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Dynamics 365

Improved business outcomes, powered by technology.

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When it comes to business decision-making, you have a secret weapon – data.

Microsoft Dynamics 365 connects your data by providing a suite of integrated applications so you can apply intelligence that paints a complete picture of your business across sales, marketing, customer service and HR.

By gaining this insight into what’s happening across your organisation, you can make truly informed decisions.

Why choose Dynamics 365?

With so many CRM solutions on the market now, what makes Dynamics 365 stand out from the crowd?

For a start, Dynamics 365 is much more than just a CRM solution. This cloud-based connected business platform allows you to bring together all facets of your organisation, connecting sales with service and the back office with the frontline.

And there are plenty of other benefits too:

Supporting your business and operational goals

We specialise in implementing Dynamics 365 business solutions across four main areas:


Juggling conversations, leads and processes as part of the sales funnel doesn’t leave much time to nurture those all-important relationships.

Dynamics 365 connects all your sales tools, including LinkedIn, Outlook, Teams, Excel and SharePoint, to create customised, prioritised task lists that put the client’s experience at the centre of your interactions. Track and analyse your sales pipeline and use predictive scoring to keep tabs on the health of your relationships.

With all your sales information in one place, along with analytics and deal insights, Dynamics 365 will help drive improved sales, from qualifying leads to closure.


When done well, marketing makes the customer feel they are being spoken to directly - from their first interaction with your brand, right through to buying your product or service. Dynamics 365 gives you all the tools you need for your marketing funnel to do just that.

By collating all your customer data and interactions across sales and marketing, you’ll know your customer inside-out, allowing you to deliver personalised marketing that’s engaging and effective.

You can also manage and analyse integrated data across campaigns and sales, which allows you to spot gaps that can be exploited in future campaigns and see at a glance what’s working and what’s not. So, your decisions are rooted in measurable insights and ROI to drive growth.

Customer Service

Once you’ve captured your customers’ attention and closed the sale, retaining them is crucial. Giving existing customers the same care and attention as prospective ones is key. That’s where Dynamics 365 can help.

Assist your customers in a way that works best for them, whether via self-service, chat, or even SMS. When your staff interact with customers, arm them with all the knowledge and customer history that will allow them to have meaningful, informed conversations that build trust and loyalty.

AI-driven insights allow your customer support staff to proactively solve problems and take the right action at the right time. And as your customer-base grows, Dynamics 365 can flex and scale accordingly.


Of course, customers aren’t the only people your organisation needs to look after. Your employees and new hires also need nurturing and support to ensure they deliver the best value for your organisation.

Seamless integration with LinkedIn allows you to build a talent pool of people with the right skills and capabilities. Then measure competencies, skills, and interview feedback and compile insights that enable you to hire the best candidates. And once your new hire has accepted their offer, get them up and running quickly with personalised onboarding plans.

From objectives, training, and organisational charts to talent management, resourcing, and reporting, Dynamics 365 gives HR and employees a scalable, one-stop-shop for all HR-related activity.

Starting a brand-new CRM journey? Or switching your service?

Whether you’re new to the world of technology-enhanced Customer Relationship Management or looking to try out a different platform, we’ll help you find the right tools to make your operations smooth and effective.

Your desired outcomes lead us, not the technology. We’ll get to know you and your business goals, find the Dynamics 365 tools that will best help you achieve them, then support the implementation, migration to and adoption of your new system, so you get the very best out of it.

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Why Circle?

We’ve helped hundreds of organisations improve the way they operate. Our partner-focussed approach means working collaboratively with you to find solutions that are the perfect fit, rather than selling services you might not need. We pride ourselves on developing strong, trusted relationships with our customers, which is why we think we’re best placed to help you do the same with the help of technology.

Interested in dynamics?

Get in touch to speak to one of the team about how Dynamics 365 business solutions could transform your organisation.

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