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About us

Experienced, proactive & focused on helping our customers achieve their business objectives with the help of Microsoft Dynamics 365.

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Microsoft Dynamics 365 Business Central

Streamline & grow your operations with Microsoft Dynamics 365 Business Central, a comprehensive ERP software solution for small and mid-sized businesses.

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Microsoft Dynamics 365 CRM

Earn customers for life with more personalised marketing & communications, improved sales productivity and seamless service.

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Drive innovation & efficiency with low code solutions for automation, new apps & web pages as well as analysing & connecting data.

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We know your industry

We understand the challenges facing manufacturers and distributors. No need to explain complex manufacturing processes and terminology, we just get it!
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Whether you are selecting a new Business Central or CRM solution or just want to make the most of what you have already, you can count on us. Check out our events and training for all the latest info!

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MICROSOFT DYNAMICS 365 SALES

What's In & What's Out

What you are getting as part of your implementation is just as important as what isn't included, this will help you decide whether Primed! is right for your business requirements.

Below is a comprehensive list of what is included and what isn’t included in the standard Primed! implementation approach for Dynamics 365 Sales. If extra functionality is needed, it can be added using our Extra Packs or in a later phase of the project.

Accounts & Contacts

Account Management
Contact Management
Activity Management – Notes, Emails & Meetings
Duplicate Detection

Leads & Opportunities

Lead Capture & Processes
Quick Campaigns & Lead Source Tracking
New Business & Existing Customer Opportunity Management

General

System Views
Personal Views
System Dashboards
System Auditing

AI & Integration

Web Application
Mobile & Tablet App
Outlook App Integration
Dynamics 365 Copilot
SharePoint Integration
Microsoft Teams Chat Integration

As well as the standard sales features you need outlined above, there’s a whole host of configurations to make your CRM solution really your own. Configuration examples include:

Account segmentation – such as industry or company size

Contact segmentation – such as job roles and location

Lead-to-opportunity workflow that matches your customer journey - from enquiry to conversion

Sales Activity Tracking, managing appointments to phone calls & quote follow-ups

Primed! for Dynamics 365 Sales Extra Packs

Our Primed! Extra Packs have been handpicked to further enhance your configured Dynamics 365 Sales implementation - for a CRM solution that really works for you.

Products, Price Lists & Quotes

Create accurate, professional quotes directly from CRM data, reducing manual work and errors.

Monitor quote status and revisions to improve sales efficiency, see which quotes are open and to be chased.

£4,000

Competitor Tracking

Better understand the market landscape by tracking which competitors are involved in deals and identify patterns.

See lost opportunities and increase win rates to support smarter, more proactive selling.

£1,000

KPIs & Reporting

Track individual and team, goal performance by setting clear, measurable targets for revenue or deal volume activity.

Using the configuration of 2 goals, achieve real-time visibility through dashboards and monitor goal progress.

£2,000

Business Central Integration Setup

Using the standard Microsoft mappings you can connect your customers core financials and sales data in real time.

Access to customer financial information like credit limits, outstanding balances, order history, directly within CRM.

£3,500

Sales Agents

Enhance your teams productivity throughout the sales process using powerful Microsoft AI, Copilot.

Allow them to focus on the deals that will drive them up the leaderboard all whilst using the Sales Qualification, Sales Close and Sales Research Agents.

£2,500

** Disclaimer –

Products, Price Lists & Quotes Extra Pack adds 2 weeks to standard implementation

Competitor Tracking Extra Pack requires Enterprise licencing as a minimum

KPIs & Reporting Extra Pack adds 1 week to standard implementation

Business Central Integration Setup Extra Pack adds 1 week to standard implementation and includes a single Business Central company integration

Sales Agents requires Copilot Studio license. Estimated cost is £161.49 per month for 25,000 messages. Sales Close and Research Agents are in 'Preview' by Microsoft. Can be enabled in Test, but not recommended to use in Live. Sales Qualification agent can be deployed live (Feb 2026). Adds 1 week to standard implementation

Let's talk licencing

Before you dive into Dynamics 365 Sales, it’s good to know which licence fits your team because what you pick decides what features you get, how much you pay, and who can do what in the system.

The Primed! offering is designed to work with the following licenses but other Sales licenses can be considered.

Dynamics 365 Sales Enterprise & Support

Full sale functionality available, including Copilot.

£84.74

per user, per month

£25.00

support, per month

Dynamics 365 Sales Team Member Licence & Support

Team member licences are designed mainly for view only and but do have limited write functionality (cannot create leads, accounts, opportunities).

£6.51

per user, per month

£3.00

support, per month

Licence prices displayed are based on an annual commitment, paid monthly. Other commitment periods are available but will result in different monthly unit prices.

Primed! for Dynamics 365 Sales implementation timeline

Having a clear view of what’s planned each week of your implementation helps you stay on top of progress and confidently manage the project. Our experts will check in with you at key stages and deliver essential training, ensuring you’re fully equipped and comfortable with the system well before go‑live.