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Microsoft Dynamics 365

Build relationships that last, powered by insight

Crimson helps organisations use Microsoft Dynamics 365 to connect data, people, and purpose — creating CRM systems that strengthen engagement and deliver measurable outcomes.

From housing providers improving tenant satisfaction to universities personalising student journeys, we help you turn Microsoft Dynamics 365 into a single view of every relationship. Powered by AI and designed for real-world impact.

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Disconnected data. Disjointed experiences.

Every interaction matters… but most organisations can’t see the full picture.

Across sectors, customer, tenant, and student data lives in silos. Service teams can’t see previous interactions. Leaders can’t trust reports. Processes depend on spreadsheets and manual work.

Microsoft Dynamics 365 brings it all together — delivering a unified, AI-powered CRM that connects every touchpoint.

Crimson helps you implement, adapt, and govern it responsibly so your teams deliver consistent, confident experiences.

What Dynamics 365 makes possible

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Know every customer

Gain a single source of truth across departments.

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Work smarter with AI

Use Copilot for Dynamics 365 to summarise data, draft replies, and predict needs.

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Automate engagement

Streamline follow-ups and case management with Power Automate integration.

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Measure what matters

Use real-time dashboards in Power BI to track satisfaction and outcomes.

Why clients choose Crimson for Dynamics 365

More than CRM configuration… transformation that connects data to purpose.

We combine deep CRM expertise with sector knowledge and Microsoft partnership to deliver systems that work for people, not just processes.

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Trusted challengers

We ask the right questions before you build the wrong solution.

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Invested partners

We stay with you from strategy to success, not just go-live.

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AI-powered outcomes

Every app, report, and workflow is built for the AI future.

The Crimson team have been exceptional and have set an ‘above and beyond’ standard from the outset.
Peter Adams, CIO, Avant Homes

What’s inside Microsoft Dynamics 365

CRM applications that unify sales, service, and marketing — extended through Crimson’s sector expertise and solution accelerators.

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Dynamics 365 Sales

Focus
Manage relationships and pipelines with AI-driven insights.

Crimson's added value
Configure deal and opportunity tracking aligned to your business model.

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Dynamics 365 Customer Service

Focus
Deliver faster, more personalised support.

Crimson's added value
Implement omnichannel case management and knowledge bases.

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Dynamics 365 Marketing

Focus
Automate targeted communications and journeys.

Crimson's added value 
Build compliant, data-driven engagement journeys for customers.

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Dynamics 365 Customer Insights

Focus
Unify and analyse customer data for AI insights.

Crimson's added value
Design single-customer views and predictive segmentation across systems.

“We now provide an enhanced service to clients and their customers, providing a much quicker and more holistic assessment service

Real results, real organisations

With Crimson as your partner, Microsoft Dynamics 365 delivers measurable impact.
School

Higher education

Challenge
Siloed systems and failed CRM attempts left the University of Salford without a single, personalised view of applicants, limiting efficiency, visibility, and growth.

Result
Microsoft Dynamics 365 and Power Platform now deliver a unified, applicant-centric platform that has increased applications and conversion rates while enabling scalable, self-sufficient digital recruitment and admissions.

Home

Social housing

Challenge
Disconnected, manual systems created duplication, poor data quality, and a fragmented sales experience that made it hard for Peabody to operate at scale.

Result
Microsoft Dynamics 365 now underpins a unified, automated sales and marketing platform, improving data confidence, streamlining customer journeys, and providing a future-ready foundation for growth.

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Homebuilding

Challenge
Fragmented, manual processes across 23 business units meant Taylor Wimpey lacked a single, shared view of customers and struggled to deliver a consistent experience end to end.

Result
Microsoft Dynamics 365 now provides a unified, real-time customer view across marketing, sales, and service, improving visibility, standardising processes, and enabling consistently better customer experiences at scale.

Capitol

Utility Hardship Support

Challenge
Manual, fragmented systems slowed grant assessments and limited Charis’ ability to respond quickly or adapt services to different client needs.

Result
Microsoft Dynamics 365 now enables faster, prioritised grant decisions with a single, secure view of data, cutting response times from days to hours and supporting scalable growth.

Our old systems were rigid. Dynamics 365 lets us adapt. People can build views that work for them, pull reports they actually need, and we can evolve the system as our roles change.
Kayleigh Gordon, Head of Sales Operations
Kayleigh Gordon
Peabody
Crimson’s Dynamics 365 solution saves time, reduces errors, and lets us act like a private developer—while staying true to our purpose.
Tom Leslie, Digital Operations Manager
Tom Leslie
Peabody
Crimson has been exceptional in delivering the Dynamics 365 solution for us, which is improving our day-to-day efficiencies. The solution plays a pivotal role in us serving our customers.
Robert Bloom, Director of Sales & Ownership
Robert Bloom
Accent Housing
With Microsoft Dynamics 365, it’s easy to get information quickly and, once you have it, it’s easy to report. That has obvious customer service benefits, because when a customer calls up we can find them quickly on the system.
Michelle Forbes, Associate Customer Director for the South East region
Michelle Forbes
Taylor Wimpey
Crimson have brought a combination of practical advice that has supported the successful implementation of the Dynamics solution.
John McCarthy, Executive Director, Marketing, Recruitment & External Relations
John McCarthy
University of Salford
We love the intuitiveness of the platform. It felt really simple and easy and something that could fit with our organisation.
Suzanne Byrne, Customer Experience Director
Suzanne Byrne
Taylor Wimpey
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Responsible CRM and AI governance

Build innovation on solid foundations - data quality, compliance, and confidence.

Dynamics 365 is only as strong as the data behind it. Crimson helps you create the governance, integration, and security frameworks that keep your CRM trusted and AI-ready. Our governance and AI readiness services include:

•    Data model and integration strategy
•    Permission and compliance governance
•    AI Copilot enablement and ethics review
•    Change management and user adoption

microsoft-ecosystem

Connected CRM. Complete ecosystem.

Dynamics 365 integrates seamlessly with Power Platform, Azure, and Microsoft 365 to create a 360-degree view of every relationship.

We help you extend Dynamics 365 with Power Apps and Power Automate for custom workflows, Power BI for insight, and Copilot for AI-driven efficiency — all within Microsoft’s secure cloud.

Insights from our Microsoft Dynamics 365 experts

Stay ahead of what’s next with articles, guides, and thought leadership.

 

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Start your Dynamics 365 transformation

Every strong relationship starts with a conversation.

Whether you’re modernising legacy CRM or scaling AI-enabled customer engagement, Crimson can help you design what comes next.

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Trusted by Microsoft. Chosen by organisations that make a difference.

Crimson is a Microsoft Solutions Partner for Business Applications — helping clients deliver better experiences with Dynamics 365.

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CRM implementations completed

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quicker response times for customers and teams

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average reduction in manual processing effort