Native Field Sales for Dynamics 365: Why We Built It Inside the CRM

For teams that still rely on localised or door-to-door sales, like fibre broadband providers, field execution is everything.

But most of the tools designed for this kind of work sit completely outside of the CRM. They’re built as separate platforms, require separate logins, and often come with expensive licensing or clunky integration.

If your sales team works in Dynamics 365, why shouldn’t your field reps?

Field Sales Is Still Vital - But Often Disconnected

Field sales remains a critical part of operations for sectors like fibre broadband, utilities, and localised B2B sales. But in too many cases, the tools used for this work sit completely outside of Dynamics 365.

Standalone apps require separate logins, offer limited integration, and force reps and managers to work in silos. It creates delays, duplicate entry, and missed opportunities.

The Problems We Kept Seeing in Fibre and Territory-Based Sales

Working with fibre broadband providers across the UK, we saw the same issues come up repeatedly:

- Sales reps working from printed lists or third-party tools
- Manual territory assignment without any visualisation
- CRM updates lagging behind, or missed entirely

Even when Dynamics 365 Sales was deployed, the field sales process remained disconnected, breaking the link between what happened on the doorstep and what got recorded in the system.

A Native Solution, Built Inside Dynamics 365 Sales

We created a solution that works entirely inside Dynamics 365 Sales. No app switching. No syncing. No duplication.

For Field Agents

- View serviceable addresses on an interactive map
- Follow an optimised walk route between targets
- Log sales outcomes directly from the map
- Stay in CRM - no need to jump between tools

For Sales Managers

- Assign routes or territories by postcode or build phase
- See progress and coverage at a glance
- Pull real-time reporting using Dynamics dashboards

Why It Matters That It's Native to Dynamics 365

Because it’s built directly on top of Dynamics 365, the tool can:

- Use your existing Leads, Opportunities, and Accounts
- Work seamlessly with Power Automate for follow-ups and workflows
- Feed into Power BI dashboards
- Be extended using Power Platform customisation

This makes it faster to adopt, easier to manage, and far more flexible than any third-party tool.

Who It’s For

While originally built for fibre broadband sales teams, the solution fits a wide range of field sales use cases:

- Territory-based B2B sales
- Localised retail campaigns
- On-site service or product demos

If your sales team starts with a list of addresses and ends at a doorstep - this tool brings that process into your CRM, where it belongs.

Want a Walkthrough?

We’re currently onboarding early users. If you’d like a quick demo or want to explore how this could work in your Dynamics 365 environment, get in touch here.