---
type: "Service"
title: "Microsoft Dynamics 365 consulting"
description: "For sales teams in the Microsoft ecosystem, we get Dynamics 365 working together with your marketing data."
url: "https://www.roicool.com/en/services/dynamics-365-consulting"
lang: "en"
dateModified: "2026-10-21"
expert: "Zehra Adaş"
resource: "https://www.roicool.com/en/services/dynamics-365-consulting"
alternates:
  tr: "https://www.roicool.com/hizmetler/dynamics-365-danismanligi.md"
generated: { by: "process:roicool-cms", at: "2026-10-21T19:26:10.846Z" }
related:
  - { title: "SESTEK", resource: "https://www.roicool.com/en/projects/sestek.md" }
  - { title: "All projects", resource: "https://www.roicool.com/en/case-studies.md" }
  - { title: "CRM consulting", resource: "https://www.roicool.com/en/services/crm-consulting.md" }
  - { title: "HubSpot consulting", resource: "https://www.roicool.com/en/services/hubspot-consulting.md" }
  - { title: "Zoho CRM consulting", resource: "https://www.roicool.com/en/services/zoho-crm-consulting.md" }
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  - { title: "Pipedrive consulting", resource: "https://www.roicool.com/en/services/pipedrive-consulting.md" }
  - { title: "CRM migration", resource: "https://www.roicool.com/en/services/crm-migration.md" }
---

# Microsoft Dynamics 365 consulting

Microsoft Dynamics 365 consulting covers configuring Dynamics 365 Sales, Microsoft's CRM application, around a company's sales process, using it alongside Outlook and Teams, and integrating it with marketing, advertising and reporting tools. Roicool focuses on the marketing-to-sales data flow and on reporting.

- You use Microsoft 365 and want the CRM to work hand in hand with Outlook and Teams.
- Dynamics 365 is in place but not connected to marketing data.
- You combine data by hand for sales reports.

### Sales process

Lead, opportunity and stage configuration; assignment and workflows.

### Working in Microsoft 365

Day-to-day workflows with Outlook and Teams.

### Marketing integration

Web forms, ad leads, source fields and opportunity data fed back to ad platforms.

### Reporting

Marketing and sales reports with Power BI or a [marketing data warehouse](https://www.roicool.com/en/services/marketing-data-warehouse).

1. **Discovery and audit**
2. **Design**
3. **Configuration and integrations**
4. **Training and monitoring**

- Process and data model document
- Configuration and integrations
- Reports
- Training

## Work we did in this area

- [SESTEK](https://www.roicool.com/en/projects/sestek)
- [Lin Clinic](https://www.roicool.com/en/projects/lin-clinic)
- [All projects](https://www.roicool.com/en/case-studies)

## More services in CRM consulting

- [CRM consulting](https://www.roicool.com/en/services/crm-consulting)
- [HubSpot consulting](https://www.roicool.com/en/services/hubspot-consulting)
- [Zoho CRM consulting](https://www.roicool.com/en/services/zoho-crm-consulting)
- [Bitrix24 consulting](https://www.roicool.com/en/services/bitrix24-consulting)
- [Salesforce consulting](https://www.roicool.com/en/services/salesforce-consulting)
- [Pipedrive consulting](https://www.roicool.com/en/services/pipedrive-consulting)
- [CRM migration](https://www.roicool.com/en/services/crm-migration)

## FAQ

### Who is Dynamics 365 Sales right for?

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.

### Can you connect Dynamics 365 to marketing data?

Yes. We build integrations that route web forms and ad leads into Dynamics 365 and feed opportunity data back to the ad platforms.

### Should ERP and CRM be in the same system?

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.

### Do you report with Power BI?

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.

### Do you help with Dynamics 365 licensing?

We assess the licence choice as part of the needs analysis; the purchase itself is made through Microsoft or a Microsoft partner.

Breadcrumb: [Home](https://www.roicool.com/en) › [Services](https://www.roicool.com/en/services) › [CRM consulting](https://www.roicool.com/en/services/crm-consulting) › Microsoft Dynamics 365 consulting

Source: https://www.roicool.com/en/services/dynamics-365-consulting · Last updated: 2026-10-21