whole team?
Yes. We train salespeople and managers, and everyone gets access to video lessons on Dynamics 365 basics in the PipeChamp Academy and to the sales process in learning mode.
Dynamics 365 or another CRM — how do I decide?
The decision follows from your process map. We partner with 8 CRM systems, so if another system suits you better, we will tell you directly.
What happens after the implementation?
We stay on for development supervision and support: we develop the pipeline, automations and reports together with your company.
Are you tied to Microsoft?
No. We partner with 8 CRM systems and choose the system based on your process map. If Dynamics 365 fits your sales, we implement it and train your team.
Let's implement Dynamics 365 for your sales process
On a diagnostic call we will check whether Dynamics 365 fits your process and show you what the implementation would look like for your team.