Dynamics 365 Sales

Most SMB sales teams don't have a CRM problem, they have a spreadsheet-and-inbox problem. Deals live in someone's head, follow-ups get missed, and leadership finds out a pipeline was hollow the same week a forecast was due.

Prismware implements Dynamics 365 Sales around how your team already sells, not the other way around, so reps actually use it instead of working around it.

What we deliver:

CRM implementation and configuration mapped to your actual sales stages, not a generic template

Clean data migration from spreadsheets, legacy CRMs, or whatever system you're moving off of

Sales Insights and Copilot configuration so reps get next-best-action guidance instead of guesswork

Power Platform integration for quoting, approvals, and pipeline automation

Rep training and adoption support, because a CRM nobody opens is worse than the spreadsheet it replaced

Ongoing configuration support as your sales process changes