Services · Microsoft Dynamics 365 · Sales automation

Lead routing, follow-ups and stage rules that remove the admin instead of adding it.

Q: Can leads from our website go straight into Dynamics?

Yes, with their source. Forms, chat and inbound email create leads with campaign and source data attached, and routing rules assign them. Nobody retypes a lead.

Q: Does this need extra licences?

Usually not beyond Dynamics 365 Sales. Most routing, sequences and stage rules are native. Some flows use Power Automate, which is included for standard connectors. We cost any premium connector before building.

Q: How do stage rules improve the forecast?

By making stages mean the same thing for every rep. Exit criteria say what must be true to move a deal forward, and probability by stage turns the pipeline into a forecast you can compare week to week.

Q: Can sales operations change the rules later?

Yes, that is how we hand over. Rules and flows are documented and built in the tools your sales operations team can edit, with a short training on how to change them safely.

Sales automation in Dynamics 365 built around how your team sells: leads routed to the right rep in seconds, follow-ups that fire on their own, stages with rules that keep the forecast honest, and the data entered because the system gives something back.

Dynamics 365 Sales, Power Automate and the Outlook and Teams integration, configured so reps spend the time selling.

Get in touch All Dynamics 365 services

Built for: Sales teams on Dynamics 365 whose pipeline is accurate only on the day of the review.
Typical timeline: Two to six weeks on an existing Dynamics 365 Sales setup.
What you own: Flows, rules and sequences in your tenant, documented so sales operations can change them.
Rated: 4.7 / 5 from 23 Google reviews

200+ companies servedFrom a first store to an ADX listed developer

What you get

What we automate in Dynamics 365 Sales.

Each automation is built around a step the team already does by hand and resents. Clients come to us for sales automation in the UK built on Dynamics 365 Sales, so leads are routed, followed up and reported without manual chasing.

Explain your project

Lead capture and routing
Website forms, inbound email and events create leads with their source and route them by territory, product or round robin.
A lead reaches the right rep in seconds, with its source attached.
Sequences and follow-ups
Timed follow-ups, task creation and reminders when a deal goes quiet, built as sequences reps can see.
Nothing goes quiet because somebody forgot.
Stage rules and forecasting
Required fields and exit criteria per stage, probability by stage, and a forecast built from them.
The forecast is honest every day, not only on review day.
Quotes and approvals
Quote generation from products and price lists, with discount approvals routed automatically.
A quote goes out the same day with the discount already approved.
Outlook and Teams integration
Emails and meetings tracked to the record, with Dynamics inside Outlook and Teams.
Reps rarely open the CRM on its own, and it is still up to date.
Sales dashboards
Pipeline, activity and conversion dashboards per rep, per team and per manager.
Managers coach from the data rather than from the Monday call.

Who this is for

Three signs the sales process needs automation.

Automation pays off where a human step is repeated, forgotten or resented. These are the common ones. Dynamics 365 Sales with sensible CRM automation gives managers a pipeline they can trust without asking for updates.

Leads sit for days

Inbound leads land in a shared inbox and are assigned by hand. Routing rules put them with the right rep in seconds.

Seconds, not days.

Follow-ups depend on memory

Deals go quiet because the next step was never scheduled. Sequences create the task and the reminder.

Scheduled by the system.

The forecast is a guess

Stages mean different things to different reps. Exit criteria and stage probabilities make the forecast comparable.

Comparable across reps.

Four steps from manual admin to an automated pipeline.

01Map the sales processWe shadow the team through a deal, from lead to close, and list every manual step and every place a deal goes quiet.
02Design the rulesRouting, stages, exit criteria and sequences are designed with sales leadership and written down before configuration.
03Build and testFlows and rules are built in a sandbox and tested on real deals with a pilot team.
04Roll out and measureAdoption and conversion are tracked from day one, and the rules are tuned where the data says a step is being skipped.

How we work together

Three ways to buy sales automation.

Fixed scope suits a known list of automations. A retainer suits a team that keeps finding the next one. Our approach to sales automation in the UK starts with your sales process, then adds the CRM automation that removes the repetitive steps.

Fixed scope

A defined implementation with a deadline

We agree what the system has to do, write it down with a price and a date, and deliver exactly that. Changes are priced before they are made, not discovered on the invoice.

Written scope and acceptance criteria
Fixed price and delivery date
A sandbox you can open every week
30 days of fixes after go-live

Get in touch

Dedicated team

An estate that keeps evolving

Named consultants and developers who work your hours, join your standups and stay on your tenant. You direct the backlog; we own the quality of what ships.