Dynamics 365 Sales

Create transparency across your pipeline, improve forecasting accuracy and give sales teams a system they actually want to use.

Dynamics 365 Sales is designed to support complex, multi-stage sales processes. When configured properly, it becomes a single source of truth for revenue, performance and forecasting.

When it is not, it becomes another system that sales teams update after the fact.

Avrion helps organisations design Dynamics 365 Sales around your team’s real sales behaviour. Not theory. Not generic CRM workflows.

Digital Transformation
on your Terms.

Schedule a structured discovery conversation that will help define priorities and reduce risk.

What Dynamics 365 Sales should deliver

At its best, Dynamics 365 Sales gives leadership teams confidence and sales teams focus.

It should allow you to:

Track leads, opportunities and pipelines with transparency
Understand opportunity health and risk in real-time
Improve forecast accuracy without manual spreadsheets
Align sales activity to revenue outcomes
Reduce admin and increase selling time

If your current CRM does not do this, the issue is rarely the platform. It is how it has been designed and implemented.

Why Sales CRMs fail adoption

Most Sales CRM problems come down to one thing - the system does not reflect how the business sells.

Common issues we see include:

Overly complex pipelines that do not match reality
Mandatory fields that slow teams down
Poor visibility for sales managers
Reporting answers to the wrong questions
No connection between activity and outcomes

Avrion’s role is to remove these friction points and build a system that supports momentum, not process for the sake of it.

Key Dynamics 365 Sales capabilities we implement

Pipeline and opportunity management

We design pipelines that reflect real buying journeys, giving sales teams transparency and leadership confidence.

Stages, probability, weighting and reporting are aligned to how your opportunities actually close, not generic CRM logic.

Forecasting and revenue visibility

Accurate forecasting is not about more data. It is about the right data.

We help you:

Build realistic forecasts
Identify risks earlier
Remove manual forecasting processes
Give leadership confidence in revenue numbers

Sales automation that helps, not hinders

Automation should reduce effort, not add friction.

We implement automation around:

Lead routing and qualification
Task and follow-up creation
Opportunity progression triggers
Notifications that prompt action

Only where it genuinely improves productivity.

Reporting that supports decision making

Dashboards should answer questions, not create more of them.

We design reporting for:

Sales leadership
Sales managers
Sales professionals

So everyone sees what matters to them, without information overload.

Integration with the wider Dynamics 365 platform

Dynamics 365 Sales works best when connected.

We regularly integrate Sales with:

Customer Service for shared customer visibility
Customer Insights for richer data and segmentation
Marketing platforms and external data sources
Microsoft 365 tools like Outlook and Teams

This ensures sales teams work within a connected ecosystem, not isolated systems.

Already using Dynamics 365 Sales?

If adoption is low, reporting is unclear, or forecasting is unreliable, a CRM Health Check will show you exactly why.

We assess:

Sales process alignment
Configuration and data structure
Reporting effectiveness
Adoption and usage patterns

And provide clear recommendations to improve operational performance.

The Avrion approach to Dynamics 365 Sales

We start with your sales process, not the software.

Before configuration, we work with you to understand:

How leads are generated and qualified
How opportunities progress and stall
What sales managers need to see to take action
How forecasting is currently done and where it breaks
Which activities actually move opportunities forward

We then configure Dynamics 365 Sales to support this, keeping the system as simple as possible, and only adding complexity where it delivers clear value.

Planning a new Sales CRM implementation?

If you are replacing an existing CRM or rolling out Dynamics 365 Sales for the first time, discovery is critical.

We help you:

Define requirements clearly
Avoid overconfiguration
Align licensing to real usage
Set foundations that scale

What do our customers say?

“Working with Avrion has been easy – not just because they understand the business, but because they are open to helping make things work. The answer is almost never “no” – but if it is – there is always an alternative solution to get around the issue put forward.”

Charlotte Hurrell – Belvoir Group

“Once we formed a partnership with Avrion, for the first time in seventeen years we were working with a really engaged partner, which is something unique.”

Cole Fellows – The Insurance Network

“Avrion’s AI and automation solution transformed our operations. What used to take three full-time staff days to process now happens automatically - accurately, consistently, and at scale. We’ve reclaimed time, reduced errors, and empowered our team to focus on higher-value work. It’s been transformative.”

COO at a leading UK waste management company

“Avrion is an agile, approachable, friendly company. They are easy to deal with and deliver on what they set out to achieve.”

Tom Crowther – Belvoir

“I’m using Power BI a lot more now than I did when we started with creating refreshable dashboards for the Senior Leadership Team and other management levels showing different elements of the business. We are doing this by implementing the data warehouse built by Avrion, which is very handy. I love Power BI and think it is such a great tool that every business can have/use as it turns your raw data into a story that shows different aspects from the company over time.”

Dan Costin – Restore Datashred

“I'd 100% recommend Avrion. It's been a dream working with them. They have helped us at every point in this process. I've worked with people in the past where there's a bit of tension, but with Avrion they always helped to direct our journey, in a way that was working with us as a partner, over anything else.”

Jasmin Dudden – Restore Datashred

“Maximizer CRM has been an invaluable tool. It enables us to be very efficient, keep on top of client projects and opportunities, and deliver the service we want to for our customers.”

Graham Cording – Smart Presentations

“We found Avrion very professional, yet friendly and fun to do business with. They really gained our trust.”

Chris Howard – BearingNet

“We can now see in real time how all of our opportunities are progressing. We also have automated reports in our Dashboard module showing the business sales performance and pipeline, which allows us to focus on each individual opportunity without any being left unnurtured. Avrion has now linked our Maximizer with Mailchimp to allow for focused marketing campaigns based on the data we add to the Address Book. We now have a clear sales process that can be tracked with clear ‘what’s next’ actions to implement.”

Craig Sansom – Prestige

“We created an automation wish list for Avrion, who were brilliant at listening and communicating as they tailored the project specifically to the scope.”

Carly Cullen – Priors Hall Park Management