Revenue-Ready Dynamics 365 Sales Implementation
Coffee + Dunn designs, configures, and runs your Microsoft Dynamics 365 Sales implementation as part of a connected revenue system, helping your sales team get clean pipeline data, real rep adoption, and a platform you’ll use every day.
A Connected Approach to Dynamics 365 Sales Implementation
Your CRM should fuel revenue. With the wrong partner, it won’t. We bring over a decade of Microsoft partnership and our Plan, Build, Run methodology to every Dynamics 365 Sales consulting engagement, treating your rollout as a revenue strategy instead of a technical checkbox.
Our approach stands out in different ways.
Revenue-First Scoping
Our experts map your entire sales process before implementing anything. Your pipeline stages, lead handoffs, and quota structure inform every decision we make before implementing the platform.
Cross-Team Alignment
Your marketing and sales teams get a shared view of every buyer. A CRM your sellers avoid is likely to fail, which is why we connect Dynamics 365 customer engagement workflows to the tools your reps already use.
AI-Ready Architecture
We configure Copilot for Sales from day one, giving your reps AI-assisted email drafts, call summaries, and deal insights without the need to bolt on a separate tool later.
Trusted By
Mid-market organizations across manufacturing, education, and business services trust Coffee + Dunn to deliver results.
Our 4.6/5 approval rating from survey respondents validated our customer retention strategy, giving purpose to our Account Sales team’s efforts. Coffee + Dunn made capturing that data possible.
Senior Marketing Leader
Rush Enterprises
The relationship between Coffee + Dunn and Microsoft meant that we always had relevant, hands-on support. Because Coffee + Dunn meets with Microsoft’s product engineering team, we could directly raise issues and challenges.
Executive Director of IT
Montgomery County Community College
Coffee + Dunn executed the scope of work flawlessly and on time. Their team became an extension of ours throughout the duration of our project. They provided the necessary training in order for us to launch confidently.
Director of Information Technology
Cerulli Associates
Why Dynamics 365 Sales Needs More Than Technical Deployment
Too many Dynamics 365 for Sales implementation projects end up as expensive shelfware. Your team pays for the license, watches a partner configure the system, and then goes back to spreadsheets within 90 days.
You’ve probably encountered at least one of the problems below.
Low Rep Buy-In
Your salespeople see the CRM as admin overhead, and nobody updates records with any consistency. The platform becomes a graveyard of stale data your managers can’t trust.
Zero Pipeline Visibility
Your revenue leaders rely on intuition or gut calls and spreadsheet forecasts because your Dynamics 365 setup was configured for data entry rather than insight.
Broken Handoffs
Marketing qualifies a lead, but your sellers never see it in time. Qualified prospects go cold because your B2B CRM software doesn’t route them to the right people.
Failed Adoption After Go-Live
The partner disappears at launch, and your team has no training to use the platform on their own.
Coffee + Dunn builds your CRM around the workflows your reps follow every day. We plan for adoption from the start and support you even after the rollout.
What Your Dynamics 365 Sales Implementation Includes
We scope every engagement to your revenue process and tailor each phase to your team’s sales approach.
Here’s what you get:
Discovery + Revenue Process Audit
We document how your sales and service teams operate today, then identify where the system can eliminate manual work and reduce friction in your pipeline.
Custom Configuration
We ensure your Dynamics 365 Sales environment includes custom entities, business rules, and dashboards that align with every stage of your pipeline and workflows.
Data Migration + Cleanup
Our consultants move your records from legacy systems, deduplicate contacts, and validate every field before the system goes live.
Platform Connections
We include connecting Power Platform, Customer Insights Journeys, and enterprise marketing automation tools in our Dynamics 365 Sales consulting services engagement to create a unified revenue engine.
Sales Team Training
Role-based sessions prepare your sellers, managers, and admins to use the platform confidently from day 1.
Post-Launch Support
We stay with you after go-live through our DUNN Right Services, Advise and Grow tiers.
The Plan, Build, Run Approach
We follow a proven 3-phase method that keeps your project on track and your team informed at every milestone.
Plan
We assess your people, processes, and tech stack to identify where revenue gets stuck. You’ll walk away with a strategic roadmap and a clear picture of what Dynamics 365 Sales will look like for your organization.
Build
We configure, test, and validate the platform inside your environment in the Build phase. Your reps participate in user acceptance testing to ensure the system matches how they actually sell. Check out our Dynamics 365 implementation guide for the finer details on how we handle every phase.
Run
We stay on as an extension of your team, running optimization cycles, platform updates, and quarterly reviews that keep your CRM healthy long after go-live.
Turn Pipeline Data into Revenue Insights
Your Dynamics 365 Sales investment should pay for itself quickly. Here’s what you can expect from a well-run rollout.
Faster Sales Cycles
Your reps spend less time on data entry and more time with prospects. They can use the Dynamics 365 Sales Accelerator to queue the right activities in real time.
Higher Rep Adoption
Because we build around your sellers’ daily workflows, they’ll use the platform consistently rather than avoid it.
Reduced Admin Time
Dynamics 365 Sales automation handles lead routing, follow-ups, and activity logs with minimal manual effort from your sellers.
Cleaner Pipeline Data
Unified records mean your revenue leaders can trust your forecasts. Your managers can also coach sales reps on real opportunities based on the structured data.
AI-Assisted Forecasting
Microsoft Copilot surfaces deal health signals and recommends next steps based on your pipeline history.
Who We Serve
We work best with mid-market revenue leaders who want a CRM that supports their entire go-to-market engine. Every Dynamics 365 Sales consultant on our team is Microsoft-certified and trained in our Plan, Build, Run approach.
If your team matches the profile below, we should talk.
The Right Fit
- Revenue teams of 25+ reps in manufacturing, business services, education, and professional services
- Organizations already invested in the Microsoft ecosystem and ready to maximize their stack
- Sales VPs, CROs, and RevOps leaders who need pipeline clarity and accurate forecasts.
Probably Won’t Be the Right Fit
- Companies with under 25 reps and only need a basic contact database
- Transactional commerce models without a complex B2B buyer journey
- Organizations that evaluate partners on license cost alone, without regard for adoption or long-term ROI.
You can expect the typical engagement to range from 3-12 months, depending on the scope of the project and the number of people who will be using the platform.
Why Choose Coffee + Dunn
Your choice of Dynamics 365 consulting partner can determine how long it takes to recoup your CRM investment. Here’s what sets us apart.
2X Microsoft Partner of the Year Finalist
We’ve earned direct influence on the Microsoft product roadmap as trusted Microsoft partners. Our team also helps build the features your reps will use next.
We Stay After Go-Live
Most partners walk away after the platform launches. We provide managed services, ongoing training, and quarterly optimization through our Advise and Grow tiers.
100% Microsoft-Certified Team
Every Dynamics 365 Sales implementation partner on our roster holds current certifications across Sales, Customer Insights, and Power Platform.
Connected Revenue Strategy
We treat your CRM as one piece of a broader revenue engine that includes data unification, marketing orchestration, and AI readiness.
Real Revenue Outcomes
Our results speak louder than our feature list. Check out what our clients have to say:
“
Coffee + Dunn executed the scope of work flawlessly and on time. Their team became an extension of ours throughout the duration of our project. They provided the necessary training in order for us to launch confidently.
Director of Information Technology
Cerulli Associates
“
The relationship between Coffee + Dunn and Microsoft meant that we always had relevant, hands-on support. Because Coffee + Dunn meets with Microsoft’s product engineering team, we could directly raise issues and challenges.
Executive Director of IT
Montgomery County Community
“
Our 4.6/5 approval rating from survey respondents validated our customer retention strategy. Coffee + Dunn made capturing that data possible.
Senior Marketing Leader
Rush Enterprises
Frequently Asked Questions (FAQs)
Here are answers to common questions revenue leaders ask us when considering a Dynamics 365 Sales implementation engagement.
How Much Does a Dynamics 365 Sales Implementation Cost?
The cost of your Dynamics 365 Sales implementation depends on user count, the number of integrations, and data complexity.
Most mid-market projects range from $50,000 to $250,000+.
Your total investment will vary depending on the scope of your customization.
How Long Does a Typical Dynamics 365 Sales Implementation Take?
A typical Dynamics 365 Sales implementation takes between 3 and 12 months. Your timeline depends on the number of users, the complexity of your sales process, and the number of systems to be connected. Our Plan, Build, Run phases keep every milestone structured and predictable to ensure your organization goes live as soon as possible.
Can You Migrate Data From Our Existing CRM into Dynamics 365 Sales?
Yes, we migrate data from Salesforce, HubSpot, legacy Dynamics, and custom CRMs.
Your engagement with us includes data cleanup and record validation at every stage. We also deduplicate contacts before go-live to make sure your sellers work with accurate records from day one.
Do You Support Power Platform and Customer Insights Integration?
Power Platform and Customer Insights are standard in every engagement we deliver. You’ll get full connectivity with Power BI, Power Automate, Power Apps, and Customer Insights for both Journeys and Data modules.
What Happens After Go-Live?
After we launch the platform, you can count on our DUNN Right Services for ongoing optimization, quarterly reviews, and access to certified consultants whenever your team needs help.
Are You a Certified Microsoft Implementation Partner?
Yes, Coffee + Dunn is a 2X Microsoft Partner of the Year Finalist with 100% Microsoft-certified consultants. Our senior experts hold triple certifications across Sales, Customer Insights, and Power Platform.
Can You Implement Dynamics 365 Sales Professional or Enterprise?
Our team focuses primarily on Dynamics 365 Sales Enterprise and Sales Premium, because most mid-market organizations need the advanced AI, forecasting, and customization features that come with those tiers.
Most of our engagements involve Enterprise or Premium configurations where Copilot, predictive scoring, and deep Power Platform connectivity make the biggest difference for your revenue goals.
Ready to Turn Dynamics 365 Sales into a Revenue Engine?
Coffee + Dunn is a Microsoft-certified customer engagement firm that helps mid-market revenue teams build CRM systems they’ll actually use. We bring a decade of Microsoft partnership, a proven Plan, Build, Run approach, and managed services that keep your platform performing long after launch.
We start with a free 30-minute strategy call with our team. No pitch, just a focused conversation about your revenue goals and how Dynamics 365 Sales can support them.