Solutions — Dynamics 365 CRM
CRM that your team actually uses, with AI built in.
Inner Join Technologies designs and implements Microsoft Dynamics 365 CRM solutions around how your business really works. Sales, service, field, and marketing teams share one customer record, and Copilot and Claude handle the busywork so your people can focus on customers.
Based in Covington, KY, serving clients nationwide
Microsoft Dynamics 365 CRM is not one product. It is a set of customer apps that each handle a different part of the relationship, built on one shared data platform called Dataverse.
Marketing uses Customer Insights Journeys to attract and nurture leads. Sales uses Dynamics 365 Sales to work those leads into closed business. Customer Service handles questions and issues after the sale, and Field Service sends technicians to the job when the work happens on site.
Because every app reads and writes the same customer record, nobody re-keys data or wonders which spreadsheet is current. A seller sees open service cases before a renewal call. A technician sees the contract terms before arriving. Marketing sees which campaigns produced revenue, not just clicks. That shared record is what separates a CRM your team tolerates from one they rely on.
One Customer Record in Dataverse
Start with the app that solves your most pressing problem. Add the others when you’re ready, on the same foundation.
Track every lead, opportunity, and forecast in one place, inside the Outlook and Teams your sellers already use. Copilot summarizes accounts and drafts follow-ups so reps spend more time selling.
Learn more about Dynamics 365 SalesRoute cases to the right agent, track SLAs, and give every agent the full customer history in one view. A shared knowledge base keeps answers consistent across email, chat, phone, and portal.
Learn more about Dynamics 365 Customer ServiceSchedule and dispatch technicians, manage work orders and parts, and give field teams a mobile app that works offline. Customers get accurate arrival windows and fewer repeat visits.
Learn more about Dynamics 365 Field ServiceBuild real-time, event-triggered journeys, emails, and forms on the same contact records your sales team uses. Formerly Dynamics 365 Marketing, it shows which campaigns actually drive pipeline.
Learn more about Dynamics 365 Customer Insights JourneysWe don’t install a generic template. We configure Dynamics 365 around the records, rules, and workflows your industry already runs on.
Relationship management with compliance in mind: traceable activity, role-based security, and AI that keeps a human approving every decision.
Dynamics 365 for financial institutions
Field Service and CRM shaped around patient visits, care teams, and multi-county operations, without paper hand-offs.
Dynamics 365 for healthcare
Corporate partnerships, ticketing, and fan data in one CRM, connected to finance so sponsorship revenue reconciles itself.
Dynamics 365 for athletic organizations
Dealer, distributor, and service relationships tied to orders, assets, and machine data, so sales and operations see the same customer.
Dynamics 365 for manufacturingThree clients, three different apps, one shared approach: build around how the team works, then keep improving after go-live.
A Corporate Partnerships CRM on Dynamics 365 brings consumer data and front-office relationships into one system, connected to NetSuite finance for a decade.
Read how the Reds use Dynamics 365 SalesDynamics 365 CRM and Customer Insights Journeys connect customer records to automated, behavior-triggered email journeys from a single platform.
Read the Live Healthy Hydrate storyDynamics 365 Field Service, customized for hospice care, replaced paper-based processes across a 32-county operation serving more than 16,000 patients.
Read how Bluegrass uses Dynamics 365 Field ServiceNo rigid templates, and no reimplementation as you grow. Every phase is built so the next one adds to it instead of replacing it.
We map how your teams actually sell, serve, and market today, including the workarounds, before we touch the system.
We design the data model, security, and processes around your business, then review it with you before building.
Our engineers configure, customize, and integrate in short cycles, with working demos you can react to.
We migrate your data, train your team on their real workflows, and stay close through go-live.
After launch we keep improving: new automations, reports, and apps added to the foundation you already own.
Most of the work happens over Teams, with direct access to the engineers building your system. When a process walk-through, go-live, or field ride-along goes better in person, we come to you. Our team is based in Covington, Kentucky, and we deliver Dynamics 365 CRM projects for clients nationwide.
Dynamics 365 ships with Microsoft Copilot built in. We configure it, and we go further, connecting Claude and custom agents to your Dynamics 365 data through the Model Context Protocol so your team can create records, update opportunities, and get answers in plain language.
Summarize an account before a call, draft a case reply, or generate a journey from a prompt, all inside Dynamics 365.
Ask questions across accounts, cases, and pipeline in natural language, with answers drawn from your own data and permissions.
Agents respect Dataverse security roles. People approve what gets written back. Nothing leaves your tenant without a reason.
Every Dynamics 365 CRM project has two costs: Microsoft licensing, billed per user per month, and the implementation itself. Both depend on a handful of factors you can control.
We scope every project in writing before work starts. No squishiness, no surprise billing, no ambiguity.
Pricing Factors
Most CRMs can track a pipeline. The difference shows up in everything around it.
| Area | Microsoft Dynamics 365 CRM | Typical standalone CRM |
|---|---|---|
| Microsoft 365 | Works natively inside Outlook, Teams, Excel, and SharePoint | Connected through add-ins or third-party connectors |
| Data platform | Sales, service, field, and marketing share one Dataverse record | Modules often licensed or stored separately |
| AI | Copilot built in, plus Claude and custom agents through MCP | Vendor-specific AI tied to that platform |
| Reporting | Power BI connects directly to CRM data | Built-in reports, or exports to a separate BI tool |
| Licensing | Per app and per user, with tiers mixed across your team | Edition-based bundles |
Read the full comparison: Dynamics 365 vs. other CRM solutions
Microsoft Dynamics 365 CRM is a family of customer relationship management apps from Microsoft: Sales, Customer Service, Field Service, and Customer Insights Journeys. Each app handles a different part of the customer relationship, and all of them share one customer record in Microsoft Dataverse, so marketing, sales, service, and field teams work from the same data.
Cost has two parts: Microsoft licensing and implementation. Licensing is priced per user, per month, and depends on which apps you need and which tier each user requires. Implementation cost depends on scope, data migration, and integrations. Inner Join scopes every project up front, in writing, so you know the full number before work begins.
A focused, single-app implementation can go live in weeks. Multi-app projects with data migration and integrations typically take a few months. The biggest variable is data: the cleaner your existing data is, the faster the project moves. Inner Join phases larger projects so your team starts getting value from the first release while later phases are built.
Dynamics 365 Sales manages one-to-one selling: leads, opportunities, pipeline, and forecasts. Customer Insights Journeys, formerly Dynamics 365 Marketing, manages one-to-many engagement: segments, email, event-triggered journeys, and lead scoring. They share the same contact records, so marketing can hand a qualified lead to a seller with its full engagement history attached.
Yes. Dynamics 365 works inside Outlook and Teams natively, so sellers and service agents can track email, meetings, and conversations without switching apps. For other systems, such as ERP, finance, e-commerce, or industry software, Inner Join builds integrations using Power Automate, Azure, and the Dataverse APIs. Our Dynamics 365 to NetSuite integration for the Cincinnati Reds has run for ten years.
Yes. Licensing is per user and per app, so a small team can start with one app and a handful of licenses and grow from there. Inner Join works primarily with small and midsize organizations and designs implementations that can expand without being rebuilt.
Most of our work happens remotely through Teams: discovery workshops, design reviews, build demos, and training. Clients get direct access to the engineers building their system, not a project manager relaying messages. When onsite time adds value, such as process walk-throughs, go-live support, or field ride-alongs, we travel to you.
Tell us what’s slowing your team down. We’ll show you how Dynamics 365 CRM would fit, what it would cost, and where to start. No pressure, just answers.
