Implement and optimise Dynamics 365 Sales so your teams manage leads and opportunities consistently, improve forecasting, and reduce admin effort across the sales cycle.
Sales teams lose time and accuracy when the sales cycle is managed across disconnected tools. Without consistent lead and opportunity processes, pipeline reporting becomes unreliable, forecasting is weak, and sales managers struggle to coach performance. Admin overhead grows, customer context is lost between interactions, and important follow-ups fall through the cracks.
LW IT Solutions delivers Dynamics 365 Sales Enablement as a structured implementation and improvement service. We configure core sales processes, data structures, and reporting aligned to your operating model. Where your licensing supports it, we can also align productivity features and automation to reduce manual work and improve consistency. Capabilities vary by licence and configuration; we confirm what is appropriate and technically viable during discovery, then deliver a supportable build with clear handover and adoption guidance.
Talk through your requirements and leave with a clear next-step plan.
Book a discovery call
Service Overview
Highlights
- Configured Dynamics 365 Sales environment aligned to your sales process
- Documented process design and configuration decisions
- Sales data structure with governance rules for required fields, stages, and ownership
- Automation workflows scoped to licensing and business needs
- Reporting and dashboard pack aligned to sales performance metrics
- Handover pack including admin notes, runbooks, and next-phase improvements
Business Benefits
- Standardise sales processes from lead to opportunity and close
- Increase pipeline visibility and forecast accuracy with consistent data
- Reduce administrative effort with structured forms, automation, and templates
- Enhance account and contact visibility to improve customer engagement
- Provide reporting and dashboards aligned to key sales performance metrics
- Ensure a supportable build with clear handover and adoption guidance
Typical use cases
- Implementing Dynamics 365 Sales for consistent lead and opportunity management
- Reducing sales admin overhead through automation and structured forms
- Improving forecast confidence with standardised data capture
- Enhancing customer engagement through better account and contact visibility
- Providing management dashboards and reporting for performance tracking
Objectives & deliverables
What Success Looks Like
- Standardise lead-to-opportunity and opportunity-to-close processes
- Improve pipeline visibility and forecast confidence through consistent data
- Reduce sales admin effort using structured forms, automation, and templates
- Improve account and contact visibility for better customer engagement
- Establish reporting and dashboards aligned to sales performance metrics
What You Get
- Configured Dynamics 365 Sales environment aligned to your sales process
- Documented process design and configuration decisions
- Sales data structure and governance rules (required fields, stages, and ownership)
- Automation workflows where appropriate (scope dependent)
- Reporting and dashboard pack aligned to agreed metrics
- Handover pack: admin notes, runbooks, and prioritised next-phase improvements
How It Works
- Discovery - assess current sales processes, data model, and licensing capabilities
- Design - define lead, opportunity, account, and contact structures, security roles, and automation needs
- Configuration - implement Dynamics 365 Sales environment, workflows, and reporting aligned to agreed processes
- Validation - test data consistency, automation, and reporting to ensure accuracy
- Handover - provide admin documentation, runbooks, and recommendations for next-phase improvements
Engagement Options
- Starter Implementation - configure core sales processes and basic reporting for a single sales team
- Extended Deployment - implement additional automation, dashboards, and multiple team configurations
- Advisory & Optimisation - review existing Dynamics 365 Sales setup and provide improvement recommendations
Common Bundles
Customers who use this service often bundle with these services
Dynamics 365 Integrations
Design and build Dynamics 365 integrations that deliver reliable data flows, clear error handling, and supportable operations across connected systems.
Dataverse & Solution Architecture
Architecture-led Dataverse design establishes secure data models, clean solutions, and ALM foundations that keep Power Platform and Dynamics 365 scalable.
Power BI Dashboard Design & Integration
Power BI dashboard design and integration delivering trusted executive and operational reporting through strong data modelling, security and reliable refresh.
Architecture Documentation (HLD/LLD)
Produce clear HLD and LLD documentation that records architecture decisions, diagrams, security considerations, and operating assumptions for aligned delivery.
Documentation Packs & Runbooks
Create professional documentation packs and runbooks that make deployments, migrations and daily operations supportable, auditable and consistent teams.
Frequently Asked Questions
Get an expert-led assessment with a prioritised remediation backlog.
Request an assessment
