Connected Sales Accelerator — Dynamics 365 Sales in three weeks

Nobody can picture their own system. That is the expensive problem.

As long as the sales process stays on paper, customer and partner negotiate assumptions instead of results. Gaps only surface during implementation, when the budget is already committed.

The usual way

Concept first, surprise later

Abstract target picture. Processes on paper; nobody sees how D365 Sales really works with leads, quotes and the Sales Qualification Agent.
Late insight. Gaps only surface during implementation, when the budget is already committed.
Budget without a basis. Estimates rest on requirement documents instead of a tangible backlog.
Expensive standard work. Consulting days go into tables and forms instead of real complexity.

Result: you decide on a large budget before you have seen anything.

With the Accelerator

System first, decision second

A tangible system. After three weeks you see leads, opportunities and quotes with your price lists live on the system – on the desktop and in the Sales mobile app.
Early clarity. The AI-assisted fit/gap analysis runs against the D365 standard before you release phase 2.
Budget on a basis. The implementation budget comes from a backlog prioritised on the live system.
Standard at a fixed price. The base setup is a product. Your budget later goes into integration and real complexity.

Result: the expensive base setup is done before the big budget is released.

You decide on further implementation only once you have seen lead to quote including the Sales Qualification Agent on the system.

This is what your Dynamics 365 Sales looks like after phase 1

No standard demo with Contoso data. Your products, your price lists, your customers, your leads. You recognise yourself immediately.

Dynamics 365 SalesEnvironment: Your company · Showroom

Lead to Quote Your sales process

RecordCustomer / topicSourceStatus

LEAD-3101Your customer A · Website enquiryWebQualified

OPP-2087Your customer B · Line 3 extensionExisting customerQuote

QUO-1002Your customer C · Maintenance contractTrade fairSent

LEAD-3104Your customer A · Trade fair contactTrade fairNew

Pipeline Business Process Flow

1QualifyLEAD-3101 · Customer ALEAD-3104 · Customer A

2QuoteOPP-2087 · CHF 48'500

3CloseQUO-1002Follow-up · Week 2

OPP-2087 Your quote form

CustomerYour customer B

Price listYour price list 2026

Line items3 items · CHF 48'500

StageQuote

SellerSeller 1

Next stepSend quote via Outlook

Sales Qualification Agent · LEAD-3101

Schematic preview. The interface follows the Dynamics 365 Sales standard; lead-to-quote process, forms, business process flow and price lists are adapted to your workflows in the POC (low code).

Your system, your processes

Lead to quote the way you need it

D365 Sales with your lead, opportunity and quote process: forms, statuses, business process flow, Outlook integration and Sales mobile app. All standard and low code, so it can be extended later without rebuilding.

Your data inside

Products, price lists, customers, leads

We load your products, price lists, customers, contacts and sample leads into the system. No data migration, but enough that your sales team does not have to abstract during the showroom.

Showroom and training

Live demo and key user training

After three weeks we show you lead to quote live, on the desktop and in the Sales mobile app, including the Sales Qualification Agent. Your key users learn the system on their own POC. The system remains as the basis for phase 2.

Three weeks, five steps, one showroom

Workshops, AI-assisted fit/gap and training lead to a working POC. Project management by Ambit Schweiz AG included.

Week 1

Process workshops

Process map and swimlanes per process step: lead management, opportunity management, conversion to quote, Sales Qualification Agent.

Weeks 1 to 2

Fit/gap with AI

AI-assisted comparison of your target processes against the D365 standard. Near-standard gaps are implemented directly.

Week 2

POC build

AI-assisted base setup of D365 Sales with products, price lists, Outlook integration, mobile app and Sales Qualification Agent.

Week 3

Showroom session

Interactive demo on the live system with sales management, inside sales and executive management.

Week 3

Key user training

Training of your key users on your own POC, train-the-trainer style.

Lead time: about two weeks before kick-off for documents, access and the Copilot Studio licence for the agent Your part: key users and product owner available during the three weeks Format: workshops on site or virtual

AI is part of phase 1. The Sales Qualification Agent works alongside you.

The agent is set up in the POC, not just explained. On your own leads you see how it researches, qualifies and prepares the first outreach. And you evaluate what else is worth it.

Sales Qualification Agent

Research, score and engage leads

The agent researches incoming leads with internal and public sources, checks them against your ideal customer profile, prioritises them and drafts the first outreach. Set up on your leads in the POC and live in the showroom.

Set up and included in the fixed price (research mode)

Standard AI and further agents

What else D365 Sales brings

Copilot for opportunity summaries and email drafts, plus Sales Opportunity Agent, Sales Close Agent and recommended actions: what is possible today, what is in preview and what fits your sales team. Sober, not as a sales pitch.

Evaluated, not built. Implementation in phase 2/3.

AI use cases and evaluation

Identification, feasibility, value

For each use case an assessment of feasibility, data basis and value. You receive a prioritised list as input for the implementation budget.

Deliverable: evaluated use case list

Basis: Sales Qualification Agent in Dynamics 365 Sales according to Microsoft Learn. The agent researches leads autonomously, checks them against the ideal customer profile and generates first outreach emails (research mode); in “research and engage” mode it also sends and follows up on its own. Prerequisites: Copilot Studio licence and server-side Exchange synchronisation. Further agents (Opportunity, Close, recommended actions) are evaluated, not built.

What you get for the fixed price

One result, one price, one timeline. No daily rates and no open-ended effort.

3 weeks

from kick-off to showroom on the live system

Fixed duration

CHF 20'000

Fixed price for all of phase 1, including five licences for three months

excl. VAT

Lead to Quote

Near-standard process in D365 Sales with your products and price lists

Sales Qualification Agent included

Your result

A working POC

D365 Sales with lead to quote, your products and prices and the Sales Qualification Agent. Plus the documented target processes, the gap list and the evaluated AI use cases.

Your certainty

Fixed price, fixed duration

Five licences for three months included. No daily rates, no open-ended effort, no commitment to phase 2.

Your benefit

Qualify and quote faster

The tailored system stays as the basis for the rollout across your entire sales organisation. Phase 2 builds on it instead of starting from zero. And your team has already seen it.

Why we can do this at a fixed price

The standard setup is a product

Provisioning, base configuration, products, price lists, business process flow and agent setup run AI-assisted and standardised on our side. We use senior expertise where it is indispensable: in the workshops, in the fit/gap and in the evaluation. That is why the price is predictable. For you and for us.

What comes after the POC is your decision

Phase 1 is complete and paid. Whether and how to continue, you decide with the system in front of you. This is the path to a productive solution.

Phase 1 · this offer

Sales Accelerator

3 process workshops, AI-assisted POC build with Sales Qualification Agent, showroom session and key user training.

Model: Fixed priceDuration: 3 weeksPrice: CHF 20'000Result: POC on the system

Phase 2 · optional

Blueprint and architecture

ERP integration, quoting and CPQ logic, further sales agents, data migration. Based on the POC system.

Model: Time-boxedDuration: 2 weeks, 6 to 8 person-daysResult: prioritised backlog

Phase 3 · optional

Implementation

Gaps, middleware, custom code, testing, go-live. Agile sprints with a sprint budget based on a precise estimate.

Model: Time & materialResult: productive solution

What it takes to succeed in three weeks

A fixed price only works with clear rules. Here is what we need from you and what is not part of phase 1.

What we need from you

Key users and the product owner are available for workshops and questions during the three weeks and actively participate.
You provide access, existing documentation as well as the Copilot Studio licence and Exchange access for the Sales Qualification Agent beforehand.
You answer our preparation questions before kick-off so the workshops serve decision-making (about two weeks lead time).
Process descriptions, quote templates, price lists or similar are delivered ideally two weeks before kick-off.
Data for enrichment (customers, contacts, products, price lists, sample leads) is delivered in the first week in a suitable format, for example Excel.
You secure the capacity of your internal experts for preparation, workshops and follow-up.

What is not part of phase 1

Complex quoting logic. The POC maps a simple lead-to-quote process with items and price lists; CPQ, discount tiers and approval workflows belong to phase 2/3.
Integrations with third-party systems such as ERP, CPQ or portals. These belong to phase 2/3.
The Sales Qualification Agent runs in research mode in the POC; autonomous sending and follow-up (“research and engage”) is shown and evaluated.
A full data migration. We create customer-specific data but do not migrate.
Customer-specific custom code development.
A production environment. ALM and deployment concepts are not part of the POC.
A customer-specific security concept. The POC uses standard roles.

What the service includes in detail

Requirements workshops: lead management, opportunity management and conversion to quote, products and price lists, Sales Qualification Agent. Target processes incl. gaps, transcription and documentation.
Project management: preparation and follow-up of workshops, results presentation, coordination and scheduling.
Provisioning: initial configuration of a D365 Sales instance incl. users, teams, permissions and base configuration (metadata, products, price lists).
Configuration: near-standard sales process with forms, statuses and business process flow; Sales Qualification Agent, Outlook integration and Sales mobile app (low code); import of your data.
Key user training: basic training as shared understanding, in-depth training on your adapted processes, forms and configuration, including lead-to-quote process and Sales Qualification Agent.
AI: demonstration of standard AI, discussion of agent options, identification and evaluation of AI use cases.

Frequently asked questions

The questions that come up in almost every first conversation.

What does phase 1 of the Connected Sales Accelerator cost?

CHF 20'000 excl. VAT as a fixed price for all of phase 1, including five licences for three months. No daily rate, no open-ended effort and no commitment to phase 2.

How does phase 1 run?

Three weeks from kick-off to showroom: three process workshops, AI-supported build of the POC with the Sales Qualification Agent, showroom session and key user training.

What is included in the fixed price?

A working Dynamics 365 Sales with lead to quote, your products and price lists and the Sales Qualification Agent, plus the documented target processes and the gap list. Five licences for three months are included.

What is not part of phase 1?

Complex quoting logic such as CPQ or discount tiers, integrations with third-party systems such as ERP or portals, a full data migration, customer-specific custom code and a production environment. In the POC the Sales Qualification Agent runs in research mode.

What happens after the POC?

Phase 1 is finished and paid for. Whether and how things continue is your decision, with the system in front of you. Phase 2 builds on the POC system as a time box: blueprint and architecture, ERP integration, quoting and CPQ logic, further sales agents and data migration.

Order phase 1. The rest remains your decision.

You sign the order electronically, we confirm within one business day and plan the kick-off with you. About two weeks later the workshops start.

Sign the order electronically

Legally valid e-signature, two minutes, no printing. The order contains exactly the deliverables, assumptions and exclusions on this page.

Order confirmation and kick-off date

You receive the confirmation with the preparation questions and the list of required documents. We set the kick-off together.

Kick-off and start of the three weeks

Once access and documents are in place, the clock starts. Three weeks later you stand in the showroom in front of your Dynamics 365 Sales.

Your preferred kick-off date (optional) Included in the message to Christian when you request the signature link or ask questions.

Your order

Phase 1 · Sales Accelerator3 process workshops, AI-assisted POC build, showroom, key user trainingCHF 20'000

Sales Qualification Agentset up on your leads, research modeincluded

5 Dynamics 365 Sales licences3 months, for your key users in the POCincluded

Project management Ambit Schweiz AGPreparation and follow-up, coordination, results presentationincluded

Ordered forYour company—

Fixed price excl. VATCHF 20'000

Sign the order electronically Clarify questions first

The contracting party is Ambit Schweiz AG. Invoiced at kick-off, payable within 30 days net. The terms and conditions of Ambit Schweiz AG apply. Prices excl. VAT.