At Zelite Solutions, we help businesses worldwide transform their sales process with Microsoft Dynamics 365 Sales CRM. Our expertise empowers sales teams to achieve more—through smarter lead and opportunity management, AI-driven sales automation, accurate forecasting, and complete pipeline visibility.
As a globally trusted Microsoft Dynamics 365 Partner, we deliver end-to-end CRM implementation, customization, integration, and ongoing support for SMEs and large enterprises alike. With Microsoft Dynamics 365 Sales CRM Solutions, your organization can:
Microsoft Dynamics 365 Sales is an AI-powered CRM platform that helps businesses nurture leads, build stronger pipelines, and close deals faster. With Copilot and Agentic AI, it goes beyond traditional record-keeping offering intelligent insights, autonomous agents, and automation tools that streamline the entire sales process. From drafting emails and summarising meetings to predicting next-best actions and improving forecasting, Dynamics 365 Sales transforms how sellers work.
Seamlessly integrated with Outlook, Microsoft Teams, LinkedIn Sales Navigator, and other Dynamics 365 apps, it delivers a connected and intelligent experience across your organisation. At Zelite Solutions, we help businesses implement, customise, and support Dynamics 365 Sales with Copilot and Agentic AI empowering teams to embrace intelligent lead management and the future of sales automation.
Choosing the right Microsoft Dynamics 365 Partner is just as critical as selecting the CRM platform itself. At Zelite Solutions, we’re a globally trusted provider of Microsoft Dynamics 365 Sales CRM solutions, helping organizations unlock the full power of AI-driven sales automation, Copilot, and Agentic AI.
At Zelite Solutions, we deliver end-to-end Microsoft Dynamics 365 Sales CRM services that help businesses of all sizes leverage AI-driven sales automation with Copilot and Agentic AI ensuring a smooth rollout, customised features, and lasting ROI from your Dynamics 365 investment.
When evaluating Microsoft Dynamics 365 Sales pricing, businesses can choose from three main editions—each designed for different sales team sizes and maturity levels. Whether you need a simple CRM for lead tracking or an AI-powered CRM with Copilot and Agentic AI, Microsoft offers a licensing plan to fit your needs.
(Accounts,
Contacts, Leads, Opportunities)
& Mobile Access
At Zelite Solutions, we’re a trusted Microsoft Dynamics 365 Partner with 13+ years of experience helping businesses transform their sales operations through Dynamics 365 Sales CRM. We’ve delivered 150+ successful implementations—from SMBs optimising lead management to large enterprises managing multi-country rollouts.
We empower organisations across the UK, India, UAE, Kenya, the US, and Europe to achieve:
• Faster sales cycles through AI-driven automation.
• Better pipeline visibility and forecasting accuracy.
• Stronger customer engagement with Copilot and Agentic AI
With global delivery expertise and local market insight, we ensure every Dynamics 365 implementation aligns with Microsoft best practices and regional compliance needs.
Discover how Zelite leverages Microsoft Dynamics 365 Sales to enhance efficiency, close deals faster, and drive business growth in our success stories.
Looking to understand how Microsoft Dynamics 365 Sales CRM can transform your sales process? Below are the most common questions our clients ask, with clear answers to help you make informed decisions.
It’s Microsoft’s cloud-based CRM solution designed to help sales teams manage leads, opportunities, customer relationships, and pipelines more effectively. With AI, Copilot, and Agentic AI, it goes beyond traditional CRM by offering automation, predictive insights, and guided selling.
Microsoft offers three editions of Dynamics 365 Sales licensing:
• Sales Professional – Core CRM features, best for small businesses.
• Sales Enterprise – Advanced forecasting, customisation, and scalability.
• Sales Premium – Full AI capabilities, Copilot, predictive analytics, and conversation intelligence.
Yes. Especially in Enterprise and Premium, you can customise forms, dashboards, workflows, and integrate with Microsoft 365 apps. Using Power Platform, you can also build no-code extensions and automate processes.
Yes. AI features such as predictive lead scoring, pipeline intelligence, Copilot assistance, and Agentic AI-driven automation are available in the Sales Premium plan or as add-ons like Sales Copilot and AI Insights.
Absolutely. Microsoft Dynamics 365 Sales integrates natively with Outlook, Teams, Excel, SharePoint, and LinkedIn Sales Navigator, ensuring seamless collaboration across sales, marketing, and service teams.
Copilot is Microsoft’s AI assistant for sellers. It helps draft emails, summarize meetings, suggest next actions, update CRM records, and provide real-time deal insights—directly inside Outlook, Teams, or Dynamics 365.
Agentic AI is the next evolution of CRM intelligence. Unlike Copilot, which assists sellers, Agentic AI acts autonomously qualifying leads, triggering follow-ups, forecasting risk, and even recommending cross-sell/upsell opportunities without manual input.
Yes, Dynamics 365 Sales has a mobile app for iOS and Android with access to leads, opportunities, and dashboards—ideal for field sellers.
Yes. Microsoft provides documentation, tutorials, and learning paths, and partners like Zelite Solutions deliver custom training and onboarding tailored to your team and industry.
Security is enterprise-grade. It complies with GDPR, ISO 27001, SOC 2, and more. Features include role-based access, data encryption, audit logs, and multi-factor authentication.
Yes. With migration tools and partner-led services, you can securely migrate your CRM data from Salesforce, Zoho, HubSpot, or other platforms to Microsoft Dynamics 365 Sales with minimal disruption.
Empower Sales Transformation
See how Microsoft Dynamics 365 Sales empowers sellers.
Transform sales, marketing, and customer service with Microsoft Copilot for Dynamics 365.
Modernize sales productivity with Microsoft Dynamics 365 for Sales Professional.
Streamline sales and close deals faster with Dynamics 365 Sales Professional.
Drive productivity with Dynamics 365 for Sales Professional and Office 365.
From startups to enterprises, our clients across industries have achieved remarkable success with Zelite's innovative approach.
Get insights straight from our clients' experiences. Explore how Zelite's solutions have empowered businesses to achieve their goals and thrive in the digital age.
Working with Zelite Solutions was a great experience. They played a key role in our Odoo migration to Microsoft Dynamics 365 CRM project. Their innovative approach and collaborative environment stood out, delivering cutting-edge solutions that supported our professional growth. Although working across different time zones initially posed communication challenges, the Zelite team addressed this proactively by making themselves available at all required hours, ensuring smooth coordination throughout the project.
Our experience partnering with Zelite Solutions for the implementation of Microsoft Dynamics 365 Business Central was outstanding. Their team demonstrated a deep understanding of our business requirements and delivered tailored solutions that seamlessly fit our processes. Communication was always prompt, milestones were met as promised, and the technical expertise was exceptional. We are highly satisfied and gladly recommend Zelite Solutions to any organization seeking reliable enterprise software services.
We engaged Zelite for the implementation of Dynamics CRM to streamline our sales processes and enhance customer service. The results have been outstanding, significantly improving our sales efficiency and customer interactions. The level of customization and seamless integration with our existing tools was exactly what we wanted. Zelite's proactive approach and quick turnarounds ensured a smooth & efficient implementation.
I've been very impressed with the technical knowledge of the Zelite team. Especially noteworthy is the architecture and solutioning team's expertise. Their approach to working with Microsoft products is strategic, and their process for requirement study, analysis, and solutioning is thorough. Zelite has a well-defined knowledge transfer process that ensures the execution team has everything they need to deliver high-quality results.
Working with Zelite's Dynamics CRM services has been an exceptional experience. Their expertise and professionalism streamlined our sales processes, increased customer satisfaction, and boosted sales conversions. Zelite customized the CRM to our needs, providing excellent support and quick responses, ensuring smooth operations. We highly recommend Zelite for their reliable and impactful CRM services.
Implementing Microsoft Dynamics 365 Marketing with Zelite Solutions has transformed our event management process. The system streamlined our campaign and automation processes, saving us time and boosting event attendance. Zelite Solutions’s expertise ensured seamless integration and valuable insights. Highly recommend their professional and high-quality service!
Poncho Pay is revolutionizing child care payments in the UK, and Zelite Solutions played a crucial role in our journey. Over six months, Zelite helped us in various aspects, enhancing our sales pipeline with high-quality information and insights. The Zelite team was highly professional, delivering exceptional work that significantly boosted our operations. We strongly recommend Zelite and look forward to future collaborations!
Implementing Microsoft Dynamics 365 with Zelite Solutions has transformed our campaign and event management. The marketing automation and insights provided by Zelite team have significantly enhanced our marketing operations. Zelite Solution’s expertise and professionalism ensured a seamless integration and outstanding results. Highly recommend their services!
Partnering with Zelite Solutions has been an excellent experience. They have supported us in various development activities on our digital transformation road map. We have collaborated with them on multiple technologies, including SharePoint, Microsoft Dynamics 365, Power BI, Power Platform, and Gen AI. Their services have consistently been outstanding.
We've been working with Zelite Solutions now for just over six months. They've provided an exceptional service for lead generation for us. We've had some complex requests at times across the MENA region and they've done a great job in delivering not only validated contacts but also delivering on time and supporting us with any follow-up that we have. So it's been a very good experience and I'm very happy with our relationship.
I have worked with Zelite on number of occasions and across different parts of their business & I can say without a shadow of a doubt, they are a high performing, high quality business. The level of care & attention they give to you to get to know your business and sub subsequently deliver is one of the many attributes of their business I appreciate as a client. I have recommended them & will continue to work with them any opportunity I get.
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