Microsoft 365 fit
Customer records inside Outlook, Teams and Excel.
Why businesses comparing CRMs often choose Dynamics 365 CRM over Salesforce.
Salesforce is the best-known CRM. Businesses comparing options often look at Dynamics 365 CRM too, particularly when they already rely on Microsoft 365, Teams and Excel.
Dynamics 365 CRM covers sales, service, marketing and field service, works natively with Microsoft's tools and connects directly to Business Central for ERP.
Where Dynamics 365 CRM often fits better.
Customer records inside Outlook, Teams and Excel.
Native connection to Business Central.
AI built into sales and service.
Apps, automations and reports on the same data.
Start with the apps you need and add more later.
Implementation and support from a UK partner.
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 using Microsoft 365 or needing a close link to ERP, often yes.
Yes. Accounts, contacts, opportunities and history can be migrated.
Yes. Microsoft AppSource and Power Platform offer thousands of apps and connectors.
Yes. It runs in Microsoft's cloud with regular updates.