Dynamics 365 Sales

Create transparency across your pipeline, improve forecasting accuracy and give sales teams a system they actually want to use.

Dynamics 365 Sales is designed to support complex, multi-stage sales processes. When configured properly, it becomes a single source of truth for revenue, performance and forecasting.

When it is not, it becomes another system that sales teams update after the fact.

Avrion helps organisations design Dynamics 365 Sales around your team’s real sales behaviour. Not theory. Not generic CRM workflows.

Digital Transformation
on your Terms.

Schedule a structured discovery conversation that will help define priorities and reduce risk.

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.

Key Dynamics 365 Sales capabilities we implement

Pipeline and opportunity management

We design pipelines that reflect real buying journeys, giving sales teams transparency and leadership confidence.

Stages, probability, weighting and reporting are aligned to how your opportunities actually close, not generic CRM logic.

Forecasting and revenue visibility

Accurate forecasting is not about more data. It is about the right data.

We help you:

Build realistic forecasts
Identify risks earlier
Remove manual forecasting processes
Give leadership confidence in revenue numbers

Sales automation that helps, not hinders

Automation should reduce effort, not add friction.

We implement automation around:

Lead routing and qualification
Task and follow-up creation
Opportunity progression triggers
Notifications that prompt action

Only where it genuinely improves productivity.

Reporting that supports decision making

Dashboards should answer questions, not create more of them.

We design reporting for:

Sales leadership
Sales managers
Sales professionals

So everyone sees what matters to them, without information overload.

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?

“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

“We were looking for best service provider for our CRM system and we came across with Avrion in 2016 and since then we have never turned back in terms of CRM system. This was our best step to move with Avrion as they understood our requirement quickly with excellent solutions and also within our budget. Working with Avrion is wonderful experience; we never need to approach them for any issues as they are always one step ahead by taking regular follow-ups. They are quick and punctual in terms of completing project. We have undertaken many projects so far and are more than happy to say that their solution is up to the mark. Avrion's people are the greatest asset of the company. I really recommend Avrion not only CRM system but for many other IT solutions as well.”

Satish Ghaghada – CWC

“I’m using Power BI a lot more now than I did when we started with creating refreshable dashboards for the Senior Leadership Team and other management levels showing different elements of the business. We are doing this by implementing the data warehouse built by Avrion, which is very handy. I love Power BI and think it is such a great tool that every business can have/use as it turns your raw data into a story that shows different aspects from the company over time.”

Dan Costin – Restore Datashred

“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

“At our internal review in 2019 we, as a company, asked if we were doing ourselves justice using Maximizer as our CRM solution or was there something better? We concluded that the price point for the system gives us a budget to develop our own specific customisations that are more beneficial for productivity and efficiency as well. 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. Once we formed a partnership with Avrion, for the first time in seventeen years we were working with a really engaged partner, which is something unique. Avrion enabled the changes to revolutionise our workflow through small steps that added huge impact. Not many people do that.”

Cole Fellows – The Insurance Network

“We found the team at Avrion really understood our needs. It felt like they’d seen it all before, and that gave us confidence from day one. With Maximizer CRM, what it really does is allow us to track that from start to result stage… it’s helped change the mentality of our business.”

Chris Harrison – Heidelberg Materials Contracting

“Avrion has, from the start, been very honest and clear about what we can achieve without spending vast sums of money on an entirely new system. We created an automation wish list for Avrion, who were brilliant at listening and communicating as they tailored the project specifically to the scope. Avrion built the system according to our needs and fine-tuned it as required once we began to use it. They have been very supportive throughout and helped us navigate through the entire process. We now have a system that can evolve as the development does, to improve and continually improve account visibility for our homeowners and improve cash flow by utilising the automation that we required.”

Carly Cullen – Priors Hall Park Management

““The reason why I like working with Jon is because he always comes up with a solution. This was a small project but it has a big impact and solves lots of time problems. I can now make updates to the communications that go out myself and don’t need the support of Avrion for this going forward, although they are always on hand if I need help.””

Jane Margetts – Restore Records Management

“Avrion is an agile, approachable, friendly company. They are easy to deal with and deliver on what they set out to achieve.”

Tom Crowther – Belvoir

“Avrion’s AI and automation solution transformed our operations. What used to take three full-time staff days to process now happens automatically - accurately, consistently, and at scale. We’ve reclaimed time, reduced errors, and empowered our team to focus on higher-value work. It’s been transformative.”

COO at a leading UK waste management company