Charity
Dynamics 365 CRM helps manage donations, volunteers, and events with tools tailored to their operational needs.
See howDynamics 365 CRM
Dynamics 365 CRM: Unify your data, teams, and processes
Microsoft's all-in-one CRM platform for customer engagement, task automation, and strategic decision making.
Overview
Unite your data & teams like never before with Microsoft Dynamics 365 CRM
An intuitive, scalable and easy-to-use customer relationship management tool that improves decision-making for SMEs.
Make enquiryWhat is Microsoft Dynamics CRM?
Managing customer relationships is vital to success, now more than ever. But increased customer expectations and changing regulations make this a challenge. To stay competitive, businesses need to make processes more efficient, increase output, and make strategic decisions quickly - all while meeting customer demand and compliance requirements.
Microsoft Dynamics 365 CRM is a powerful, cloud‑based customer relationship management platform designed to help organisations manage sales, customer service and marketing activity in one connected system. Part of the wider Microsoft Dynamics 365 suite, it brings customer data, processes and insights together to support stronger relationships and smarter decision‑making.
At its core, Dynamics 365 CRM gives businesses a single view of every customer, capturing interactions, enquiries, opportunities and service history in one place. This enables teams to work more efficiently, respond faster to customers and deliver a more consistent experience across every touchpoint.
Dynamics 365 CRM is made up of flexible applications such as Dynamics 365 Sales, Customer Service and Customer Insights, allowing organisations to choose the tools they need today and scale over time. Because it is built on Microsoft's cloud platform, Dynamics 365 CRM integrates seamlessly with familiar tools like Microsoft 365, Teams and Outlook, helping users adopt the system quickly and maximise value.
Whether you are looking to improve sales visibility, enhance customer service or gain better insight into your customer data, Microsoft Dynamics 365 CRM provides a secure, scalable solution that grows with your business.
The numbers
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 Click here to view
Meet the platform
Meet Microsoft Dynamics 365 CRM
Dynamics 365 is much more than a customer relationship management (CRM) system. It's an all-in-one solution for customer engagement, AI-powered task automation, and enhanced collaboration and productivity.
UK businesses choose Dynamics to benefit from:
Customisable dashboards, fields, workflows, and processes make it easy to adapt Dynamics CRM to your industry or compliance needs. Customisations are self-serve and do not require downtime, minimising disruption to daily operations.
Dynamics 365 effortlessly integrates with other Microsoft and third-party solutions, unlocking new capabilities and increasing return on investment from new (and existing) technologies. Common Dynamics 365 integrations include: Office 365, Power BI, Business Central, and all Dynamics modules.
Use Dynamics 365's powerful analytics & reporting capabilities to gain valuable insights into business performance and stay ahead of the competition. Make informed, strategic decisions, identify trends, and measure success with real-time business data and AI-driven insights.
Easily meet compliance requirements for GDPR, ISO 27001, and SOC 2 with Dynamics 365. Or maintain audit-readiness with built-in data retention policies, role-based access controls, and audit trail tools.
Dynamics 365 is built on Microsoft “Trusted Cloud” and has enterprise-level security features like monitoring and threat detection, role-based access control, and data encryption. That's why it's one of the most secure and trusted CRM solutions in the UK.
Industries
How Microsoft Dynamics 365 works across industries
See how you can make Dynamics 365 work for your business:
Accountancy
For accountancy firms looking to streamline operations to manage client portfolios, automate routine tasks, and enhance collaboration.
See howLegal
Designed for law firms that want to streamline cases and compliance tasks with efficiency, while improving client interactions.
See howRecruitment
To manage fast-paced demands, Dynamics supports recruiters to manage pipelines, coordinate with employers, and work efficiently.
See howEstate agents
Estate agencies benefit from Dynamics to support day-to-day tasks, boost productivity, and offer tailored insights.
See howLocal Government
Dynamics 365 CRM helps local government manage services and support collaboration for councils and community organisations.
See howFor SMEs & SMBs
Dynamics CRM: Purpose-built for SMEs and SMBs
Dynamics 365 is changing how small and medium-sized businesses use their CRM. They're integrating it with existing systems to drive return on investment and using AI to scale customer engagement - without added pressure to hire.
SMEs and SMBs with Dynamics 365 CRM are using:
to scale customer engagement (without added pressure to hire)
to keep monthly overheads low
to access essential features, while leaving room to extend capabilities as they grow
to access enterprise-grade features without investing in hardware or infrastructure
to transform their CRM into a business-wide customer engagement machine
Use cases
How Dynamics 365 CRM supports your wider business
Dynamics 365 CRM supports a wide range of business functions, including Sales, Customer Service, Marketing, Operations, and more. Use cases include:
Sales Management
Stay on top of your sales pipeline by tracking leads, opportunities, and every single client interaction. Real-time data and automation tools help sales teams prioritise tasks and close deals more efficiently.
Customer Service
Deliver exceptional support by managing service requests, handling feedback, and resolving issues promptly. With a unified platform, your support team can ensure no customer query goes unanswered.
Marketing Automation
Build and execute marketing campaigns tailored to your audience's preferences. From tracking engagement to measuring success, the tools within Dynamics 365 empower marketing teams to achieve better results.
Operations Coordination
With Dynamics 365, collaboration across your teams becomes seamless with tools designed to synchronise tasks, monitor performance, and ensure that departments work together towards shared goals.
Case studies
How businesses are benefiting from Microsoft Dynamics 365 CRM
SHI Cryogenics
SHI Cryogenics reduced their product turnaround times from two months to two weeks, whilst increasing their sales and service revenues.
Get started todayWorking out the budget? See our Dynamics 365 CRM pricing breakdown for per-user costs, Professional versus Enterprise tiers and how attach pricing works. New to the suite? Our Dynamics 365 Customer Engagement guide explains how Sales, Customer Service, Field Service and Customer Insights fit together. Weighing up alternatives? Read our Dynamics 365 vs Salesforce comparison or our guide to choosing a Dynamics 365 CRM partner.
Enquiry form
Enquire about Dynamics 365 CRM
Our expert team are here to help. If you'd like to discuss your current CRM, understand use cases and features, or get help with implementation - get in touch.
FAQ
Frequently asked questions
Microsoft Dynamics 365 CRM is the customer engagement side of Dynamics 365: a set of cloud applications that manage every interaction you have with customers and prospects. It covers sales, customer service, field service, customer insights (marketing) and project operations, all sharing one customer record so your teams work from the same information.
In practice it gives you a single view of each customer, tracks leads and opportunities through your pipeline, automates follow-ups and service cases, and reports on performance in real time. Built on Microsoft's cloud, it works alongside Outlook, Teams, Excel and Power BI, and Copilot AI helps summarise records, draft emails and suggest the next best action. You can start with one app, such as Sales, and add others as your business grows.
