Visual sales pipeline
Visualise all your active opportunities by stage, by sales rep and by projected close date. Drag and drop to move an opportunity through the pipeline. Your sales managers get an instant view of pipeline health.
What Dynamics 365 Sales changes for your sales teams
AI-powered lead scoring
Copilot analyses your incoming leads and ranks them by conversion probability. Your sales reps focus their energy on the hottest prospects, not on those who will never convert.
Native Outlook and Teams integration
Every email, appointment and Teams call is automatically linked to the prospect record in the CRM. Your sales reps work in Outlook and Sales updates itself. Zero duplicate entry.
Real-time sales forecasting
The forecasting module consolidates your sales reps' estimates and compares them against historical trends. Your managers have reliable figures to anticipate resources and quarterly targets.
Sales dashboards
Pre-configured reports measure conversion rate, average sales cycle length, average deal size and performance per sales rep. Share dashboards with your management team in one click.
Copilot for selling
Copilot writes personalised prospecting emails, summarises conversation threads, suggests next actions and generates automatic meeting summaries. Your sales reps gain an hour per day.
Are your sales reps working without a CRM or with Excel?
- Your sales reps manage their pipeline in Excel or in their heads — it is impossible to know where deals stand without sending them an email or calling them
- Your pipeline is opaque: nobody knows how many opportunities are genuinely qualified, or what the quarter can realistically deliver
- Follow-ups fall through the cracks due to lack of a system: a hot prospect is not contacted in time, and the competition closes the deal instead
- Customer data is scattered across Outlook, Excel files and personal notes — every sales rep has their own method and nothing is shared
The Air Cloud approach to Dynamics 365 Sales
A CRM is only useful if it is adopted. We deploy Sales around your business processes and train your sales reps on their own scenarios.
A conversion rate that improves
We configure pipeline stages to match your real sales cycle, activate AI scoring on your existing lead sources and set up follow-up alerts. Our clients see a 15 to 30% improvement in their conversion rate in the 6 months following deployment.
Your sales reps master their CRM
We train your teams on their own scenarios: logging an opportunity, following up a prospect, preparing a meeting with Copilot, updating the pipeline. After training, your sales reps no longer need help with daily tasks.
Business Central and M365 integration included
We connect Dynamics 365 Sales to Business Central so that quotes automatically become orders and invoices. We integrate Teams for calls and meetings. A single partner for your CRM, your ERP and the entire Microsoft 365 suite.
Our services for Dynamics 365 Sales
Dynamics 365 Sales Deployment
Audit of your commercial processes, pipeline and qualification stage configuration, data import from your current CRM (Salesforce, HubSpot, Pipedrive, Excel), team training and go-live.
→ Request a quoteCRM and ERP Integration
We connect Dynamics 365 Sales to Business Central: quotes created by your sales reps automatically feed into order management and invoicing. Your sales and finance teams finally work with the same data.
→ Schedule a callDynamics 365 Sales Training
Hands-on sessions using your own opportunities and data. Pipeline, qualification, Copilot for selling, dashboards. Your sales reps leave with a CRM they know how to use.
→ View training programmeCustomer story
« We had tried to implement a CRM twice before calling on Air Cloud. Both times, the tool was abandoned after three months. With Dynamics 365 Sales, the Outlook integration changed everything: the sales reps do not feel like they are using a CRM — everything fills in by itself. The pipeline is finally reliable and our quarterly forecasts have become credible. »