Dynamics 365 Sales

Catalyst Packages

Discover Which Package is Right For You

Sales Starter
Package

$199
per user, per month
plus $95 per user licensing fee
12 month agreement

Best for teams looking for contact management, sales management, and reporting. This plan is great for those wanting to test Dynamics 365 CRM with a focus on adoption and hands-on support.

Implementation setup
Training resources such as videos and live consultant
Lead to opportunity business flow (1-3 stage customizations)
Enhanced Sales and Sales Manager dashboards

Sales Automation Package

$279
per user, per month
plus $95 per user licensing fee
12 month agreement

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For those looking for more advanced sales management, AI, and activity tracking in addition to what’s included with Sales Starter.

Lead to opportunity business flow (up to 2 additional branches, 1-5 stage customizations, 1-15 data points within the stages)
Sales Copilot and Assistant configurations
Additional reports and activity tracking
Implementation setup
Training resources such as videos and live consultants
Enhanced Sales and Sales Manager dashboards

Advanced Sales
Package

$389
per user, per month
plus $95 per user licensing fee
12 month agreement

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This plan is best suited for those looking for advanced sales management with quoting, along with hands-on support.

Everything listed in Sales Automation & Sales Starter
Lead to opportunity business flow (up to 3 additional branches, 1-7 stage customizations, 1-20 data points within the stages)
Security Model Overview (1 hour)
Products, Price List Configurations plus up to 2 Word templates (Quote PDFs)
Implementation setup
Training resources such as videos and live consultants
Enhanced Sales and Sales Manager dashboards

If you are an SMB looking to streamline admin operations, automate sales tasks, or consolidate and visualize sales data, one of the Dynamics 365 Catalyst packages is for you. These packages include the outcomes below, as well as best practice trainings, and ongoing support from experienced consultants, as you quickly deploy Dynamics 365 Sales.