Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer-centric CRM solution designed to support effective customer lifecycle management, from initial lead through to after sale activity. Available both on-premise and online it is designed to suit individual needs and budgets.


  • Number of Users: 1-20+
  • Number of Locations: Single Site up to Multi National
  • Accessibility: Cloud, Mobile/Tablet, On-Premise
  • Area: CRM, XRM
  • Functions: Customer Relationships, Sales Pipeline/Process, Customer Services, Project Management, Service Management, Email Marketing, Marketing Automation, Productivity, Collaboration
  • Business Size: Startup, Small Business, Medium, Enterprise

Microsoft Dynamics CRM Modules

Like most CRM solutions, Microsoft Dynamics is divided into three main sections: sales, marketing automation and customer service. Each module shares the same database whilst providing users in different job roles with functionality relevant to their position.

The sales module gives users the tools to successfully manage every stage of the sales process, from the initial lead through to lead tracking and analysis. The marketing automation facilitates every aspect of campaign management and mass communications including direct mail, telemarketing, e-mail and social media. Linked to the sales module, it enables sales representatives to react quickly to leads generated from marketing campaigns. The customer service module acts as a central repository for all client information, enquiries and service history, allowing customer service representatives to provide a more consistent service supporting customer retention.

Our Customer Success Stories

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Features and Benefits

Easy to use: Microsoft CRM closely integrates with Microsoft Office applications which makes it easy to use and encourages user adoption.

Mobile: Microsoft Dynamics CRM Mobile allows field based staff to access the database anytime and anywhere, through any mobile device or smartphone.

Security: Dynamics CRM is built on the Microsoft SQL Server, which offers increased security of your company data. Information that is stored will remain confidential and be safe from loss or corruption.

Simplified Communications: Simplify your communications with built-in mail-merge capability, email templates, and one-click conversion of email messages.

Real-Time Insights: Track key performance indicators (KPIs) and your return on investment with real-time dashboards, pre-built reports and data visualisation tools.

Social Listening: Used in conjunction with Dynamics CRM Online, social listening allows a marketing department to deliver timely messages that resonate with an audience for better social engagement.

For more information about Dynamics CRM call us now on 0800 652 2423 or email

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