Less logging.
More selling.
Copilot captures your sales activity for you from Outlook and Teams, and Dynamics 365 Sales turns it into pipeline, forecasts and insights. CRM stops being a chore and becomes an advantage.
Your opportunities aren’t lost for lack of leads. They’re lost because of what happens next.
If you recognize yourself in any of these signs, your sales team is working with one hand tied behind its back:
Leads and opportunities live in Excel and Outlook
There is no clear view of the pipeline or sales forecast
It’s hard to track the team’s sales activity
Customer information is scattered across people
What is Dynamics 365 Sales?
It is Microsoft’s CRM solution for digitizing your sales force: a single source of truth where every lead, opportunity, account and contact is recorded and connected.
It automates the sales cycle, prioritizes opportunities with AI and gives management the forecasts and indicators to decide. All within the Microsoft environment your team already uses.
What is it for? The entire sales cycle, in one system
Sell more, sell better, with real information in real time.
Complete opportunity management
Every opportunity with its stage, amount and probability. Nothing gets left in a drawer.
Customer and account tracking
A single customer record: history, contacts, interactions and documents, always at hand.
Sales process automation
Automatic workflows, tasks and alerts: less manual work, more time to sell.
Lead scoring and predictive AI
AI identifies the real opportunities and tells you where to start each morning.
Funnels and advanced forecasting
Real-time pipeline and forecast so management decides with data, not intuition.
Full mobility and document management
Mobile app for field sales reps and documentation integrated into every opportunity.
It’s not an island: it connects with what you already have
Dynamics 365 Sales lives within the Microsoft ecosystem and connects with your ERP and your tools. Dynamics 365 Sales integrations:
Dynamics 365 Sales for your industry
We adapt the CRM to the way each industry sells — not the other way around.
Industrial Sector
Services Sector
Retail Sector
Real Estate Sector
A CRM doesn’t sell on its own.
We make sure your team uses it.
Why implement Dynamics 365 Sales with a partner like PKF Attest?
The software is half the decision. The other half is adoption: getting sales reps to work in the CRM every day. That is where the project is won or lost — and where we have years of experience.
We centralize your information, automate your pipeline and give your team the intelligence to sell more and better.
+1000
professionals
12
more efficiency in production
+35
years
9th
largest firm in Spain
Achieve success with our services
How we implement Dynamics 365 Sales — in four phases:
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1
Consulting and analysis
We identify your current processes, business needs and roadmap.
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2
Functional and technical design
Modeling of entities, workflows and automations aligned with your business.
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3
Implementation and customization
Configuration, integration development and data migration.
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4
Training, support and evolution
Ongoing guidance, support and improvement strategy — the team that already knows you.
