Dynamics 365 CRM, set up around how you sell
One customer record for sales, service, and marketing
Azrio Tech implements and customizes Microsoft Dynamics 365 CRM for teams that want one place for leads, customers, and support. We configure it around your actual sales process, migrate your existing data, and connect it to your website, ERP, and other systems so nothing has to be entered twice.
Why customer data ends up scattered
Leads live in inboxes and spreadsheets
Each salesperson tracks their own enquiries their own way, so nobody can see the whole pipeline at once.
Follow-ups depend on memory
A quote goes out, and whether anyone chases it comes down to who remembers.
Sales and support cannot see each other
The person handling a complaint has no view of what was promised during the sale.
One pipeline everyone works from
Leads, opportunities, and accounts sit in one place, with stages that match how your team actually sells.
Next steps are tracked, not remembered
Activities, reminders, and assignments are recorded against the customer, so follow-ups do not depend on one person.
A shared view of every customer
Sales, service, and marketing work from the same customer record and history.
Dynamics 365 CRM, configured around your sales process
What gets set up depends on how you sell and support. These are the areas most engagements cover.
Sales and pipeline
Lead and opportunity management, stages, quotes, and forecasting views built around your actual sales cycle.
Customer service
Cases, queues, and service history so requests are tracked to resolution instead of lost in an inbox.
Marketing and lead capture
Web forms and campaigns feeding leads straight into the CRM, so enquiries from your website do not get re-typed.
Automation with the Power Platform
Approvals, notifications, and routine record updates handled with Power Automate and Power Apps where they fit.
Reporting and dashboards
Views of pipeline, activity, and service performance for the people who need them, including Power BI where it makes sense.
Integration with your other systems
Your website, ERP, email, and internal tools connected to the CRM, so the same data is not entered twice.
From discovery to ongoing support
Five stages, starting with your process rather than the default template.
Discovery
We map how leads arrive, how deals progress, and how support is handled before proposing a setup.
Configuration
Dynamics 365 is set up around those workflows: fields, stages, roles, and the views each team needs.
Data migration
Contacts, accounts, and history from spreadsheets or your current CRM are cleaned, imported, and checked before go-live.
Training
Your team is trained on the system as configured for you, not a generic walkthrough.
Ongoing support
Configuration changes, user questions, and updates continue with the same team after launch.
Common questions about Dynamics 365 CRM
Dynamics 365 CRM is Microsoft's customer relationship management platform. It covers sales, customer service, and marketing, and works with Outlook, Teams, and the rest of Microsoft 365.
Do you have more questions?
We're happy to walk through scope, timeline, and cost before you commit to anything.
Book a free consultationReady to talk about your project.
Tell us what you're building or what's slowing you down. We'll get back to you with next steps, not a sales script.