Guided Dynamics 365 configurator for mid-market B2B companies that ships a pre-wired industry template covering pipeline, estimator ticketing, BC and QB integrations, and role-based access in days not
D365 has enterprise power but SMB implementation costs kill deals and no one has productized the setup layer for specific verticals
Built for Mid-market B2B sales teams and estimating departments using Microsoft ecosystem (Dynamics 365, Teams, Business Central)..
Sell a fully assembled vertical starter kit instead of billable hours so buyers get a working system without a six-figure implementation
“Scope of Work Part 1: Microsoft Dynamics 365 CRM Setup Lead & RFQ tracking with email capture (Outlook/Gmail) Custom sales pipeline stages and automation In…”
The receipts — real demand
“Scope of Work Part 1: Microsoft Dynamics 365 CRM Setup Lead & RFQ tracking with email capture (Outlook/Gmail) Custom sales pipeline stages and automation Interactive dashboards for sales metrics Light integration with Business Central and QuickBooks Online Role-based access for Sales, Estimators, and Managers Part 2: Internal Ticketing Workflow Estimator request submission via Teams or browser Automated approval …”
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demand score 6.8 — the receipts are below
Why this is a gap
Surfaced from a high-intensity complaint with clear willingness to pay and a specific, reachable audience.
The market
Mid-market B2B sales teams and estimating departments already on Microsoft stack (Dynamics 365, Teams, Business Central). No search volume, but the pain (RFQ tracking, custom pipelines, dashboards) is specific to this ecosystem.
Competition & the opening
Dynamics 365 itself, plus native Microsoft alternatives (Power Apps, Power Automate). The gap: low-code setup tools that hide Dynamics complexity and ship preconfigured sales workflows are sparse.
real pricing TekStack from $48,000/year all-in for year one; typical ongoing costs $300,000-$400,000/year
What's hard to build
Dynamics 365 is notoriously complex to customize safely without breaking updates or creating technical debt. You must build on Microsoft's native platform (not replace it), meaning dependency on Dynamics APIs, certification, and compliance with Microsoft's release cycle. Each client's sales process is different, so heavy configuration work will still be needed.
Why now
Dynamics 365 CRM adoption is rising but setup complexity deters mid-market; low-code automation is now feasible.
How you'd monetize
$199-499/mo SaaS or per-implementation fixed fee