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CRM Adoption Requires More Than a Sales System
Dynamics 365 Sales, implemented through the Transformation Intelligence Framework™, gives commercial leaders the pipeline visibility, process discipline, and executive insight that sustainable revenue growth demands.
The CRM Challenge
CRM is one of the most frequently implemented and most frequently underused enterprise systems. Organisations invest in Dynamics 365 Sales, configure it carefully, train their teams, and go live. Within months, adoption falls. Data quality deteriorates. Sales leaders revert to spreadsheets. The system becomes a reporting obligation rather than a commercial tool.
What Dynamics 365 Sales Does
How Terracez Delivers CRM Transformation
Before configuration begins:
- Executive alignment on commercial transformation objectives confirmed
- Sales operating model defined: stages, process standards, and forecast accountability
- Pipeline governance and decision rights established with commercial leadership
- Account, contact, and pipeline data quality assessed
- Sales team change readiness evaluated before Go-Live planning
During implementation:
- Configuration reflects how the business intends to sell, not how it sold before.
- Pipeline stages, routing logic, and forecast structures are business-led.
- Customisation is minimised.
After Go-Live:
- Terracez monitors adoption rates, pipeline data quality, forecast accuracy, and commercial KPI performance through the Alignyx platform.
- Sales leadership receives ongoing visibility into whether the system is being used as intended.
Copilot for Dynamics 365 Sales
Copilot in Sales delivers the most value when pipeline data is accurate and the sales process is clearly defined. Terracez ensures the commercial operating model is right before AI capabilities are activated.
Five use cases that deliver immediate value:
Licensing
Most organisations need Sales Enterprise. Few need Sales Premium from day one. Terracez will advise on which tier fits the commercial operating model — not the feature catalogue.
Licence Type — Who It Is For
Straightforward B2B sales operations requiring core CRM capability
Complex enterprise sales teams requiring advanced pipeline governance, forecasting, and Copilot
High-volume sales teams requiring Conversation Intelligence and advanced AI coaching
Sales professionals requiring AI assistance across Outlook and Teams
Sales leadership and commercial directors requiring executive dashboards
Who This Is For
CEOs and Transformation Directors
CFOs and Finance Directors
COOs and Operations Directors
CIOs
PMO Directors
managing complex, multi-workstream transformation programmes
Organisations across GCC
implementing Dynamics 365 for the first time or replacing
We Cater To Multiple Industries
Why Terracez
The objective is not a successful CRM implementation. The objective is a commercial function with stronger adoption, cleaner pipeline data, more reliable forecasting, and greater executive confidence after the system is in place.
Trusted by brands across industries
"Terracez helped us to achieve the business critical requirement of upgrading AX 2012 to D365 within our timelines. It was important for us to completely upgrade in 2 months which they achieved well before, where other MS partners told was not possible to do."
"Terracez team is a great consultancy, which follows an agile approach to solve any kind of business issues. We are adding a lot of automation with their experienced and highly-skilled team in the manufacturing domain."
"We wanted a partner to support in transitioning SATS’ processes to comply with the new regulation quickly. Terracez understood our business and helped us in enabling the process efficiency without compromising on compliance."
Is Your Commercial Function Ready to Transform?
Every engagement begins with a structured conversation about commercial priorities and organisational readiness.
