Email and calendar
Track emails and meetings from Outlook.
Microsoft Dynamics 365
CRM integration
Connect your CRM to email, finance, marketing and the other systems your teams use, with Dynamics 365 CRM.
Why CRM integration matters
A CRM is only as useful as the information in it. Integration connects it to the tools your teams already use, so customer data flows in automatically rather than being copied by hand.
Common integrations include email and calendars, finance and ERP, marketing tools, e-signatures and websites. Each one removes a manual step and gives everyone a fuller view of the customer.
Dynamics 365 CRM connects natively with Microsoft 365, Teams and Business Central, and with hundreds of other apps through Power Platform.
Common CRM integrations
The connections that make the biggest difference.
Teams
Collaborate on deals and cases in Teams.
Finance and ERP
See orders, invoices and credit from Business Central.
Marketing tools
Connect campaigns and lead capture.
E-signatures
Send and track contracts for signing.
Hundreds of connectors
Link other apps through Power Platform.
Try Business Central in an environment built around your business
Most trials drop you into a generic demo company that looks nothing like the way you actually work. Ours doesn't. We configure your free trial around your business and the use case you care about, so you and your team can test real scenarios with data and processes you recognise.
It starts with a short questionnaire about your industry, your current systems and what you want to prove out. Once that's back with us, your tailored trial can usually be made available within a few working days. Prefer a guided walkthrough first? A standard demo is still on the table - just tell us which you'd like.
Tell us about your business
Complete a short questionnaire covering your industry, processes and the things you most want to test.
We configure your trial
We set up a Business Central environment around your use case, so you're not clicking through a generic demo company.
You're up and running in days
Your tailored trial is typically ready within a few working days of the questionnaire coming back to us.
Enquiry form
Get in touch
Tell us which systems you need your CRM to connect with and we'll show you how Dynamics 365 CRM would fit.
FAQ
Frequently asked questions
CRM integration connects your CRM with other systems such as email, finance and marketing, so data moves between them automatically.
Yes. Dynamics 365 CRM works inside Outlook so emails and meetings can be tracked against customer records.
Yes. They connect out of the box, sharing customers, products, quotes and orders.
Power Platform offers hundreds of connectors, and custom integrations can be built where needed.