The Remote Sales Stack
1. Discovery + qualification
Teams call with the prospect; D365 Sales auto-captures the meeting, drafts a follow-up email.
2. Solution shaping
Quote built in D365; Word merge from a SharePoint template; review in Teams with the customer in real time.
3. Sign-off
E-signature integration (DocuSign or Adobe Sign); signed document writes back to the opportunity record.
4. Hand-off to fulfilment
Won opportunity creates a sales order in Business Central — one customer, two roles.
5. Post-sale check-in
Scheduled Teams check-in; renewal opportunity auto-created in D365 Sales 90 days before contract end.
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100%
native — no plugins required
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Teams
video + chat + co-edit in one surface
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Copilot
drafts every outbound message
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Remote selling is a workflow, not a tool stack
Teams that buy point tools for video, e-signature, CRM, and document storage end up with five logins and four reconciliation tasks. The teams that pick one stack and configure it end up with shorter cycles and higher win rates.
Reference: Microsoft Learn — D365 Sales.
Why Implement with Novasoft?
Novasoft delivers the remote sales stack via the Business Applications practice — D365 Sales setup, Teams integration, e-signature wiring, Copilot agent configuration. Reference also Microsoft 365 and Microsoft Teams docs.
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Integrated
D365 Sales + Teams + BC, one stack.
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AI-Native
Copilot drafts and meeting summaries.
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End-to-End
From discovery to renewal in one platform.
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Wire Up Remote Selling
Bring your current sales tools list. We will show the D365 + Teams equivalent in 30 minutes.
Book Free Assessment D365 SalesSources
- Microsoft Learn — Dynamics 365 Sales. learn.microsoft.com/dynamics365/sales
- Microsoft Learn — Microsoft Teams. learn.microsoft.com/microsoft-teams
- Microsoft — Dynamics 365 Sales product. microsoft.com/dynamics-365/sales
Last updated May 2026