Dynamics 365 Sales
For teams evaluating or implementing Dynamics 365 Sales for the first time: pipeline, forecasting and AI assisted selling.
Explore Dynamics 365 Sales →
SMYL implements and supports Microsoft Dynamics 365 as a Microsoft partner, pairing platform depth with AI and process discipline. Whether you're evaluating Dynamics 365 or already live and want more from it, we work with you at either stage.
Pick the route that matches where you are now: evaluating the platform, already live on it, or running it at scale.
For teams evaluating or implementing Dynamics 365 Sales for the first time: pipeline, forecasting and AI assisted selling.
Explore Dynamics 365 Sales →For teams evaluating or implementing Dynamics 365 Customer Service for the first time: omnichannel cases, SLAs and Copilot assisted agents.
Explore Customer Service →Already live on Dynamics 365? Health checks, taking over from an existing partner, project rescue, and catching up on AI and Copilot, all without a rebuild.
Explore Switch & Support →Running or planning Dynamics 365 at scale with hundreds or thousands of users, multiple regions or business units? Dedicated senior teams and enterprise governance.
Explore Enterprise →Our four phase framework prioritises change management and alignment across functions over software installation, ensuring user adoption for CRM success.
We map your current sales or service process, data and pain points before configuring anything, so the system fits the business, not the other way round.
Pipelines, case forms, automations and dashboards configured against your discovery findings, integrated with the Microsoft tools your teams already use.
Role based training for reps, agents and managers, to ensure the go-live is the start of adoption rather than the start of a support backlog.
SLA regulated support combined with ongoing optimisation ensures continuous platform evolution aligned with your internal workflows and product roadmap.
Questions that cut across the whole Dynamics 365 suite. Module specific questions live on the Sales, Customer Service, Switch & Support and Enterprise pages.
Microsoft licenses Sales and Customer Service on a per-user, per-month basis across distinct functional tiers, with better commercial terms when both are deployed together. During discovery we map your actual seat requirements against these tiers, so you are licensed for real usage rather than a generic bundle.
Yes, most organisations start with whichever function has the most operational friction today, then expand later. Because both run on the same underlying data model, adding the second module later does not mean a rebuild; it extends your existing customer records rather than replacing them.
Yes. Both sit on Microsoft's common data model, so a support case and a sales opportunity for the same account are visible from the same customer record, which is useful for renewal and upsell conversations, and for support agents who need sales context.
The main drivers are seat count, how much customisation your pipeline or case routing needs beyond the Microsoft default, how many channels or integrations are involved, and how much historical data needs migrating. We size all of this during discovery, so you get a scope based cost, not a generic package price.
It scales from a single growing team to an organisation spanning multiple regions without a platform change, which is why we see it used by everything from mid market operators outgrowing spreadsheets to established firms replacing multiple disconnected tools. The common thread is a team that has outgrown ad hoc tracking and needs one shared source of truth.
Once Sales and Customer Service are configured, leadership gets visibility they did not have before, including pipeline value and win rate by rep or region, first response time and SLA compliance for support, and a forecast built on real data rather than a status call. The platform's value shows up as this visibility compounding over time, not a single number.
Microsoft 365 is the productivity suite that includes Outlook, Teams, Excel and so on. Dynamics 365 is Microsoft's business applications platform, covering CRM functions like Sales and Customer Service. The two are built to work natively together, which is why Dynamics 365 shows up inside Outlook and Teams rather than as a separate tool you have to switch into.