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Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM is the core platform on which our membership, customer and charity engagement solutions are based. It provides you with the availability, flexibility and capabilities needed to drive digital transformation from within.

Dynamics 365 is cloud-based and provides a powerful customer engagement capability that goes beyond simple CRM. Dynamics 365 is highly customisable, ensuring it works the way you need it to.

We use Dynamics 365 extensively in our industry specific solutions.

Companion technologies

Microsoft Dynamics 365 is a part of the Microsoft Power Platform, a suite of leading edge business solutions that enable organisations of all types and sizes. We use these integrated applications to deliver highly scalable, easy to use, feature rich Membership and Charity management solutions.

Microsoft Power Apps

Microsoft Power Apps helps us turn ideas into solutions by enabling everyone in your organisation to use tailored apps that solve real your challenges

  • Low to No-Code capability
  • Native integration of all Microsoft products
  • Simple customised integration with third party applications
  • Easy automation
  • Intuitive data management
  • Self-sufficiency 
Microsoft Power BI

Microsoft Power BI allows your organisation to empower everyone in your business to quickly make data-driven decisions.

  • Create amazing data experiences that are easily to connect to, model, and visualise your data, creating memorable reports personalised with your KPIs and brand.
  • Gain insight from your data, making the most of your data by connecting to all your data sources, enabling you to analyse, share, and promote insights across your organisation.
  • Make decisions with confidence
  • Work together with your colleagues easily on the same data, collaborate on reports, and share insights across popular Microsoft Office applications such as Microsoft Teams and Excel.
Microsoft Power Automate

Power Automate streamlines businesses tasks and processes allowing you to focus your attention where its’ needed most.

Automate quickly and more securely by enabling anyone in your organisation to build secure workflows with a low-code, no-code guided experience to automate everyday tasks

Put intelligent workflows to work by automating time-consuming manual tasks with built-in AI capabilities, giving those in your organisation time to focus on your members and donors.

Microsoft Power BI

Microsoft Dataverse simplifies this process by providing a shared data language for business applications to use.

Dataverse's metadata system makes it possible for data, and its meanings, to be shared across applications and solutions such as Microsoft Dynamics 365, Power Apps, Power BI and Azure. 

It has the ability to ingest both structured and unstructured data from legacy, operational, marketing and third party online sources, creating one version of the truth across all your critical workflow applications.

Make sure you're in safe hands.

As Microsoft Dynamics CRM Gold Partners, you know you are in the safest hands, whether you are new to Dynamics 365 or an existing user looking for a competent partner you can depend on. We specialise in delivering Dynamics 365 based member and charity solutions that deliver results.

Get in touch

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