Lead and Opportunity Management
Capture leads from every source, qualify them with consistent rules, and move opportunities through stages that match your real sales process.
Dynamics 365 CRM — Sales
Dynamics 365 Sales Implementation
A sales CRM your reps open because it saves them time.
Inner Join Technologies delivers Dynamics 365 Sales implementation for teams that have outgrown spreadsheets or a CRM nobody updates. We build your pipeline, forecasts, and seller workflows around how you actually sell, with Copilot doing the note-taking and follow-up.
Based in Covington, KY, serving clients nationwide
What It Does
What Dynamics 365 Sales Does for Your Team
Dynamics 365 Sales manages the full selling cycle, from first contact to closed deal and renewal, in the Microsoft tools your team already uses every day.
Pipeline and Forecasting
See pipeline by rep, region, or product, and roll forecasts up the org chart without a weekly spreadsheet exercise.
Outlook and Teams Integration
Track emails, meetings, and Teams conversations against the right account without leaving the inbox.
Sales Accelerator and Sequences
Give sellers a prioritized work list and guided sequences of calls, emails, and tasks so follow-up never slips.
Copilot for Sales
Summarize accounts, prep for meetings, draft follow-ups, and catch up on what changed with a single prompt.
Dashboards and Reporting
Role-based dashboards for reps and leaders, with Power BI for deeper analysis across CRM and finance data.
Problems We Solve
When Your Sales Data Can’t Be Trusted
Most sales teams don’t have a CRM problem. They have an adoption problem. If entering data takes longer than the call itself, reps stop entering it, and leadership stops trusting the pipeline.
We fix that by designing Dynamics 365 Sales around the way your sellers already work, then automating the parts they skip.
Sound Familiar?
Forecasts live in spreadsheets that get rebuilt every Monday
Reps skip the CRM because logging activity takes too long
Leads go cold because nobody owns the follow-up
Leadership can’t see which deals are real and which are stalled
Customer history is scattered across inboxes, notes, and the finance system
How We Implement It
How Inner Join Delivers Dynamics 365 Sales
We start with your sales process, not the software. Then we build in short cycles you can see and test, so the system matches your team before it goes live.
Scope
Sales stages, qualification rules, product catalog and pricing, territories, security roles, dashboards, and seller training on their own accounts.
Integrations
Outlook, Teams, and LinkedIn Sales Navigator, plus ERP and finance systems such as NetSuite or Business Central so quotes, orders, and invoices reconcile.
Timeline
Focused Sales implementations can go live in weeks. Migration volume and integrations set the pace for larger projects.
A Typical Dynamics 365 Sales Rollout
Sales process stages and qualification rules matched to how you sell
Accounts, contacts, and opportunities migrated and de-duplicated
Outlook and Teams connected so activity tracks itself
Pipeline and forecast dashboards for every level of the team
Copilot configured for account summaries and email drafts
Proof
Cincinnati Reds: Front-Office CRM, Ten Years Strong
Inner Join built a Corporate Partnerships CRM on Dynamics 365 for the Cincinnati Reds, bringing sponsorship relationships, consumer data, and front-office activity into one system in place of a fragmented process.
That CRM connects to the Reds’ NetSuite finance system through an integration Inner Join has maintained for ten years, so Corporate Partnerships and Finance work from the same numbers without manual reconciliation.
10 YearsDynamics 365 to NetSuite integration running continuously
2 DepartmentsCorporate Partnerships and Finance kept in sync
“What we’re doing with Corporate Partnerships CRM is light years ahead of what the rest of MLB is doing. We definitely wouldn’t be where we are now without Inner Join.”
Works With
One Customer Record, Shared Across Every App
Dynamics 365 Sales runs on Dataverse, the same data platform behind the rest of the Dynamics 365 CRM apps. Add another app later and it works from the same accounts, contacts, and history, with no second system to reconcile.
Dynamics 365 Customer Service
Cases, SLAs, routing, and a knowledge base that keeps every customer answer consistent across channels.
Learn more about Dynamics 365 Customer ServiceDynamics 365 Field Service
Work orders, scheduling, and a mobile app that gets the right technician to the right job with the right parts.
Learn more about Dynamics 365 Field ServiceDynamics 365 Customer Insights Journeys
Real-time, event-triggered customer journeys and email, built on the same customer record your sales team uses.
Learn more about Dynamics 365 Customer Insights JourneysSee how the apps fit together on our Microsoft Dynamics 365 CRM solutions overview.
Questions & Answers
Dynamics 365 Sales FAQs
What does a Dynamics 365 Sales implementation include?
A Dynamics 365 Sales implementation includes designing your sales process stages, configuring leads, accounts, contacts, and opportunities, setting up security roles, migrating data from your current CRM or spreadsheets, connecting Outlook and Teams, building dashboards, and training your sellers on their real workflows.
Why work with a Dynamics 365 Sales partner instead of setting it up ourselves?
Dynamics 365 Sales is flexible, which also makes it easy to configure in ways that don’t match how your team sells. A partner designs the data model and process around your business, handles migration and integrations, and avoids the rework that comes from an out-of-the-box setup that sellers stop using.
Does Dynamics 365 Sales include Copilot?
Yes. Copilot in Dynamics 365 Sales can summarize accounts and opportunities, prepare you for meetings, draft emails, and surface what changed since you last looked. Inner Join configures Copilot for your data and can also connect Claude and custom agents to your sales records.
Can we migrate from Salesforce, HubSpot, or spreadsheets?
Yes. We map your existing fields and history to Dynamics 365, clean duplicates and outdated records, and migrate in tested passes so nothing is lost. Cleaning data during migration is one of the biggest factors in how quickly sellers trust the new system.
How long does a Dynamics 365 Sales implementation take?
A focused Dynamics 365 Sales implementation can go live in weeks. Timelines extend when there is significant data migration, multiple business units, or integrations with ERP or finance systems. We phase larger projects so your team starts using the core system early.
Build a Pipeline Your Team Believes In
Talk with a Dynamics 365 Sales partner about your process, your data, and what a realistic first release looks like.
