MS Dynamics XRM
MS Dynamics CRM
It’s all about relationships

CRM stands for Customer Relationship Management, which is why you might not think CRM suits you if you don’t  have customers in the strictest sense.

But when it comes to CRM the ‘R’ is what really matters – Relationship. Every organisation, whether profit or not-for-profit, has relationships they need to manage. You might have applicants, investors, patients, members – it doesn’t matter.

With our know-how, we can adapt CRM to fit your model and manage your unique relationships.

MS Dynamics
Bespoke solutions, fast

Microsoft Dynamics CRM is a powerful tool that can be used as a rapid development platform to create XRM business solutions which manage unique processes.

The ability to manage complex security and permissions, and automate complex workflows, are all native to the CRM platform and readily employed and adapted to suit XRM solutions.

At Beyond CRM, our team has the expertise to design and build a solution to meet your unique XRM needs.

MS Dynamics XRM
Complex system interactions

The Microsoft Dynamics CRM platform can be used in conjunction with front-end portals, document management and integration with financial applications to create robust tailored solutions that solve complex business problems.

We can work with your current systems, or help implement new ones, to create end to end solutions that work together perfectly to streamline your operations.



A portal allows you  to give external people access to information in your CRM without granting  full access.  It’s a user friendly web interface that only shows information the user has rights to see or update. You can set up a portal for your customers (eg. to view progress updates) or business partners, them be self-sufficient and productive without compromising your CRM.

Microsoft Power BI is a powerful partner to Microsoft Dynamics CRM, especially where you have multiple sources of data. It’s like having your CRM dashboards on steroids. Power BI gathers additional sources and forms of data like website data, spreadsheets, and other databases to deliver business analytics that instantly answer burning questions about business performance in real time. 

Microsoft Dynamics and Microsoft SharePoint are perfect partners, working together to store and retrieve customer related documents and artefacts in real time. SharePoint stores a document once in a single location, and CRM allows it to be accessed from multiple places and within relevant contexts. It's also great at facilitating collaboration between staff, customers or suppliers.  

Get in touch today Let’s talk about your CRM challenges.

Hopefully our website has given you a good idea about what we can do. Now, we’d love to hear from you. Call, email or use the form below. We look forward to talking about your specific situation, needs, and goals.

Our thinking

October 16 2017 by Jane Davies

One of the most compelling reasons CRM buyers are attracted to Dynamics CRM is convenience of integration with Outlook.

May 24 2017 by Jane Davies

Ok, it would be fair to say that as a Microsoft Partner, we’re firmly biased on the side of Dynamics 365. But hear us out. We’re asked this question a lot – why should we go with Dynamics over Salesforce?

March 03 2017 by Jane Davies

You won’t read this in any change management text book. It’s not taught in MBA courses. It’s a little irreverent, but it’s a healthy dose of the truth.

Our thinking

October 16 2017 by Jane Davies

One of the most compelling reasons CRM buyers are attracted to Dynamics CRM is convenience of integration with Outlook.