Charity
Dynamics 365 CRM helps manage donations, volunteers, and events with tools tailored to their operational needs.
See howDynamics 365 CRM
Microsoft Dynamics 365 CRM services, support and consultancy
Microsoft's all-in-one CRM platform for customer engagement, task automation and strategic decision making, implemented and supported by a UK Microsoft partner.
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 enquiryEverything you need to know about Microsoft Dynamics 365 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 The Dynamics of Success, a survey we commissioned in December 2024.
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.
As an azure crm platform, 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. As a comprehensive 365 crm system, it integrates with existing systems to drive return on investment and uses 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.
CRM services
Dynamics 365 CRM services, support and consultancy
Most teams searching for Dynamics CRM are not just buying software, they need someone to scope it, migrate the data and keep it running. Here is how a Dynamics 365 CRM engagement usually runs.
- 01
Dynamics 365 CRM consultancy and scoping
We start with how your sales and service teams actually work, map that to Dynamics 365 Sales, Customer Service, Field Service and Customer Insights, and agree which apps you need on day one and which can wait.
- 02
Licensing and cost planning
Microsoft Dynamics CRM licensing is per user, per app, with attach pricing for additional apps. We size the right mix so you are not paying for capability you will not use in year one.
- 03
Implementation and data migration
Your existing CRM, spreadsheets and mailbox data are cleaned, deduplicated and migrated into one customer record, with pipelines, service queues and reporting configured to match your process.
- 04
Integration with Microsoft 365 and your finance system
Dynamics CRM connects to Outlook, Teams, Excel and Power BI, and to Business Central or another ERP, so quotes, orders and invoices flow without rekeying.
- 05
Adoption, training and ongoing CRM support
Role-based training gets teams live, then ongoing support covers admin changes, new users, reporting requests, Copilot enablement and Microsoft release-wave updates.
If you are upgrading from a legacy Microsoft Dynamics CRM deployment, the customer engagement apps that replace it start with Dynamics 365 Sales, and you can extend them further with Power Platform.
For a full walkthrough of the platform, read The Definitive Guide to Microsoft Dynamics 365 CRM.
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
Both. Microsoft Dynamics 365 is a family of business applications. Dynamics 365 CRM covers sales, customer service and marketing, while the ERP side covers finance and operations, with Dynamics 365 Business Central as the all-in-one ERP for small and medium-sized businesses. Because they share the same Microsoft platform, you can start with CRM or ERP and connect the other later.
Working in a council? Read our guide to CRM for local government, covering what a council CRM does, where the value sits and how to choose the right local government CRM software.