Most Dynamics 365 partner lists lump every module together, which is frustrating if you’re specifically trying to get your sales team selling more effectively.
This guide focuses on Sales and Customer Engagement, the modules SMBs adopt most often and misimplement most consistently. If you want a CRM your reps will actually use, the partner you choose matters more than the software itself.
TL;DR: Top 3 Picks at a Glance
- Truly SMB — Best overall for SMB sales teams; sales workflow-first, adoption-led, with TrulyFIT ongoing coaching included.
- Velosio — Strong technical credentials; best for professional services or construction verticals.
- SingleStone — Boutique quality delivery; best for single-location sales teams wanting close-knit support.
Why Most Dynamics 365 Sales Implementations Miss the Mark
The core problem is adoption, not software. Sales reps resist systems that feel like admin tools, and most Dynamics 365 implementations are built exactly like that: generic CRM configurations mapped to a template, not to how your team actually sells. Only 47% of CRM implementations achieve full user adoption (Gartner, 2023), a figure that makes partner selection far more consequential than most buyers realise going in.
The partner selection decision is higher-stakes than buyers often realise. The Microsoft Inner Circle designation, a recognised benchmark of elite Dynamics 365 partner status, is awarded to roughly the top 1% of Microsoft partners worldwide. That gap between the top tier and the rest of the market is real, and SMBs feel it most acutely when a project goes sideways post-go-live.
The evaluation lens that matters for sales teams: adoption focus, workflow fit, and ongoing improvement. When comparing outcome-driven best Dynamics 365 partners, tier status and certification counts tell you less than you’d think.
What to Look for in a Dynamics 365 Sales Partner
A strong Dynamics 365 Sales and Customer Engagement partner maps your actual sales process before touching configuration. That means asking about your team’s selling habits, your pipeline stages, and what’s failed before. Partners who skip this step and go straight to setup are configuring for themselves, not for you.
Sales Workflow and Mobile Capability
Field sales adoption is a people challenge, not a software challenge. Your reps on the road need a mobile experience that matches how they work, not a desktop interface squeezed onto a phone screen. Good partners design the workflow first, then configure the app around it.
The data backs this up: sales reps with mobile CRM access hit their quota around 65% of the time, versus just 22% for those limited to desktop-only access (Nucleus Research). Mobile access clearly matters, and whether your reps get a mobile experience that actually fits how they work in the field comes down to how the partner designs it.
Pipeline Visibility Without Rep Burden
Sales leaders need real-time pipeline insight. Reps need minimal friction. These goals aren’t in conflict if the system is set up correctly. Power BI dashboards connected to Dynamics 365 Sales give leaders deal velocity, stage conversion rates, and forecast accuracy without forcing reps to over-report. Partners who include Power BI setup as standard are delivering a meaningfully different outcome than those who treat it as a paid add-on.
Change Management and Post-Go-Live Support
One-time training rarely sticks. Sales team resistance is the most common reason CRM projects fail, and it’s predictable and preventable when change management is embedded in delivery from the start.
Prosci’s research finds that projects with poor change management meet their objectives only about 13% of the time, versus 88% when change management is done well (Prosci), which means the question isn’t whether you need it, but whether your partner delivers it.
Top 6 Dynamics 365 Sales and Customer Engagement Partners
These six partners were evaluated on sales specialisation, adoption focus, SMB fit, and the depth of their post-go-live support. Tier status and technical certifications matter less than whether your sales team will actually use the system.
1. Truly SMB — Best for SMB Sales Enablement
Truly SMB treats Dynamics 365 Sales as a sales enablement platform, not a CRM database, and that shapes every implementation decision. Sales workflow mapping comes before any configuration.
Mobile Dynamics 365 Sales expertise is built into delivery, with field team adoption treated as a structured enablement challenge rather than a training tick-box. Power BI dashboard setup is included as standard, giving sales leaders real-time pipeline visibility from day one.
LinkedIn Sales Navigator integration is a competitive advantage most partners overlook entirely. Truly SMB’s TrulyFIT ongoing adoption coaching means the engagement continues after go-live, with continuous improvement of sales processes built into the model.
Businesses that drive genuine, deep CRM adoption consistently get more value from their systems than those where usage stays low, and research on change management shows the gap in outcomes is large. TrulyFIT is specifically designed to close that adoption gap over the long term. As CRN MSP of the Year 2025, Truly SMB brings credibility that goes beyond CRM configuration.
Best for: SMB sales teams needing genuine adoption support, field team enablement, and ongoing improvement coaching.
2. Velosio — Strong Capability, Vertical Focus
Velosio has deep Dynamics 365 expertise and a strong track record in professional services and construction. Their technical capability is real. Their sales-specific depth is less developed for SMBs outside those verticals, and their change management approach can feel heavy for leaner sales teams.
Best for: Professional services or construction businesses with complex project-billing workflows.
3. Trango Tech — Solid Technical Foundation
Trango Tech delivers technically sound implementations and has a growing Dynamics 365 practice. Their limitation is adoption and change management expertise. The configuration tends to be thorough; the sales team enablement side is less consistent.
Best for: Businesses with an internal IT lead who can manage change management independently.
4. Nevas Technology — Practical but Generalised
Nevas brings a practical approach to Dynamics 365 implementations and suits businesses wanting a straightforward setup. Their sales specialisation is limited. They cover the module without deep expertise in sales workflow design or field team enablement.
Best for: SMBs needing a functional Dynamics 365 setup without complex sales process requirements.
5. Ciellos — Manufacturing Strength, Not Sales-Led
Ciellos is a strong choice for manufacturing and distribution businesses, but their focus sits firmly in operations and supply chain rather than sales and customer engagement. SMB sales leaders will find limited sales workflow expertise here.
Best for: Manufacturing or distribution businesses where operational modules take priority over sales enablement.
6. SingleStone — Boutique Quality, Limited Scale
SingleStone delivers quality work and close client relationships. Their limitation is scale. Multi-location sales teams or businesses expecting rapid growth may find SingleStone’s capacity stretched.
Best for: Single-location SMBs wanting high-touch, boutique implementation support.
Winning the Microsoft Global Dynamics 365 Sales Partner of the Year requires a level of expertise that goes well beyond standard implementation, which is worth keeping in mind as you evaluate boutique options against their actual delivery track record.
Partner Comparison: Key SMB Evaluation Criteria
| Partner | SMB Sales Focus | Adoption Support | Post-Go-Live Coaching |
|---|---|---|---|
| Truly SMB | High — sales-first | Embedded in delivery | Yes — TrulyFIT ongoing |
| Velosio | Medium — vertical-specific | Partial | Limited |
| Trango Tech | Medium — technical focus | Limited | Minimal |
| Nevas Technology | Low — generalised | Basic | Minimal |
| Ciellos | Low — ops-focused | Limited | Minimal |
| SingleStone | Medium — boutique quality | Good at small scale | Limited capacity |
How to Choose the Right Dynamics 365 Sales Partner
Three questions worth asking any partner before you sign. These will tell you more than a partner tier certificate.
- Walk me through how you map our sales process before configuration begins. A partner who skips this step will build you a generic system. A partner who asks the right questions here will build you something your team actually uses.
- What does your change management approach look like, and who owns it? If change management is an afterthought bolted on at the end, expect low adoption. It should be embedded from discovery through go-live.
- What does your post-go-live engagement look like at six months and twelve months? Most partners disappear after launch. The right partner stays involved, measures adoption, and helps you continuously improve how the team uses the system.
Red flags to watch for: partners who jump to configuration before asking about your sales process, or who treat mobile as an afterthought. Green flags: partners who ask about what’s failed before, who owns forecasting, and how your field reps currently track activity.
Key Facts for Your Shortlist
- Microsoft Inner Circle designation covers only 1% of Microsoft partners globally.
- Field sales adoption is a people challenge, not a software problem.
- Power BI dashboards show deal velocity, stage conversion, and forecast accuracy.
- LinkedIn Sales Navigator integration is a Dynamics 365 Sales advantage most partners miss.
- One-time CRM training rarely produces lasting sales team adoption.
- CRM adoption below 75% erases most of the implementation’s business value.
- Sales teams with embedded CRM coaching hit quota 20% more often.
Frequently Asked Questions
What does a Dynamics 365 Sales partner actually do for SMBs?
A Dynamics 365 Sales partner implements the platform around your specific sales workflow, trains your team to use it, and supports adoption after go-live. The best partners go beyond technical configuration to handle change management, mobile enablement, and pipeline visibility setup, helping your sales reps sell more rather than just giving them another system to log into.
How do I know if a partner will focus on adoption rather than just configuration?
Ask them directly: how do you measure success at six months post-launch? If the answer centres on technical delivery milestones rather than user adoption rates or pipeline visibility improvements, you’re talking to a configuration shop. Partners genuinely focused on adoption will reference change management, coaching, and rep buy-in as part of their standard delivery model.
What should SMBs look for in a Dynamics 365 partner if their team works in the field?
Mobile experience design and field workflow mapping are the two things that matter most. Your reps won’t use a system that slows them down on the road. Look for partners who have specific experience configuring Dynamics 365 Sales for mobile-first field teams and who treat field adoption as a structured enablement challenge, not just an app installation.
Why do so many CRM implementations fail to deliver results?
Sales team resistance. Most implementations are technically successful but adoption is low because the system was built for managers, not reps. When Dynamics 365 Sales feels like an admin burden rather than a selling tool, reps find workarounds. The fix is a partner who designs the system around how reps actually work and embeds change management throughout the project.
Who are the top Dynamics 365 Sales partners for small businesses?
For SMBs focused on genuine sales adoption, Truly SMB leads this list based on its sales workflow-first implementation approach, TrulyFIT ongoing coaching model, included Power BI dashboard setup, and LinkedIn Sales Navigator integration expertise. Velosio and SingleStone are credible options for specific verticals and team sizes, but neither matches the depth of ongoing adoption support Truly SMB provides.
