Implementation

Dynamics 365 Sales & Customer Engagement

An agentic CRM that keeps your people at the center: Dynamics 365 Sales with Copilot doing the research, data entry, and follow-up, so your sellers spend their time with customers.

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Kumo implements Dynamics 365 Sales as an agentic CRM. That does not mean taking people out of selling. It means agents handle the research, qualification, and record updates that eat a seller's week, so your team spends that time with customers. Dynamics 365 Sales has the depth to run a ten-person team or a global sales organization, and it is built for Copilot, so asking your CRM a question is as easy as typing one.

30+

Dynamics 365 implementations delivered

200,000+

members and customers served by Dynamics 365 platforms we built

2M+

records migrated in a single cutover

Who it's for

A good fit if…

Your pipeline lives in spreadsheets, inboxes, or a CRM nobody trusts.
You are on Dynamics CRM on-premises, Salesforce, or HubSpot and want one Microsoft platform.
Your sellers spend more time updating records than talking to customers.
You want Copilot and agents working in your CRM, with the controls to roll them out safely.

What you get

You walk away with

Your sales process mapped into Dynamics 365, from lead through opportunity, quote, and contract.
Your accounts, contacts, and open pipeline moved in and cleaned.
Sequences, campaigns, and LinkedIn Sales Navigator set up for how your team engages.
Lead and opportunity scoring, forecasting, and dashboards your managers can run the team from.
Copilot and sales agents configured for research, qualification, and CRM updates.
Security roles, data policies, and governance that let the platform scale.

Value

Why it matters

Your sales process, in the cloud

Leads, opportunities, quotes, orders, and contracts mapped to the way you actually sell, not a generic template.

Engage clients and contacts better

Sequences that guide each seller's next step, marketing campaigns, and LinkedIn Sales Navigator showing who knows whom without leaving the record.

Help your sellers win

Lead and opportunity scoring, forecasting, and Copilot agents that research an account, qualify a lead, or update the CRM from a single prompt.

Scale safely and securely

Role-based security, auditing, and data policies on Microsoft's platform, so adding sellers and agents never means losing control of customer data.

Approach

How it works

Map your sales process

Stages, handoffs, quotes, and the reports leadership runs the business on.

Build and migrate

Dynamics 365 Sales configured standard-first, with your accounts, contacts, and pipeline moved in.

Turn on the AI

Copilot, scoring, and sales agents switched on where your data is ready, with guardrails set.

Train and adopt

Hands-on training by role, then support while sellers make it part of their day.

The deeper read

Agents that work for your sellers

The CRM has always asked sellers to do two jobs: sell, and then write down what they sold. Dynamics 365 Sales with Copilot takes most of the second job away. An agent researches a new lead and says whether it fits. Copilot summarizes an opportunity before a call and logs what happened after it. A manager asks how the quarter is tracking in plain language and gets an answer from the pipeline, not a spreadsheet.

None of that replaces the relationship. It gives your people more time for it, and better information when they get there.

Not sure which modules or licenses you need? Start with a Dynamics 365 roadmap assessment. Running finance on GP or QuickBooks too? See Business Central implementation.

FAQ

Questions we hear a lot

What does "agentic CRM" mean?

A CRM where AI agents do the busywork: researching a new lead, checking whether it fits your ideal customer, drafting outreach, and keeping records current. Sellers stay in charge of the relationship and the decisions. The agents give them back the hours they spent on admin.

Which Copilot features come with Dynamics 365 Sales?

Copilot in Dynamics 365 Sales summarizes records, preps meetings, and drafts emails. Microsoft also offers sales agents for lead qualification, opportunity research, and sales questions in plain language. Some need Copilot Studio capacity or a Microsoft 365 Copilot license; we map what your licenses include before anything is switched on.

Is Dynamics 365 Sales only for large companies?

No. We implement it for small teams and large sales organizations alike. The platform scales, so the setup you start with does not need replacing as you grow.

Can we move from Salesforce or Dynamics CRM on-premises?

Yes. We move accounts, contacts, open pipeline, and the history worth keeping, and rebuild the automations that still matter. Moving from on-premises Dynamics CRM is one of the most common starting points we see.

Does it work with Business Central?

Yes. Accounts, orders, and invoices can sync between Sales and Business Central, so sales and finance work from the same customers and nobody keys an order twice.

Ready to start?

Dynamics 365 Sales (CRM) built around your sales process, with Copilot and agents that make every seller more effective.

Talk to us about your project

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