Accounts & contacts
Create a structured 360-degree commercial view of organizations, contacts, relationships and interaction history.
Microsoft CRM
CRM that helps sales teams act on the pipeline
Structure customer relationships from prospecting to opportunity management with a CRM that gives sellers and managers a shared view of accounts, activities, priorities and forecast.
Microsoft PartnerProcess-led deliveryIntegration & adoption
Overview
Turn CRM into a working sales process
A CRM succeeds when it reflects how your commercial team actually sells. TechLead configures Dynamics 365 Sales around your stages, roles, territories, activities, qualification criteria, reporting and integration with ERP or other operational systems.
Accounts, contacts and relationship history
Lead capture, qualification and assignment
Opportunity stages, probability and pipeline views
Tasks, calls, meetings and seller activity
Forecasting, dashboards and sales management
Microsoft 365, Power Platform and ERP integration options
See the official product page for current capabilities and licensing. Microsoft Dynamics 365 Sales documentation ↗
Capabilities
CRM capabilities for sellers and managers
We configure the capabilities your organization actually needs and avoid complexity that does not create value.
Leads & qualification
Capture, route, qualify and prioritize prospects using criteria aligned to your sales model.
Opportunities & pipeline
Track stages, value, probability, close date, products, competitors and next actions through the sales cycle.
Activities & collaboration
Centralize calls, tasks, appointments, notes and collaboration so customer context is not trapped in inboxes.
Forecasting & insights
Give managers pipeline visibility, targets, forecast views and indicators for coaching and decisions.
Automation & AI options
Use Power Automate, Copilot and predictive capabilities where licensing and configuration support them, with human validation and governance.
Business value
A CRM people can actually use
Clear commercial process
Define what must happen at each stage so opportunities progress consistently.
Less manual follow-up
Automate routine assignments, reminders and notifications without hiding ownership.
Better management visibility
Give leaders a current view of pipeline, activity, risk and expected revenue.
Connected customer data
Integrate CRM with ERP, email, reporting and other systems so sellers see useful context.
TechLead
How TechLead implements CRM
Structured delivery, visible validation points and a clear handover to your team.
Sales-process workshop
Map personas, stages, qualification, territories, KPIs and pain points.
Data model
Define accounts, contacts, leads, opportunities, activities and custom data only where needed.
Configuration
Set forms, views, business process flows, roles, dashboards and automation.
Migration & integration
Clean existing CRM/spreadsheet data and connect ERP or Microsoft 365.
Pilot & training
Test with representative sellers and train on real scenarios.
Adoption & optimization
Measure usage, refine friction points and evolve reports and automation.
Use cases
CRM scenarios
B2B salesField salesKey account managementTender trackingMulti-entity sales teamsLead-to-order processesPartner salesSales management
FAQ
CRM questions
Can you replace our spreadsheets with CRM?
Yes. We first identify which information is truly needed, then migrate clean data and recreate the working process rather than copying spreadsheet complexity.
Can CRM connect to ERP?
Yes. We typically synchronize the right customer, product, quote/order or invoice context while preserving one system of record for each dataset.
Do sellers have to enter everything manually?
No. We can use Outlook/Teams integration, automation and structured defaults to reduce unnecessary entry, subject to your Microsoft environment.
Is Copilot included?
AI and Copilot capabilities depend on Microsoft licensing, geography and configuration. We validate the applicable features rather than promising a generic AI bundle.
Want a CRM your sales team will adopt?
Show us your current sales stages, spreadsheets or CRM and the reports management needs. We can turn them into a clear implementation scope.