Deliver faster sales cycles, accurate forecasts, and stronger client relationships with a Microsoft-certified implementation partner trusted by businesses across the globe. Our consultants combine proven deployment methods, industry-specific customizations, and AI-powered tools to help your team sell smarter from day one.
At AlphaBOLD, we design Dynamics 365 Sales implementations that fit your business, not the other way around. Our consultants collaborate with sales leaders to map workflows, apply AI-driven automation, and connect data across Microsoft 365, Power Platform, and key business applications.
With our approach, you can:
The result is a smoother sales engine, more accurate forecasts, and stronger customer interaction from first touch to close.
Optimize sales performance with AI-driven workflows, predictive lead scoring, and adaptive forecasting powered by Dynamics 365 Sales Insights. AlphaBOLD designs implementations that connect data across Microsoft 365, automate seller tasks, and deliver real-time visibility for smarter, faster decisions.
AlphaBOLD delivers more than basic CRM deployment. Our team applies deep consulting expertise to design, integrate, and support Dynamics 365 Sales so it fits your exact business model and scales with your growth.
Transform how your team sells with Dynamics 365 Sales Copilot, the AI layer that turns data into action. Copilot delivers contextual insights, automates manual work, and helps sellers focus on meaningful conversations that improve forecasting accuracy and deal-cycle performance.
Key capabilities:
AlphaBOLD configures Copilot to fit each client’s sales process, ensuring secure data handling, measurable productivity gains, and sustained adoption across teams.
With Dynamics 365 Sales Insights, your teams gain predictive visibility, guided selling through Copilot, and unified data across Microsoft 365 and Power Platform. As a Microsoft-certified Dynamics 365 Sales Implementation Partner, AlphaBOLD designs intelligent workflows and real-time dashboards that reduce manual work, strengthen collaboration, and deliver measurable improvements in forecasting and sales performance.
AlphaBOLD’s Dynamics 365 Sales implementations deliver measurable improvements by aligning technology with business priorities and enabling the latest AI and automation capabilities. Our Microsoft-certified consultants help clients activate features such as Sales Qualification Agents, upsell and cross-sell insights, and server-side email synchronization as soon as they are released, ensuring early adoption and competitive advantage.
We combine industry-specific knowledge, proven deployment methods, and ongoing optimization to deliver AI-driven selling solutions that shorten deal cycles, improve forecast accuracy, and enhance productivity through Dynamics 365 Sales Insights. Each implementation is tailored to business goals and supported by targeted training, user adoption strategies, and long-term system optimization.
Recent client outcomes include:
Partner with AlphaBOLD to transform Dynamics 365 Sales into a future-ready revenue engine that drives sustainable growth and lasting ROI.
Independent studies from Forrester show that organizations using Dynamics 365 Sales achieve an average of 215% ROI over three years with a seven-month payback period. Most gains result from AI automation, improved data accuracy, and faster deal cycles.
At AlphaBOLD, our clients experience similar results, with a 98% satisfaction rate and measurable improvements in forecast reliability, seller productivity, and customer engagement within the first year of deployment.
Dynamics 365 Sales is hosted on Microsoft’s trusted cloud platform, protected by enterprise-grade encryption, continuous threat monitoring, and strict access controls. Data security is managed through the Microsoft Trust Center, with compliance certifications across global standards such as ISO 27001 and GDPR. Role-based permissions and environment-level policies within the Power Platform give organizations full control over how sales data is stored, shared, and accessed.
Yes, Dynamics 365 Sales app development allows businesses to create custom applications that cater to their specific sales processes. It works as sales CRM and sales management software that can be tailored to exact functional and technical requirements.
Dynamics 365 Sales is available in several editions, including Sales Professional, Sales Enterprise, and Sales Premium. Each tier offers different levels of AI functionality, automation, and customization. Sales Premium includes Copilot and advanced predictive features such as Sales Insights and forecasting. Licensing is usage-based, allowing businesses to scale seats, storage, and AI capacity as their needs evolve.
AlphaBOLD helps organizations assess their sales requirements, evaluate licensing tiers, and design cost-effective plans that align functionality with business goals.
Dynamics 365 Sales goes beyond traditional CRM functionality by combining data, AI, and collaboration tools in a single connected platform. It integrates natively with Microsoft 365, Power Platform, and Microsoft Fabric, giving sales teams unified access to customer, financial, and operational data. With Copilot and Dynamics 365 Sales Insights, sellers receive real-time recommendations, predictive forecasting, and automated data capture that improve accuracy and speed.
AlphaBOLD helps organizations design tailored Sales implementations that connect CRM, ERP, and collaboration systems to deliver measurable improvements in productivity and customer experience.
Implementation time varies by project size, data quality, and integration needs. Standard deployments can go live in a few weeks, while larger implementations that include Copilot setup, AI forecasting, and Power BI dashboards may take several months to complete testing, training, and adoption.
Yes. Using Dynamics 365 Sales Insights and embedded Power BI, dashboards and reports can be configured for every role. Sales representatives, managers, and executives can view personalized metrics in real time, helping them track performance, forecast revenue, and make informed decisions with unified, reliable data.
Microsoft is evolving Copilot from an AI assistant into a set of autonomous, collaborative agents that support sellers throughout the deal lifecycle. Expected capabilities include:
AlphaBOLD helps clients prepare for these advancements through structured data readiness, governance planning, and AI adoption strategies to enable a smooth transition from assisted to autonomous selling.
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