Dynamics 365
Sales CRM

A modern, cloud-based CRM that enables you to accelerate your business objectives.
Having the right CRM in place can help you progress towards your business goals, improving your customer data management so that you can strengthen relationships and make decisions based on reliable data.
Why choose Dynamics 365 Sales CRM?
Microsoft Dynamics 365 is a modern, cloud-based CRM system which enables you to remove data silos by connecting teams, processes and data across your organisation. With improved collaboration you can strengthen your customer relationships, accelerating your business objectives.

A key benefit of choosing Dynamics 365 CRM is the ability to integrate your other Microsoft 365 products and other common business systems to extend your investment and increase efficiency and productivity.

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System Features

Accounts & Contacts

Manages contacts and accounts in  one easy to use system.

Pipeline Management

Automate lead creation from enquiries and increase conversions.

Automate workflows

To increase process efficiency

Supports Integration

Integrate with other Microsoft products and business tools
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Data Security

 Microsoft Enterprise level security and data protection

Advanced reporting

Build the dashboards you need or choose Power BI for deeper analysis

Get Started with Active Informatics

For just £3,999 (+ VAT) our CRM package includes:

  • Requirement gathering workshops and data import templates
  • Written specification
  • Fast implementation
  • 100 edits to customise the system to your business including table and field customisation and set up of reporting and dashboards
  • Training for admin and end users.

Dynamics 365 Sales is designed to grow with your business and can be adapted to meet changing requirements in the future, making this the last time you will need to switch system.

Microsoft Licences purchased separately. 

Optional add-ons

Our Sales CRM package includes the implementation of your new CRM and training to get your team up and running. If required we can discuss adding integrations with other business tools and on-going support packages at an additional cost.

Next steps
Arrange a no-obligation meeting with our team to see how we can help and to start planning your Dynamics 365 Sales CRM.

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How it works.

Step 1

Kick off

An initial online meeting to identify the core Project Team from Active and the customer’s side and go over the standard system, likely configuration changes and data migration/integration requirements. Set workshop dates and who will need to attend.

Step 2

Workshops

The CRM system is uploaded into the customers M365 tenant.  A form and field level review is undertaken, data inputs and outputs are identified, and documentation discussed before a final specification is produced. 

Step 3

System build

Configuring the solution to suit the customer approved specification after the workshops e.g. amending forms and fields, building data import templates, localising system settings and assigning user permissions etc.

Step 4

Training and go live

Once the final system is approved we will train administrators to import data using the system excel templates and creating dashboards.  Other users will be trained on the system web interface, mobile app (working offline) and Outlook integration.