Unlock Growth with
Microsoft Dynamics 365 CRM
Built for small businesses that want more than just contact management — Dynamics 365 CRM helps you strengthen client relationships, automate repetitive tasks, and turn data into decisions. With seamless Microsoft 365 integration and enterprise-grade security at a fraction of the cost, it’s the smarter way to scale your business.
Unlock Growth with
Microsoft Dynamics 365 CRM
Built for small businesses that want more than just contact management — Dynamics 365 CRM helps you strengthen client relationships, automate repetitive tasks, and turn data into decisions. With seamless Microsoft 365 integration and enterprise-grade security at a fraction of the cost, it’s the smarter way to scale your business.
Why Small Businesses Choose D365 CRM
Customizable to fit your unique sales process
Secure platform for handling sensitive financial and client data
Perfect for growing teams with 10+ salespeople
Deep integration with Microsoft 365
(Outlook, Teams, Excel, SharePoint)
Scalable without the complexity or price
tag of Salesforce
Why Small Businesses
Choose D365 CRM
Customizable to fit your unique
sales process
Secure platform for handling sensitive financial and client data
Perfect for growing teams with 10+ salespeople
Deep integration with Microsoft 365 (Outlook, Teams, Excel, SharePoint)
Scalable without the complexity or price tag of Salesforce
Built on Experience Driven by Results
WHAT DOES A D365
CONCIERGE HELP WITH?
Fits Your Sales Process
Configuring CRM to have tailored workflows, approvals, and sales stages that fits your business needs
Automating Busywork
Configuring lead routing, follow-up reminders, marketing communication and approvals handling
Surface Data That Drives Action
Configure dashboards + AI insights to help managers and reps self-coach and make decisions based on YOUR business data
Enterprise Security Without Enterprise Cost
Microsoft-grade compliance
and privacy. HIPPA Compliance, GDRP compliance, and security best practices built in out of the box
Configure Microsoft Integrations
Work inside the tools you
already use; Teams, Outlook, Excel & More all right inside of CRM!
WHAT DOES A
PAY PER CLICK CONCIERGE DO?
Fits Your Sales Process
Tailored workflows, approvals, and sales stages
Automates Busywork
Lead routing, follow-up reminders, and approvals
handled automatically
Data That Drives Action
Dashboards + AI insights to help managers and reps self-coach
Enterprise Security Without Enterprise Cost
Microsoft-grade compliance
and privacy
Seamless Microsoft Integration
Work inside the tools you
already use
Not Just a CRM Implementor, We Are
A Partner for Growth
Beyond Setup — We Deliver Transformation
We don’t just “set up” Dynamics 365 CRM —
we build solutions that transform your business
We go beyond "turning it on", we conduct deep analysis into your business processes to help identify pain points that can be automated or even eliminated, saving your business money and headache
15+ Years of Microsoft Expertise
Expertise in Dynamics 365, Power Platform, Copilot,
and automation
Specialists in Dynamics
15+ years of Microsoft ecosystem experience
We Do the Heavy Lifting
We handle the heavy lifting — from design to
rollout
Future-Ready with AI & Automation
Future-focused: AI and automation baked into
your foundation
Not Just a CRM
A Partner for Growth
Beyond Setup —
We Deliver Transformation
We don’t just “set up” Dynamics 365 CRM —
we build solutions that transform your business
15+ Years of Microsoft Expertise
Expertise in Dynamics 365, Power Platform, Copilot, and automation
Specialists in Dynamics
15+ years of Microsoft
ecosystem experience
We Do the Heavy Lifting
We handle the heavy lifting —
from design to rollout
Future-Ready with AI & Automation
Future-focused: AI and automation
baked into your foundation
