Microsoft Dynamics 365 for Sales enables businesses to build stronger client relationships and cement their role as their customers’ trusted advisor. AlphaBOLD is a Microsoft Gold Dynamics Partner and a 2021 MSUS Partner Award Winner. With 70+ experienced Dynamics experts, we leverage our collective industry knowledge to develop customized action plans tailored to the exact needs of your business.

Dynamics 365 Sales capabilities

Sell smarter with contextual insights Build relationships with engagement Boost sales productivity with innovative tools Accelerate revenue
with AI
Get in-the-moment insights about your customers with sentiment analysis and guide your customers to the right product using guided selling.
Connect sellers with customers through their preferred communication channels with Microsoft Teams and Dynamics 365 Sales.
Predict revenue fluctuations and highlight areas of focus from the top to bottom of the funnel.
Streamline the sales cycle with AI driven suggested actions, focusing on the highest-priority activity with the best probability to close.

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Complex integration & solutions

Behavioral CRM

Behavioral CRM is a connected system that enables sales and marketing to work together efficiently. The solution provides them with improved insights and efficient sales collaboration, thus empowering them to execute the sales strategy effectively. With tailored information, improved tracking, access to data, and time efficiency, the Behavioral CRM improves the overall sales and profitability of the company.

Why AlphaBOLD As Your Microsoft Dynamics Partner?

  • End-to-End Dynamics CRM Services:

    Consulting, implementation, configuration, integration, custom development, ongoing support.... we’ve got you covered!

  • More than 30 Years Collective CRM Experience:

    We know the ins and outs of Dynamics CRM. We've done this for years, and we'll keep doing it for years.

  • SoCal Presence:

    We have local offices in San Diego and Los Angeles. Stop by for a cup of joe.

  • Microsoft Gold Partner:

    Proven excellence in solutions delivery, customer success, and satisfaction.

  • Full-Service Offerings:

    Dynamics CRM, SharePoint, Business Intelligence, IT Services, and Custom Development.

  • 70+ Passionate Technology Experts:

    A unique combination of talent, experience, methodology, and dedication.


Featured success stories


Dynamics 365 Sales enables salespeople to build strong relationships with their customers, take actions based on insights, and close deals faster. Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. You can also create marketing lists and campaigns and follow service cases associated with specific accounts or opportunities.

AlphaBOLD can help you with any stage of your Dynamics 365 Sales implementation. Whether you are transitioning off of another CRM, implementing fresh, or just need help with your existing implementation, AlphaBOLD can help you cross the finish line.

Thankfully Dynamics 365 is fully integrated with the Office 365 platform. This allows you to seamlessly login to Dynamics using the same credentials that you use to login to Office 365 with no additional setup or configuration. Additionally, Dynamics 365 will integrate with your e-mail with minimal effort.

To get started, we would recommend viewing one of the many excellent tutorials and videos that are provided by Microsoft. If you get stuck, have hit a roadblock, or simply don’t have the time, AlphaBOLD would love to partner with you to help you overcome your obstacles. Reach out to our team of BOLDEnthusiasts and let AlphaBOLD help you get started.
The Chat license is needed for each user that uses the chat feature to talk to the customer.

The Voice license provides hosted phone capabilities and voice transcription, click to dial, and screen pop capabilities.

The digital messaging add-on provides the same license as the chat license and provides the ability to converse via SMS.

The digital messaging with a voice add-on provides all of the above functionality.

Sign up for a free consultation with our CRM experts to learn to get your Dynamics 365 Sales journey started. Our experts will reach out to you and guide you through every step.