Microsoft Dynamics 365 CRM

Broadly, yes. Microsoft’s older CRM product became part of Dynamics 365, and its sales features now live in Dynamics 365 Sales. Many people still call it Dynamics CRM.

Companies that already use Microsoft 365, want the CRM inside Outlook and Teams, and have an IT team or partner who manages Microsoft security and licences.

Yes. Sellers can track emails and meetings to contacts and opportunities from Outlook. We set up email sync and test it for every user.

Yes, in two main ways. Sellers can call customers through Teams from inside Dynamics 365 Sales, and Power Automate can post alerts to Teams channels when something important happens in the CRM. Microsoft retired some older Teams features in 2026, such as linking records to Teams channels, so we only build on the ones it still supports.

Microsoft describes Copilot drafting emails, summarising calls and answering questions about pipeline and tasks in plain language. We review your data settings with IT before switching it on.

Power Automate is Microsoft’s automation tool. With Dynamics 365 we use it to assign leads, create tasks, send alerts and move data between the CRM and other apps.

Yes. We clean and de-duplicate the data, map it to Dynamics 365 tables with relationships kept, load a test batch for you to check, then load the rest and compare counts.

Yes. We review forms, processes, security roles and integrations, simplify what sellers see and retrain the team. That is often faster than moving to a new CRM.

Licences can be bought from Microsoft directly or through a Microsoft partner. We work alongside whoever manages your Microsoft 365 tenant and do not resell licences.

Microsoft publishes its licence prices on its own site, and they depend on the apps and plan you choose. Our setup fee is separate and quoted in writing after discovery.

It depends on your teams, data, integrations and IT approvals. A focused first release is quicker. After discovery we send a written plan showing each step and when it lands.

Both suit larger sales teams. Dynamics 365 is usually the better fit for companies deeply invested in Microsoft 365, while Salesforce is often chosen for its wide ecosystem. We compare them against your process.