We offer a wide range of support services for Microsoft Dynamics 365 Sales to help you optimize lead management, opportunity tracking, forecasting, and reporting. With our flexible support plans, our goal is to ensure that your business and sales teams have a smooth workday, and continue leveraging Dynamics 365 to drive more demand and close more deals.
Dynamics 365 Sales provides a unified platform, powered by AI, to streamline repetitive tasks, create & execute successful sales strategies, and help close deals faster.
Folio3 offers flexible support plans to help you use Dynamics 365 Sales to it’s maximum potential by minimizing downtime, training your users, implementing new modules and add-ons, and performing system maintenance.
As Microsoft Gold Partners for 15 years, we’ve developed proven methodologies to arrive at your desired outcomes and our clients benefit from working with highly professional, technically sound, meticulous, and resourceful professionals.
Folio3 helps you customize Microsoft Dynamics 365 Sales to fit your exact sales methodology. From modifying lead and opportunity forms to creating custom workflows, scoring rules, forecasting dashboards, or reporting views, our team ensures the platform reflects your sales strategy.
You’re in safe hands with our consultants who provide in-depth functional support across all core D365 Sales capabilities: lead and opportunity management, pipeline tracking, AI-driven forecasting, quote management, and sales performance reporting. We make sure your sales team can focus on selling, not system issues.
Have deployed D365 Sales but struggling with adoption? We’re here to help. We offer role-based, hands-on training for your sales reps, managers, and executives – from onboarding to advanced pipeline analytics and AI-assisted selling.
Unlock the full potential of your D365 Sales by integrating it with ERP, Dynamics 365 Marketing, Customer Service, Teams, Outlook, or third-party CRMs and productivity tools. Our integration solution ensures real-time data flow and system harmony.
We don’t just support; we work as your strategic advisors, helping you align your D365 Sales implementation with your business goals. From improving win rates and pipeline velocity to enabling accurate forecasting and data-driven decision-making, we’re your trusted partners.
Book an Assessment call with our Dynamics 365 certified experts to get personalized support for your business requirements
Get expert Dynamics 365 Sales support precisely when you need it with our Ad-Hoc model. Ideal for one-off tasks or urgent, short-term requirements, we provide immediate assistance without tying you into lengthy contracts. As your dedicated D365 Sales support partner, we quickly grasp your sales operations to deliver tailored, top-notch solutions.
Best For
Organizations facing a one-off issue & need urgent support.
Our SLA-Based Support model offers you guaranteed, priority access to our expert Dynamics 365 Sales support, ensuring your sales operations remain consistently efficient. This plan is specifically designed to provide ongoing, proactive support with clearly defined Service Level Agreements (SLAs) that meet your critical business demands.
Best For
Businesses needing continued support for critical sales processes.
Our Managed Services Plan offers end-to-end support for your Dynamics 365 Sales environment. From routine maintenance and issue resolution to strategic guidance and system enhancements, we act as an extension of your internal team.
Best For
Enterprises with complex sales environments needing end-to-end support & maintenance.
Your Problem
How We Solve them
Disconnected Lead-to-Cash Flow
Integrate D365 Sales with Marketing, CPQ/e-signature, ERP, billing, and support tools to remove handoff gaps and data silos.
Pipeline Hygiene & Data Quality
Enforce duplicate detection, lead-to-account matching, validation rules, and required fields for clean, trustworthy data.
Low CRM Adoption by Team
Drive usage with simplified forms, role-based views, embedded guidance, automation, and targeted enablement for reps and managers.
Data Privacy & Compliance
Implement consent, retention, DSR processes, and audit trails to meet GDPR/CCPA and industry requirements.
CPQ & Pricing Challenges
Normalize product catalogs, price lists, discount policies, multi-currency, and integrate with CPQ for quotes at scale.
Customization
We help tailor your Dynamics 365 Project Operations modules and workflows to your industry and business-specific needs, to meet unique project delivery models, industry compliance needs, and customer expectations.
Reporting & Visibility Gaps
We help build Power BI dashboards for win rate, cycle length, pipeline coverage, activity velocity, and salesperson scorecards.
Forecast Inaccuracy
Configure AI-assisted forecasts, category/stage definitions, roll-ups, overrides, and auditability for forecast discipline.
Approval Bottlenecks
Streamline quote,discount,and exception approvals with SLA-backed workflows and mobile approvals to keep deals moving.
Folio3 Dynamics is specialized division of Folio3 that specializes in broad spectrum services around Microsoft Dynamics ERP stack.
160 Bovet Road, Suite # 101
San Mateo, CA 94402 USA
Ph: +1 408 365-4638
Email: [email protected]
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