Dynamics 365 SalesConsulting Services
Perigeon is a certified Microsoft Partner helping enterprise teams implement, customize, and scale Dynamics 365 Sales from initial setup and data migration to ongoing support and development.
What is Microsoft Dynamics 365 Sales?
Microsoft Dynamics 365 Sales is a cloud-based CRM platform built for enterprise sales teams designed to manage the entire sales cycle from lead generation to deal closure, all within the Microsoft ecosystem.
Unlike standalone CRMs, Dynamics 365 Sales is natively integrated with Outlook, Teams, LinkedIn, and the Power Platform, giving your team a single workspace without app
switching. It combines pipeline management, AI-powered insights, and workflow automation in one enterprise-grade platform.
Empower your Enterprise Sales Team with Dynamics 365 Sales Solutions
Perigeon configures and implements Dynamics 365 Sales, so your team spends less time on admin and more time closing deals.
AI lead scoring
automatically rank leads by conversion likelihood so reps focus on the right deals
Copilot summaries
instant AI-generated lead and opportunity snapshots, no manual
digging
Campaign-to-lead tracking
connect marketing activity directly to pipeline outcomes
Pipeline dashboard
every deal by stage, value and close date in one real-time view
AI next actions
Copilot recommends the best move at each deal stage to close faster
Risk alerts
get notified on stalling deals before they slip out of the pipeline
AI email drafts
Copilot writes personalised emails and meeting summaries in seconds
Auto lead assignment
route inbound leads to the right rep instantly, no manual triage
Sales sequences
automated step-by-step sales guidance built for your team’s process
Single customer record
contacts, history, emails and deals unified in one place
Outlook & Teams connected
access D365 data without leaving your Microsoft apps
ERP & third-party sync
Perigeon integrates D365 with your existing business systems
Revenue forecasting
AI predicts pipeline revenue by rep, region and time period
Conversation intelligence
analyse sales calls for objections, keywords and coaching moments
Performance dashboards
custom Power BI reports built by Perigeon for leadership visibility
Our Dynamics 365 Sales services
End-to-end Dynamics 365 Sales services for enterprise from first consultation to long-term support.
Consulting
Our certified consultants analyse your sales processes, design the right D365 solution architecture, and oversee every stage of delivery — so your project stays on track and meets your business goals.
Implementation
Perigeon implements Dynamics 365 Sales end-to-end, covering all platform configuration, workflow setup, and user management — so your sales team is productive from day one.
Customization
We extend and tailor D365 Sales to fit workflows the out-of-the-box platform doesn’t cover — custom entities, UI redesigns, automations and plugin development.
Integration
Perigeon connects Dynamics 365 Sales with your Microsoft stack, ERP and third-party tools creating one unified data environment across your entire enterprise.
CRM Migration to Dynamics 365 Sales
Switching from Salesforce, HubSpot or a legacy CRM? Perigeon migrates your data, workflows and history to D365 Sales with zero data loss and minimal disruption.
Ongoing Support & Maintenance
Perigeon keeps your Dynamics 365 Sales environment running at peak performance after go-live with dedicated support, proactive monitoring, and continuous improvements.
Related Products we help you implement
Copilot for Sales
Supercharge D365 Sales with Microsoft’s AI layer — real-time meeting summaries, BANT analysis, email drafting, and conversation intelligence built directly into your sales workflow.
01
LinkedIn Sales Navigator
Connect LinkedIn’s prospecting power directly to D365 Sales — identify buyers, track relationship signals and surface mutual connections, all inside your CRM without switching
tabs.
02
Sales Insights
Go beyond standard D365 Sales analytics with Sales Insights — predictive forecasting, relationship health scoring, Sales Accelerator and conversation intelligence in one powerful add-on.
03
Start your Dynamics 365 Sales journey with Perigeon
Tell us about your project — our certified consultants will review your requirements and come back with a clear implementation plan.
Frequently asked questions
What is Dynamics 365 Sales?
Dynamics 365 Sales is an integrated customer relationship management (CRM) solution designed to streamline sales processes, enhance productivity, and drive revenue growth.
What does a Dynamics 365 Consultant do?
A D365 consultant ensures the platform is configured to match your business processes not generic defaults. Perigeon’s consultants handle:
● Requirements analysis — understand your sales workflows before any configuration begins
● Solution design & build — configure entities, stages, automations and dashboards
● Integrations & data migration — connect your tools, migrate your CRM data cleanly
● Training & post go-live support — ensure your team adopts and uses D365 effectively
What are the benefits of working with Dynamics 365 consultants?
A certified D365 partner reduces implementation risk, speeds up go-live and maximises your platform ROI. Key benefits of working with Perigeon:
● Faster delivery — proven methodology from 50+ CRM projects means fewer delays and surprises
● Lower risk — we catch integration gaps and data issues in the design phase, not after go-live
● Higher adoption — structured training and change management drives real team uptake
● Ongoing expertise — Microsoft updates D365 twice a year; our team stays current so yours doesn’t have to
Can Dynamics 365 Sales be customized to suit my business needs?
Yes, Dynamics 365 Sales is highly customizable, allowing you to tailor the solution to meet your unique business requirements. From customizing sales pipelines to creating personalized dashboards, the platform offers flexibility to adapt to your specific needs.
Does Dynamics 365 Sales integrate with other Microsoft products?
Yes, Dynamics 365 Sales seamlessly integrates with other Microsoft products such as Outlook, Teams, and LinkedIn, enabling a connected and unified experience across different business functions.
How does Dynamics 365 Sales leverage AI capabilities?
Dynamics 365 Sales harnesses the power of artificial intelligence (AI) to provide predictive insights, automate repetitive tasks, and deliver personalized recommendations, enabling sales teams to focus on high-value activities and drive better outcomes.
Is Dynamics 365 Sales suitable for businesses of all sizes?
Yes, Dynamics 365 Sales caters to businesses of all sizes, from startups to large enterprises. Whether you’re a small business looking to streamline sales processes or a large corporation in need of advanced sales analytics, Dynamics 365 Sales offers scalable solutions to meet your needs.
Free Consultation
Turn your Salesforce ideas into real business results
Planning a Salesforce project or exploring ways to improve your existing setup? Let’s connect. Our experts will understand your business goals, evaluate your requirements, and guide you toward the right Salesforce solution—no obligation, just clear direction.
Whether you’re starting fresh or optimizing what you already have, Perigeon is here to help you move forward with confidence.
Ujval Shah
CEO, Perigeon Software Pvt. Ltd.
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