Get live on Dynamics 365 Sales in days — not months.
A productized path onto Microsoft Dynamics 365 Sales for small teams: a fast fixed-fee start, deeper setup as you grow, sales automation and Copilot when you’re ready, and expert hours for everything custom.
Three steps onto Dynamics 365 Sales, priced up front
Buy only the stage you need. Each package includes everything in the one before it, so you can start fast and grow without redoing work.
On Dynamics 365 Sales, fast
A correctly-provisioned CRM your team can start logging deals in this week.
One-time. Microsoft licensing billed separately.
Includes
- Environment, Sales Hub app & up to 5 users
- Lead → opportunity pipeline (standard)
- Exchange email & calendar sync
- SharePoint document storage
- Microsoft Teams chat in Dynamics 365
- Data import + 3 dashboards
- 1 training session & quick-start guide
Live in as little as 5 days
Tailored to your process
Configured around how your team actually sells — not the out-of-the-box defaults.
Everything in Quick Start, plus:
Adds
- Discovery workshop & custom pipeline stages
- Tailored forms, fields & views by role
- Products, price lists, territories & goals
- Duplicate detection & data-quality rules
- Business rules, Power Automate & email templates
- Teams channels linked to records (Basic Collaboration)
- Mobile app + 2 training sessions
- Betters365 Kanban Sales Board — a drag-and-drop pipeline board Dynamics 365 has no out-of-the-box equivalent for.
Typical delivery: ~1–2 weeks
The automated sales engine
Sequences, scoring and Copilot that drive the next action automatically.
Everything in Foundation, plus:
Adds
- Sales Accelerator: sequences & cadences
- Lead & opportunity scoring
- Copilot for Sales (Outlook + Teams)
- Teams Enhanced Collaboration + dialer
- Approval flows + quote-to-order
- Power BI dashboard — 5–10 custom metrics
- Governance + admin train-the-trainer
- Betters365 Kanban Sales Board — interactive drag-and-drop pipeline.
- File Management enhancement — organized, structured document handling beyond the out-of-the-box experience.
- Automated Document Retention — policy-driven retention & archiving that runs on its own.
Typical delivery: ~3–5 weeks
Prefer to drive? We’ll ride shotgun.
Roll up your sleeves and set up Dynamics 365 yourself with a local Betters expert on call — guided setup, admin coaching, and best-practice reviews, on your schedule. Onboarding & configuration support only; custom development is handled separately at our build rate.
- Guided environment & Sales Hub setup
- Admin & configuration coaching
- Data model & best-practice reviews
- Troubleshooting & how-to support
- Hands-on and local — no offshore hand-offs
- Excludes custom development & code
What every fixed fee actually covers
The same disciplined process behind every package — run in days for Quick Start, scaled up for the deeper tiers. You always know what stage you’re in and what you’re paying for.
Discovery & fit
A focused session to confirm your sales motion, data and must-haves before anything is configured.
Provision & configure
Environment, security, Sales Hub, pipeline, Exchange, SharePoint and Teams set up and connected.
Data & import
Clean import of your contacts and accounts so the team opens a system that already has their world in it.
Train & adopt
Live, role-based training and a quick-start guide so the system is used from day one, not avoided.
Go live
A supported switch-over with a checklist — Quick Start reaches this in days.
Optimize & grow
A post-launch check-in and a clear path into automation, Copilot and custom work as you grow.
Expert hours at $120/hour
When the standard build isn’t enough, buy hours in bundles and spend them on exactly what moves your business. Every engagement is scoped and estimated first.
What clients spend hours on
- Executive & team dashboards
- Power BI & revenue reporting
- Custom tables & business rules
- QuickBooks / ERP integrations
- Customer & partner portals
- Copilot Studio agents & automation
- Legacy-CRM data migrations
- Ongoing admin & config support
Licensing is separate
Package fees cover our work. Your Microsoft Dynamics 365 and Power Platform licenses are billed by Microsoft — we’ll recommend the right ones.
Fixed means fixed
Quick Start, Foundation and Accelerate are quoted as a fixed fee against a defined scope. If needs grow, we move into hours — never surprise invoices.
You own everything
It’s your tenant, your data, your Dataverse. Everything we build stays with you, documented and handed over.
Go deeper with Microsoft’s official guidance
As a certified Microsoft partner, we build on Microsoft’s own documentation rather than reinventing it. Here are the official Microsoft Learn resources for Dynamics 365 Sales — useful whether you’re evaluating the platform, onboarding your team, or leveling up power users.
Resources link to Microsoft’s official documentation at learn.microsoft.com. Microsoft, Dynamics 365, Dataverse, Power Platform, Power Automate, Power BI, Microsoft Teams, and Copilot are among the trademarks of Microsoft Corporation referenced on this page. Betters Agency is a Microsoft partner and is not affiliated with Microsoft’s documentation team.
Not sure which tier? Book a discovery call.
Tell us where your sales process stands today. We’ll recommend the right starting package, and if a fixed fee fits, you’ll leave the call with a number.