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Introducing JourneyTEAM’s Dynamics 365 Sales Sherpa Program

Updated: Jun 30, 2023

Discover the powerful benefits of Dynamics 365 Sales and how to deploy it with confidence, at a fraction of the cost.


The sales process can quickly get complicated. A few leads can rapidly turn into dozens—which makes managing, tracking, and organizing information difficult and time-consuming.

To ensure your sales team doesn’t miss out on a potential big sale, teams need a CRM system that systematically updates leads and provides salespeople with access anytime, anywhere, and from any device. Additionally, this system must be user-friendly so teams can be up and running within a few hours.


The CRM system that checks each of these boxes is Microsoft Dynamics 365 Sales. The platform is accessible, scalable, and easily tracks sales by stage or other pre-determined requirements. However, for teams to recognize the full benefits of the solution, it must be implemented and customized based on their specific needs.


And that’s exactly what JourneyTEAM’s Dynamics 365 Sales Sherpa program does. Together, we evaluate teams’ specific sales needs and objectives and customize Dynamics 365 to meet—if not exceed—those requirements.


Below, we’ll provide an in-depth look at Dynamics 365 Sales and its unique features, how it benefits business teams, and how JourneyTEAM’s quick-start, guided implementation approach ensures success.


Say Hello to Dynamics 365 Sales

Microsoft’s CRM solution enables business teams to seamlessly manage and maintain sales pipelines. The platform provides full transparency into sales and relationship activities, and utilizes best practices to guide users through routine tasks while simultaneously enforcing business rules.


Dynamics 365 Sales integrates seamlessly with other Microsoft tools such as Microsoft 365 and Power BI which provides a centralized platform for communication, customer appointments, projects, and tasks. The platform also provides access to detailed relational data, including connections and hierarchies, to give users a comprehensive view of how and why their companies interact.


What truly makes Dynamics 365 Sales unique is its communication capabilities. Users can easily handle conversations with both colleagues and customers directly within the app. Users can also respond to messages, send and update reminders regarding sales pipeline items, and more. Additionally, integrations across the Microsoft portfolio make tasks such as document management and organization more manageable.


Key Platform Features

Dynamics 365 Sales contains a vast library of features—all designed to simplify and streamline the sales pipeline process.


  • Contextual AI: AI-driven insights provide teams with smarter selling techniques, enabling them to focus on the right leads at the right time. Unified relationship data also empower users to build stronger relationships with clients.

  • Advanced insights: Increase sales profitability efforts by providing your sales team with advanced insights that enable them to sell smarter. These insights can also be used to replicate successful calls with conversation intelligence to close more deals.

  • Adaptable features: Further innovation across the enterprise with scalable solutions that are easily customized, extended, and connected to business applications and services used on a regular basis.

  • Unified tools: Increase the efficiency of sales processes using familiar and cohesive tools designed to empower users to do more.

  • Microsoft Integration: Built-in integrations with additional Microsoft applications like Power Automate and Power Apps as well as tools like LinkedIn and Google Suite provide users with a truly enhanced experience.

  • Data-driven feedback: Data-driven feedback empowers users to make smarter decisions and strengthen relationships based on real-time data and the latest business trends.

Benefits for Business Teams

With business teams becoming increasingly overburdened with complex processes, large datasets, a myriad of tools, and repetitive tasks, it's difficult to stay productive and efficient. Dynamics 365 sales overcomes these challenges and enables users to see all customer-focused data in a single location, allowing them to stay focused on the leads that matter.


Once implemented, business teams will enjoy:


  • More efficient sales process: Dynamics 365 effectively automates the sales process, thereby increasing productivity and efficiency. The platform maps all standardized processes as workflows while automatically controlling them. This results in a shorter sales cycle, less administrative work, and more active sales time.

  • Scalable platform: Few other platforms provide the flexibility and scalability of Dynamics 365 Sales. New solutions can be added gradually or all at once depending on your specific business needs.

  • User-friendly: The CRM solution features a user-friendly, intuitive interface that enables users to work quickly and productively. Dynamics 365 Sales also features the same look-and-feel as additional Microsoft solutions, allowing for high user acceptance and quick usability.

  • Holistic solution: Users have a complete and accurate view of the customer lifecycle within Dynamics 365 sales—from lead generation to marketing. This enables users to quickly find customer data in a single location.

  • Fully integrated business intelligence: Dynamics 365 Sales fully integrates with Microsoft Power BI, providing users with detailed dashboards and reports of customer data. The integration also features artificial intelligence and machine learning capabilities, enabling users to do even more with data without switching platforms.

  • Seamless lead generation: Built-in features make it easy for users to import, organize, manage, and report on lead generation data. Additionally, users can easily plan, manage, and execute events like presentations or live demos within the platform.

  • Efficient lead management: Dynamics 365 Sales automatically scores and routes leads once imported based on rules set up by business teams.

Integrate with Confidence

As previously mentioned, Dynamics 365 is one of the most flexible, scalable solutions on the market. However, the flexibility and scalability can make it difficult for businesses to realize the full power of the platform. Additionally, many may be wary of high implementation costs or ensuring the tool is installed correctly.


JourneyTEAM’s new Dynamics 365 Sales Sherpa program enables businesses to overcome common implementation challenges and leverage the full power of the platform. Using our quick-start, guided implementation approach, we work closely with teams to identify organization-specific goals and needs and customize the platform to meet them. Additionally, we ensure the platform integrates seamlessly with existing tools to minimize both front- and back-end disruptions.



sales sherpa schedule


Led by our team of expert developers, attendees can expect to:


  • Attend six workshops taught over seven weeks reviewing Dynamics 365 Sales environment creation and go-live processes.

  • Have scheduled office hours with our senior consultants for advice, questions, and issues.

  • Access to our online community where users can share ideas, resolve issues, and ask questions with fellow peers.

  • Join JourneyTEAM’s Managed Service Program for continued support.


Together, we ensure implementation costs stay low and the CRM solution is completely customized to a business's specific needs. From optimizing sales processes to increasing sales team efficiency, JourneyTEAM ensures your Dynamics 365 Sales platform is tailored to specific needs.


Contact JourneyTEAM to Learn More

Ready to start your Dynamics 365 Sales implementation process? Contact a JourneyTEAM representative to sign up for our Sherpa program kicking of March 6, 2022, and again on April 3, 2022.


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