What Dynamics 365 Sales should deliver

At its best, Dynamics 365 Sales gives leadership teams confidence and sales teams focus.

It should allow you to:

  • Track leads, opportunities and pipelines with transparency
  • Understand opportunity health and risk in real-time
  • Improve forecast accuracy without manual spreadsheets
  • Align sales activity to revenue outcomes
  • Reduce admin and increase selling time

If your current CRM does not do this, the issue is rarely the platform. It is how it has been designed and implemented.

Why Sales CRMs fail adoption

Most Sales CRM problems come down to one thing - the system does not reflect how the business sells.

Common issues we see include:

  • Overly complex pipelines that do not match reality
  • Mandatory fields that slow teams down
  • Poor visibility for sales managers
  • Reporting answers to the wrong questions
  • No connection between activity and outcomes

Avrion’s role is to remove these friction points and build a system that supports momentum, not process for the sake of it.

Integration with the wider Dynamics 365 platform

Dynamics 365 Sales works best when connected.

We regularly integrate Sales with:

  • Customer Service for shared customer visibility
  • Customer Insights for richer data and segmentation
  • Marketing platforms and external data sources
  • Microsoft 365 tools like Outlook and Teams

This ensures sales teams work within a connected ecosystem, not isolated systems.

Already using Dynamics 365 Sales?

If adoption is low, reporting is unclear, or forecasting is unreliable, a CRM Health Check will show you exactly why.

We assess:

  • Sales process alignment
  • Configuration and data structure
  • Reporting effectiveness
  • Adoption and usage patterns

And provide clear recommendations to improve operational performance.

The Avrion approach to Dynamics 365 Sales

We start with your sales process, not the software.

Before configuration, we work with you to understand:

  • How leads are generated and qualified
  • How opportunities progress and stall
  • What sales managers need to see to take action
  • How forecasting is currently done and where it breaks
  • Which activities actually move opportunities forward

We then configure Dynamics 365 Sales to support this, keeping the system as simple as possible, and only adding complexity where it delivers clear value.

Planning a new Sales CRM implementation?

If you are replacing an existing CRM or rolling out Dynamics 365 Sales for the first time, discovery is critical.

We help you:

  • Define requirements clearly
  • Avoid overconfiguration
  • Align licensing to real usage
  • Set foundations that scale

What do our customers say?

“We have experienced a huge shift in the efficiency of the business with the all-round delivery of service.”

Tracey Hammond – Dengie

“Working with Avrion has been easy – not just because they understand the business, but because they are open to helping make things work. The answer is almost never “no” – but if it is – there is always an alternative solution to get around the issue put forward.”

Charlotte Hurrell – Belvoir Group

“Data is one of the most valuable assets any business has, but unlocking its true value depends on quality, meaningful analysis, and having the right tools and skills to turn insights into strategy and revenue. Having worked with Avrion, I can say they really do bring the expertise to help businesses make that transformation!”

Catherine Royle – Restore plc

“I'd 100% recommend Avrion. It's been a dream working with them. They have helped us at every point in this process. I've worked with people in the past where there's a bit of tension, but with Avrion they always helped to direct our journey, in a way that was working with us as a partner, over anything else.”

Jasmin Dudden – Restore Datashred

“We first came across Maximizer Sales Leader Edition (SLE) when looking for a CRM system with quoting functionality to replace an aged manual system based mainly on Excel! From development to implementation, each stage was found easy to transact and made easy to understand with the support offered found to be exceptional. Our main area of focus was to improve systems to reduce stress on resource with minimal impact on the team – this was achieved with great success & the system welcomed.”

Liane Atherton – AAF Air Filters

“Integrating over 30 acquisitions, meant harmonising over 60 customer databases. Impressive, but of little use if the data is unstructured. Maximizer meant structured data, yes it requires focus, but the output is efficient to say the least; the new improved pipeline made us twice as effective, cross selling across the 5 business units - closure went up 4-fold. Integrating this with front line operational calls gave us a holistic view, reducing hundreds of days spent on internal calls, joining up the dots for our customers. Opportunities grew by over 20% with straightforward data polishing. The icing on the cake was with GDPR, good process with opt-outs and customer choice on contact options. When you feed this into the business it allows us to be focussed on the day-to-day operation, the back-end processes of store, scan and shred just become slicker – our focus with customers substantially better. Hundreds of hours freed up for improvements on invoicing, value added services, the day to day delivery with document management”

David English – Restore plc

“We would highly recommend Avrion for both CRM and tech support applications. We recently upgraded our tech support function for both internal and external support requests. This has improved our response times, planning, service level agreements and overview of the department. Avrion is always ready to suggest improvements and evolution for our business. A big thanks to Dave, Nick and Sam at Avrion for their work on this project.”

James Blair – SPM Instrument UK

“Avrion is able to grasp a concept quickly and turn it into a deliverable that can make a significant difference to a business. They take the time to understand the requirement, taking concepts and ideas and turning them into tangible benefits to achieve the best outcome possible for the customer.”

Jasmin Dudden – Restore Datashred

“After almost a year of trying unsuccessfully to engage with our existing partner, trying to get them to talk about upgrading and personalising the system, we decided to switch over to Avrion. Avrion had been in conversation with us and once we engaged with them, they immediately gave us something unique. They allowed us to effectively have an off-the-shelf CRM system that we could customise – at affordable rates. Rates that are competitive for SMEs.”

Cole Fellows – The Insurance Network

“Avrion truly understood our business and tailored Dynamics 365 to fit our needs. The phased approach made adoption seamless, and we’re already seeing major time savings. Our internal processes are now streamlined, and we’re well-positioned for future growth. It’s a game-changer for us.”

Raj Mahay – Resin Products