Fast-Track Your Dynamics 365 Sales Implementation
COPILOT + CRM, LIVE IN 6 WEEKS OR LESS
The CRM Struggle is real
Why Selling With Legacy CRM Feels Harder Than Ever
Distributors, manufacturers, and service companies face CRM challenges that drain time, stall deals, and frustrate sellers.
- Wasted time on admin
- Missed follow-ups
- Unreliable pipeline
- “AI pressure” with no plan
The Impact of D365 Sales + AI Copilot
5–10 hours
saved per seller every week
Source: Microsoft, Copilot in Dynamics 365 Sales Accelerate Your Sales Performance
20–30%
improvement in forecast accuracy
25% fewer
missed opportunities with AI reminders
Source: Microsoft, Copilot in Dynamics 365 Sales Accelerate Your Sales Performance
Be Live on an AI-Powered CRM in Just 4–6 Weeks
Rapid Dynamics 365 Sales Implementation Starter Pack
Discovery & CRM Use Case Mapping (1 Week)
Pinpoint your top 3–5 sales pain points and align Dynamics 365 Sales + Copilot features to measurable outcomes.
Rapid Copilot Enablement (2–3 Weeks)
Configure Copilot, personalize prompts, and integrate AI assistance into Outlook, Teams, and Dynamics 365 Sales.
Quick-Win Automations (2–3 Weeks)
Automate 1–2 critical processes (quote reminders, pipeline nudges) and train sellers on daily Copilot usage to boost productivity fast.
Results & Roadmap
Track KPIs (time saved, pipeline hygiene, follow-up rates) and build a roadmap for scaling AI in sales & forecasting.
Why Bond Consulting for Dynamics 365 Sales + AI
Bond Consulting Services is a Microsoft Solutions Partner specializing in Dynamics 365 Sales and Customer Engagement implementations. We combine technical expertise with sales-process insight to help you modernize faster, and realize measurable ROI from your CRM investment.
Stop Losing Time
Put AI to Work for Your Sales Team
Fill out the form to schedule your discovery session and see how you can be live in Dynamics 365 Sales faster—no complex data prep required. With out-of-the-box AI from Copilot, your team starts saving hours every week from day one.
GET THE ANSWERS YOU NEED
Dynamics 365 Sales Starter Pack - FAQs
How long does the AI-Powered Selling Starter Pack take to implement?
The Starter Pack is designed to deliver results in 4–6 weeks. You’ll go from discovery to Copilot-enabled sales processes quickly, without the long timelines of traditional CRM projects. See what you get.
Do we need Dynamics 365 Sales already in place?
Not necessarily. If you’re new to Dynamics 365 Sales, Bond Consulting can help set up the essentials alongside Copilot. If you already have Dynamics, we’ll optimize your environment to unlock AI-powered productivity.
What kind of ROI can we expect from a Dynamics 365 Sales implementation?
Customers typically see 5–10 hours saved per seller per week, cleaner pipelines, and improved forecasting accuracy. The fixed-fee Starter Pack is built for fast ROI by focusing on high-impact sales use cases first. Learn more in this guide: Accelerate Your Sales Performance.
Will my sales team actually use Copilot and AI features?
Yes! We train your sellers on daily Copilot workflows in Outlook, Teams, and Dynamics 365 Sales, so AI becomes part of their normal flow of work (not another tool to adopt).
How does AI work in Dynamics 365 Sales, and what makes it out-of-the-box?
Microsoft Dynamics 365 Sales includes Copilot, an AI assistant built directly into the CRM—no custom development or data science project required. Out of the box, Copilot helps sellers summarize emails, draft follow-ups, capture meeting notes, and suggest next steps—all using the data already in Dynamics 365 and Microsoft 365.
With Bond’s D365 Sales Implementation Starter Pack, you can activate these AI capabilities from day one, giving your sales team a live proof of concept for how AI improves productivity, accuracy, and speed—without waiting months for complex integrations.
Is my customer data secure with Dynamics 365 Sales and Copilot?
Absolutely. Microsoft Dynamics 365 Sales is hosted on the Azure cloud, which meets strict compliance standards (ISO, SOC, GDPR, HIPAA, and more).
Can I start with Dynamics 365 Sales and add Marketing, Customer Service, or Field Service later?
Yes. Many organizations start with Dynamics 365 Sales to modernize their CRM foundation and then expand to Marketing (Customer Insights), Customer Service, or Field Service as their needs evolve.
All Dynamics 365 apps are built to work together—sharing data, workflows, and AI insights—so you can grow at your own pace without re-implementation.
RESOURCES FOR SALES
Insights on Dynamics 365 Sales
Microsoft 365 Copilot for Outlook | Manage Email Smarter
|
