Skip to content
Contact us

Centralize customer data, drive revenue, and build lasting relationships with a cloud-based CRM

Your sales team is only as effective as the system behind them. Microsoft Dynamics 365 Sales helps organizations track every opportunity, build customer trust, and streamline their revenue operations in one connected CRM platform. With embedded intelligence, automation, and seamless Microsoft 365 integration, Dynamics 365 Sales empowers growing teams to sell smarter and faster.

At Pro Service 365, we help small and midsize organizations implement CRM solutions that are aligned to their real-world processes from high-volume sales teams to complex B2B relationships. Whether you’re moving from spreadsheets, legacy systems, or disconnected CRMs, we tailor the deployment to fit your pipeline, culture, and goals.

You deserve a partner who knows your business

We specialize in helping mid-sized companies in high-precision, fast-moving industries, and we understand that compliance, efficiency, and data visibility are non-negotiable.

Industries we focus on:

Food distribution

 

Consumer packaged goods

Wholesale distribution

Transportation and logistics

Manufacturing

Retail

Why transform your sales processes with Pro Service 365?

We’re more than a Microsoft partner. We’re a transformation partner and we can help you:

Centralize leads, accounts, and activities in one CRM

Improve cash flow and decision-making with real-time insights

Automate follow-ups and pipeline stages with custom workflows

Gain real-time visibility into your pipeline and forecasts

Integrate Outlook, Teams, and Microsoft 365 for unified productivity

Align sales and marketing with Power Platform automation and insights

From relationships to insights

Dynamics 365 Sales gives your team the tools to transform every interaction into progress. By centralizing customer data, communications, and activities, it helps sales professionals see the full picture of their pipeline and build lasting connections with clients. The focus shifts from managing spreadsheets to nurturing opportunities.

Equip your team with intelligent insights

We implement Dynamics 365 Sales so it works the way your team sells. From lead qualification and pipeline visibility to forecasting and performance tracking, the platform is tailored to your sales process. Built-in AI and automation make it easier to spot the right opportunities, understand customer needs, and move deals forward with confidence.

 

Drive adoption and long-term value

Technology alone does not create results. That is why Pro Service 365 invests in training, support, and change management to help your team embrace Dynamics 365 Sales. Adoption becomes natural, processes become consistent, and leaders gain the visibility needed to grow revenue year after year.

Let's get you future-ready

Every business is different. That’s why we lead with discovery, map your unique workflows, and implement Microsoft cloud solutions that drive measurable results.

From scoping to support, our process is people-first, agile, and designed to reduce risk and accelerate value.

Schedule a free discovery call