Fixed-price Dynamics 365 Sales & Service setup. Go live in 4 weeks.
The CRM Starter Pack is a fixed-price, rapid deployment of Microsoft Dynamics 365 Sales and/or Customer Service for UK SMEs. It is designed for businesses currently using spreadsheets, Outlook, or basic contact managers to track leads, deals, and customer interactions who need a proper CRM platform.
Scattered customer data, lost leads, no pipeline visibility, inconsistent follow-ups, and poor customer service tracking are problems that cost businesses real revenue. The CRM Starter Pack solves these by deploying a fully configured D365 Sales or Service environment in just 4 weeks — at a fixed price with no surprises. D365 Sales includes Copilot AI for seller productivity, helping reps draft emails, summarise meetings, and prioritise their pipeline.
Review of current sales/service processes, data sources, and pain points.
Pipeline stages, lead scoring, and opportunity management setup.
Customer and prospect data structure, segmentation, and field mapping for import.
Import existing contacts, accounts, and deals from spreadsheets, Outlook, or legacy CRM.
Outlook and Teams integration for tracking emails, meetings, and activities against contacts.
Sales pipeline dashboard, activity reports, and forecast views.
Role-based training for sales reps, managers, and service agents.
Hands-on support during the first week of live use.
Three pack options to match different CRM needs. Can be combined for a unified sales and service platform.
For sales teams needing lead, opportunity, and pipeline management with AI-powered Copilot.
Starting at
£12,000GBP
indicative price*
For service teams needing case management, queues, SLAs, and customer self-service.
Starting at
£12,000GBP
indicative price*
Unified sales and service on a single platform with shared data and dashboards.
Starting at
£20,000GBP
indicative price*
All prices are indicative and exclude Microsoft licence fees. Final pricing confirmed after CRM audit.
The CRM Starter Pack is designed for SMEs with 5 to 50 sales reps or service agents who need a central system to manage customer relationships. Whether you are relying on Outlook, spreadsheets, or basic tools like HubSpot Free, Salesforce Essentials, or Pipedrive and need more capability — or migrating from Salesforce to reduce cost and complexity — this pack gets you live fast.
Week 1
Discovery workshop to map current sales/service processes, identify data sources, and define CRM requirements.
Week 2
D365 Sales/Service configured: pipeline stages, case categories, automations, security roles, and email tracking.
Weeks 2–3
Contacts, accounts, deals, and cases imported from spreadsheets, Outlook, or your existing system.
Week 3
Role-based training for sales reps, service agents, and managers. Hands-on exercises in a sandbox.
Week 4
Switch to live system. Support team available for the first week. Hypercare period begins.
Delivery timelines depend on data quality and client availability for workshops and testing.
Extend your CRM with additional modules and integrations.
“We moved from spreadsheets to Dynamics 365 Sales in under a month. Our pipeline visibility transformed overnight, and our close rate improved by 20% in the first quarter.”
Sales Director, Sales Director at UK Technology Consultancy
This solution is built on the Microsoft Dynamics 365 platform, giving you enterprise-grade reliability backed by Microsoft's global cloud infrastructure.
AI-powered CRM for pipeline management, forecasting, and deal tracking.
Omnichannel case management, knowledge bases, and AI-assisted support.
Dynamics 365 Sales focuses on lead management, opportunity tracking, pipeline forecasting, and seller productivity. Dynamics 365 Customer Service focuses on case management, service queues, SLA tracking, and customer support. The Combined pack includes both.
Yes. Veriland can import your exported Salesforce data — contacts, accounts, opportunities, and cases — into Dynamics 365. You export from Salesforce, and we handle the import into D365.
Dynamics 365 Sales Professional starts at approximately £49 per user per month. Sales Enterprise is approximately £71 per user per month. Customer Service licences follow a similar structure. Veriland can advise on the right licence mix.
Yes. D365 Sales integrates natively with Outlook for email tracking, Teams for collaboration, and Excel for data export. Copilot AI is embedded across these touchpoints to help sellers draft emails, summarise meetings, and prioritise leads.
The Sales Starter and Service Starter packs can each be delivered in 4 weeks. The Combined pack typically takes 5-6 weeks. Timelines depend on data quality and client availability for workshops.
Every pack includes go-live support and a hypercare period. After hypercare, you can transition to a Veriland managed service plan for ongoing support, user management, and CRM enhancements.
Yes. Dynamics 365 Customer Insights can be added at any time for marketing automation, email campaigns, and lead nurturing. It integrates seamlessly with D365 Sales for a unified customer view.
Yes. All CRM starter packs can be delivered fully remotely. We also offer hybrid delivery with on-site workshops if preferred.
Great Western Hospitals NHS Foundation Trust partnered with Veriland to deploy Microsoft HoloLens 2 with Dynamics 365 Remote Assist and the VeriLens Immersive Info IP — enabling multi-disciplinary clinical teaching, remote patient consultations, and real-time data sharing during the Covid-19 pandemic.
Octavia Housing Association upgraded from Dynamics CRM 8.0 to the latest Dynamics 365 Customer Service and launched a React Native mobile app — giving 5,000+ residents self-service access to rent accounts, repairs, and communications.
XenVit deployed Dynamics 365 Finance & Operations across multinational operations and fine-tuned an open-source LLM on Azure to transform sales, marketing and customer service.
Book a free discovery call to discuss your CRM requirements and receive a fixed-price quote.
Or call us directly: 01625 569 777
