Sales process design
Clarify stages, responsibilities, hand-offs and information requirements before configuration begins.
Dynamics 365 Sales
Make ownership visible from first conversation to next action
Dynamics 365 Sales is Microsoft's customer relationship management system for accounts, contacts, opportunities, pipeline and follow-up. Kritical helps B2B teams design a practical sales process, configure the right information and connect it to the surrounding Microsoft environment so every next action has an owner.
Practical configuration
Configure records, activities, views and workflows to reflect the way the team actually works.
Connected information
Connect relevant data and systems with clear ownership and documented boundaries.
Adoption and improvement
Support the people using the system and use evidence from operation to guide the next improvement.
Start with a sales-process assessment
We map stages, ownership, pipeline information and hand-offs before recommending configuration or change.
Configure and connect
We implement the agreed Dynamics 365 Sales process, views, workflows and integrations with clear acceptance criteria.
Support adoption and improvement
We help the team use the system consistently and turn operational evidence into the next improvement.
Who it is for
B2B teams whose pipeline, customer follow-up or sales reporting is fragmented across spreadsheets, inboxes and disconnected tools.
What Kritical delivers
Sales-process discovery, Dynamics 365 Sales configuration, connected information and adoption support tied to the way the team actually sells.
Questions about this service
What is Dynamics 365 Sales?
It is Microsoft's CRM for managing customer relationships, opportunities, pipeline, activities and follow-up.
Can you help if our sales process is still unclear?
Yes. We start by mapping stages, ownership, information and hand-offs before recommending configuration or integrations.
Start with the customer process
Tell us where sales work is being lost, delayed or duplicated.