Services

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Dynamics 365 Sales

Turn your pipeline into predictable revenue.

We implement Dynamics 365 Sales so your team spends less time on admin and more time closing — with AI surfacing the next best action on every deal.

Capabilities

What we build with D365 Sales.

Pipeline & Opportunity Management

A single, trustworthy view of every deal from lead to close.

AI-Assisted Selling

Copilot drafts emails, summarizes calls, and flags at-risk deals automatically.

Sales Automation

Automate quotes, approvals, and follow-ups so nothing slips.

Insights & Forecasting

Real-time dashboards and predictive forecasting leaders can trust.

Relationship Intelligence

LinkedIn Sales Navigator and Microsoft 365 signals in one place.

Mobile & Offline Productivity

Full CRM in the field, on any device.

Outcomes

Why it matters.

  • Sellers spend more time selling and less on data entry.
  • Leaders get a forecast they can actually plan against.

Industry benchmark

215% ROI

over three years, with a 7-month payback and a 15% lift in seller efficiency.

Source: Forrester Total Economic Impact of Dynamics 365 Sales, 2022. Results vary by organization.

What we deliver

In every engagement.

Implementation & configuration
Data migration from your current CRM
Copilot enablement
Power BI sales dashboards
Integration with Outlook & Teams
Admin & user training

Why Cosmic

What sets us apart here.

01

Senior consultants who've run real sales orgs.

02

We build the custom pieces standard D365 can't — PCF controls, Power Apps, and plug-ins that tailor the CRM to how your team actually sells.

03

AI baked in from day one, not bolted on later.

Ready to talk specifics?

Book a free D365 Sales assessment. We'll look at where you are and map the fastest path to value — no pressure.