All customer and business data in one place
Dynamics 365 centralises customer details, orders, communication, invoices, tasks and stock levels to help teams work more efficiently.
Dynamics 365 CRM
Dynamics 365 for Small BusinessesConnect customers, operations and finances in one platform
Improve efficiency, strengthen customer relationships and simplify day to day operations with Microsoft Dynamics 365 for small businesses.
Overview
Why small businesses need Dynamics 365
Small businesses need simple, reliable systems that make daily work easier. Dynamics 365 helps centralise information, automate tasks and support growth with clear insight.
Running a small business involves managing customers, orders, finances, stock, communication and daily operations, often with limited time and resources. Many small business owners rely on separate tools for accounting, CRM, email, spreadsheets and task management. This leads to duplication, errors and inefficient processes that slow down growth.
Microsoft Dynamics 365 CRM brings all essential business data together in one secure platform. It reduces manual work through automation and gives owners and teams real time visibility into customers, finances and operations. With a connected system, small businesses can work more efficiently, focus on customer service and make better decisions that support long term growth.
Benefits
The benefits that help small business teams work smarter
Discover how Dynamics 365 supports daily operations and gives business owners better control.
Automation that saves time and reduces admin
Small businesses can automate reminders, follow ups, invoicing workflows, service updates, reporting tasks and stock alerts which reduces manual work.
Real time insight that supports confident decisions
Dashboards show sales trends, cash flow, customer activity, stock levels and operational performance to help owners make informed decisions.
Built in security suitable for sensitive financial and customer data
Dynamics 365 offers enterprise grade security, secure access control and audit trails to protect data and support good governance.
CRM stats
Why your small 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 owners, teams and service staff
Dynamics 365 supports sales, customer service, finance, stock management and everyday operations in one easy to use system.
The capabilities of Dynamics 365 extend across key areas of small business work:
01
Customer Relationship Management
Track conversations, preferences, history and upcoming tasks to provide a more organised and responsive customer experience.
Why choose us
Why small businesses choose Dynamics 365
Flexible for any type of small business
Whether you run a service company, retailer, trades business, consultancy or online shop, Dynamics 365 can be configured to match your workflow.
Integrates with Microsoft tools small businesses already use
Dynamics 365 connects with Microsoft 365, Outlook, Teams and Power BI which helps create a joined up and familiar environment.
Supports both in person and remote teams
Teams can access information from any device and collaborate with accurate, up to date customer and business data.
Improves customer experience
More organised communication, quicker responses and reliable processes help small businesses build stronger customer relationships.
Reduces manual work and improves efficiency
Automation and consolidated data help small businesses save time and reduce errors.
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 small businesses? 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 small business operations with Dynamics 365
Small businesses thrive when their operations are efficient and their customers feel supported. Dynamics 365 helps you manage everything from sales to finance in one clear and reliable system. To learn more about Dynamics 365 for small businesses, get in touch via this short form.
FAQ
Frequently asked questions
It is a connected platform that helps small businesses manage customers, operations, stock, communication and finances in one place.
Yes. It can be configured for individuals, micro businesses and growing teams.
Yes. It works smoothly with Outlook, Teams, Excel and other Microsoft applications.
