Microsoft Ecosystem
Microsoft Dynamics 365 —
CRM native
to Microsoft 365
Dynamics 365 Sales, Customer Service, Power Automate, Power BI, Copilot for Sales. We implement D365 as an extension of your Microsoft environment — no silos, with full Teams and Outlook integration.
What we implement
Modules and platform
Dynamics 365 Sales
- Contact and account management with full history
- Opportunity pipeline with intuitive views
- Sales sequences and automatic tasks
- Copilot for Sales — AI assistant built into CRM
- Native integration with Outlook and Teams
- Relationship Intelligence — business relationship analysis
Power Automate
- No-code automations (low-code / no-code)
- Connectors for 1000+ services
- Multi-step approval flows
- AI Builder — ML models without programming
- Robotic Process Automation (RPA)
- Integrations with SAP, Oracle, SharePoint
Power BI
- Reports and dashboards directly from Dynamics 365
- Embedded analytics in CRM portal
- Real-time streaming data
- Dataflows and Power Query ETL
- Row-Level Security (RLS)
- Publishing to Microsoft Teams and SharePoint
Dataverse & Power Apps
- Dataverse — unified Microsoft data platform
- Power Apps — custom applications for CRM
- Virtual tables — external data in Dataverse
- Plugin framework — custom business logic
- Model-Driven Apps for complex processes
- Canvas Apps for mobile and field UI
Who it's for
When Dynamics 365 is the right choice
You're on Microsoft 365 / Azure
Native integration with Teams, Outlook, SharePoint, OneDrive, Azure AD. Zero SSO configuration.
Manufacturing & industrial B2B
Field Service, native ERP integration (D365 Finance & Operations), production resource planning.
EU data residency requirements
Microsoft datacenters in Poland (Warsaw, Warsaw 2). GDPR compliance, ISO 27001, SOC2 certifications.
On-premises or hybrid
Dynamics 365 available on-premises (Dynamics CRM Server) or in hybrid mode with Azure Arc.
Low Power Platform cost
Power Automate and Power Apps included in Microsoft 365 E3/E5. Automations without extra licences.
Native Microsoft AI
Copilot for Sales, AI Builder, Azure OpenAI integration — AI available out of the box.
Methodology
How we implement D365
MS environment analysis
We assess the existing Microsoft tenant, licences, Azure AD configuration, security policies, and Dynamics 365 readiness.
Solution architecture
We design the Dataverse data model, Solution configurations, Business Units, Security Roles, Teams.
Configuration & customisation
Forms, views, charts, sequences, sales playbooks. Plugin development for complex business logic.
Power Platform setup
Power Automate flows, Power Apps canvas/model-driven, Power BI embedded dashboards, AI Builder models.
Migration & integrations
Data migration from previous CRM or Excel. Integrations via Power Automate, Azure Logic Apps, or custom API.
Training & adoption
Microsoft Learn paths, per-role training, SOP documentation. Post-implementation support min. 60 days.
Pricing
D365 implementation pricing
* Prices exclude Microsoft licence fees.
D365 Starter
Quick start
- D365 Sales configuration
- Data import
- Basic Power Automate flows
- Outlook / Teams integration
- User training
- 30 days support
D365 Growth
- D365 Sales + Customer Service
- Power BI management dashboards
- Power Automate — advanced flows
- CRM data migration
- ERP or external system integration
- Copilot for Sales setup
- Role-based training
- 2 months support
D365 Enterprise
Full platform
- Full Power Platform (Apps, Automate, BI, Pages)
- Field Service (optional)
- Azure Logic Apps integrations
- Custom Dataverse plugins
- Multi-BU security architecture
- Copilot + AI Builder models
- Quarterly reviews
FAQ
Dynamics 365 questions
When should I choose Dynamics 365 over HubSpot?
How much does a Dynamics 365 licence cost?
Can you migrate data from another CRM to Dynamics?
How does Dynamics integration with Outlook and Teams work?
Client testimonials
What our clients say
“We were already on Microsoft 365. Zenora connected Dynamics 365 to our entire stack in 10 weeks. Teams, Outlook, SharePoint — all unified. Our sales team didn't need to learn a new tool.”
Krzysztof P.
IT Director, Manufacturing B2B
“Power BI dashboards embedded in Dynamics changed how we run sales meetings. Real-time pipeline data, forecast accuracy, rep performance — all in one screen.”
Magdalena T.
Sales Director, Industrial Company
“EU data residency was non-negotiable for us. Microsoft's Warsaw datacenters plus Dynamics 365 gave us GDPR compliance out of the box. Zenora made the whole setup seamless.”
Andrzej W.
Compliance Officer, Financial Services
“We were already on Microsoft 365. Zenora connected Dynamics 365 to our entire stack in 10 weeks. Teams, Outlook, SharePoint — all unified. Our sales team didn't need to learn a new tool.”
Krzysztof P.
IT Director, Manufacturing B2B
“Power BI dashboards embedded in Dynamics changed how we run sales meetings. Real-time pipeline data, forecast accuracy, rep performance — all in one screen.”
Magdalena T.
Sales Director, Industrial Company
“EU data residency was non-negotiable for us. Microsoft's Warsaw datacenters plus Dynamics 365 gave us GDPR compliance out of the box. Zenora made the whole setup seamless.”
Andrzej W.
Compliance Officer, Financial Services
Free consultation
Discuss your D365 implementation
45-minute session with our Microsoft consultant. We assess your environment and design the solution architecture.
Book a consultation