CRM & Intelligent Business Systems

Helping businesses, SMEs and charities of all sizes digitally transform the way they work  with customisable, user friendly, all-in-one software solutions.

Software that Makes Your Life Easy

Business software is one of the most important tools for almost any modern organisation. Providing the platform for better consistency, accuracy, speed and efficiency.

As a certified Microsoft Partner we specialise in affordable configuration and development of user friendly solutions built using the Microsoft Dynamics 365 (D365) platform. The systems we deliver sit confidently between bespoke and off the shelf options, something most providers might say was impossible.

The products we offer serve a broad spectrum of sectors, from local SMBs to huge national charities. But, perhaps more importantly, it's the system development, software, consultancy, training and support we offer that mean the difference between software you can simply have installed and software you can actually use.

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Software Applications

Below are just a few regular examples of tools the software can provide but it can, and does, deliver far more tailored work for many of our specialist clients.

Project Service

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Field Service

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Customer Service

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Charity & NFP

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Business Central ERP

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Financial Software

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Software Consultancy and Services

System Advice or Evaluation

Scope it, plan it, apply it.
Talk to us about what you need. We will use our experience and understanding of the system's vast capability’s to help guide you. Even get a free System Health Check.


A system is only as good as the user's confidence and comfort levels in using it. 75% of failure is due to poor user adoption.  Avoid this happening by offering good training to those who need it.


Even if you have in-house IT specialists, we advise you take up some support. New systems can take some getting used to. Choose the level you need and call on us if and when things get tricky.

Continuous Improvement

Business software is as much about strategy, tactical goals and future growth as it is about technology. Aided by Lean principles, increase efficiency and accommodate shifting objectives within your CRM.

Why choose Formus Pro?

As a certified Microsoft Partner we specialise in affordable, customisable and user friendly Microsoft Dynamics 365 (D365) solutions.
The team here deliver transformational digital solutions that curb complexity, improve efficiency and help drive growth in organisations like yours, looking to step things up. Making it easy for you to become even more brilliant at what you do!


Take a look at our resources pages. We think you'll find something interesting, helpful or insightful. Read our Developer Blog articles, tips on using software to enhance your productivity and helpful information on how to use Customer Relationship Management software to its fullest. You can even request articles or contribute as a guest blogger. Make a request or sign up for more!

Saving Lives Using Microsoft Cloud Computing

Life-Saving Microsoft Cloud Computing How a Stem Cell Charity Uses Azure to Save Lives Author: Stuart Powell | Head of Application Development | Formus Professional Software | September 2021 There is only a 72-hour window to get donated stem cells to a patient in need.  As every gain in efficiency matters, we take a look at how cloud systems are being used by UK-based charity, Anthony Nolan to save lives.  Who and What is Anthony Nolan?  Blood cancer charity Anthony Nolan is using cloud computing and Microsoft platforms to save lives by matching people willing to donate their stem cells with patients…

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Live chat support pop-up box

The Benefits of Microsoft Omnichannel

Omnichannel for Customer Service is an application for Dynamics 365 Customer Service. It provides a single interface allowing your customer service agents to support your customers via: Live Chat (embed on your website, in your own web application, or in your Dynamics portal), Facebook, Twitter, SMS, Microsoft Teams, Custom Messaging Channels.

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Screen grab showing how to create a new user

Creating Non-Interactive Users for D365

What if we told you that for Dynamics 365, you don’t need to pay for an additional user license to grant programmatic access?

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Upcoming software improvements in 2020 Microsoft release wave 2

News: Microsoft 2020 Release Wave 2

Microsoft have just announced the release of their latest feature plans for Dynamics 365 and Microsoft Power Platform 2020. Here are some of the important feature updates for D365 and Power Platform Microsoft announced in their Release wave 1 review.

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Diagram showing benefits of Microsoft 365 Portals

Benefits of Microsoft D365 Portals

Benefits of D365 Portals – We use our Portal as a knowledge base for you, and to enable our clients to log Support Requests with our team – but that’s not all it can do.

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UK and US spellings of cancelled

How to Rename Your Labels in D365

How to Rename Your Labels in D365

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Example of Formus Pro social media post promoting Click Dimensions

ClickDimensions – June Offer

You need to be looking to marketing automation, of which email automation and tracking is just a small part.
Click Dimensions offers email marketing, campaign automation, web intelligence, surveys, web forms, landing pages and social marketing, all native within your existing Microsoft Dynamics instance.

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Get In Touch

To find out about how we create systems around the Microsoft D365 platform or to ask us about the specific industry focused digital management systems we create, get in touch.

Tel: 01432 345191

A quick call might be all you need, but just in case it isn’t, we’re happy to go a step further by popping by to see you.

We travel all over the UK.

Just ask.


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