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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Managing customer relationships has never been more important, especially as industries adapt to meet the growing expectations of their audiences. With businesses facing increased competition and higher customer demands, having a structured system to track interactions, improve engagement, and foster loyalty is no longer optional but essential. A Customer Relationship Management (CRM) system offers a means to centralise operations, ensuring that businesses can stay organised, make better decisions, and ultimately thrive in a dynamic marketplace. For any organisation aiming to increase efficiency and maintain strong connections with clients, a CRM serves as an invaluable tool for long-term success.

The Advantages of a implementing a CRM such as Dynamics 365

 

Consolidated Customer Information

One of the key features of a CRM system is the ability to centralise customer data, ensuring that every member of your team has access to up-to-date information. This eliminates silos, enhances collaboration, and allows employees to respond quickly and accurately to customer needs.

Boosted Productivity

Many routine tasks, such as data entry or scheduling follow-ups, can be automated using a CRM system. This allows teams to focus on more strategic and value-driven activities, such as nurturing client relationships and exploring new opportunities.

Informed Decision-Making

By utilising comprehensive analytics tools, businesses can gain valuable insights into customer preferences, market trends, and overall performance. Such insights empower companies to make data-driven decisions that directly contribute to growth and success.

Superior Customer Experience

The ability to personalise communication, anticipate needs, and provide timely responses ensures that customers feel valued and supported, enhancing their overall experience with your brand.

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Dynamics 365 CRM for SMEs

Dynamics 365 CRM offers more than just standard customer management. It’s a highly advanced cloud-based platform that evolves alongside your business. Whether you are managing sales, customer service, marketing efforts, or operational workflows, this solution provides the tools needed to bring your teams together, simplify your data management processes, and deliver exceptional results.

Why choose Dynamics 365 CRM?

Adaptable to fit your unique processes

Businesses often have distinct workflows and processes, and Dynamics 365 CRM can be customised to match these requirements without disrupting daily operations.

Integrates with Microsoft & Office 365 

Seamless integration means that your teams can work within familiar environments while accessing all the tools and insights they need. No extra integrations required.

Scalable to match your ambition

As your organisation expands, whether in terms of team size, locations, or service offerings, Dynamics 365 CRM can scale to meet these new demands without limitations.

Why Dynamics 365?

Fully customisable

Dynamics 365 offers a wide array of customisation options, enabling you to mould the system to align with your particular business procedures. Whether your needs involve custom fields, workflows, or dashboards, Dynamics 365 can be adjusted to suit your specifications. This level of adaptability guarantees that you can fine-tune the CRM to support your unique business objectives and enhance overall efficiency.

Effortless integration

Dynamics 365 integrates effortlessly with a multitude of applications and services, including Microsoft Office 365, Power BI, and various third-party solutions. This integration capability allows you to link your CRM with other tools you use daily, creating a cohesive and streamlined workflow. By capitalising on these integrations, you can enhance operational efficiency, improve data accuracy, and foster better collaboration across your organisation.

User-friendly interface

Dynamics 365 boasts an intuitive and user-centric interface that simplifies navigation and usage for your team. With its contemporary design and clear navigation, users can effortlessly access the information they need and complete tasks efficiently, minimising the learning curve and boosting productivity.

Sophisticated analytics

Dynamics 365 offers powerful analytics and reporting tools that provide you with invaluable insights into your business performance. With real-time data and customisable reports, you can make well-informed decisions, identify trends, and measure success accurately. These analytics capabilities empower you to stay ahead of the competition and foster business growth.

Enhanced Security

In addition to its other features, Dynamics 365 ensures that your data is secure and complies with industry standards. With robust security measures and compliance protocols in place, you can trust that your business information is protected, allowing you to focus on achieving your business goals without concern.

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Practical Microsoft Dynamics 365 use cases

See how Dynamics 365 could benefit your business:

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.

When integrated into your business, Dynamics 365 CRM becomes a powerful solution capable of driving sustained growth. It centralises operations, enhances customer satisfaction, and equips teams with the resources needed to succeed in competitive markets. Whether you’re a small team or a large enterprise, adopting this comprehensive system can transform the way you work, bringing about greater efficiency and stronger customer connections.

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 recent survey we commissioned in December 2024

How Microsoft Dynamics 365 works across industries

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

Charity

Dynamics 365 CRM helps charities 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 firms that want to streamline cases, client interactions, and compliance tasks with efficiency. 

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 →

How other businesses have benefitted from Dynamics 365

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.

Get started today
Dynamics 365 Warehousing

Tillamook Country Creamery

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

Get started today
Dynamics 365 Healthcare

MVP Healthcare

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

Get started today

Now it’s your turn. Find out how Microsoft Dynamics 365 can benefit your business.

Whether you’ve got your sights set on a specific business application that you’d like to see in action, or you still have a few questions, fill out this quick form and our expert team will be back in touch to support you.

 

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Frequently asked questions

What is Dynamics 365?

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.

What is an ERP?

An ERP is a type of software that organisations use to manage and integrate the important parts of their businesses. ERP systems combine various functions, including inventory and order management, accounting, human resources, customer relationship management (CRM), and more, into one complete system to streamline processes and information across the organisation.

What does ERP stand for?

ERP stands for Enterprise Resource Planning and is the notion of bringing together multiple business functions into one place.

What is the purpose of an ERP?

The primary purpose of an ERP system is to increase organisational efficiency by managing and improving how company resources are utilised, making it easier to collect, store, manage, and interpret data from various business activities. This integrated approach can lead to improved project planning, decreased costs, enhanced collaboration, better management of company resources, and improved decision-making based on real-time information.

What is an ERP tool used for?

An ERP tool is used to integrate back-office business processes and facilitate the flow of information within an organisation so business decisions can be data-driven.

What are the benefits of an ERP?

ERP tools help businesses improve efficiency, enhance visibility, support data-driven decision-making, increase collaboration and ensure compliance.

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