--- title: "Streamlining Sales Automation Processes Using Microsoft Dynamics 365" canonical: https://ontargit.com/sales-automation-microsoft-dynamics-365/ date: 2025-12-29 12:51:10 description: "Package for sales process automation: Microsoft Dynamics 365 Sales solution and our developments for typical processes (contract management, approval, lead verification and qualification, telephony)." keywords: "Microsoft Dynamics 365,Microsoft Dynamics 365 Sales,CRM,sales automation" --- _ ### Streamlining Sales Automation Processes Using Microsoft Dynamics 365 Optimize your sales process within weeks with a modern CRM, AI analytics, and prepared business processes. [More](https://ontargit.com/contacts-en/) Package for sales process automation: [Microsoft Dynamics 365 Sales](https://ontargit.com/microsoft-dynamics-365-en/sales-en/) solution and our developments for typical processes (contract management, approval, lead verification and qualification, telephony). **Ready-to-use sales process, extended relative to the basic D365 Sales functionality** ** ** **Approval functionality** ** ** ** ** **Post-launch Hyper Care support**   ** ** **Support for the initial data loading process** ** ** ** ** **Training of key users** ** ** ** ** **Acceptance testing and start support** ** ** ** ** ### Why Choose OntargIT? ## 1 #### Experienced Consultants ## 2 #### Universal approach ## 3 #### Corporate implementation ## 4 #### Hands-on training ## 5 #### Tech expertise ## 6 #### Results for the business ### Functionality to implement Here, you can choose between the basic and the extended package. Additional functionality in the adjusted one is marked with (+). #### Phase “Lead Registration” - Manually. Manual creation of a Lead (receiving a call by phone, importing from Excel, or a photo of a business card). - Based on Email. Automated creation of a Lead from a Microsoft Exchange Online (M365) email. - Import from Corporate Website (+). Integration with your website for automatic Lead creation. - Based on Email Analysis using AI (+). The incoming email is analyzed, and key Lead fields and comments regarding the inquiry are filled. Automatic categorization of the inquiry. #### Phase “Lead Distribution” (+) - Adding necessary analytical fields for the Lead for its classification and configuring Lead distribution rules using the system’s basic functionality. #### Phase “Lead Qualification” - Configuration of searching for basic company information on publicly available internet resources to detail the company profile using AI. - Collection of additional company information on specialized services (+), for example, verification of status, security, and details (Youcontrol and others) through integration and AI. - Support for the company’s accepted Lead validation algorithm (+): adding necessary fields, checks on whether the Lead can be considered qualified, and required approvals. #### Commercial Proposal Formation - Creation of the proposal, its version. - Proposal Status. Cancelled, not accepted, won. - Proposal Approval for sending to the client (+). Adding necessary approvals and confirming approval status. #### Contract Formation (+) - Recording contract attributes (dates, type, automatic renewal). - Registration of annexes and attributes. - Contract Text Approval: Configuration of stages and roles in the contract approval process. Recording feedback from participants. Collaborative work on the file in SharePoint. Managing user access to the file during approval stages. #### Approval Functionality (+) - Mechanisms that support the possibility of configuring approvals (roles, stages, delegation). #### Telephony - Connecting your PSTN provider to D365 Sales сloud telephony through a cloud partner or via your own compatible equipment. - Integration with Microsoft сloud telephony. - Call recording and transcription, sentiment analysis, mood analysis, and control via key phrases. ### Implementation Route for the Project ### Project Scope Formulation Goal: align the vision, boundaries, and goals of the implementation. [Details](https://ontargit.com/contacts-en/) - _ We discuss current automation options - __ We form the final budget and proposal calculator - __ We estimate the initial workload ### Implementation Preparation Goal: create a working process and engage key people. [Details](https://ontargit.com/contacts-en/) - __ Appointment of the Customer’s Product Owner - __ Creation of communication space (MS Teams Team, Planner, associated registers) - __ Infrastructure planning and license purchase - __ Analysis and modeling stage ### Implementation Goal: configure and test the system. [Details](https://ontargit.com/contacts-en/) - __ We perform configuration and modification - __ We demonstrate the functionality and gather feedback - __ Preparation and partial test data loading ### Purchase of Remaining Licenses Goal: ensure full access for the entire team. [Details](https://ontargit.com/contacts-en/) - __ We purchase the rest of license package ### Acceptance of Work by Key Users Goal: check scenarios on real data. [Details](https://ontargit.com/contacts-en/) - __ End-to-end process testing - __ Execution of real-world scenarios ### Go-live Goal: switch the system to working mode. [Details](https://ontargit.com/contacts-en/) - __ Initial data loading - __ Training of end-users by key users - __ Launch and support [Schedule a consultation](https://ontargit.com/contacts-en/) _ - _ Typical sprint duration — 2 weeks. - __ Each sprint has goals for both the client and vendor. - __ Each sprint ends with a report to the client (goal achievement, problems, suggestions, risks, forecast, updated priorities, goals for the next sprint). - __ The goals are a list of system requirements and tasks that the implementer and the client must complete to meet those requirements. - __ The vendor holds Daily Meetings for coordination. - __ Discussions on implementation details are carried out in online meetings with the client through the discussion of examples on the system being implemented. - __ All agreements and decisions are documented. - __ Functionality is demonstrated and handed over to the customer for testing as it is configured. ### Typical Project Roles ### Vendor: - __ Project Manager - __ Architect - __ Consultant(s) - __ Developer(s) ### Client: - __ Key business users - __ Project Manager - __ IT department (Azure & Local Network) - __ Analyst(s)