CRM – Dynamics 365

CRM That Works for Your People and Your Customers

Customer expectations have changed. So should your CRM. At Intuit Technologies, we enable organisations to deliver better service, stronger relationships, and smarter sales outcomes using Microsoft Dynamics 365.

Our team works with you to design a CRM that fits your business goals, integrates with your systems, and actually gets used by your people.

What It Does

  • Implements Dynamics 365 Sales, Customer Service, or Marketing based on business priorities
  • Configures lead, opportunity, case, and contact management workflows
  • Integrates CRM with Microsoft 365, Teams, and Power Platform
  • Customises dashboards, reporting, and business process flows
  • Automates key touchpoints with email journeys, task reminders, and approval workflows
  • Supports mobility, field service, and customer-facing portals where required
  • Enables ongoing configuration, user support, and performance insights

Why It Matters

CRM tools only deliver value when they are used. Poor adoption, clunky design, or misaligned data structures slow teams down and hurt outcomes. This solution enables your organisation to build a CRM that works the way your people work, supports customer success, and delivers measurable insight.

With Dynamics 365, you can improve service delivery, increase revenue visibility, and create better customer experiences.

Sustainability Benefits

Efficient CRM processes reduce manual effort, improve visibility, and support better decision-making. Dynamics 365 also enables digitised customer engagement, reducing paper-based processes and administrative waste.

Contact Our Microsoft Cloud & Business Solutions Practice

Talk to us about designing a CRM experience with Dynamics 365 that delivers insight, efficiency, and measurable business outcomes.

Get Started

Speak with our Microsoft Cloud & Business Solutions team about Dynamics 365 CRM design, configuration, and integration with your systems.