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What Dynamics 365 Sales brings to your revenue team
Sales teams lose deals to scattered data, missed follow-ups, and guesswork. Codevision implements Dynamics 365 Sales as a single CRM that gives your team a clear pipeline, automated nudges, and AI guidance from Copilot — configured and supported by a Microsoft-certified team:
- One view of every deal — pipeline, contacts, and history in one place, not across inboxes and spreadsheets.
- Automated follow-through — reminders, sequences, and next-best-action so nothing slips.
- AI-assisted selling — Copilot for Sales surfaces insights and drafts communication in context.
- Connected to your stack — native links to Microsoft 365, Teams, and the Power Platform.
Dynamics 365 CRM Expertise Across Setup, Customization & Support
CRM Consulting
We map your sales process and design a Dynamics 365 Sales setup that matches how your team actually sells.
Implementation & Configuration
End-to-end setup of pipeline stages, dashboards, and automation aligned to your revenue workflow.
Customization & Development
Custom entities, business rules, and Power Platform extensions for the way your team works
Copilot for Sales
AI configured into your CRM to summarize, draft, and surface the next best action in context.
Migration & Integration
Clean migration from legacy CRM, plus integration with Business Central, marketing, and telephony.
Adoption & Support
User training, adoption programs, and ongoing support so the CRM actually gets used.
Real Results. Real Impact.
Explore All Case StudiesTransforming Pharma Inventory and Financial Management via Dynamics 365 Business Central–QuickBooks Integration
Discover the real-world impact of integrating Dynamics 365 Business Central with QuickBooks — better batch tracking, automated processes, accurate reporting, and scalable pharma operations.
99%
Sync Accuracy
50%
Faster Reconciliation
80%
Fewer Data Errors
35%
Better Compliance
Transforming Holiday Management Processes for an IT Organization
Read how our SharePoint-based Holiday Management Application simplified holiday tracking and improved operational efficiency for a growing IT organization in the UK.
70%
Fewer Tracking Errors
60%+
Less Admin Work
50%
Faster Schedule Access
45%
Better Communication
Streamlining Training Management: A Scalable .NET & SharePoint Solution for the Modern Workforce
Discover how a scalable .NET and SharePoint-based solution transformed training management for a growing organization. The custom platform streamlined document management, integrated data from Oracle, and improved accessibility for both desktop and mobile users.
70%
Less Manual Work
60%
Faster Record Access
50%
Faster Reporting
40%
Better Accessibility
Streamlining Operations with SharePoint-Powered Intranet & Project Management System
A case study on how SharePoint streamlined intranet, timesheets, budgeting, and project management into one platform — cutting manual work and driving efficiency
35%
Faster Project Delivery
60%+
Faster Reporting
40%+
Less Admin Work
50%+
Better Budget Visibility
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Enhancing Customer Support with AI and Microsoft Copilot Studio Integration
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Dynamic 365
Microsoft Dynamics 365 vs Salesforce: Which CRM is More Scalable for your Business?
Microsoft Dynamics 365 vs. Salesforce—Explore the key differences, advantages, and pricing insights to choose the best CRM for your business in 2025.
Frequently Asked Questions
Dynamics 365 Sales is Microsoft’s CRM for managing the full sales cycle — leads, opportunities, pipeline, and customer relationships — with AI guidance from Copilot for Sales. Codevision implements and customizes it as a Microsoft-certified partner.
“Dynamics 365 CRM” is the common name for Microsoft’s customer-engagement apps; Dynamics 365 Sales is the specific app for the sales function. Codevision implements Sales, and connects it with related apps like Customer Service when you need them.
Both are strong CRMs; the fit depends on your stack:
- Microsoft integration — Dynamics 365 links natively to Microsoft 365, Teams, and Power BI
- Unified data — it shares a data platform with Business Central and other Dynamics apps
- Copilot — AI is built across the Microsoft ecosystem you may already run
If your business is Microsoft-centric, Dynamics 365 Sales usually means less integration overhead. We give an honest recommendation based on your needs.
We cover the full lifecycle:
- Consulting and process mapping
- Implementation and configuration
- Customization and Power Platform development
- Migration, integration, and ongoing support
Yes. We migrate contacts, accounts, opportunities, and history from your current CRM, cleaning and mapping the data so your team starts with a reliable single source of truth.
Yes. Copilot for Sales adds AI that summarizes meetings, drafts emails, and surfaces the next best action inside the CRM. We configure it to your process and keep sellers in control.
We’re Microsoft-certified, deliver across India and the US, and focus on adoption — configuring the CRM to your sales process and training your team so it actually gets used, not just installed.