All research data and activity in one place
Dynamics 365 stores project details, datasets, team communication, ethics approvals, documentation, partner agreements and reporting requirements in one organised platform.
Dynamics 365 CRM
Dynamics 365 for Research OrganisationsConnect teams, data and projects in one platform
Improve collaboration, strengthen data governance and streamline research operations with Microsoft Dynamics 365 for research organisations.
Overview
Why research organisations need Dynamics 365
Research depends on accurate data, clear collaboration and efficient project management. Dynamics 365 brings people, processes and information together so teams can focus on discovery and innovation.
Research organisations manage complex projects that involve multi disciplinary teams, external partners, sensitive data and strict compliance requirements. Many still rely on disconnected systems for project tracking, communication, finance, ethics approval, grant management and data storage. These gaps slow down progress, increase administrative burden and make it difficult to maintain clear oversight.
Microsoft Dynamics 365 CRM centralises project information, communication, resource planning, data records, compliance documentation and financial activity into one secure platform. Automation reduces manual admin while real time dashboards give teams better visibility into timelines, risks, outputs and resource usage. With a unified system, research organisations can improve collaboration, increase transparency and deliver more reliable research outcomes.
Benefits
The benefits that help research teams work smarter
Discover how Dynamics 365 improves coordination, data accuracy and operational control.
Automate research and administrative tasks
Automate ethics follow ups, documentation workflows, project approvals, grant reminders, reporting tasks and communication to reduce manual workload.
Real time insight for better decision making
Dashboards reveal project progress, funding status, resource use, compliance actions, risks and outputs which support better planning.
Security and compliance designed for sensitive research data
Dynamics 365 uses enterprise grade security, controlled access and audit trails to protect intellectual property and support research governance.
CRM stats
Why your research organisation 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 research, operations and leadership teams
Dynamics 365 supports the full research lifecycle from proposal development to publication and reporting.
The capabilities of Dynamics 365 extend across core research activities:
01
Research Project Management
Track milestones, tasks, risks, timelines and deliverables to help teams maintain progress and stay aligned.
Why choose us
Why research organisations choose Dynamics 365
Flexible for universities, laboratories and independent research centres
Dynamics 365 can be tailored to match the needs of scientific research, social science research, healthcare research and innovation programmes.
Integrates with essential research and academic systems
Dynamics 365 connects with Microsoft 365, Power BI and external research tools such as lab systems, data platforms and document repositories through APIs.
Supports distributed and multi partner research teams
Teams across departments, campuses or international locations can access shared information in one platform.
Improves governance and ethical compliance
Centralised documentation and clear workflows help organisations record and evidence compliance with ethics and regulatory standards.
Protects intellectual property and sensitive data
Strict access controls and audit logs help safeguard research outputs, datasets and proprietary information.
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 research organisations? 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 research operations with Dynamics 365
Research organisations rely on accurate data, efficient processes and effective collaboration. Dynamics 365 brings these elements together so you can focus on producing high quality research. To learn more about Dynamics 365 for research organisations, get in touch via this short form.
FAQ
Frequently asked questions
It is a unified platform that helps research teams manage projects, data, communication, funding and governance in one place.
Yes. Grant tracking, documentation, reporting schedules and budgets can all be monitored and managed.
Yes. It includes strong encryption, access controls and compliance features.
Automation helps reduce manual tasks such as reporting, approvals and communication.
Most teams adapt quickly due to the familiar Microsoft layout and intuitive structure.
