Dynamics 365 Sales and Marketing Consulting for Miami Teams Whose Buyers Live in Other Countries
Most Dynamics 365 partners implement Sales and Marketing as two separate projects handed to two separate teams. We implement Dynamics 365 Sales and Dynamics 365 Customer Insights - Journeys as one funnel for Miami businesses, so a lead Marketing calls qualified is a lead Sales actually works. Our Brickell Key office hosts kickoff and discovery in person for teams across Miami-Dade, and teams in Broward and Palm Beach counties work with us remotely, or on site by arrangement.
What Is Dynamics 365 Sales and Marketing Consulting?
Dynamics 365 Sales and Marketing consulting is the work of implementing and connecting Microsoft's CRM application, Dynamics 365 Sales, with its marketing automation platform, Dynamics 365 Customer Insights - Journeys (formerly sold as Dynamics 365 Marketing), so they run as one lead-to-revenue system instead of two apps that happen to share a data model. That includes configuring both applications around your actual sales process, building the lead scoring and handoff rules between them, migrating data from whatever you're on today, and building the reporting layer both teams actually look at. Sunflower Lab runs this as a full implementation engagement, not just the layer on top. In Miami, the funnel has its own quirks: buyers in other countries, conversations that happen on WhatsApp, quotes in more than one currency, and private clients whose names should not be visible to everyone. We configure one agreed definition of a qualified lead, one handoff rule, and one report both teams trust around those realities, with the work led from our Brickell Key office.
Sales and Marketing Are Built to Share a Platform. Most Companies Still Run Them Like Strangers.
Sales and marketing alignment has a measurable revenue impact, and the gap isn't a culture problem, it's a pipeline leak.
None of that is a licensing problem. Dynamics 365 Sales and Customer Insights - Journeys are built to run on the same Dataverse. The gap shows up when they're implemented as two separate projects with nobody responsible for what happens between them, and it's usually the part that gets rushed or skipped.
Two systems, two truths
Marketing runs its own definition of a qualified lead. Sales runs its own pipeline. Nobody agreed on what "qualified" actually means, so the handoff breaks every time.
The handoff has no owner
A lead clears marketing's bar and sits in a queue no rep is watching, or lands with a rep who has zero context on what that lead already engaged with.
Reporting stops at MQL
Marketing reports on leads generated. Sales reports on closed revenue. Nobody can trace a closed deal back to the campaign that started it, so budget decisions get made on gut feel.
If any of that sounds familiar, that's exactly where we start.
Dynamics 365 Sales and Marketing, Implemented as One System
We run Dynamics 365 Sales and Customer Insights - Journeys implementations from discovery through go-live, and we build the alignment layer most partners treat as an afterthought.
CRM Implementation Built Around Your Process
We configure Dynamics 365 Sales around how your team actually sells, not the out-of-the-box pipeline stages. We work on:
- Lead, opportunity, and pipeline configuration mapped to your real sales stages
- Product and pricing catalogs so quotes don't require a spreadsheet on the side
- Email integration and Server-Side Sync so activity logs itself instead of relying on reps to type notes
- Territory, security roles, and forecasting set up so a pipeline review reflects what's actually happening
- Country, transaction currency, and exchange rate on every account and quote, so reps quote in the buyer currency and the pipeline reports in dollars
Marketing Automation on the Current Platform
Microsoft is retiring the older batch-and-blast Outbound Marketing model in favor of Real-Time Journeys, and we build on the current architecture from day one. We work on:
- Real-time journey and segment setup replacing manual send lists
- Forms and lead capture connected directly into Dynamics 365 Sales, not a separate database waiting on an export
- Consent, unsubscribe, and compliance data structured so marketing can prove it's following the rules
- Campaign and journey performance tracked at the contact level, not just aggregate opens and clicks
- WhatsApp and text consent kept per phone number, with the wording and date stored
The Layer Most Partners Skip
This is where most Sales and Marketing implementations actually fail. We build it deliberately:
- Lead scoring built on your actual conversion data, not a default template neither team believes in
- Automated handoff rules so a marketing-qualified lead lands in the right rep's queue with context attached
- Power BI dashboards blending marketing engagement data with sales pipeline stages, one funnel view both teams look at
- Campaign attribution tied through to closed revenue, not just clicks and form fills
- Ownership and visibility rules for private clients, and hold or exclusivity rules for one of a kind items and sponsor categories
Automation and Apps Around Both Systems
Once the foundation is solid, we extend it with the rest of the Power Platform:
- Power Automate workflows keeping campaign and pipeline data in sync without manual exports
- Power Apps for the exception workflows neither app's standard forms cover
- AI-assisted lead summaries so a rep walks into a call already knowing the touchpoints that got them there
How Miami Businesses Use Dynamics 365 Sales and Marketing
Six Miami sales motions where Sales and Marketing work from one record, because the buyer lives abroad, the client is private, or the product exists only once.
Pre-construction condo and mixed-use developers in Brickell, Edgewater, and Miami Beach
Buyers register interest months before a launch, from the sales gallery, from outside brokers, and from the website. All three land in one list in Dynamics 365 Sales, and Customer Insights - Journeys invites each segment to launch day by unit type and price range. Because many Miami buyers live abroad, each contact carries a country field, and a segment sends them a virtual presentation link instead of a gallery visit. A reservation becomes an opportunity with deposit and contract milestones tracked as tasks, while the money itself stays in your accounting system. Power BI compares registrations, tours, and reservations by source.
Latin America export distributors and trading companies in Doral and Medley
Leads arrive from trade shows, reseller referrals, and WhatsApp conversations across a dozen countries. Dynamics 365 Sales stores the country on each account, routes new leads to the rep who covers it, and lets the rep quote in the buyer currency while the pipeline reports in dollars. Customer Insights - Journeys sends product news by country, and Power BI shows which countries reorder, not just which ones bought once. Pricing, shipping documents, and customs paperwork stay in your ERP.
Medical tourism and elective procedure practices in Coral Gables, Aventura, and Doral
Inquiries arrive from Instagram, referral agents abroad, and website forms. Each becomes a lead with an assigned coordinator, and a consultation, often by video, is a scheduled activity. After the consult, the opportunity tracks the travel window, and Customer Insights - Journeys sends pre-trip instructions and a post-trip check in. Clinical records and photos stay in the medical record system, and Power BI shows which referral sources turn into booked procedures.
Festival, media, and sponsorship sellers in Miami and Miami Beach
Each sponsorship package is a product tied to an event date and an exclusive category, and each sponsor renewal is an opportunity that opens months before the next event. A rule checks the category before a quote goes out, so two competitors are never sold the same slot. After an event, Customer Insights - Journeys sends each sponsor a recap and the ticket allocation for the next one, and Power BI shows which categories are still open.
Art galleries and design showrooms in Wynwood and the Design District
Each work or piece is a product with a quantity of one and a status of available, on hold, or sold. A collector interest is an opportunity linked to the work, and a hold expires on a set date so the next collector in line is told. Customer Insights - Journeys invites collectors to previews by medium and price range, and a rep sees every earlier inquiry before the conversation starts. Sale price, payment, and consignment terms stay in your accounting system.
Yacht brokerages and charter companies in Coconut Grove and Miami Beach
One client may look at several vessels, so each vessel is a product and each interest is an opportunity, and a broker sees every vessel a client has viewed. Private clients are owned by a single broker and kept out of general segments, and invitations go to a hand picked list. After a boat show or a charter season, Customer Insights - Journeys follows up by vessel type, and Power BI shows inquiries by vessel and season.
Planning Your Dynamics 365 Sales and Marketing Implementation
Discovery & CRM/Marketing Audit
We map your current Sales pipeline configuration, your marketing automation setup, and exactly where the handoff breaks today. For Miami teams, we also list every place a lead enters, such as WhatsApp numbers, trade show scans, referral agents abroad, and the appointment book at a gallery or showroom, because those entry points decide where the funnel leaks.
Alignment & Implementation Design
We agree on one lead scoring model and one handoff SLA before any configuration starts, with a fixed-price roadmap.
Build & Migrate
Our certified Power Platform developers configure Sales and Customer Insights - Journeys, migrate existing data, and connect Power BI reporting. Typically 4 to 8 weeks depending on scope.
Optimize & Scale
We stay on to tune scoring thresholds, extend journeys, and add the Copilot/AI layer as adoption grows.
Frequently Asked Questions
Talk to our Dynamics 365 Sales & Marketing experts
Free 30-minute discovery call. We'll audit your current CRM and marketing automation setup, map the handoff gap, and scope a fixed-price implementation plan.
