Your pipeline stages don't mean the same thing to two people
One rep's "qualified" is another's "maybe", and managers can't trust the forecast that comes out of it.
Business IT
Give your sales team a system that tells them what to do next.
If pipeline stages mean different things to different people, customer records are duplicated, or managers can't see what's stalled, Kritical shapes Dynamics 365 Sales around one clear process so your team can see and progress the right work — instead of maintaining a CRM nobody trusts.
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What Dynamics 365 Sales is.
Microsoft positions Dynamics 365 Sales as an AI-driven CRM built for sales teams of any size, with automated agents that handle repetitive work such as lead qualification and deal research while surfacing recommendations to sellers. The pitch is a system that drives sales decisions, not just records them. That pitch only holds if your pipeline stages, records and handoffs to finance are configured to match how your team sells — which is the part a licence alone doesn't do.
This is for you if one of these sounds familiar.
A CRM is only as useful as the process behind it.
Customer records are duplicated or incomplete
The same account exists three times under slightly different names, and nobody's sure which one is current.
Won deals don't flow anywhere useful
A closed opportunity should become an order or invoice in Business Central — instead someone re-types it.
Here's what you get.
A sales system your managers can act on.
- Sales stages that mean something Defined with your sales owners against how business is won — not a default template full of unused fields.
- Consistent record ownership Accounts, contacts and opportunities with agreed roles, permissions and a sensible approach to duplicate or incomplete data.
- A tested handoff to Business Central or finance Named owner and test cases for what happens when an opportunity is won, including what happens if the handoff fails.
- Reports built around a decision, not a dashboard for its own sake What needs attention, where deals are stalled, and which next steps are missing — answered directly, not buried in a generic report.
Why Kritical, specifically.
We explain Copilot features in plain words
Not jargon about agentic capabilities — a plain explanation of what the assistant will and won't do with your data.
Continuity planned around your account
We aim to provide continuity through a consistent lead or delivery group where the agreed scope and service model support it. Your proposal sets out the contact model, cover and handover arrangements that apply.
We price the implementation, not just the seats
Your quote covers configuration, data cleanup and integration work.
How this is priced.
Cost depends on customisation, migration, integrations and your existing environment. Licence costs and continuing administration are identified separately from the implementation work, so you can see what's a Microsoft subscription and what's Kritical's delivery. We can scope a small pilot with a limited set of users before committing to a wider rollout.
What happens after you get in touch.
We start with your actual sales process — how a deal is won today, where the friction is, and what your managers wish they could see. You get a written scope covering stages, data, integrations and reporting. An agreed first phase can deliver a pipeline tested against the agreed use cases before go-live, including the Business Central handoff where it is in scope.
What happens after you get in touch.
Explore the relevant technologies.
Questions before you enquire
Can we start with a small sales team?
Yes. The scope can focus on a limited set of users and a practical first workflow. We confirm the required subscriptions and environment before proposing the implementation.
Can our existing customer data be imported?
Yes. Once we review the source format, data quality and mapping, we scope the preparation, validation and import work.
Will the system enforce our sales process automatically?
Selected steps can use validation or automation. The design identifies what's enforced, what needs approval, and what stays a management responsibility.
Can you connect a won deal to Business Central?
Yes. We review the handoff to Business Central or other systems, identify which details should move, and define how failures are handled — with a named owner and test cases.
Do we need Copilot for Sales as well?
Not necessarily. We assess whether the AI features fit your process and data before including them in a quote — start with the CRM working properly first.
Related services
Business systems
When finance, sales and commerce run on applications that don't talk to each other, someone on your team is manually reconciling numbers that should already match.
Business Central
If finance, purchasing or inventory work is split across Business Central, spreadsheets and a handful of other systems that don't talk to each other, Kritical turns that mess into one tested configuration — with clear data, clear integration and a clear handover so you know who owns what once it's live.
Power Platform
Give your team less repetitive work and a clearer view of the business.
Microsoft 365
When licences, accounts, email, shared files and devices are difficult to administer together, Kritical brings them into one coherent environment — configured and checked against agreed requirements, with ongoing administration scoped separately as your business changes.
Let’s define the next step.
Tell us what you want to achieve, what you have today and when it matters.