One pipeline, one truth.
Every opportunity, quote and activity lives against the account, so nobody is reconciling three spreadsheets before a forecast call.
SMYL implements and supports Dynamics 365 Sales as a Microsoft partner, pairing platform depth with AI and process discipline. Whether you're replacing spreadsheets or already live and looking to get more from your existing setup, we work with you at either stage.
Microsoft's centralised CRM for the whole sales cycle, from first lead to closed deal, held in one customer record.
Leads, opportunities, quotes, forecasts and communications in a single place, with no scattered spreadsheets or siloed inboxes.
Works directly inside Outlook, Teams and Excel, so reps never leave the tools they already use.
Automated summaries, suggested next actions and deals at risk flagged before they slip.
Less admin burden, more selling time, and forecasts leadership can actually trust.
The value does not sit in the platform itself; it sits in the operational discipline it enforces. When every rep works from one pipeline definition and identical data, forecasting stops being guesswork, marketing and sales stay aligned instead of losing opportunities in the handoff, and leadership can coach from objective metrics instead of a weekly status call.
Every opportunity, quote and activity lives against the account, so nobody is reconciling three spreadsheets before a forecast call.
Relationship insights, deal health signals and suggested next steps surface automatically inside the record reps already work from.
Rollup forecasts by rep, team or region, built from real pipeline data rather than periodic estimates.
Native inside Outlook and Teams, so logging an email or booking a follow up does not mean leaving the inbox.
Guided processes and playbooks encode your sales methodology so new starters follow it from day one, not month six.
Shared lead scoring and handoff rules mean qualified leads reach a rep before they have gone cold.
Licensing and configuration grow from a single team to a sales organisation spanning multiple regions without a platform change.
Enterprise grade data governance and role based access, inherited from the wider Microsoft security model.
Visual, configurable stages that mirror your actual sales process, not a generic template.
Call and email insights that flag risk and sentiment without a rep filling in another form.
Configured price and quote flows that keep pricing consistent and approvals moving.
Rollup dashboards built on Power BI, tailored to how your leadership reviews the business.
If Sales is already live but reps are not fully using it, forecasts still rely on spreadsheets running alongside the platform, or your current partner is not responsive, that is a different starting point to a first implementation, and it does not mean rebuilding from scratch. We help with:
A condensed, Sales specific view of our delivery framework. The full four phase methodology lives on the Dynamics 365 overview page.
Specific to Dynamics 365 Sales.
A focused Sales deployment can typically go live within a matter of weeks. Timelines scale with the complexity of your pipeline stages, quoting rules and any integrations you need beyond the Microsoft 365 stack. We scope this precisely during discovery rather than quoting a generic timeline.
Dynamics 365 Sales shares its data and identity model natively with Microsoft 365, including Outlook, Teams and Excel, so there is no separate integration project to keep working. For organisations already running on Microsoft, this removes a layer of middleware and ongoing maintenance that a CRM outside Microsoft would otherwise require.
No. Migration scope is typically agreed during discovery based on what is actually useful going forward. Many organisations bring across open pipeline and key account history, while leaving stale historical records behind rather than migrating everything by default.
A single source of truth for every opportunity, quote and forecast, with AI keeping data current without extra admin work from reps, rather than three people maintaining three versions of the same spreadsheet.
Licensing scales with seat count and tier, and the implementation cost itself depends on how far your pipeline, quoting rules and forecasting need to be customised beyond the Microsoft default, plus any integrations outside the Microsoft 365 stack. We scope this precisely during discovery rather than quoting a flat package rate.
Teams currently spread across spreadsheets and personal inboxes, with more than one stage in their sales process, tend to see the quickest impact. The platform's main value is replacing exactly that kind of scattered tracking with one shared pipeline. Distributed or fast growing teams also benefit quickly, since new reps can be onboarded against a documented process from day one.
Real time pipeline value, win rate and average cycle time by rep, team or region, built from actual deal data rather than a status update. That visibility is what most leadership teams find most valuable: not a single metric, but the ability to see where deals are stalling before the forecast call.
Generally yes, since Dynamics 365 Sales is built to run natively alongside Outlook, Teams and Excel, and that is where much of its day-to-day value comes from. If you are not yet on Microsoft 365, we can talk through what that means for sequencing during an initial conversation.