Monday
Pipeline review
A summary of what changed in each deal over the weekend.
“What changed in my top 10 deals?”
Sales & Marketing
We implement Dynamics 365 Sales and Customer Insights so marketing, sales and service work from the same customer record. Copilot prepares meetings, summarises opportunities and drafts follow-ups, while journeys reach customers at the right moment.
Built on
Dynamics 365 Sales
Customer Insights
Copilot
One Customer View
The core value is one shared record. Marketing knows what sales promised, sales knows what service is fixing, and nobody calls a customer blind.
Every touchpoint on one timeline: web, events, emails, orders and service cases
Consent and preferences stored with the contact, not in a separate tool
Copilot suggests the next best action from the full history
From First Touch to Renewal
Marketing, Sales and AI, Stage by Stage.
Each stage has a clear owner, and AI does the preparation work in all of them.
Attract
Stage 1
Marketing
Events, content and campaigns to the right segments
Sales
Joins key events and invites target accounts
AI
Builds segments from behaviour and firmographics
Engage
Stage 2
Marketing
Journeys that react to what people do
Sales
Picks up leads when they are ready, with context
AI
Scores leads and drafts the first outreach
Close
Stage 3
Marketing
Case studies and proof for the buying group
Sales
Runs the opportunity with a clear next step
AI
Prepares meetings and summarises the deal
Grow
Stage 4
Marketing
Onboarding and adoption journeys
Sales
Renewals and expansion, on time
AI
Flags renewal risk and expansion signals
A Seller’s Week With Copilot
Less Admin. More Selling.
Copilot works in Dynamics 365, Outlook and Teams, where your sellers already spend their day.
Tuesday
Meeting prep
Account news, open cases and the last conversation, before the call.
“Prepare me for my 10:00 with [Account].”
Wednesday
Follow-up
A draft email from the meeting notes, ready to adjust and send.
“Draft the follow-up with the two options.”
Thursday
CRM updated
Contacts, notes and next steps saved from Outlook and Teams.
“Log this meeting and add the next step.”
Friday
Forecast
The forecast rolled up from the pipeline, with deals at risk flagged.
“Which deals might slip this quarter?”
Journeys in Practice
An Event Invitation That Follows Up by Itself.
A real-time journey in Customer Insights reacts to what each person does, and hands warm leads to sales.
FAQ
What teams usually ask before they start.
Built on
Dynamics 365 Sales
Leads, opportunities, forecasting
Customer Insights
Journeys and unified customer data
Copilot
Meeting prep and email drafts
Still have questions? We’re here to help.
Can we start with sales and add marketing later?
Yes. Sales and Customer Insights share the same Dataverse data, so marketing can be added later without rebuilding anything.
Do we have to migrate everything from our old CRM?
Does it work in Outlook?
How do you handle consent and GDPR?
Get Started
A 30-minute call is usually enough to see where your leads and data get lost. If there is a fit, we scope the first team with a fixed price.
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