TSG Dynamics 365 CRM Implementation

Get your sales team using CRM, not fighting it.

Your sales team is drowning in disconnected information. Dynamics 365 CRM brings everything together so they can focus on selling, not searching for data. We implement it properly, so your team embraces the system instead of working around it.

How we help

We implement Dynamics 365 CRM around how your team actually sells, not generic workflows that force you to change.

Sales Process Optimisation

• Map your current sales methodology into the system

• Configure pipelines that match your business

• Set up automation that saves time, not creates work

• Build dashboards that show what matters

• Integrate with your existing Microsoft tools

Team Adoption Focus

• Train sales teams to see immediate value

• Configure mobile access for field sales

• Create simple workflows people will follow

• Provide ongoing support through TSG Academy

• Measure success by usage and outcomes

Business Integration

• Connect CRM with Dynamics 365 Business Central or your ERP

• Eliminate double data entry

• Ensure quotes flow to orders seamlessly

• Give finance visibility of pipeline

• Create single source of truth

What makes our approach work

We focus on adoption first, features second. The most powerful CRM is worthless if your team won't use it. Our implementations succeed because we:

• Configure around existing processes that work

• Show immediate wins to build confidence

• Provide practical training, not feature tours

• Measure success by business outcomes

• Support teams until the system becomes habit

Working with TSG

We bring deep Dynamics expertise combined with practical understanding of UK business. We've implemented CRM for hundreds of organisations, from 10-person sales teams to 500+ user enterprises. We believe in honest advice. If your team isn't ready for CRM, we'll help you prepare first. If you need process improvement before technology, we'll tell you. Our goal is sustainable success, not just software installation.