A single view of assets, operations and workforce activity
Dynamics 365 stores equipment data, production volumes, field reports, maintenance logs, safety checks and supplier details in one place which improves decision making.
Dynamics 365 CRM
Dynamics 365 for Oil and GasConnect assets, people and operations in one platform
Improve operational efficiency, strengthen safety and gain real time visibility across exploration, production and distribution with Microsoft Dynamics 365 for oil and gas.
Overview
Why oil and gas organisations need Dynamics 365
Oil and gas operations rely on accurate data, safe processes and efficient coordination across complex environments. Dynamics 365 brings information together to support better decisions from field to headquarters.
The oil and gas sector faces increasing complexity, volatile market conditions and strict regulatory requirements. Organisations must manage large asset portfolios, field operations, maintenance activities, supply chain dependencies and health and safety responsibilities across distributed and often remote locations. Many still work with ageing systems that create information gaps and slow down critical processes.
Microsoft Dynamics 365 CRM centralises operational, asset, safety and financial data in one connected platform. Automation helps reduce manual work and real time dashboards support improved visibility of production activity, maintenance needs, incident tracking and performance. With a unified system, oil and gas organisations can work more safely, reduce downtime and improve reliability across the value chain.
Benefits
The benefits that help oil and gas teams work smarter
Explore how Dynamics 365 supports safer operations, predictable output and improved planning.
Automate high volume field and administrative tasks
Automate work orders, inspection reminders, procurement approvals, supplier communication, incident workflows and reporting. This reduces manual effort and risk.
Real time visibility across the energy value chain
Dashboards provide insight into production, pipeline performance, resource usage, transport activity, maintenance schedules and compliance metrics.
Security and compliance aligned with energy sector regulations
Dynamics 365 provides enterprise grade security, detailed audit trails and strict access control to help organisations meet safety, environmental and operational standards.
CRM stats
Why your oil and gas business needs a CRM
Data is from a recent survey we commissioned in December 2024 Click here to view
0%
of businesses are utilising a CRM
0%
of businesses are planning to invest in AI or automation tools
0%
of businesses say using a CRM contributes to increasing customer retention
Capabilities
How Dynamics 365 empowers oil and gas organisations
Dynamics 365 supports exploration, drilling, production, transportation and refining through connected data and streamlined processes.
The capabilities of Dynamics 365 extend across key parts of oil and gas operations:
01
Asset and Equipment Management
Track asset condition, maintenance cycles, failure history and spare parts availability to reduce downtime and increase asset life.
Why choose us
Why oil and gas organisations choose Dynamics 365
Flexible for upstream, midstream and downstream operations
Whether managing drilling operations, pipeline networks or refinery production, Dynamics 365 adapts to varied workflows.
Integrates with essential oilfield and operational systems
Dynamics 365 connects with Microsoft 365, Power BI and external systems such as SCADA, IoT, pipeline monitoring and field service applications through APIs.
Supports field teams, offshore workers and office staff
Mobile access enables teams to record activity, access documentation and receive updates wherever they are working.
Improves safety and operational reliability
Automation and visibility help organisations respond to issues faster, reduce risk and maintain safer working environments.
Protects sensitive operational and commercial data
Enterprise security safeguards critical information such as asset records, environmental data and production figures.
Example use cases
Optimise relationships in the oil and gas sector
Enhance stakeholder engagement, streamline project management, and improve client communication within the complex oil and gas industry.
An offshore exploration company
- The challenge
- They faced difficulties managing relationships with regulators, environmental agencies, and indigenous communities across diverse operational regions.
- The approach
- A centralised system was implemented to track all interactions, commitments, and compliance documentation for every stakeholder group.
- The outcome
- Improved transparency and trust, leading to smoother permitting processes and enhanced social licence to operate.
A drilling services provider
- The challenge
- Their sales team lacked a consolidated view of prospective clients and could not effectively track the complex sales cycles for high-value drilling contracts.
- The approach
- A dedicated client management platform was deployed to centralise client data, manage sales pipelines, and track all bid and tender submissions.
- The outcome
- Enhanced sales efficiency, better qualification of large-scale projects, and improved success rates in securing new contracts.
A pipeline infrastructure firm
- The challenge
- Managing landowner relations and community engagement along extensive pipeline routes was challenging, with inconsistent communication and conflict resolution.
- The approach
- Mobile-enabled access to landowner profiles, communication logs, and incident reports was provided to field teams and community liaison officers.
- The outcome
- More consistent and proactive landowner engagement, reducing disputes and facilitating smoother project development and maintenance.
Illustrative, anonymised examples based on typical scenarios in this sector.
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.
Download report
Case studies
How other businesses have benefitted from 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 todayLooking at Dynamics 365 CRM beyond oil and gas? See the full Dynamics 365 CRM overview for features and how implementation works, compare Dynamics 365 CRM pricing per user, or see how the Customer Engagement applications fit together.
Enquiry form
Transform your oil and gas operations with Dynamics 365
Oil and gas organisations need strong coordination, safe working practices and reliable data. Dynamics 365 brings your systems and teams together to help you operate efficiently and responsibly. To learn more about Dynamics 365 for oil and gas, get in touch via this short form.
FAQ
Frequently asked questions
It helps track partner contact details, agreement terms, communication history, and shared objectives, fostering better collaboration and transparency. This strengthens strategic alliances.
It can store and manage data related to stakeholder engagement, community impacts, and environmental interactions, which can contribute to comprehensive ESG reporting. This demonstrates commitment to responsible operations.
Yes, it centralises information on suppliers, contracts, and performance history, enabling better procurement decisions and more effective contractor management. This ensures a robust supply chain.
It is a connected platform that helps oil and gas organisations manage assets, field operations, safety, supply chain and financial performance in one place.
Yes. It integrates with external operational technology such as SCADA, IoT platforms and field service tools.
Yes. Teams can capture inspections, report incidents and access information in the field or offshore.
Yes. It offers enterprise level security and strict access controls.
Teams normally adapt quickly due to its familiar Microsoft interface.
