From Dynamics CRM to Dynamics 365 Sales with 4Start: Faster, Safer, Smarter

Dynamics 365 Sales fixes those issues with an AI‑ready, collaboration‑first CRM. Pair it with Business Central, and Sales and Finance finally run on the same truth, speeding deals and reducing errors. 

4Start is our templated, fixed‑scope approach to deploy Dynamics 365 Sales, with optional Business Central integration, so you get the benefits fast without the risk or sprawl of a traditional CRM project. 

Why Dynamics 365 Sales? 

Business Central is a finance first system, and its sales capability is basic. In Business Central, sales data is embedded in transactional forms with no E2E sales process, limited forecast tools, no clear activity and interaction tracking, limited reporting, automation and sales AI capability. 

Conversely D365 Sales provides your business with: 

• A purpose-built CRM for sales productivity.  

• Lead/opportunity tracking, pipelines, forecasting and leading intelligence features. 

• A solution that scales with business growth, supports different journeys and growing teams 

• Reporting for sales specific roles 

• Sales Copilot and predictive AI insights 

• Centralised timeline of customer interactions 

• Track emails, schedule follow ups and collaborate in teams
  
  

What is 4Start? 

4Start is Node4’s templated implementation of Microsoft Dynamics 365 Sales, designed specifically for organisations already using Dynamics 365 Business Central. By integrating these two powerful platforms, 4Start enables your business to streamline the entire quote-to-cash process, improve collaboration between sales, finance, and operations, and automate key workflows to accelerate deal closure. For organisations not using Business Central, 4Start is also available as a standalone solution for Dynamics 365 Sales, offering the same robust functionality, rapid deployment, and fixed-price delivery model to help you drive sales efficiency and ROI.

How 4Start is delivered? 

• Kick‑off: solution walk‑through, environment & licensing setup 

• Configuration & build: time‑boxed optimisation of key forms/views (Account, Contact, Lead, Opportunity, Quote), business process flows, sequences, dashboards, and standard Business Central integration 

• Training, testing & deployment: UAT support, core training, templates and go‑live 

• Hypercare: focused post‑go‑live support 

This structure keeps work predictable and value‑oriented. 

Is 4Start right for you? 

Choose 4Start if you’re an SMB or growing team that’s happy to adopt Microsoft best‑practice, out‑of‑the‑box features instead of heavy custom builds. If you need complex integrations, bespoke entities or large‑scale migration on day one, we’ll phase it, start with core value via Dynamics 365 Sales, then extend. 

Upgrading from Dynamics CRM to Dynamics 365 Sales, especially with the 4Start approach means you can unlock a new level of efficiency, collaboration, and insight across your sales and finance teams.  

By integrating with Business Central, you create a seamless, future-ready platform that accelerates your sales cycle, reduces manual work, and delivers measurable ROI from day one. With 4Start, you get a proven, low-risk path to modern CRM, so your business can focus on growth, not complexity.