Dynamics 365 Sales Implementation Optimization Support

Empower your sales organization with EASI’s Dynamics 365 Sales services. Whether you're implementing for the first time, optimizing an existing environment, or integrating Copilot and AI-driven insights, EASI helps you build a modern, connected sales platform that drives results. Our approach blends agile delivery with deep Microsoft expertise, enabling your team to streamline sales processes, improve forecasting accuracy, and enhance seller productivity. With EASI’s proprietary tools and accelerators, we help you unlock the full potential of Dynamics 365 Sales.

Service Details

Discovery & Planning • Sales process mapping and gap analysis • CRM data migration strategy • Integration planning (e.g., Outlook, Teams, LinkedIn, ERP) • Risk and dependency assessment • High-level solution design

Design & Strategy • Functional and technical design documentation • Sales pipeline and opportunity management configuration • Training and change management planning • Test case development and validation

Build & Configure • Dynamics 365 Sales setup and customization • AI and Copilot feature enablement • Custom workflows and Power Automate integration • Data migration and cleansing • Testing and quality assurance

Deployment & Go-Live • User acceptance testing (UAT) • End-user training and enablement • Go-live readiness and support • Post-launch monitoring and optimization

Why EASI? • 20+ years of experience with Microsoft CRM Solutions • Dedicated Dynamics 365 Sales consultants and architects • Proven track record across industries including manufacturing, professional services, and healthcare • Deep expertise in AI, Copilot, and Power Platform integration

Engagement Scope & Pricing Each engagement is tailored to your organization’s goals, sales structure, and technical environment. Pricing and timelines are scoped based on complexity and business requirements.