Build a more connected, intelligent, and scalable sales operation with Microsoft Dynamics 365 Sales. Sarakadiya helps organizations manage the sales lifecycle from lead qualification and opportunity management through forecasting, customer engagement, and order fulfillment, giving sales teams the visibility, insights, and tools they need to focus on the opportunities that matter.
But when leads are scattered across spreadsheets, customer information sits in different systems, pipeline updates depend on manual effort, and sales managers lack real-time visibility, opportunities can be missed and sales cycles can become harder to manage.
Sarakadiya helps organizations modernize sales operations by connecting customer information, standardizing sales processes, improving pipeline visibility, automating repetitive activities, and giving sales teams actionable insights throughout the sales cycle.
Sales teams need to know which prospects to prioritize, which opportunities need attention, what actions should happen next, and where pipeline risks exist.
Microsoft Dynamics 365 Sales helps organizations manage customer relationships and the sales lifecycle while using data, automation, AI, and insights to help sellers work more effectively.
Sarakadiya helps businesses design and implement Dynamics 365 Sales around their sales processes, customer journeys, revenue goals, and organizational structure.
Microsoft describes Dynamics 365 Sales as supporting the sales journey from lead to order, while providing capabilities such as forecasting, relationship intelligence, predictive scoring, sales acceleration, and AI-assisted selling.
Create a structured sales foundation that helps teams manage leads, opportunities, customers, and pipelines as the business grows.
Improve visibility across longer sales cycles, multiple stakeholders, opportunities, activities, and revenue forecasts.
Standardize sales processes while giving managers better visibility into team performance and pipeline health.
Move away from outdated or disconnected CRM environments and build a modern sales platform.
Use connected sales data, automation, forecasting, and AI-assisted insights to help teams focus on high-value opportunities.
They need to manage leads, qualify opportunities, understand customer relationships, prioritize their pipeline, forecast revenue, and take the right action at the right time.
Microsoft Dynamics 365 Sales brings these capabilities together within the Microsoft ecosystem.
Manage prospects from initial engagement through qualification and conversion. Dynamics 365 Sales supports lead qualification and can help sellers determine which leads are worth pursuing. Microsoft also provides AI-assisted capabilities for lead research, qualification, and outreach.
Track and manage deals through the sales cycle with structured opportunity processes, pipeline visibility, deal information, and sales activities. Opportunities can include expected revenue, potential close dates, and probability information to support pipeline and forecasting activities.
Give sales representatives and managers a clearer view of active opportunities, pipeline stages, deal progression, and areas requiring attention.
Help sales leaders project revenue, monitor performance against targets, and identify potential pipeline risks. Microsoft currently provides forecasting capabilities within Dynamics 365 Sales, with additional predictive forecasting capabilities depending on the offering and configuration.
Help sellers prioritize activities and determine which leads or opportunities need attention next. Sales Accelerator uses work lists, sequences, context, and recommendations to help sellers prioritize their daily sales activities.
Use relationship information and interaction signals to help sellers understand customer relationships and identify opportunities for stronger engagement.
Use Microsoft Copilot and AI capabilities to assist with activities such as record summaries, content generation, insights, research, and sales productivity.
Microsoft is expanding Dynamics 365 Sales with agent-powered capabilities, including the Sales Qualification Agent and Sales Opportunity Agent, designed to assist with lead qualification and opportunity management. Availability depends on Microsoft's release status, licensing, configuration, and region.
Our Microsoft Dynamics 365 Sales experts can assess your current sales environment, identify process and technology gaps, and design a solution aligned with your revenue and growth objectives.
It is about creating a sales environment where sellers can spend more time engaging customers, sales managers can see what is happening in the pipeline, and leadership can make informed decisions about revenue performance.
At Sarakadiya, we combine Microsoft Dynamics expertise with a business-first approach to help organizations improve sales processes, strengthen pipeline visibility, automate repetitive work, and create a scalable foundation for revenue growth.
From consulting and implementation to customization, integration, automation, analytics, and ongoing support, we help businesses get more value from their Microsoft investment.
We start by understanding your sales process, customer journey, sales organization, revenue model, reporting requirements, and business objectives.
Our team helps organizations plan, implement, customize, integrate, and optimize Dynamics 365 Sales around their business requirements.
No two sales organizations operate the same way. We align Dynamics 365 Sales with your sales methodology, workflows, teams, data, and reporting needs.
We look beyond CRM configuration to identify opportunities to simplify processes, eliminate unnecessary manual work, and improve seller productivity.
Extend Dynamics 365 Sales through Microsoft 365, Teams, Power Platform, Power BI, Business Central, LinkedIn Sales Navigator integrations, and other business applications where appropriate.
Help sales leaders turn pipeline and customer data into actionable insights through reporting, dashboards, KPIs, forecasting, and analytics.
Our support doesn't end at go-live. We help you optimize, enhance, support, and evolve your sales environment as your business changes.
Whether you're implementing Dynamics 365 Sales for the first time, replacing a legacy CRM, optimizing an existing sales environment, or looking to improve sales adoption, Sarakadiya provides services across the sales transformation lifecycle.
Build a clear roadmap for your sales transformation.
We assess your existing sales processes, CRM environment, pipeline management, reporting requirements, and business objectives to identify opportunities for improvement.
Implement a modern sales platform designed around how your sales organization works.
From discovery and solution design through configuration, testing, training, and go-live, our experts help deliver a structured implementation.
Move from legacy CRM systems to a more connected and scalable sales environment.
We help assess your current CRM, plan the migration, move and validate customer and sales data, modernize processes, and support your transition.
Reduce repetitive sales administration and help sellers focus on customer-facing activities.
We help automate lead management, follow-ups, sales workflows, approvals, notifications, activities, and other repetitive sales processes.
Turn sales data into actionable revenue insights.
We help sales teams and leaders improve pipeline reporting, forecasting, performance visibility, and sales analytics.
Connect your sales environment with the systems your business already uses.
We integrate Dynamics 365 Sales with Microsoft technologies, ERP platforms, productivity applications, websites, customer engagement platforms, and other business applications.
Keep your sales environment optimized as your business evolves.
Our support services help sales organizations resolve issues, improve system performance, support users, implement enhancements, and continuously improve their Dynamics 365 environment.
Microsoft Dynamics 365 Sales helps organizations manage the sales lifecycle while improving seller productivity, pipeline visibility, forecasting, customer relationships, automation, and decision-making.
Turn More Prospects into Qualified Opportunities
Manage leads from initial capture through qualification and conversion while giving sellers the context they need to prioritize their efforts.
Build a More Complete View of Your Customers
Manage customer accounts, contacts, activities, interactions, and relationship information from a connected sales environment.
Keep Every Deal Moving Forward
Manage opportunities through the sales lifecycle while giving sellers and managers visibility into deal progression and potential risks.
Turn Pipeline Data into Revenue Visibility
Help sales leaders understand pipeline health, projected revenue, sales performance, and potential risks.
Help Sellers Focus on the Next Best Action
Sales Accelerator provides sellers with prioritized work lists, sequences, context, and recommendations to help organize and accelerate sales activities.
Understand the Strength of Your Customer Relationships
Use relationship analytics and interaction information to help sellers understand customer relationships and identify where engagement may need attention.
Connect the Sales Process from Opportunity to Order
Manage downstream sales processes after an opportunity progresses toward a purchase.
Bring Intelligence into the Sales Workflow
Use Microsoft Copilot, AI capabilities, and agent-powered functionality to assist sellers with research, summaries, insights, qualification, opportunity management, and productivity.
Technology alone does not create business value – how it is configured and aligned with your sales processes matters. Sarakadiya helps organizations turn Dynamics 365 Sales into a connected operating model for lead management, opportunity management, forecasting, automation, analytics, and customer engagement.
Our Microsoft Dynamics 365 Sales experts can assess your sales environment, identify opportunities for improvement, and design a connected sales foundation aligned with your revenue and growth objectives.
Every industry has different sales cycles, customer relationships, buying processes, and revenue models.
Sarakadiya combines Microsoft Dynamics 365 Sales expertise with industry-focused consulting to help organizations build sales processes around the way their business actually operates.
Connect sales, customer relationships, opportunities, and account management across complex manufacturing sales cycles.
Improve customer and account visibility while connecting sales activities with customer engagement and business operations.
Build stronger relationships with donors, sponsors, partners, members, and other stakeholders through structured relationship management.
Improve visibility across customers, accounts, opportunities, sales teams, and channel relationships.
Strengthen customer and account relationships while improving visibility across sales activities and opportunities.
Manage prospects, buyers, investors, partners, and long sales cycles through a connected sales environment.
Connect business development, client relationships, opportunities, and sales activities across complex service-based sales cycles.
Improve visibility across customer accounts, opportunities, sales teams, and channel relationships.
Support complex B2B sales cycles with better lead qualification, opportunity management, relationship intelligence, and forecasting.
Manage long sales cycles, multiple stakeholders, opportunities, and customer relationships through a structured CRM environment.
Connect sales teams with customer, service, project, and field information to support more effective selling and relationship management.
Manage customer, provider, partner, or organizational relationships through structured sales and account management processes.
Your sales system should not operate in isolation.
Sarakadiya helps connect Microsoft Dynamics 365 Sales with the applications and business systems your teams rely on, creating a more connected flow of customer, sales, operational, and financial information.
Connect sales with Outlook, Teams, Excel, and other Microsoft productivity applications to support everyday seller collaboration and productivity. Microsoft documents integrations with Teams, Exchange Online, SharePoint, and other Microsoft services within Dynamics 365 Sales.
Use Power Apps, Power Automate, Power BI, and Dataverse to extend sales processes, automate workflows, and analyze sales information.
Connect sales and customer-facing processes with financial and operational information in Business Central.
Connect Sales with Customer Service, Customer Insights, Field Service, and other Dynamics 365 applications to create a more connected customer lifecycle.
Where appropriately licensed and configured, connect Dynamics 365 Sales with LinkedIn Sales Navigator capabilities to support relationship-based selling and seller workflows. Microsoft documents LinkedIn Sales Navigator integration as part of the Dynamics 365 Sales ecosystem.
Connect website inquiries, lead capture, forms, and customer interactions with your sales environment.
Integrate Dynamics 365 Sales with ERP, eCommerce, payment, communication, document management, industry, and other business applications.
Sales performance is more than the number of opportunities in a CRM.
Sales leaders need to understand where revenue is coming from, which opportunities need attention, whether the pipeline is healthy, and what actions can improve the likelihood of winning deals.
Sarakadiya helps organizations create a connected sales foundation that supports better decisions across the revenue organization.
Bring leads, accounts, opportunities, activities, pipeline information, and sales performance data together.
Reduce administrative work and help sellers focus their time on customers and opportunities that matter.
Create more structured qualification processes and use available data and AI-assisted capabilities to help sellers prioritize prospects.
Give sales teams and managers clearer visibility into opportunity stages, deal progression, pipeline health, and potential risks.
Use sales data and forecasting capabilities to help leaders better understand expected revenue and pipeline performance.
Use structured sales processes, prioritized activities, automation, and sales acceleration capabilities to help sellers move opportunities forward.
Give sellers greater visibility into customer interactions and relationship signals so they can engage customers more effectively.
Build sales processes and technology that can evolve as your teams, customers, markets, and revenue goals grow.
A successful sales transformation does not end when Dynamics 365 Sales goes live.
Sarakadiya works with organizations across the sales transformation lifecycle, from strategy and implementation to optimization, automation, analytics, adoption, and ongoing support.
Explore how organizations worldwide transformed operations, streamlined finance and accelerated growth with Sarakadiya’s Microsoft expertise.
Seamlessly Upgrading an MSP from Business Central 15 On-Premises to Business Central 25 Cloud
Microsoft Dynamics 365 Sales is Microsoft's CRM application for managing sales relationships and the sales lifecycle, including leads, opportunities, pipeline management, forecasting, and sales activities. It also includes AI-assisted and sales acceleration capabilities that can help sellers work more effectively.
Dynamics 365 Sales helps organizations manage customers, leads, opportunities, sales activities, pipelines, forecasting, quotes, orders, and related sales processes.
Yes. Dynamics 365 Sales is a CRM application focused specifically on sales and revenue processes.
Dynamics 365 Sales focuses on sales processes such as leads, opportunities, pipelines, forecasting, and customer relationships. Dynamics 365 Customer Service focuses on customer support, case management, service interactions, and service operations.
Yes. Dynamics 365 Sales provides lead management and qualification capabilities. Leads can be qualified and progressed into opportunities as appropriate. Microsoft has also introduced AI-assisted capabilities for lead research and qualification.
Yes. Dynamics 365 Sales provides opportunity management capabilities that allow teams to track deals, sales stages, expected revenue, potential close dates, probability, and pipeline information.
Yes. Dynamics 365 Sales provides sales forecasting capabilities that help organizations project revenue and monitor sales performance. Some advanced predictive capabilities depend on the Dynamics 365 Sales offering and configuration.
Sales Accelerator helps sellers prioritize their sales activities using work lists, sequences, customer context, and recommendations. Its available capabilities depend on configuration and licensing.
Yes. Dynamics 365 Sales includes Microsoft Copilot, AI-assisted capabilities, predictive insights, and agent-powered functionality. Microsoft is also expanding Sales with agents such as the Sales Qualification Agent and Sales Opportunity Agent. Availability depends on licensing, configuration, release status, and region.
Yes. Dynamics 365 Sales can be integrated with Business Central and other Microsoft business applications to connect customer-facing sales processes with financial and operational information.
Yes. Microsoft documents integrations between Dynamics 365 Sales and Microsoft productivity and collaboration technologies, including Teams and Exchange Online.
Yes. Organizations can configure and extend Dynamics 365 Sales to support their sales processes, data requirements, workflows, integrations, forms, and business rules.
The total cost depends on factors such as Microsoft licensing, number of users, sales processes, data migration, integrations, customizations, reporting requirements, and implementation scope. A business-specific assessment is recommended for an accurate estimate.
Implementation timelines vary based on the size and complexity of the sales organization, number of users, data migration requirements, integrations, customizations, reporting needs, and overall project scope.
Yes. Sarakadiya can provide functional and technical support, optimization, enhancements, training, health checks, consulting, and ongoing Dynamics 365 Sales services.
Whether you're replacing a legacy CRM, improving pipeline visibility, modernizing your sales process, automating repetitive activities, or looking to get more value from your sales data, Sarakadiya can help.
Our Microsoft Dynamics 365 Sales experts can assess your current sales environment, identify opportunities for improvement, and help you build a connected, scalable sales foundation for growth.
