Automate, connect, and grow with Dynamics 365 CRM for accountancy firms

Simplify client management and boost efficiency with Microsoft Dynamics 365 CRM for accountants.

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Why accountancy firms need Dynamics 365 CRM

Managing client relationships is getting harder as firms grow. Dynamics 365 CRM helps accountants centralise client data, automate repetitive tasks, and gain actionable insights.

As your firm grows, the challenge isn’t just more clients. It’s more systems, more data, and more pressure to deliver a seamless experience. Traditional tools can’t keep pace, leaving teams juggling spreadsheets and missing opportunities to connect.

Microsoft Dynamics 365 CRM changes that. It centralises client information, automates repetitive tasks, and gives you real-time visibility across your pipeline. With everything in one place, your team can work smarter, respond faster, and deliver the kind of service that keeps clients loyal while driving sustainable growth.

The benefits of CRM that help accountants work smarter

Discover the practical benefits of Dynamics 365 CRM that go beyond data management, helping your firm save time, reduce risk, and deliver exceptional service.

Centralised client data in one secure place

Dynamics 365 CRM gives your firm a single, secure source of truth for every client including preferences, interactions, and financial history, all in one place. With complete visibility, your team can deliver personalised service that builds trust and strengthens relationships.

Automate routine tasks and boost efficiency

Dynamics 365 CRM takes care of the admin so your team doesn’t have to. Automate invoicing, appointment scheduling, and client follow-ups—all while reducing errors and freeing up time for higher-value work.

Data-driven insights for smarter decisions

Dynamics 365 CRM turns client data into actionable intelligence. Track behaviours, monitor performance, and uncover trends that help your firm make informed decisions—whether it’s improving client retention or identifying new growth opportunities.

Compliance and security you can count on

Protecting client data isn’t optional. It’s essential! Dynamics 365 CRM helps your firm stay compliant with regulations and safeguard sensitive information with enterprise-grade security. Built-in tools reduce risk, prevent breaches, and give clients confidence that their data is in safe hands.

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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

How Dynamics 365 CRM empowers accountancy firms

Dynamics 365 CRM is built for the way accountants work. Its intuitive interface makes adoption simple, even for teams with limited technical expertise, while seamless integration with Microsoft tools creates a connected workspace that boosts productivity and collaboration.

The platform is fully customisable, so you can tailor workflows to your firm’s unique needs—whether it’s managing client portfolios, automating compliance tasks, or streamlining repetitive processes. With Dynamics 365 CRM, accountancy firms gain a unified system that drives efficiency, improves client engagement, and supports growth in a competitive market.

The capabilities of Dynamics 365 extend across various aspects of accountancy firms work:

Client Management

Use Dynamics 365 to organise clients into categories based on their financial history, service requirements, or business type. This allows firms to develop communication strategies that resonate with each group.

Streamlining Admin

Labour intensive admin tasks and processes such as document management, reporting, and invoice processing can be automated, freeing up staff to focus on high-value tasks that directly benefit clients.

Financial Monitoring

As a platform, Dynamics 365's CRM enables firms to track key financial metrics and generate detailed reports, providing clients with timely and accurate insights into their financial performance.

Regulatory Compliance

With tools to monitor and manage compliance requirements, Dynamics 365 ensures that firms remain up to date with industry regulations, avoiding potential issues and maintaining their reputation.

Why accountants choose Dynamics 365 CRM

Customisable to fit your firm’s needs

No two firms work the same way, so you need a CRM that adapts to yours. From custom fields and workflows to tailored dashboards, you can shape the platform around your processes. This flexibility means your CRM supports your goals, boosts efficiency, and grows with your business.

Effortless integration with the tools you trust

Dynamics 365 CRM works seamlessly with Microsoft Office 365, Power BI, and other essential apps your firm relies on. Connect your CRM to everyday tools for a unified workflow that reduces duplication, improves data accuracy, and makes collaboration effortless.

An interface your team will love

Dynamics 365 CRM is designed for simplicity. Its clean, intuitive layout makes it easy for your team to find what they need and complete tasks quickly, without a steep learning curve. The result? Faster adoption, fewer mistakes, and more time spent on client work.

Analytics that drive smarter decisions

Dynamics 365 CRM turns data into actionable insights. With real-time dashboards and customisable reports, you can track performance, spot trends, and make decisions that improve client retention and profitability. These tools give your firm the clarity to stay competitive and grow with confidence.

Security and compliance you can rely on

Client data protection isn’t optional, it’s critical. Dynamics 365 CRM safeguards sensitive information with enterprise-grade security and built-in compliance tools, helping your firm meet regulatory requirements and avoid costly risks. With confidence in your data security, you can focus on growth, not worry.

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How other businesses have benefitted from Dynamics 365

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

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Download our report

The Dynamics of Success

Get a better understanding of the benefits of using a CRM system - allowing businesses like yours to overcome fragmented systems and disconnected workflows. Don't just read about them either, our report provides you with actionable insights and practical recommendations so that you can begin to make data-led decisions.

the-dynamics-of-success-report-download-1

Download our report

The Dynamics of Success

Get a better understanding of the benefits of using a CRM system - allowing businesses like yours to overcome fragmented systems and disconnected workflows. Don't just read about them either, our report provides you with actionable insights and practical recommendations so that you can begin to make data-led decisions.

the-dynamics-of-success-report-download-1

Take Dynamics 365 CRM to the next level

Unlock new possibilities with intelligent solutions that connect data, people, and processes. Gain deeper insights, streamline operations, and deliver experiences that build trust and drive growth across your accountancy firm.

Customer insights

Gain clarity into client needs with real-time data and connected accountancy teams. Anticipate challenges, respond quickly to shifting priorities, and keep client satisfaction at the centre of every interaction.

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Customer service

Exceed expectations and build trust with connected accountancy teams and real-time insights. Resolve client issues faster, adapt to changing needs, and keep satisfaction at the heart of every interaction.

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Field service

Boost efficiency and visibility with real-time support that keeps accountancy teams connected and clients informed. Automations streamline every process, ensuring smooth operations and satisfaction at every step.

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Finance

Stay competitive with real-time insights that simplify processes and strengthen decision-making. Automations and compliance tools drive profitability and give your firm the confidence to scale in any market.

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Supply chain

Stay resilient with connected operations and real-time visibility that keep complexity under control. Intelligent automation and sharper forecasting give your firm the agility to adapt fast and deliver with confidence.

Learn more

HR

Simplify HR processes and strengthen every stage of the employee journey. From onboarding to performance management, real-time insights and automation help build an adaptable accountancy team while giving your firm clarity to plan confidently for what’s next.

Project ops

Bring accountancy teams, resources, and insights together to deliver projects with precision and impact. From planning to profitability, real-time visibility and automation help your firm stay on track while adapting to change with confidence.

With Dynamics 365, let's build your perfect CRM together

Ready to transform client management? Dynamics 365 CRM gives your firm the tools to work smarter and deliver exceptional service.

Complete the form to request a demo and see how it works for your practice.

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Frequently asked questions

What is Dynamics 365 CRM and how does it help accountancy firms?

Dynamics 365 CRM is a client relationship management platform that centralises client data, automates workflows, and provides real-time insights. For accountancy firms, it improves efficiency, compliance, and client engagement.

Why do accountants need a CRM system?

A CRM helps accountants manage client relationships, track interactions, and streamline processes like onboarding and follow-ups. It reduces manual work and ensures better service delivery.

Can Dynamics 365 CRM integrate with other Microsoft tools?

Yes. Dynamics 365 CRM integrates seamlessly with Microsoft Office 365, Power BI, and other applications, creating a unified system for collaboration and reporting.

Is Dynamics 365 CRM suitable for small accountancy firms?

Absolutely. Dynamics 365 CRM is scalable and can be tailored to fit the needs of small practices as well as large organisations.

How secure is client data in Dynamics 365 CRM?

Dynamics 365 CRM uses enterprise-grade security and compliance tools to protect sensitive client information and meet regulatory requirements like GDPR.

Can Dynamics 365 CRM be customised for my firm’s processes?

Yes. You can customise fields, workflows, and dashboards to match your firm’s unique requirements, ensuring the system supports your business goals.

Does Dynamics 365 CRM help with compliance?

Yes. Built-in compliance features and secure data management help accountancy firms meet regulatory standards and reduce risk.

What reporting features does Dynamics 365 CRM offer?

It provides real-time dashboards and customisable reports, enabling firms to track performance, identify trends, and make data-driven decisions.

How easy is it for my team to learn Dynamics 365 CRM?

Dynamics 365 CRM has an intuitive interface designed for quick adoption, even for users with limited technical experience.

How do I get started with Dynamics 365 CRM?

Simply request a demo or consultation to explore how Dynamics 365 CRM can be tailored to your accountancy firm’s needs.