Dynamics 365 CRM - Align Solutions

Dynamics 365 Sales & CRM

Know every customer. Close every deal.

One platform connecting your sales, marketing and customer service teams, with complete visibility of every customer relationship from first contact to repeat business.

Your live sales pipeline

Lead Capture

Qualified

Proposal Sent

Negotiation

Closed Won ✓

Users worldwide

0 M+

Productivity gain

0 %

Pipeline visibility

0 %

Microsoft 365 integration

Native

❝

“A well-implemented CRM increases sales productivity by up to 34% and reduces the sales cycle by 8–14%. We make sure yours delivers exactly that.”

Align Solutions, CRM Practice

Sales

Pipeline automation

Lead scoring, follow-ups and deal tracking with AI next-best-action suggestions.

Marketing

Campaign automation

Email journeys, lead nurturing and direct pipeline feed when leads are ready.

Service

Case management

SLA tracking, escalation rules and agent knowledge base for every customer.

Analytics

Sales forecasting

AI-driven forecasts and real-time pipeline reports, no end-of-quarter surprises.

Copilot built in

Summarise records, draft responses and get next-best-action suggestions instantly.

Sales Navigator

Find buyers, check connections and import contact data directly from LinkedIn.

Key capabilities

Everything your revenue team needs.

Purpose-built tools for every customer-facing function in your organisation.

01 — Sales automation

Your pipeline runs itself

Lead scoring, automated follow-ups and AI next-best-action keep deals moving. Your reps spend time selling, not updating spreadsheets.

02 — Outlook and Teams

Never leave Microsoft 365

Lead scoring, automated follow-ups and AI next-best-action keep deals moving. Your reps spend time selling, not updating spreadsheets.

03 — Marketing automation

Campaigns that feed the pipeline

Email journeys, landing pages and event campaigns. Score leads automatically and push them to sales at exactly the right moment.

04 — AI Copilot

AI writes the first draft

Summarise customer records, draft email responses and get next-best-action suggestions powered by Microsoft Copilot, built directly in.

05 — ERP integration

Front and back office, connected

Orders, invoices and inventory flow seamlessly between Dynamics 365 CRM and Business Central with zero manual data entry.

06 — Forecasting

Numbers you can trust

AI-driven forecasting and real-time pipeline reports give sales leaders full confidence. No more end-of-quarter surprises.

Who it is for

Which businesses benefit most?

Manufacturing

Wholesale & distribution

Professional services

Retail & e-commerce

Food & beverage

Recycling & environmental

Field service companies

FAQ

Common questions about Dynamics 365 CRM.

What is the difference between Dynamics 365 CRM and Salesforce?

Both are leading platforms. Dynamics 365 is the better choice if you already use Microsoft 365, Teams or Business Central. Native integration eliminates costly connectors and gives your team a seamless unified experience across all Microsoft tools.

Can Dynamics 365 CRM connect with Business Central ERP?

Yes, this is one of its biggest advantages. Both share the same Microsoft platform, allowing sales orders, customer data, pricing and inventory to flow seamlessly between them with no manual data entry.

How long does a CRM implementation take?

A standard CRM implementation typically takes 6-12 weeks depending on complexity and number of users. We provide a detailed project timeline after the discovery workshop.

Can we migrate data from our existing CRM?

Yes. We handle full data migration from Salesforce, HubSpot, Zoho, spreadsheets or any legacy CRM as a standard part of every implementation.

Ready to see Dynamics 365 CRM in action?

Book a free consultation and we will show you what a properly implemented CRM looks like for your specific sales process.