Dynamics 365 for Sales Implementation

Get a 360-degree view of your customers to grow your sales exponentially after Dynamics 365 implementation

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Microsoft Dynamics 365 for Sales

Microsoft Dynamics 365 for Sales empowers your sales team with the insights, guidance, and tools to drive personal engagement with customers. For organizations attempting to spice up the effectiveness of their business development activities, Microsoft Dynamics 365 provides this leading sales automation platform capable of managing their entire business development process.
Accessible through the web or via purpose-built mobile apps, Dynamics 365 Sales is embedded directly in Microsoft Outlook. Which can facilitate organizations gain a thorough perspective of essential business development processes, maximize revenue opportunities, and effectively collaborate across trailing teams.

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Best in Class Services

Cynoteck is proud to be recognized by top B2B service listing sites for its exceptional client satisfaction and delivery across various technologies.

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Streamline Seller Productivity with Cohesive Tools

Cohesive tools like Excel and Outlook work seamlessly with Dynamics 365 Sales and helps streamline seller productivity.


Foster Sellers to Build Relationship with Buyers

Manage relationships with your customers remotely by synthesizing solutions and data across LinkedIn Sales Navigator, Dynamics 365 Sales, and Microsoft 365.


Dynamics365 for Sales Implementation Packages



  • For the organizations that are either looking to move into Dynamics 365 for Sales from other CRMs or looking into implementing a CRM within their organization
  • Deliverable
    - Understanding of current sales process
    - How can we optimize the current sales process with Dynamics 365 for Sales
    - How can we map the current sales process to Dynamics 365 for Sales .
    - Dynamics 365 for Sales implementation proposal .




  • Deliverable
    - Business Unit Setup+
    - CRM Users Setup -Upto 5 users
    - Role and Permission Setup
    - Mailbox Configuration
    - Currency Setup
    - Admin Training
    - Up and running Dynamics 365 for Sales app
  • +If client is not using any other module of Dynamics 365




  • Premium package includes benefits of Essential package
  • Deliverable
    - Understanding of current sales process
    - Introduction to Knowledge based article
    - Introduction to Entitlement
    -Introduction to Service Level Agreement (SLA)
    - Reports by Wizard
    - Dashboards and Views




  • Advance package includes benefits of Essential and Premium packages
  • Deliverable
    - Customer Service Portal Configuration
    - Reports – 5 reports
    - Forms – 5 Forms
    - Custom Entities – 5 Entities
    - Workflows – 5 workflow
    - Business Rules - 5 Business Rules
    - Development with simple and medium complexity

Why Choose Cynoteck

Cynoteck is a Microsoft Gold Partner and we comprise of expert and certified Dynamics 365 for Sales Consultants. Our team of professionals will help you achieve your business goals with their experience and knowledge about Microsoft’s process oriented implementation manuals. We can help you identify and purchase software that fits your needs and works well for your organization. We will additionally assist you in designing, configuring, and supporting the business critical applications, and integrate those multiple applications and customize them to meet the unique requirements.

  • Find the actual problems

  • Proper steps for solutions

  • Beneficial strategies

  • Great support team

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