Dynamics 365 and CRM

Affordable, customisable, user friendly software, supported by us, to work harder for you.

What is Dynamics 365?

In 2016 Microsoft changed the name of its platform from Dynamics CRM to Dynamics 365. It represented a change that saw the software combine CRM and ERP and integrated a whole host of other capabilities that far exceeded simple CRM.

It's now very extensive, extremely versatile software. This software can do pretty much anything and it's now becoming even easier to even do some of it in house with a bit of training, see PowerApps.

However, not all businesses have the in-house staff resource, capabilities or time to spend on setting it up.

We exist to do exactly that and more if needed. We want to make the complex simple, deliver the very best of what you need at base level and work from there if needed.

It is the next evolutionary step in Customer Relationship Management, which Microsoft are now calling Customer Engagement.

To make it even easier, there are already a set of specialised applications created from D365, making it even easier for you to identify, compare and choose the software most suitable for your situation.

Specialised D365 Applications

Charity & NFP

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Sales

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Marketing

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Customer Service

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Field Service

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Business Central ERP

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Project Service

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ClickDimensions

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What is CRM?

Modern Customer Relationship Management (CRM) is a not only a type of software but a collection of strategies, principals and other technologies brought together to gather, analyse and manage customer life-cycles, interactions and organisational workflows.

Having close relationships with your clients is vitally important if you are to achieve longstanding success. The information you have on your client base, both current and prospective is the key to nurturing and galvanising these relationships but it provides a lot more besides too.

Regardless of the industry or niche in which you’re operating, having a full view of your business from sales and marketing to product/service uptake and competitor activity can really be an advantage.

CRM software does this for you. In fact, in its current form, it can handle almost anything you ask it to, providing you have the right things in place.