Account & contact
Account hierarchy, contact relationships, decision-maker map, account-based selling lists, territory ownership. Integrated with LinkedIn for buyer-side intelligence on every record.
Configuration
Practices · Microsoft Dynamics 365 · Sales (CRM)
Pipeline that lives in Outlook + Teams — Dynamics 365 Sales for revenue teams.
Lead-to-cash · Sales Copilot · Account-based selling · Forecasting · Mobile sales — Microsoft Solutions Partner deploying D365 Sales (CRM) across UAE, KSA, India and USA.
30+CRM rollouts
20+yrMicrosoft partnership
4Delivery centres
24/7NovaCare support
Definition · What we do
What does the Novasoft Dynamics 365 Sales practice cover?
Microsoft Dynamics 365 Sales is Microsoft's CRM for the sales organisation — account and opportunity management, sales pipeline with stage gating, forecasting, sales sequences (cadences), LinkedIn Sales Navigator integration and Microsoft Sales Copilot for meeting prep, summary and follow-up.
Novasoft delivers Dynamics 365 Sales for B2B sales organisations of 20–500 sellers across the UAE, Saudi Arabia, India and the USA. The practice covers fresh rollouts, Salesforce / HubSpot / Pipedrive migrations, Sales + Customer Service + Marketing paired tenants, Sales Copilot enablement and Novacare 360° managed support after go-live. See the Microsoft Learn Sales documentation for the platform reference.
Capabilities · Six pillars
Six pillars that turn Dynamics 365 Sales into a working sales discipline.
Microsoft ships the application. Novasoft ships the pipeline stages, opportunity scoring, sequence library and forecasting hygiene that decide whether the pipeline coverage ratio holds.
Pipeline & opportunity
Configurable sales process with stage gating, business process flows, opportunity scoring, competitor tracking, win/loss reasons. Multiple sales processes per business unit (new business vs. renewal vs. expansion).
Delivery phasesForecasting
Roll-up forecasts by territory, manager hierarchy, product category, deal age. Forecast categories (commit, best case, omitted), what-if scenarios, AI predictive close-date, manager adjustments with audit trail.
Sales InsightsSequences & cadences
Multi-step seller workflows — email, call, LinkedIn message, task, wait — automated. Templates per persona (SDR outreach, AE follow-up, CSM renewal). Skip and branch logic when seller signals progression.
Sequence libraryLinkedIn Sales Navigator
Buyer-side intelligence — recent job changes, company news, mutual connections — surfaced inside every Dynamics 365 account and contact record. Prospect lists from Navigator drop into Dynamics 365 with one click.
M365 + LinkedInSales Copilot
Lives in Outlook + Teams alongside Sales. Drafts emails in the seller's voice, prepares meeting summaries, identifies next-best action, surfaces opportunity health flags, provides conversation intelligence on sales calls.
Copilot deep-dive
Sales Copilot · The honest case
Where Sales Copilot earns the per-user uplift — and where it doesn't.
The Microsoft Sales Copilot demo shows email drafting, meeting summaries and pipeline insight. The version that earns the per-user uplift in a real sales team is narrower: meeting prep that reads the last three interactions, post-call summaries that write themselves, and the activity-gap alert that fires when an open opportunity has no recent touch. Pilot that, measure it, then expand.
Novasoft runs a structured 8-week Sales Copilot pilot: a cohort of 30–60 sellers across two roles (typically AE + CSM), three named workflows per role, a baseline week, a Copilot week, and a sales-leader readout. The business case lands on time-on-task numbers from your own sellers, not Microsoft's slide. See the Microsoft Learn Sales Copilot documentation for the platform side.
- Pilot cohort — 30–60 licensed sellers across 2 roles, each with three named workflows worth measuring.
- Data hygiene — activity logging, opportunity contact roles, last-meeting-date completeness — Copilot is only as good as the data feeding it.
- Prompt pack — pre-tuned prompts for meeting prep, call summary, opportunity health, email draft.
- Leader readout — sales leader sees baseline week vs. Copilot week numbers before the licence count gets expanded.
Measurable outcomes
Why a properly tuned Sales rollout earns its first year back at forecast accuracy.
Typical Novasoft Sales go-lives, measured against the customer's prior baseline of spreadsheet pipeline and email-driven follow-up.
85%
Forecast accuracy after stage gating + Sales Insights predictive close-date land — vs. 60–70% pre-rollout.
30%
Time-on-admin reduction once Sales Copilot writes meeting summaries and drafts follow-ups for the AE.
3×
Activity-logging compliance once sequences automate the cadence the rep was supposed to run anyway.
100%
Marketing-to-sales hand-off automated — qualified leads land with full journey context.
How Novasoft delivers · End-to-end
Four stages. Eight to fourteen weeks for a clean rollout.
Single-region rollouts ship in 8–10 weeks. Multi-region with Salesforce migration + Sales Copilot pilot scope at 12–18 weeks.
01
Assessment
Seller count, sales process, pipeline stages, current CRM, lead sources, Copilot fit.
1–2 weeks
02
Design
Pipeline stages, business process flows, opportunity scoring, sequence library, Copilot prompt pack, forecast model.
2 weeks
03
Implementation
Tenant build, data migration, pipeline + sequences configuration, LinkedIn integration, Copilot rollout, UAT.
4–8 weeks
04
Go-Live
Seller training, pilot territory, 90-day hyper-care, Novacare 360° handover.
1–2 weeks
Why Novasoft
Your sales partner across UAE, KSA, India & USA — one team, four offices.
Microsoft Solutions Partner
Sales runs as part of Novasoft's Dynamics 365 CRM practice — Sales, Marketing, Customer Service all on one Dataverse with one customer 360.
Marketing practiceSales discipline
Pipeline coverage ratio, forecast accuracy, stage-conversion benchmarking — the management hygiene the sales leader actually uses, baked into the rollout.
Sales InsightsNovacare 360° support
Managed sales-ops helpdesk, monthly KPI review, Sales Copilot tuning, sequence supervision, license true-up across UAE / KSA / India / USA time zones.
Managed support
From the field · Insight
Most sales tools fail because the rep doesn't log activity. Sales Copilot fixes the symptom — it writes the activity for them — but the underlying discipline is the stage gate. A pipeline without stage gates is a forecast nobody trusts, no matter what CRM the team is on.
Amit Sobti · Director, Novasoft · 20 years in Microsoft Dynamics
Ready to make the forecast trustworthy?
Free 60-minute Dynamics 365 Sales assessment with a Novasoft consultant. We map your sales process, pipeline stages, current CRM and Copilot fit, and ship back a fixed-price rollout plan.
Connect Us · Get in touch
Get in touch — Sales consultation.
Send us your details and a Novasoft Sales consultant will be in touch within one business day.
- Reply within one business day
- 60-minute consultation against your team
- Fixed-price rollout plan, no sales pitch
Prefer email? contact@novasoft.global · contact page
Book a Sales consultation
Fill in your details and we'll be in touch within one business day.
FAQ · Common questions
Questions about Dynamics 365 Sales.
What is Microsoft Dynamics 365 Sales?
Dynamics 365 Sales is Microsoft's CRM application for the sales organisation — account and opportunity management, sales pipeline with stage gating, forecasting, sales sequences (cadences), LinkedIn Sales Navigator integration and Microsoft Sales Copilot for meeting prep, summary and follow-up. It runs on Dataverse with native integration into Outlook, Teams, Microsoft 365 and the Dynamics 365 CRM apps. Novasoft delivers it for B2B sales organisations of 20–500 sellers across the UAE, Saudi Arabia, India and the USA.
What licence levels does Dynamics 365 Sales come in?
Three SKUs — Sales Professional, Sales Enterprise and Sales Premium. Professional covers the core pipeline + opportunity workflow. Enterprise adds product configuration, business process flows, Power Automate and Power BI. Premium adds Sales Copilot, conversation intelligence and Sales Navigator. Novasoft maps your tenant to the right SKU at design time so you neither over-buy nor cap out on a feature you need on day 30.
How does Sales Copilot help sellers?
Sales Copilot lives inside Outlook and Teams alongside Dynamics 365 Sales. It drafts emails in the seller's voice, prepares meeting summaries with action items, identifies the next-best opportunity action, surfaces opportunity health flags (no recent activity, stalled stage, missing decision-maker contact) and provides conversation intelligence from recorded sales calls — talk ratio, objection categories, sentiment trends.
Can Sales integrate with LinkedIn Sales Navigator?
Yes. LinkedIn Sales Navigator integration surfaces buyer-side intelligence inside the Dynamics 365 record — recent job changes, company news, mutual connections, InMail history. Sellers prospect from Sales Navigator into Dynamics 365 with one click, and account research follows the deal automatically into Outlook and Teams meeting prep.
Should we move from Salesforce to Dynamics 365 Sales?
The honest answer depends on the rest of the estate. If you already run Microsoft 365, Teams, Power Platform and Azure, Dynamics 365 Sales sits natively inside that stack with no integration layer — Salesforce always requires a third-party bridge. If your sellers live in Outlook and Teams every day, the Sales Copilot experience is meaningfully tighter on Microsoft's stack. Novasoft runs a structured fit-and-gap during the assessment so the comparison is based on your data, not a vendor pitch.
Do you offer managed Sales support after go-live?
Yes. Novacare 360° for Sales covers a managed sales-ops helpdesk, monthly KPI review (pipeline coverage, forecast accuracy, win rate, sales-cycle length), Sales Copilot prompt tuning, sequence and cadence supervision, license true-up and adoption coaching for sellers. Across UAE, KSA, India and USA time zones in English, Arabic and Hindi.
Sources · Authority links used on this page
- Microsoft — Dynamics 365 Sales · Accessed May 2026
- Microsoft Learn — Sales documentation · Accessed May 2026
- Microsoft — Sales Copilot · Accessed May 2026
- Microsoft Partner — Solutions Partner for Business Applications · Firm credential reference
- UAE Federal Tax Authority · Middle East regional authority
- Microsoft Learn India — Sales · India regional reference
Last reviewed May 2026.