Microsoft 365 and Teams
Work with customer records inside Outlook and Teams.
Why businesses outgrowing their first CRM often move to Dynamics 365 CRM.
HubSpot is popular for marketing-led growth. As businesses grow, they often need more complex sales processes, field or contact centre service, or a closer link to finance.
Dynamics 365 CRM offers sales, service, marketing and field service on one platform, works natively with Microsoft 365 and Teams, and connects to Business Central for ERP.
Where Dynamics 365 CRM often fits better.
Work with customer records inside Outlook and Teams.
Model your own sales and service processes.
Case management, contact centre and field service.
Native connection to Business Central.
AI summaries, emails and insights.
Build apps and automations on the same data.
Most trials drop you into a generic demo company that looks nothing like the way you actually work. Ours doesn't. We configure your free trial around your business and the use case you care about, so you and your team can test real scenarios with data and processes you recognise.
It starts with a short questionnaire about your industry, your current systems and what you want to prove out. Once that's back with us, your tailored trial can usually be made available within a few working days. Prefer a guided walkthrough first? A standard demo is still on the table - just tell us which you'd like.
Complete a short questionnaire covering your industry, processes and the things you most want to test.
We set up a Business Central environment around your use case, so you're not clicking through a generic demo company.
Your tailored trial is typically ready within a few working days of the questionnaire coming back to us.
Tell us what you need from your CRM and we'll show you how Dynamics 365 CRM would fit.
For businesses needing complex processes, deeper service features or Microsoft 365 integration, often yes.
Yes. Contacts, companies, deals and activity history can be migrated.
Yes, through Dynamics 365 Customer Insights.
No. Modular licensing means smaller businesses can start with just the apps they need.