Microsoft Dynamics 365 Sales Implementation & Consulting Services
Let us manage your entire sales lifecycle - including lead capture, pipeline management, forecasting, and reporting.
Book Consultation Call
Microsoft Dynamics 365 Sales Implementation & Consulting Services
Let us manage your entire sales lifecycle - including lead capture, pipeline management, forecasting, and reporting.
Book Consultation Call
What Will Microsoft Dynamics 365 Sales Do For Your Business?
What Will Microsoft Dynamics 365 Sales Do For Your Business?
What Will Microsoft Dynamics 365 Sales Do For Your Business?
Unify Sales Data
Dynamics 365 Sales centralizes leads, opportunities, accounts, and every customer interaction in one system. Instead of chasing updates across emails, spreadsheets, and CRMs, your team has a single source of truth. Everyone sees the same record, which means less confusion and faster collaboration across departments.
Shorten The Sales Cycle
Manual tasks and long approval chains slow deals down. With Dynamics 365 Sales, workflows are automated, reminders are built in, and pricing or discount approvals happen inside the system. Reps spend less time on admin and more time closing deals, reducing bottlenecks, and driving quicker conversions.
Improve Forecast Accuracy
Guesswork makes sales forecasting unreliable. Dynamics 365 Sales gives managers real-time dashboards that highlight deal health, pipeline coverage, and risk factors. With Power BI reporting connected directly to live data, forecasts are built on evidence, not optimism, helping leaders make better decisions and set achievable revenue targets.
Unify Sales Data
Dynamics 365 Sales centralizes leads, opportunities, accounts, and every customer interaction in one system. Instead of chasing updates across emails, spreadsheets, and CRMs, your team has a single source of truth. Everyone sees the same record, which means less confusion and faster collaboration across departments.
Shorten The Sales Cycle
Manual tasks and long approval chains slow deals down. With Dynamics 365 Sales, workflows are automated, reminders are built in, and pricing or discount approvals happen inside the system. Reps spend less time on admin and more time closing deals, reducing bottlenecks, and driving quicker conversions.
Improve Forecast Accuracy
Guesswork makes sales forecasting unreliable. Dynamics 365 Sales gives managers real-time dashboards that highlight deal health, pipeline coverage, and risk factors. With Power BI reporting connected directly to live data, forecasts are built on evidence, not optimism, helping leaders make better decisions and set achievable revenue targets.
Unify Sales Data
Dynamics 365 Sales centralizes leads, opportunities, accounts, and every customer interaction in one system. Instead of chasing updates across emails, spreadsheets, and CRMs, your team has a single source of truth. Everyone sees the same record, which means less confusion and faster collaboration across departments.
Shorten The Sales Cycle
Manual tasks and long approval chains slow deals down. With Dynamics 365 Sales, workflows are automated, reminders are built in, and pricing or discount approvals happen inside the system. Reps spend less time on admin and more time closing deals, reducing bottlenecks, and driving quicker conversions.
Improve Forecast Accuracy
Guesswork makes sales forecasting unreliable. Dynamics 365 Sales gives managers real-time dashboards that highlight deal health, pipeline coverage, and risk factors. With Power BI reporting connected directly to live data, forecasts are built on evidence, not optimism, helping leaders make better decisions and set achievable revenue targets.
05
05
Years Of Experience.
Years Of Experience.
4K+
4K+
Projects Completed.
Projects Completed.
1K+
1K+
Happy Clients.
Happy
Clients.
How We Integrate Dynamics 365 Sales into Your Business?
How We Integrate Dynamics 365 Sales into Your Business?
Discovery and Process Mapping
Discovery and Process Mapping
Discovery and Process Mapping
Start with workshops to capture how your sales team works today. Map leads, opportunities, accounts, and reporting needs. Identify gaps and define success criteria before touching the system.
Start with workshops to capture how your sales team works today. Map leads, opportunities, accounts, and reporting needs. Identify gaps and define success criteria before touching the system.
Start with workshops to capture how your sales team works today. Map leads, opportunities, accounts, and reporting needs. Identify gaps and define success criteria before touching the system.
Personalized Solution Design
Personalized Solution Design
Personalized Solution Design
Translate business requirements into a clear configuration plan. Define pipeline stages, approval rules, security roles, and reporting dashboards. This becomes the blueprint for the build.
Translate business requirements into a clear configuration plan. Define pipeline stages, approval rules, security roles, and reporting dashboards. This becomes the blueprint for the build.
Translate business requirements into a clear configuration plan. Define pipeline stages, approval rules, security roles, and reporting dashboards. This becomes the blueprint for the build.
Data Preparation & Migration
Data Preparation
Data Preparation & Migration
Clean and validate existing customer, lead, and opportunity data. Run test migrations to Dynamics 365 Sales, reconcile results, and lock down the migration plan before the final cutover.
Clean and validate existing customer, lead, and opportunity data. Run test migrations to Dynamics 365 Sales, reconcile results, and lock down the migration plan.
Clean and validate existing customer, lead, and opportunity data. Run test migrations to Dynamics 365 Sales, reconcile results, and lock down the migration plan.
System Configuration and Integration
System Configuration and Integration
System Configuration and Integration
Set up forms, fields, and workflows in Dynamics 365 Sales. Connect Outlook, Teams, and SharePoint. Integrate with ERP or finance tools for a unified sales-to-cash process.
Set up forms, fields, and workflows in Dynamics 365 Sales. Connect Outlook, Teams, and SharePoint. Integrate with ERP or finance tools for a unified sales-to-cash process.
Set up forms, fields, and workflows in Dynamics 365 Sales. Connect Outlook, Teams, and SharePoint. Integrate with ERP or finance tools for a unified sales-to-cash process.
Training and User
Adoption
User
Adoption
Training and User
Adoption
Deliver role-based training for sales reps, managers, and admins. Provide quick reference guides and feedback loops. Adoption is prioritized so users can work effectively from day one.
Deliver role-based training for sales reps, managers, and admins. Provide quick reference guides and feedback loops. Adoption is prioritized so users can work effectively from day one.
Deliver role-based training for sales reps, managers, and admins. Provide quick reference guides and feedback loops. Adoption is prioritized so users can work effectively from day one.
Continuous Support
Continuous Support
Continuous Support
Execute a controlled cutover with a checklist and rollback plan. After go-live, provide hypercare, health checks, and ongoing support to stabilize the system and continuously improve performance.
Execute a controlled cutover with a checklist and rollback plan. After go-live, provide hypercare, health checks, and ongoing support to stabilize the system & improve performance.
Execute a controlled cutover with a checklist and rollback plan. After go-live, provide hypercare, health checks, and ongoing support to stabilize the system & improve performance.
Why Choose Kefify for Microsoft Dynamics 365 Sales?
Why Choose Kefify for Microsoft Dynamics 365 Sales?
Deep Process Understanding
Deep Process Understanding
Deep Process Understanding
We create workshops to capture your real sales flows and fit-gap review against Dynamics 365 Sales
Clean Implementation
Clean Implementation
Clean Implementation
Structured build with early prototypes
Reliable Integrations
Reliable Integrations
Reliable Integrations
Power BI dashboards with live pipeline data
Configurable dashboards for reps and managers
Deal scoring and forecasting accuracy
Pipeline health and activity reports
Constant Adoption & Training
• Role-based sessions for sales reps and managers
• Quick reference guides and runbooks.
Driving Digital Transformation
Intelligent Solutions: Smart digital systems that streamline operations.
Industry Expertise: Tailored technology built for diverse sectors.
Data-driven
Transform every workflow with unified, accurate data from Dynamics 365. Gain real-time visibility, stronger forecasting, and smarter decisions across your entire operation.
Efficient Growth
Scale confidently with optimized processes, automated tasks, and seamless integrations. Reduce manual effort, and unlock faster business growth.
Industries We've Served (And Are Currently Serving)
Industries We've Served (And Are Currently Serving)
We help organisations across diverse industries modernise operations, enhance efficiency, and achieve measurable outcomes through tailored Microsoft-powered digital solutions.
We help organisations across diverse industries modernise operations, enhance efficiency, and achieve measurable outcomes through tailored Microsoft-powered digital solutions.
Industry-Focused AI Development
Industry-Focused AI Development
Pre-built AI engines tailored to your processes, data models, and workflow challenges.
Pre-built AI engines tailored to your processes, data models, and workflow challenges.
Name :
predictive_workflows.py
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- class WorkflowPredictor:def __init__(self, business_data):self.source = business_datadef forecast(self):return "Predicted workflow bottlenecks using Dynamics insights."def recommend(self):return "Suggested next actions to improve process efficiency."
Name :
predictive_workflows.py
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- class WorkflowPredictor:def __init__(self, business_data):self.source = business_datadef forecast(self):return "Predicted workflow bottlenecks using Dynamics insights."def recommend(self):return "Suggested next actions to improve process efficiency."
Name :
predictive_workflows.py
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- class WorkflowPredictor:def __init__(self, business_data):self.source = business_datadef forecast(self):return "Predicted workflow bottlenecks using Dynamics insights."def recommend(self):return "Suggested next actions to improve process efficiency."
Dynamic Process Automation
Dynamic Process Automation
Automate approvals, scheduling, data entry, and operational tasks across your business applications.
Automate approvals, scheduling, data entry, and operational tasks across your business applications.
Running Automated Process…
Running Automated Process…
Running Automated Process…
Kefify: The Sales Partner That Makes All the Difference
Kefify: The Sales Partner That Makes All the Difference
Kefify: The Sales Partner That Makes All the Difference
You’re ready to strengthen your sales engine but need a system that supports every step of the journey. That’s where Kefify comes in as your Microsoft Dynamics 365 Sales implementation partner.
A successful CRM rollout goes beyond dashboards and deal tracking. With Kefify, you get a team that knows how to connect people, processes, and technology. From setup to user adoption and ongoing optimization, we help your sales teams close faster, forecast smarter, and operate with complete visibility.
You’re ready to strengthen your sales engine but need a system that supports every step of the journey. That’s where Kefify comes in as your Microsoft Dynamics 365 Sales implementation partner.
A successful CRM rollout goes beyond dashboards and deal tracking. With Kefify, you get a team that knows how to connect people, processes, and technology. From setup to user adoption and ongoing optimization, we help your sales teams close faster, forecast smarter, and operate with complete visibility.
You’re ready to strengthen your sales engine but need a system that supports every step of the journey. That’s where Kefify comes in as your Microsoft Dynamics 365 Sales implementation partner.
A successful CRM rollout goes beyond dashboards and deal tracking. With Kefify, you get a team that knows how to connect people, processes, and technology. From setup to user adoption and ongoing optimization, we help your sales teams close faster, forecast smarter, and operate with complete visibility.
Let's discuss how we can elevate your business
Transformation starts with the right system and the right team behind it. Kefify helps you implement Microsoft Dynamics 365 the right way, so every process works smarter, faster, and with total clarity.
Let's discuss how we can elevate your business
Transformation starts with the right system and the right team behind it. Kefify helps you implement Microsoft Dynamics 365 the right way, so every process works smarter, faster, and with total clarity.