Dynamics 365 CRM: Unify your data, teams, and processes

Microsoft's all-in-one CRM platform for customer engagement, task automation, and strategic decision making.

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Unite your data & teams like never before with Microsoft Dynamics 365 CRM

An intuitive, scalable and easy-to-use customer relationship management tool that improves decision-making for SMEs.

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What is Microsoft Dynamics CRM?

Managing customer relationships is vital to success, now more than ever. But increased customer expectations and changing regulations make this a challenge. To stay competitive, businesses need to make processes more efficient, increase output, and make strategic decisions quickly – all while meeting customer demand and compliance requirements.

Why your business needs a CRM

75%

of businesses are utilising a CRM

85%

of businesses are planning to invest in AI or automation tools

94%

of businesses say using a CRM contributes to increasing customer retention

Data taken from a survey we commissioned in December 2024

Meet Microsoft Dynamics 365 CRM  

Dynamics 365 is much more than a customer relationship management (CRM) system. It’s an all-in-one solution for customer engagement, AI-powered task automation, and enhanced collaboration and productivity.  

UK businesses choose Dynamics to benefit from: 

Complete customisation

Customisable dashboards, fields, workflows, and processes make it easy to adapt Dynamics CRM to your industry or compliance needs. Customisations are self-serve and do not require downtime, minimising disruption to daily operations.

Powerful integrations

Dynamics 365 effortlessly integrates with other Microsoft and third-party solutions, unlocking new capabilities and increasing return on investment from new (and existing) technologies. Common Dynamics 365 integrations include: Office 365, Power BI, Business Central, and all Dynamics modules.

Next-generation analytics

Use Dynamics 365’s powerful analytics & reporting capabilities to gain valuable insights into business performance and stay ahead of the competition. Make informed, strategic decisions, identify trends, and measure success with real-time business data and AI-driven insights.

Compliance features built in

Easily meet compliance requirements for GDPR, ISO 27001, and SOC 2 with Dynamics 365. Or maintain audit-readiness with built-in data retention policies, role-based access controls, and audit trail tools.

Enhanced security

Dynamics 365 is built on Microsoft “Trusted Cloud” and has enterprise-level security features like monitoring and threat detection, role-based access control, and data encryption. That’s why it’s one of the most secure and trusted CRM solutions in the UK.

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How Microsoft Dynamics 365 works across industries

See how you can make Dynamics 365 work for your business:

Charity

Dynamics 365 CRM helps  manage donations, volunteers, and events with tools tailored to their operational needs.

See how →

Accountancy

For accountancy firms looking to streamline operations to manage client portfolios, automate routine tasks, and enhance collaboration.

See how →

Legal

Designed for lawfirms that want to streamline cases and compliance tasks with efficiency, while improving client interactions. 

See how →

Recruitment

To manage fast-paced demands, Dynamics supports recruiters to manage pipelines, coordinate with employers, and work efficiently.

See how →

Estate agents

Estate agencies benefit from Dynamics to support day-to-day tasks, boost productivity, and offer tailored insights.

See how →

Local Government

Dynamics 365 CRM helps local government manage services and support collaboration for councils and community organisations.

See how →

Dynamics CRM: Purpose-built for SMEs and SMBs

Dynamics 365 is changing how small and medium-sized businesses use their CRM. They’re integrating it with existing systems to drive return on investment and using AI to scale customer engagement – without added pressure to hire.  

SMEs and SMBs with Dynamics 365 CRM are using:

Copilot automations

to scale customer engagement (without added pressure to hire)

Adjustable resources

to keep monthly overheads low

Modular adoption

to access essential features, while leaving room to extend capabilities as they grow

Cloud-based technology

to access enterprise-grade features without investing in hardware or infrastructure

Integrations

to transform their CRM into a business-wide customer engagement machine

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How Dynamics 356 CRM supports your wider business

Dynamics 365 CRM supports a wide range of business functions, including Sales, Customer Service, Marketing, Operations, and more. Use cases include:

Sales Management

Stay on top of your sales pipeline by tracking leads, opportunities, and every single client interaction. Real-time data and automation tools help sales teams prioritise tasks and close deals more efficiently.

Customer Service

Deliver exceptional support by managing service requests, handling feedback, and resolving issues promptly. With a unified platform, your support team can ensure no customer query goes unanswered.

Marketing Automation

Build and execute marketing campaigns tailored to your audience’s preferences. From tracking engagement to measuring success, the tools within Dynamics 365 empower marketing teams to achieve better results.

Operations Coordination

With Dynamics 365, collaboration across your teams becomes seamless with tools designed to synchronise tasks, monitor performance, and ensure that departments work together towards shared goals.

How businesses are benefiting from Microsoft Dynamics 365 CRM

SHI Cryogenics Tillamook Country Creamery MVP Healthcare
Increase profits with Dynamics 365

SHI Cryogenics

SHI Cryogenics reduced their product turnaround times from two months to two weeks, whilst increasing their sales and service revenues.

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Tillamook Country Creamery

Tillamook Country Creamery Association increased warehouse pallet throughput by 50%, whilst also automating key manual processes.

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MVP Healthcare

MVP Healthcare expects to save $6million by implementing AI-driven process improvements within Dynamics 365 CRM, sunsetting legacy domains and boosting their IT efficiency.

Enquire about Dynamics 365 CRM

Our expert team are here to help. If you'd like to discuss your current CRM, understand use cases and features, or get help with implementation - get in touch.

Frequently asked questions

What is Microsoft Dynamics 365 CRM?

Dynamics 365 is a suite of enterprise resource planning (ERP) and customer relationship management (CRM) business applications developed by Microsoft.

The suite is designed to provide businesses with an all-encompassing solution to manage various aspects of their operations, customer interactions, and processes. It helps organisations streamline their processes, improve customer relations, make data-driven decisions, and achieve greater efficiency.

What is a CRM?

CRM systems help businesses build customer relationships and streamline processes by organising this information in a centralised, easily accessible database. This enables companies to improve customer service, increase sales, improve customer retention, and effectively cross-sell and upsell products or services.

What is the purpose of a CRM?

The primary purpose of a CRM tool is to create a consistent and personalised customer experience bridging sales, marketing and customer service processes.

What does CRM stand for?

CRM stands for "customer relationship management" and is both a strategy and business tool.

What is a CRM system used for?

A CRM system is used for managing a company’s interactions with current and potential customers. It helps businesses streamline processes, build customer relationships, increase sales, improve customer service, and increase profitability.

What are the benefits of a CRM?

A CRM helps businesses to get a better understanding of their target customers, providing insights and data around customer interaction to inform future activities.

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