For sales teams in the Microsoft ecosystem, we get Dynamics 365 working together with your marketing data.
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View as MarkdownRoicool's Dynamics 365 consulting covers configuring the sales process and opportunity stages, use with Outlook and Teams, web form and ad lead integrations, feeding opportunity data back to ad platforms, and reporting with Power BI or a data warehouse.
Last updated: 21 October 2026View as Markdown
Three problems we solve.
Scope
Lead, opportunity and stage configuration; assignment and workflows.
Day-to-day workflows with Outlook and Teams.
Web forms, ad leads, source fields and opportunity data fed back to ad platforms.
Marketing and sales reports with Power BI or a marketing data warehouse.
Price: by scope, written in the proposalAsk for a proposal
Example flow: 8 anonymous deals move through Lead → MQL → SQL → Proposal → Customer, and at each of the 4 steps an automation rule we build fires.
Example flow
Lead2
Gate Lead → MQL: Form received → assign to a rep
MQL2
Gate MQL → SQL: Lead score ≥ 60 → SQL
SQL2
Gate SQL → Proposal: Proposal opened → Slack alert
Proposal1
Gate Proposal → Customer: Contract signed → onboarding task
Customer1
Cases
We connected SESTEK's Webflow forms not straight to the CRM but to a Webflow Cloud app on the site's domain; only this server layer talks to Microsoft Dynamics 365, and the browser never does. The forms are React code components managed from the Designer, on a bilingual CMS whose folder and item slugs are largely translated.
Read the SESTEK caseIn the same area
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ExploreTeam and proof
Clutch profile“Roicool knew what they were doing and were ready to answer our questions with their expertise anytime.”
Sena Miskioğlu, SESTEK Marketing Manager ·
React form components connected to Dynamics 365 at SESTEK
Strategy, content, development and measurement in one team.
Partnerships and certifications
Zehra Adaş · Managing Partner · Updated 21 October 2026 · 1 min read
A good fit: mid-size and large companies that use the Microsoft ecosystem.
Not a good fit: small teams that don't use Microsoft tools.
Organisations that rely heavily on Microsoft 365, Teams and other Microsoft business apps. The Outlook and Teams integration keeps it close to the sales team's daily work.
Yes. We build integrations that route web forms and ad leads into Dynamics 365 and feed opportunity data back to the ad platforms.
Not necessarily. The Dynamics ecosystem offers both together; separate systems can also work together through integration. The decision depends on your processes and existing infrastructure.
Dynamics 365 data can be reported in Power BI. We design marketing and sales reports together and, where needed, combine them with a marketing data warehouse.
We assess the licence choice as part of the needs analysis; the purchase itself is made through Microsoft or a Microsoft partner.
Let’s start
In a 30-minute intro call we listen to your goals and agree on the right first step.
