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Buyers expect sellers to know their business before the first call, and sales leaders expect accurate forecasts before the quarter closes. Dynamics 365 Sales gives your team both, using Microsoft's AI-powered CRM to bring pipeline data, customer history and Copilot assistance into one connected platform.
At Advantage, we implement, configure and support Dynamics 365 Sales for UK SMEs, helping sales teams spend less time on admin and more time closing deals.
Dynamics 365 Sales replaces guesswork with data. Every deal, contact and interaction sits in one system, giving your team and your leadership the same accurate picture of the pipeline.
What we help you achieve:
Dynamics 365 Sales is built to sit inside the tools your team already uses every day, rather than pulling them into a separate system they have to remember to update.
Native integrations we configure as standard:
Dynamics 365 Sales and Salesforce are both established CRM platforms, and the right choice usually comes down to what the rest of your business already runs on.
For UK SMEs already using Microsoft 365, Teams and Azure, Dynamics 365 Sales typically means a shorter path to value: shared identity and security through Microsoft Entra ID, native Teams and Outlook integration without third-party connectors, and a single vendor relationship across CRM, ERP and productivity tools. Salesforce remains a strong platform with a large ecosystem, but UK SMEs often find it carries a higher total cost of ownership once the additional integrations needed to match native Microsoft functionality are accounted for.
We can walk you through a like-for-like comparison based on your current systems and team size, rather than a generic feature list.
Many of the UK SMEs we work with are moving off an ageing on-premises Dynamics CRM system, a different CRM platform entirely, or a patchwork of spreadsheets and inboxes. Advantage handles the data migration and legacy modernisation work involved, so historical customer data, deal history and contact records move across cleanly rather than getting left behind.
Deep Expertise Across the Microsoft Stack
We implement Dynamics 365 Sales as part of the wider Microsoft ecosystem, not as an isolated tool, so it works with your existing Microsoft 365 and Copilot investment from day one.
AI-Infused Consultancy to Drive Adoption
Copilot features are only useful if your team actually uses them. We configure Copilot for Sales around real workflows and provide the training that gets adoption past the first week.
End-to-End Implementation and Support
From discovery and solution design through deployment, training and ongoing enhancement, we support your sales team at every stage, not just at go-live.
Sector Knowledge That Shortens the Learning Curve
Where a client sits in one of our specialist sectors, we bring pre-configured accelerators from The Advantage Edge™ that reduce the customisation needed to get Dynamics 365 Sales fitting the way your business actually sells.
Whether you are replacing a legacy CRM, formalising a spreadsheet-based sales process for the first time, or adding Dynamics 365 Sales alongside an existing Business Central or Customer Engagement implementation, we help you build a pipeline your whole business can trust.
A great technology solution still needs a compelling business case to get approved. Advantage CaseReady™ helps you build a board-ready justification, with financial modelling, risk analysis and strategic alignment, so your decision-makers have everything they need to say yes.
Delivered in partnership with Shark Finesse, the UK's leading Business Case Engagement Platform, CaseReady™ is designed for senior leaders and project sponsors who need to secure internal approval for a Microsoft Dynamics 365 Sales, Business Central, Power Platform or Copilot investment.
Everything you need to know about Microsoft Dynamics 365 Sales and how Advantage helps UK businesses implement, adopt, and get the most from this AI-powered CRM.
Dynamics 365 Sales is Microsoft's cloud-based sales CRM, part of the wider Dynamics 365 family of business applications. It manages the sales process from lead through opportunity to deal close, bringing pipeline data, customer history, and AI-powered forecasting into a single connected system.
It runs entirely in the Microsoft Azure cloud with native integration across Microsoft 365, Teams, LinkedIn Sales Navigator, and Microsoft Copilot. Unlike a standalone CRM, Dynamics 365 Sales updates automatically as Microsoft releases new features, so your sales team always has access to the latest AI capabilities without a separate upgrade project.
No. Dynamics 365 Customer Engagement is the umbrella term Microsoft uses for its connected suite of Sales, Customer Service, and Customer Insights (marketing) applications. Dynamics 365 Sales is one of the named applications within that suite, focused specifically on sales pipeline and forecasting.
You can licence and implement Dynamics 365 Sales on its own, or alongside Customer Service and Customer Insights as part of a wider Customer Engagement rollout. Advantage can help you decide which combination fits your business.
Dynamics 365 Sales is available in three main tiers:
Advantage can help you work out which tier fits your team size and sales process before you commit.
Yes. Microsoft Copilot is embedded throughout Dynamics 365 Sales. Key Copilot capabilities include:
Available Copilot features depend on the licensing tier. Advantage configures Copilot as part of every Dynamics 365 Sales implementation and provides the training needed to get real adoption from your sales team.
Dynamics 365 Sales integrates natively with the full Microsoft 365 stack. Key integrations include:
Advantage configures all relevant Microsoft 365 integrations as part of every Dynamics 365 Sales deployment.
For UK SMEs already running Microsoft 365, Teams, and Azure, Dynamics 365 Sales typically means a shorter path to value: shared identity and security through Microsoft Entra ID, native Teams and Outlook integration without third-party connectors, and a single vendor relationship across CRM, ERP, and productivity tools.
Salesforce remains a strong platform with a large ecosystem, but UK SMEs often find it carries a higher total cost of ownership once the additional integrations needed to match native Microsoft functionality are accounted for. The right answer depends on your existing systems and team size, and Advantage can walk you through a comparison specific to your business.
Yes. Advantage regularly migrates UK SMEs from older on-premises Dynamics CRM systems, other CRM platforms, and spreadsheet-based sales processes onto Dynamics 365 Sales. Our data migration and legacy modernisation service covers cleaning, mapping, and importing historical customer and deal data so your sales history moves across intact.
Advantage implements Dynamics 365 Sales for UK SMEs across financial services, professional services, logistics and distribution, healthcare, and travel and tour operators, among others.
We also offer industry-specific AI accelerators through The Advantage Edge™ — including EdgeVoyage™ for travel operators and EdgeFusion™ for businesses going through mergers and acquisitions — which reduce the configuration work needed to get Dynamics 365 Sales fitting the way your business sells.
Timelines depend on the scope of customisation, data migration complexity, and the number of integrations required. As a general guide:
During an initial discovery conversation, Advantage will assess your current systems and provide a realistic project timeline.
Advantage provides ongoing managed support for Dynamics 365 Sales after go-live, including helpdesk support, user adoption and training programmes, and continuous improvement services covering enhancements, new feature rollouts, and system optimisation.
As a Microsoft Solutions Partner, Advantage monitors upcoming Microsoft release waves and proactively communicates changes that affect your system, so you can plan for new Copilot and AI features as they arrive rather than reacting to them.
The easiest way to get started is to book a Dynamics 365 Sales demo with the Advantage team. We'll take the time to understand your current sales process, the challenges you're facing, and what you need your CRM to do, then show you how Dynamics 365 Sales can address them.
You can book a demo via our contact page, call us on 020 3004 4600, or email hello@advantage.co.uk.
The technology you use should help you move faster, not hold you back. At Advantage, we help SMEs unlock the full power of Microsoft - from cloud and security to AI and automation. Whether you're modernising systems or exploring Copilot, we'll help you transform the way you work. Let's build something smarter. Together.
Contact Us Today 020 3004 4600
