Microsoft Dynamics 365 Customer Experience / CRM
Win, serve and keep customers with Dynamics 365 CRM
We implement and support Microsoft Dynamics 365 for sales, customer service and marketing — giving every team one view of each customer, connected to Outlook, Teams and your ERP.
- Leads & opportunities
- Accounts & contacts
- Sales pipeline
- Quotes & orders
- Cases & service
- Knowledge base
- Marketing journeys
- Customer portal
- Dashboards
Where customer relationships slip through the cracks
Customers in inboxes and spreadsheets
When contacts and deals live in personal files, nobody sees the full picture.
Opportunities nobody followed up
Without a shared pipeline, leads go cold and forecasts become guesses.
Customers repeating themselves
When requests aren’t tracked in one place, customers wait longer and explain twice.
Sales, service and marketing apart
Each team works from its own list, so campaigns, deals and support don’t line up.
One team from first lead to loyal customer
CRM at Tribox covers the whole journey — process design, configuration, data migration, integrations, training, and the support that keeps your teams using it every day.
We design the system around how your teams sell and serve, then help them adopt it. Your team owns the data; we handle the configuration, the development and the support.
- Sales automation
- Customer service
- Marketing journeys
- Data migration
- Outlook & Teams integration
- ERP integration
- Customer portals
- Training & adoption
When to choose Dynamics 365 CRM
Choose when
Customer engagement platform for growth.
Growth depends on better lead conversion, customer service and relationship visibility.
- Lead, opportunity, account and pipeline management
- Sales forecasting, customer service and case management
- Marketing, service and engagement workflows integrated with ERP
Example fit: Sales-led, service-led and customer-facing organizations.
Dynamics 365 CRM
- Feature edge
- Pipeline, forecasting, case management, customer journeys, insights, automation and AI.
- Why it wins
- Stronger than ERPs for front-office revenue, engagement, retention and service excellence.
- Business value
- Best when revenue growth, service quality, customer retention and sales visibility are the priority.
Decision rule: CRM complements ERP; it does not replace core finance and operations.
- Complex operations F&O
- Standard mid-market ERP BC
- Sales & service growth CRM
- Fast modular coverage Odoo
CRM capabilities
Everything it takes to plan, deliver and run Dynamics 365 CRM — from the first workshop to everyday use.
Sales
A shared pipeline, so every lead, opportunity and quote is tracked and followed up.
- Leads, opportunities and pipeline stages
- Quotes, orders and price lists
- Sales dashboards and forecasts
- Mobile access for teams on the road
Customer service
Cases, queues and service levels, so every customer request is handled on time.
- Case management and routing
- Service levels and escalations
- Knowledge base for faster answers
- Email and portal channels
Marketing
Segments and customer journeys that turn contacts into leads, and leads into customers.
- Segments built from CRM data
- Email campaigns and journeys
- Events and forms
- Results tracked back to the pipeline
Data migration
Moving contacts, accounts and history from spreadsheets or your current CRM.
- Data cleansed and de-duplicated
- Accounts, contacts and open deals
- Trial imports validated before go-live
- Sign-off with the teams who use it
Integrations
Connecting CRM to Outlook, Teams and your ERP, so data flows without re-keying.
- Outlook and Teams integration
- Business Central, Finance & Operations or Odoo
- Website forms and e-commerce
- Power Automate workflows
Portals & adoption
Customer portals and training that get people using the system every day.
- Customer and partner portals on Power Pages
- Role-based training for every team
- Copilot features where they save time
- Ongoing support and improvements
How a CRM project runs
Discover & design
Workshops with your sales, service and marketing teams to map how they work, then agree scope and timeline.
Configure & build
Dynamics 365 set up around your processes, integrations built, and data migrated in trial runs.
Test & train
User acceptance testing with your teams and role-based training before go-live.
Go live & improve
A supported launch, then adoption reviews and improvements as your teams use it.
Built on the Microsoft ecosystem
- Dynamics 365 Sales
- Dynamics 365 Customer Service
- Dynamics 365 Customer Insights
- Power Pages
- Power BI
- Copilot
- Microsoft 365
Licensing categories
High-level categories only. Validate SKU and pricing during quotation.
Sales, service and engagement
Full app users
Sales, Customer Service, Field Service and Contact Center users.
Professional / Enterprise / Premium
Tiered capability levels based on automation, AI and process depth.
Team Members
Lightweight access through designated Sales, Service and Project apps.
Device + capacity add-ons
Shared device options, Dataverse storage and app-specific capacities.
Licensing decision logic: Full users for daily transaction owners • Light users for approvers and readers • Device licences for shared terminals • Capacity and tenant add-ons for data, integrations, portals and specialised services
Based on the Microsoft Dynamics 365 and Business Central licensing guides. Final pricing and use-rights must be confirmed against your tenant, geography and agreement type.
CRM for your industry
Professional services
Client relationships, proposals and renewals managed in one place.
Trading & distribution
Account management, quotes and orders for large customer bases.
Real estate
Leads, viewings and deals tracked from first enquiry to signed contract.
Customer service teams
Cases, service levels and a knowledge base for busy support desks.
Two ways to work with us
Full implementation
End-to-end delivery of Dynamics 365 for sales, service or marketing — or a move from your current CRM.
Support & improvement
A dedicated team for support, new features and adoption after go-live — including systems another partner implemented.
What is Dynamics 365 CRM?
Microsoft’s customer relationship management apps — Dynamics 365 Sales, Customer Service and Customer Insights for marketing — built on one platform and working with Microsoft 365.
Do we need all the apps?
No. Most companies start with sales or customer service and add more later. We recommend what fits your teams and budget.
Can it connect to our ERP?
Yes. We connect CRM to Business Central, Finance & Operations, Odoo and other systems, so accounts, orders and invoices stay in sync.
Can you move us from another CRM?
Yes. We migrate accounts, contacts, open opportunities and history from spreadsheets or your current CRM, with trial imports before go-live.
Does it work with Outlook and Teams?
Yes. Your teams can track emails, meetings and contacts from Outlook, and work on customer records together in Teams.
How do you make sure people actually use it?
We design screens around each role, keep data entry simple, train every team, and review how the system is being used after go-live.
Do you support Dynamics 365 CRM after go-live?
Yes. We provide ongoing support, add features as your teams’ needs change, and test Microsoft’s updates before they reach your users. We can also take over a system another partner implemented.