Microsoft Dynamics 365
Sales with Copilot

Empower Your Sales Team with AI-Driven Insights and Automation

Microsoft Dynamics 365 Sales with Copilot is designed to transform the way your sales team operates by leveraging artificial intelligence to drive smarter decisions, automate repetitive tasks, and ultimately increase sales productivity. With the integration of Microsoft Copilot, your sales team gets access to cutting-edge tools and insights that allow them to focus on what matters most—building relationships and closing deals.

At CIO Advise, we help you implement Dynamics 365 Sales with Copilot to supercharge your sales processes and ensure your team’s success.

What is Microsoft Dynamics 365 Sales with Copilot?

Microsoft Dynamics 365 Sales is a comprehensive CRM solution that helps sales teams track leads, manage opportunities, and nurture customer relationships with the goal of increasing revenue and improving sales outcomes. With Microsoft Copilot, the solution is enhanced with AI-powered features that offer actionable insights, personalized recommendations, and automation to support your sales team’s efforts at every stage of the sales cycle.

Key Features of Microsoft Dynamics 365 Sales with Copilot

AI-Powered Sales Insights

  • Copilot uses AI to analyze customer data and provide actionable insights that help sales teams make data-driven decisions.
  • Get recommendations on the best next steps, helping your sales reps prioritize tasks that are most likely to lead to a deal closure.
  • Forecast sales trends, understand customer needs, and identify potential risks in your sales pipeline.

Automated Data Entry

  • Copilot automatically fills in details for opportunities, contacts, and activities, reducing the time your team spends on manual data entry and ensuring that the CRM is always up to date.
  • Automation of task reminders and follow-ups ensures that no opportunity is missed, and your sales reps stay on top of their schedules.

Enhanced Lead Management

  • Use AI to score and prioritize leads based on their likelihood to convert, ensuring that your sales team focuses on the highest-potential prospects.
  • Copilot analyzes historical data to predict future opportunities, helping your team stay ahead of the competition.

Integrated Communication Tools

  • Dynamics 365 Sales integrates seamlessly with Microsoft Teams and Outlook to centralize customer communications.
  • Copilot generates meeting summaries, follow-up emails, and automated responses, streamlining communication processes.

Sales Playbooks

  • Copilot provides your team with guided, AI-driven sales playbooks that recommend best practices and tailored approaches for different sales scenarios.
  • Customize playbooks based on your company’s needs and make sure your team follows proven strategies for success.

Pipeline Management

  • Keep track of your sales pipeline with real-time visibility into deals, opportunities, and sales stages.
  • Copilot highlights areas in the pipeline that need attention, ensuring your sales reps stay focused on opportunities that are ready to close.

Mobile Access

  • With Dynamics 365 Sales, your team can access CRM data on the go, empowering them to take action anytime, anywhere.
  • Copilot also provides AI-powered recommendations and insights directly within the mobile app, helping your team stay productive on the move.

Why Choose Microsoft Dynamics 365 Sales with Copilot?

  • AI-Driven Efficiency: Copilot leverages AI to simplify sales workflows, automate repetitive tasks, and give your team smarter insights, leading to higher productivity and faster deal closures.
  • Customizable to Your Business Needs: Tailor Dynamics 365 Sales with Copilot to match your specific sales processes, ensuring that the solution adapts to your unique business requirements.
  • Seamless Integration with Microsoft Ecosystem: Dynamics 365 Sales integrates with Microsoft 365, Power BI, and Teams, providing a unified experience for your team and boosting collaboration across departments.
  • Real-Time Sales Intelligence: With AI-backed insights, your sales team can make informed decisions based on real-time data, improving sales strategies and outcomes.
  • Scalable Growth: As your business grows, Dynamics 365 Sales with Copilot scales effortlessly, providing the tools and features your team needs at every stage of growth.

Why Choose CIO Advise for Microsoft Dynamics 365 Sales with Copilot?

  • Expert Implementation: We help you implement Microsoft Dynamics 365 Sales with Copilot, ensuring that your team is set up for success from day one.
  • Customization & Optimization: Our team customizes the solution to fit your unique sales process, optimizing workflows and driving maximum results.
  • Ongoing Support: After implementation, we provide continuous support to ensure the solution is running smoothly and evolving as your business needs change.

Fixed Pricing Packages

Your Path to Business Central, Simplified and Affordable Choose from Fixed-Price Packages Tailored for Every Stage of Your Business Quick Start Get up and running quickly with a new modern business system that can grow with your business. Ideal for businesses with simple financial setup. Learn More business Solid Foundation A solid start to gaining a comprehensive business management solution optimized to enable your businesses to streamline processes, make smarter decisions and accelerate your growth. Get Going Advanced Business Excellence Advanced Capabilities that accelerate your entire value chain. Gain real-time insights, connect people, partners, processes and devices from anywhere I Want it! $15,000 - 4-6 Weeks $25,000 - 6-8 Weeks $50,000 - 8-12 Weeks • Everything in Quick Start Plus
• Up to 4 hours Business Process Mapping Session
• Configuration of Financials, Procurement, Sales
• Production and Warehousing including Inventory
• Out of the box standard reports and dashboards
• + 1 custom dashboard or report
• Setup up to 3 companies with chart of accounts
• Total of 8 - Hours Go Live Training and Support
 • Three cycles of data import
• - Master data and opening balances
• - (3,000 records - 2 test & 1 production load)
• Fixed chart of accounts, sales and purchase ledger
• Out of the box standard financial statements
• Out of the box standard reports and dashboards
• Set-up document storage in SharePoint
• Setup Standard Microsoft365 integrations
• Testing Support
• 4 hours Go Live Training • Everything in Solid Foundation Plus
• Up to 6 hours Business Process Mapping Sessions
• - Identifying key goals, KPI's, ROI and current pains.
• Out of the box standard reports and dashboards
• + 2 custom dashboard or report
• Configure up to 5 Companies with Chart of Accounts
• Workflow Approvals Setup
• 2 - Custom Workflows using PowerAutomate
• 1 - Month Go Live Support
 Fixed-Price Packages to Streamline Your Sales Processes and Drive Results Accelerate Sales with Dynamics 365 Sales Solutions Sales Starter Get your team started with the essentials of Dynamics 365 Sales. Learn More Sales Success A solid foundation for scaling sales operations and driving growth. Buy Now Sales Excellence A comprehensive, tailored solution for advanced sales teams Let's Go $10,000 - 2-4 Weeks $20,000 - 4-6 Weeks $40,000 - 6-8 Weeks • Everything in Sales Starter
• 3 Sales Pipelines with Custom Stages
• Lead Scoring Rules Setup
• Power Automate for Follow-Ups & Notifications
• 3 Custom Dashboards for Key Metrics
• Up to 8 - Hour Extended Training Package
• Up to 1 - Week Post Go Live Support
 • Core CRM Setup: Accounts, Contacts, Leads, Opportunities
• Single Sales Pipeline Customization
• Standard Sales Reports & Dashboards
• Setup for 5 Users
• Email & Calendar Integration with Microsoft 365
• Up To 4 - Hour Basic Training Session
• Up To 2 - Days Post Go Live Support
 • Everything in Sales Success
• Copilot Integration (may require add-on subscription)
• Teams Integration (may require add-on subscription)
• Set up Revenue Forecasting & Goal Setting
• Data Migration (up to 10,000 records)
• Up To 16 - Hours Training Package
• 1 - Month Post Go-Live Support
 From data integration to advanced analytics, our fixed-price services empower your business to make smarter, data-driven decisions. Turn Your Data Into Actionable Insights Connected Data Combine and consolidate data from multiple systems into a single source of truth. Learn More Analytics Accelerator Build an analytics foundation with robust dashboards and actionable insights. Get Started Strategic Analytics Advanced analytics implementation, including predictive models. Let's Go $10,000 - 2-4 Weeks $15,000 - 4-6 Weeks $25,000 - 6-8 Weeks • Setup of a Power BI workspace and configuration.
• Creation of up to 5 interactive dashboards
• Deployment of real-time data connections
• User training session (4 hours) on using dashboards.
• 1 week of post-implementation support.


 • Integration of up to 3 data sources into a central repository
• ETL (Extract, Transform, Load) processes
• Basic data model creation for analytics.
• 2 pre-built datasets for reporting purposes.



 • Creation of custom AI/ML workflows (up to 3 key use cases).
• Advanced Power BI dashboards with AI-driven insights.
• Integration with up to 5 external data sources.
• Training and documentation for ongoing use.
• 1 month of post-implementation support.


 Affordable Consulting to Evaluate, Select, and Plan for Your Technology Future Trusted Business Technology Advisory Services Process Blueprint Document and Map your Core Business Processes. Great when you are planning to move to another ERP/CRM system. Learn More Insight Essentials Document Core Business Processes, Technologies used, assess organizations capabilities and make recommendations. Get Started Vision Builder Assesses current states business processes and technologies and provides a roadmap for digital transformation. Let's Go $5,000 - 2 Weeks $10,000 - 4 - Weeks $15,000 - 8-12 Weeks • Everything in Process Blueprint Plus
• Current technology state assessment
• Detailed analysis of systems, processes, and integrations.
• Identification of risks, inefficiencies, and improvement
• - opportunities
• Make recommendations on improvements.
• Executive summary report with key findings
 • Map up to 4 Core Business Processes
• Identify bottlenecks, redundancies,
• - automation opportunities
• Visual workflows illustrating
• - current and future state processes


 • Everything in Insight Essentials Plus
• Technology Roadmap aligned with business objectives.
• Prioritized recommendations for short-term
• - and long-term improvements.
• High-level timeline and budget estimates for initiatives.


 Affordable Consulting to Evaluate, Select, and Plan for Your Technology Future Trusted Business Technology Advisory Services Solution Navigator Simplify the process of selecting the right software for your business needs. Learn More Strategic Excellence A full-service package that evaluates your technology, builds a roadmap, and helps you select the best applications to drive your business forward. Get Started CIO as a Service Business Technology Strategic Leadership On-Demand with CIO as a Service Let's Go $15,000 - 4-6 Weeks $25,000 - 8-12 Weeks $8,000/mo - up to 20 hours • Complete Insights Essentials Package
• Comprehensive Vision Builder roadmap
• Detailed Solution Navigator software selection process.
• Integrated strategy aligning all deliverables for
• - seamless implementation.

 • Requirements gathering and documentation.
• Identify potential Vendors that match requirements
• Weighted scoring matrix to evaluate vendors.
• Shortlist of top 3-5 software options.
• Vendor demonstrations and evaluation support.
• Final recommendation report.



 • Strategic IT Leadership
• IT Assessment & Optimization
• Vendor & Project Management
• Cybersecurity and Compliance
• Data, AI & Innovation Strategy