Microsoft Dynamics 365 Sales
Help your sales team see what needs to happen next
Your team uses Microsoft Dynamics 365 Sales, but still relies on spreadsheets, personal notes or reminders. Mason Pete helps make your existing setup more useful in everyday sales work.
Does keeping the system updated feel like extra work?
Customer information is scattered
Important details sit in different records, spreadsheets or someone's inbox.
Opportunity stages mean different things
It is hard to understand where a sale stands or what needs attention.
Follow-up depends on memory
The next action is missing, unclear or only known by one person.
How Mason Pete helps
We start with the work your team needs to do, then review the configuration you already have.
Make customer records useful
Review account and contact information, forms and views with the people who use them.
Clarify the sales process
Align opportunity stages and the information recorded at each step with how your team actually sells.
Make follow-up visible
Improve how activities, ownership and next actions are recorded and reviewed in your existing setup.
General example
Finish a sales meeting with a clear next action
A sales team reviews opportunities in a spreadsheet because the application does not make the next steps clear. Updates then have to be entered twice.
What we could change
We could simplify the opportunity form, agree what each stage means and configure views showing the owner and relevant follow-up activities. Employees would test these changes using their normal sales meeting.
What we would check with the team
Check whether the team can explain the status of an opportunity, identify missing follow-up and prepare the meeting from the application.
What we do together
You work directly with Peter Beentjes. He brings business, technical and commercial understanding to the choices you need to make.
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1. Understand the current work
Walk through everyday tasks with employees and review the existing configuration. Agree which problem matters most.
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2. Use standard Microsoft functionality first
Check the capabilities available in your current setup and licences. Prefer configuration that your organisation can understand and manage.
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3. Configure and test the change
Agree the change, test it in an appropriate environment and work through normal tasks and exceptions with your team before release.
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4. Explain and hand over
Document the changes and the reasons behind them. Help employees use the setup and give its owners the information they need to maintain it.
What you leave with
Agreed sales stages, useful forms and views, tested configuration changes and guidance for keeping customer information current.
Start with the task that gets in the way
Tell us which application you use, what your team is trying to do and where the current setup makes that difficult. You do not need to know the technical answer.