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A modern CRM platform for companies that want to bring structure to their customer relationships.

CRM

Many organizations today manage customer relationships without a shared view of the customer. Information exists across different systems, in emails, in documents, and in people’s heads — but rarely in one place. This creates uncertainty, duplicate work, and makes it difficult to follow up on deals and relationships over time.

When customer data is no longer enough

Many organizations today have large amounts of customer data — yet still lack a clear overview. Information exists in ERP systems, emails, Excel files, and various tools that don’t communicate with each other. The result is that sales, marketing, and customer service work with different views of the same customer.

This makes it difficult to follow the customer journey, prioritize the right opportunities, and create a consistent customer experience.

What is meant by Microsoft’s CRM platform?

Microsoft’s CRM platform is designed to bring customer information, processes, and insights together in a shared ecosystem. It’s not a single system, but a platform that supports the entire customer lifecycle — from the first interaction to long-term relationships.

The platform combines:

structured customer data
support for business processes
analytics and insights
automation and AI

All with the goal of making customer engagement more connected and less dependent on individuals.

A shared foundation for the entire organization

When customer data is shared across teams, it creates better conditions for collaboration. Information is updated once and used by many. This leads to more efficient ways of working and better decision-making.

For organizations that want to take control of their customer relationships, Microsoft’s CRM platform is often a natural first step.

FAQ

What is a CRM system?

A CRM system (Customer Relationship Management) is a digital tool that helps businesses collect, organize, and manage all customer and lead information in one place. It makes it easier to follow up on sales, marketing, and customer service, keep track of contacts, history, and communication, and gain insights that improve customer relationships.

Does my business need a CRM system?

If you want better control over customer relationships, sales, and service, save time, and make smarter decisions, a CRM system is often a good choice. It helps businesses bring all customer information into one place, gain visibility into activities, and build more structured and long‑term customer relationships — whether you’re a small or mid‑sized business.

Which components are included in Microsoft’s CRM platform?

The platform consists of several apps, including Dynamics 365 Sales, Customer Service, Field Service, and Customer Insights. These apps can be used individually or together, depending on your needs.

What’s the difference between a CRM system and an ERP system?

A CRM system (Customer Relationship Management) focuses on customers, sales, and relationships — helping you keep track of contacts, leads, deals, marketing, and customer service.

An ERP system (Enterprise Resource Planning) focuses on internal business processes — such as finance, inventory, purchasing, production, and project management — bringing everything together in one system for better control and efficiency.

Curious how a CRM platform can bring customer data, deals, and insights together in one system?

Discover the possibilities with Dynamics 365.

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A modern CRM platform for companies that want to bring structure to their customer relationships.

Table of contents

When customer data is no longer enough

What is meant by Microsoft’s CRM platform?

A shared foundation for the entire organization

FAQ

What is a CRM system?

Does my business need a CRM system?

Which components are included in Microsoft’s CRM platform?

What’s the difference between a CRM system and an ERP system?

Curious how a CRM platform can bring customer data, deals, and insights together in one system?

Related news

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Resources

Talk to an expert

Talk to an expert

Resources

Talk to an expert

CRM

ERP

AI / Copilot

Productivity

Industries

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Latest news

Table of contents

When customer data is no longer enough

What is meant by Microsoft’s CRM platform?

A shared foundation for the entire organization

What is a CRM system?

Does my business need a CRM system?

Which components are included in Microsoft’s CRM platform?

What’s the difference between a CRM system and an ERP system?

Solutions

Inspiration

Legals

NAB Solutions

Follow us

Contact