Stronger Customer Relationships
CRM-driven solutions improve the way you interact and do business with your customers. When it comes to customer engagement and sales-force automation, Microsoft Dynamics 365 CRM is a leading product.
Microsoft Dynamics 365 CRM is a customer-relationship-management software package developed by Microsoft. It focuses mainly on sales, marketing and service (help-desk) sectors, and Microsoft markets it as a CRM platform, encouraging partners to customise it via its .NET-based framework. It's part of the Microsoft Dynamics family of business applications.
The original on-premises Dynamics CRM was a server-client application — like Microsoft SharePoint, an IIS-based web application with extensive web-service interfaces. Dynamics 365 today runs mainly as a Microsoft-hosted cloud service built on Dataverse, reached through a browser, mobile apps or the Dynamics 365 App for Outlook, with a modern Web API for integration.
Cloud Platform on Dataverse
A Microsoft-hosted cloud service with a rich Web API for deep integration across your systems.
Access Anywhere
Reach your CRM through any modern browser, the mobile apps, or directly inside Microsoft Outlook via the Dynamics 365 App for Outlook.
Everything You Need in One Platform
An integrated suite that connects every department, from sales to finance.
Integrated Suite
One integrated suite of products for every department in your company — from sales right through to finance.
Centralised Lead Tracking
Handle leads far more effectively by tracking every one of them in a single, centralised location.
Duplicate Detection
Built-in duplicate-data detection keeps your business data precise and clean by catching potential duplicates.
Multi-Currency
Multi-currency functionality is essential when customer transactions are recorded in more than one currency.
Multi-Language UI
A multi-language user interface is a valuable addition for companies supporting locations across the globe.
360° Deal View
View all the details and information about your deals and opportunities from one central place.
End-to-End Dynamics 365 CRM Services
From consulting and customization to integration, plug-ins and support.
Dynamics 365 CRM Consulting
Our developers are there to help your business and enterprise with every step of your CRM journey.
CRM Integration Solutions
Integrate Dynamics 365 CRM with your other business applications for several advantages across your enterprise.
Dynamics 365 CRM Customization
Dynamics 365 CRM customization services, used extensively by businesses and organisations all around the world.
Plug-in Development
Dedicated developers build custom C# plug-ins and PCF controls, using AI tools for plug-in boilerplate and unit tests - and reviewing every AI-assisted change.
Dynamics 365 CRM Upgrade
Upgrade your existing setup to the latest guidelines, with a minimal learning curve for your teams.
CRM Support Services
Dynamics 365 CRM support services give you a wonderful level of support for your customers in the cloud.
Why Do You Need Dynamics 365 CRM?
One platform to align marketing, sales and service — and to power better decisions.
Aligned Marketing
Customise your marketing efforts, align them with sales goals, and foster a collaborative work atmosphere.
Rich Customer Data
An excellent feature set to collect and save customer information, lead details and industry insights.
Multichannel Targeting
Use multichannel operations to target customers with varying, tailored marketing strategies.
AI & Big Data
Integrate CRM features with AI tools and big-data analytics — a one-stop platform for corporate decision-making.
Sales, Customer Service and the Dataverse Underneath
Dynamics 365 is not one product but a family of apps. For most CRM projects the two that matter are Dynamics 365 Sales — leads, opportunities, quotes, forecasting and pipeline management — and Dynamics 365 Customer Service — cases, queues, entitlements, service-level tracking and a knowledge base. Field Service, Customer Insights and contact-centre capabilities can be added when the business needs them.
All of these apps store their data in Microsoft Dataverse: tables (formerly called entities), columns, relationships and business rules, protected by business units, security roles and field-level security. That shared foundation is what makes Dynamics 365 extensible — a custom table for warranty claims or project bids sits alongside accounts and contacts and inherits the same security, auditing, search and API access. Getting the data model and security model right at the start matters far more than any individual screen, because both are expensive to change once records and users are live.
Configuration First, Code Second
The cheapest Dynamics 365 system to own is the one with the least custom code that still fits your process.
Configuration
Forms, views, dashboards, business process flows, business rules, security roles and automated flows built in the platform's own tools. Configuration survives Microsoft's regular platform updates with little effort and can be maintained by a trained administrator, so it should be the first answer to most requirements.
Customization
C# plug-ins registered on Dataverse events for logic that must run inside the transaction, custom APIs, JavaScript form scripts using the client API's formContext, and PCF code components for specialised controls. Plug-ins run in a sandbox with an execution time limit, so long-running work belongs in asynchronous plug-ins or an external service.
Whichever mix you use, changes should travel as solutions through separate development, test and production environments, with managed solutions in production and source control behind them. Unmanaged changes made directly in production are the most common reason a Dynamics 365 system becomes hard to upgrade and risky to touch.
Integrations That Hold Up
A CRM is only as useful as the data flowing into it from your ERP, website, e-commerce store, telephony and marketing tools. Dataverse exposes an OData-based Web API, can push events to Azure Service Bus or webhooks when records change, and supports virtual tables that show external data without copying it.
Robust integrations are designed around the platform's realities: service protection limits that throttle callers who send too many requests, so bulk loads must be batched and retried with back-off; alternate keys so the same record is not created twice when a message is delivered again; and a clear decision about which system owns each field, so two systems do not overwrite each other. Middleware such as Azure Functions or Logic Apps keeps that logic out of the CRM and makes failures visible and replayable.
Moving From On-Premises Dynamics CRM
Many organisations still run an older on-premises Dynamics CRM release with years of customizations. Moving to Dynamics 365 online is a re-platforming exercise, not a simple upgrade: the legacy web client has been retired in favour of the Unified Interface, dialogs and the Xrm.Page scripting model are deprecated, and many classic workflows are better rebuilt as modern automated flows.
A sound migration starts with an inventory of every customization, plug-in, report and integration, deciding what to keep, rebuild or retire. Data is then cleaned and migrated in rehearsed passes, with users testing real scenarios before the cut-over. Licensing deserves equal attention: Dynamics 365 is licensed per user and per app, with Dataverse storage capacity as a separate consideration, so the cost picture differs from an on-premises server licence. Model it against your actual user roles, and confirm current terms with Microsoft or your licensing provider before committing.
Pixel-perfect software, delivered at AI speed
PixoBots stands for Pixel & Bots. Our Bots are dedicated developers who work with AI tools: AI takes the repetitive work, a developer reviews every line, and the result is pixel-perfect.
Pixel
Polished UI and clean, tested code - detail is part of the job, not an afterthought.
Bots
Dedicated developers who join your team and use AI for boilerplate, tests and documentation.
Savings
AI-assisted delivery can save more than 50% of development cost compared with traditional development.
Ready to Get More From Your CRM?
Let our team tailor Microsoft Dynamics 365 CRM to the way your business sells, markets and serves — talk to us today.