Microsoft CRM with Dynamics 365.
Microsoft's CRM is called Dynamics 365 and brings customer data from sales, marketing and service together. NAVAX implements it in Austria and Germany, close to the standard.
What is Microsoft CRM?
Microsoft CRM is Microsoft's customer relationship management software, sold as Microsoft Dynamics 365 since 2016. It consists of separate apps for sales (Sales), marketing (Customer Insights), customer service (Customer Service) and the jobs of service technicians at customer sites (Field Service). All apps access the same customer data, so every department works from the same information.
- Who
- NAVAX, Microsoft Solutions Partner for Business Applications.
- What
- Implementation and support of Microsoft Dynamics 365 CRM with the apps Sales, Customer Insights, Customer Service and Field Service.
- For whom
- Companies that want to run their sales, marketing and service processes in a consistent, digital way instead of with spreadsheets, inboxes and isolated tools.
- Outcome
- A clean data foundation, less manual work and a basis for AI.
- Why NAVAX
- Implementation close to the standard, public customer stories such as Theobald Software and willhaben, and more than 30 years of experience with business software.
Four apps, one view of the customer.
Dynamics 365 CRM consists of apps for sales, marketing, customer service and on-site technical service. All of them work on the same customer data, and you start with the one that delivers the most today.
Three common problems Microsoft CRM solves.
Customer data in too many places, too much manual work and AI plans without a data foundation. What is behind them and how Dynamics 365 CRM changes that.
A CRM that is ready for AI.
Theobald Software, a specialist in SAP integration, modernized its CRM on Dynamics 365 with NAVAX.
- Customer story
Theobald Software - Before
Inconsistent data and a lot of manual work slowed down analysis and growth.
- Solution
CRM modernized on Microsoft Dynamics 365, with a focus on data quality.
- Result
A consolidated data foundation, automated workflows, prepared for predictive sales.
Read the Theobald Software storyToday we have high-quality data, stable workflows and significantly less manual effort.
Is Microsoft CRM right for you?
An honest assessment up front. If more of the right-hand column applies, we will tell you so in the first conversation.
Tap the statements that apply to you.
A good fit if …
Another route is better if …
Select the statements above that apply to you. This is where you will see whether a conversation is worth it.
How a Microsoft CRM implementation works.
NAVAX implements close to the standard. That keeps the system stable and easy to extend.
- 1
Requirements analysis
We clarify goals, processes and data sources and decide which app you start with.
What you have afterwardsAn agreed starting app.
- 2
Implementation
We set up Dynamics 365 close to the standard for the chosen area.
What you have afterwardsA configured CRM for your first area.
- 3
Data migration and training
Your customer data moves into the new system, and your team learns to work with it.
What you have afterwardsA CRM with your data and a team that knows how to use it.
- 4
Go-live and support
Your team works productively in the new CRM, and we support the start.
What you have afterwardsA CRM in live operation.
Frequently asked questions about Microsoft CRM.
Questions we often hear before a first conversation. If yours is missing, ask us directly.
What is Microsoft CRM called now?
Microsoft's CRM is called Microsoft Dynamics 365. Until 2016, it was sold as Microsoft Dynamics CRM. Today it consists of separate apps such as Sales, Customer Insights, Customer Service and Field Service.
Is Dynamics 365 a CRM or an ERP?
Both. Dynamics 365 includes CRM apps for sales, marketing and service as well as ERP apps such as Business Central for finance and operations. The two can be connected.
How much does Microsoft CRM cost?
The cost depends on the apps you choose and the number of users. Licenses are billed monthly as a subscription. You receive a specific quote for your situation in a consultation.
Is Microsoft Dynamics CRM being discontinued?
The name Dynamics CRM was replaced by Dynamics 365, and the product lives on there. Microsoft keeps developing Dynamics 365, for example with Copilot and AI agents. If you still run an older Dynamics CRM version, you should plan the move.
What exactly is a CRM?
A CRM (customer relationship management system) is software that manages all information about your customers in one place: contacts, opportunities, campaigns and service requests. That way every department works from the same information.
What are the three types of CRM?
There are operational, analytical and collaborative CRM. Operational CRM supports daily work in sales, marketing and service, analytical CRM evaluates customer data, and collaborative CRM connects departments and channels. Microsoft CRM covers all three.
Are SAP and CRM the same thing?
No. SAP is a software vendor, CRM is a type of software. SAP offers its own CRM solutions; Microsoft's CRM is Dynamics 365.
How long does a Microsoft CRM implementation take?
It depends on how many apps you implement and how much data is migrated. You get an estimate for your project in the first conversation.
Dynamics 365 or Salesforce: which fits better?
Both systems offer extensive features for sales, marketing and service. The biggest difference is the environment: Dynamics 365 comes from Microsoft and connects with Microsoft 365, the Power Platform and Business Central.
Which CRM software is best?
The best CRM software is the one that fits your processes and your IT. For companies that already work with Microsoft 365, Microsoft CRM is usually the obvious choice, because the CRM and their other tools come from the same vendor.
You might also be interested in.
The sales app in detail, AI agents on your CRM data and the ERP that Microsoft CRM connects with.
- SolutionDynamics 365 Customer ServiceHandle customer requests on every channel, with Copilot and agents.View page
- SolutionDynamics 365 Field ServicePlan and manage the jobs of your service technicians at customer sites.View page
- SolutionDynamics 365 Customer InsightsUnify customer data, build segments and use marketing automation for marketing and sales.View page
- SolutionDynamics 365 SalesLeads, pipeline and forecast in one CRM, also right inside Outlook and Teams.View page
- SolutionCopilot Studio & AI agentsAI agents that work on your data and in your processes.View page
- SolutionDynamics 365 Business CentralMicrosoft's ERP for finance and operations, which connects with the CRM.View page
