Pipeline + Journeys.
One Customer Record, AI-Native.
Dynamics 365 Sales and Customer Insights builds: pipeline, forecasting, Copilot for Sales, real-time journey orchestration, CDP segmentation, and predictive scoring - all on shared Dataverse.
Problems We Eliminate
Sales runs on Excel; forecasts are guesses by Friday
Dynamics 365 Sales pipeline with weighted forecasting and Copilot opportunity insights
Marketing campaigns are blind to what sales sees on the deal
Customer Insights + Sales on shared Dataverse - one record, one truth, journeys aware of pipeline stage
Reps copy-paste between Outlook, Teams, and CRM all day
Copilot for Sales embedded in Outlook and Teams - summarize meetings, update CRM, draft follow-ups in place
Lead scoring is a rule we wrote in 2022 and never revisited
Predictive lead and opportunity scoring trained on your historical conversion data
Journey builder is batch - by the time the email sends, the customer moved on
Real-time journey orchestration with event triggers in under a second
Segmentation lives in spreadsheets pulled monthly from the data warehouse
Customer Insights CDP stitches data sources into unified profiles and live segments
The Numbers Behind Customer Experience
Results reported by Microsoft Dynamics customers across Microsoft Total Economic Impact studies and independent analyst research.
24%
higher win rate reported by Sales customers using Copilot insights and pipeline manager (Microsoft TEI)
+12%
increase in marketing-attributed pipeline after Customer Insights replaces batch-and-blast journeys
3.4×
more responses on Copilot-drafted follow-up emails vs. rep-written outreach
70%
reduction in lead-to-meeting time with predictive scoring + auto-routing to the right rep
Unified
customer profile across CRM, web, product, and ad networks via Customer Insights CDP
Real-time
pipeline + journey analytics with Power BI embedded - one source of truth for revenue
Capabilities
What we ship for
Customer Experience.
Every engagement is custom, but here is the work we do most often, and the work we are known for.
Sales pipeline + forecasting
Custom stages, qualification criteria, weighted forecasting, and territory + quota assignments.
Copilot for Sales deployment
Outlook + Teams integration, meeting summaries, CRM auto-update, and Copilot-drafted outreach.
Predictive scoring
Lead and opportunity scoring models trained on your historical conversion data.
Customer Insights CDP
Source connections, identity resolution, unified profile schema, and live segment definitions.
Real-time journey orchestration
Event-driven journeys with sub-second triggering, branching, and channel orchestration.
Power BI revenue dashboards
Embedded pipeline, journey performance, and CDP segment dashboards for revenue leadership.
Predictable Delivery, No Surprises
A structured, four-phase delivery model built around Microsoft Success-by-Design and FastTrack guidance.
Discovery & Audit
We map your sales process, qualification criteria, marketing journeys, channel mix, lead sources, and the current state of CRM data quality before designing anything.
Architecture & Design
Dataverse schema, custom tables, sales process flow, scoring models, CDP source map, journey blueprints, and Copilot rollout plan signed off by sales and marketing leadership.
Build & Test
Pipeline configured, Copilot deployed, predictive models trained on historical data, CDP sources connected, real-time journeys built, Power BI dashboards live, and UAT cycles complete before go-live.
Launch & Adopt
Phased rollout by team or geography, enablement sessions for reps and marketers, Copilot prompt libraries, and 30-day hypercare. Quarterly optimization reviews follow.
Why Work With Us Over Anyone Else?
We Architect for Adoption
Most Sales rollouts fail because reps refuse to update CRM. We design pipeline UX, Copilot-assisted updates, and Outlook-first capture so the system gets the data without manual entry.
Real-Time Journeys, Done Right
Customer Insights real-time journeys have replaced the older outbound marketing engine. We have shipped the new engine - identity, triggers, branching - not just migrated the old one.
CDP That Drives Revenue, Not Vanity
Most CDP implementations end in pretty unified profiles that nobody uses. We wire CDP segments into Sales territories, journey audiences, and ad audience syncs so the data shapes revenue actions.
Dual-Stack Honesty
If you already run Salesforce or HubSpot for Sales, we architect Customer Insights to coexist - not force you into a Sales migration. Honest recommendations on what to move and when.
Ready for Pipeline + Journeys
On One Customer Record?
In 30 minutes we will audit your current sales and marketing stack, identify where Customer Experience pays back fastest, and hand you a clear Dynamics roadmap at no cost.
- Sales + marketing audit
- CDP + journey scoping
- No obligation whatsoever