AI CRM that Connects Sales, Marketing and Service

As a UK Microsoft Dynamics CRM partner, we turn Dynamics 365 CRM into a practical growth platform for your organisation. As an AI CRM, it connects sales, marketing and customer service data, while Copilot and AI agents automate high-value workflows and surface timely insights. Our consultants can also help you progress towards agentic CRM, where intelligent agents act on customer signals, support teams in the flow of work and improve performance. By integrating Dynamics 365 with Microsoft 365 and Power Platform, we deliver faster adoption and measurable ROI.

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Microsoft funding for Dynamics 365 CRM

Microsoft funding may be available to help reduce the upfront cost of exploring Dynamics 365 CRM, including a funded CRM Envisioning Workshop. We’ll help you identify and access the right funding programme.

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Dynamics 365 Customer Engagement

Empower sales, marketing and service teams with an AI CRM that unifies data, automates work and delivers actionable insights. Dynamics 365 helps you win customers, personalise journeys, streamline support and increase retention and lifetime value.

Dynamics 365 Sales

Use customer, marketing and sales data with AI-powered insights to identify strong prospects, prioritise leads and recommend next actions. We’ll configure connected sales processes and reporting, while introducing agentic CRM capabilities that can research leads, maintain records and support follow-up so sellers can focus on relationships and revenue.

Dynamics 365 Customer Insights (Marketing)

Segment your audiences, create personalised campaigns, and track engagement across email, events, and social channels using generative AI. We'll help you set up customer journeys and connect Marketing with Sales for seamless collaboration.

Dynamics 365 Customer Service

Provide consistent support across phone, email, chat, and social channels with a unified case management system. We'll help you configure support workflows and integrate with Microsoft Teams to help your team resolve issues faster.

Dynamics 365 Contact Centre

Bring voice, chat, email and digital channels into one AI-powered contact centre, with intelligent routing, Copilot-suggested responses, conversation summaries and sentiment insight.

Transparity's expertise and support were outstanding, guiding us seamlessly to a successful outcome. With Microsoft Dynamics 365 Business Central, we now have a modern, intuitive system that empowers our team and strengthens our competitive edge, driving our business forward.

Israel Mello, Wasabi
Systems Manager

Built for your Sector

See how Dynamics 365 CRM can solve the challenges that matter in your industry with our capability demonstrators. Our experts bring relevant sales, marketing and service scenarios to life, helping you explore the possibilities and shape the right solution.

Financial Services

Relationship, client and deal management for wealth, insurance and private equity firms, built on our Dynamics 365 Customer Engagement FS Xcelerator.

Retail & Fashion

Connected customer data and personalised journeys across stores, ecommerce and wholesale.

Accountancy

Client relationship and practice development management for mid-size accountancy firms.

Charities

Supporter, donor and grant relationship management, connected to your finance system.

Our Dynamics 365 CRM Experience

Transparity’s Dynamics 365 team helps organisations unlock the full potential of Dynamics 365. Our expertise enables us to deliver fully integrated Dynamics 365 CRM solutions that connect sales, marketing and service with Business Central, Power BI and Microsoft 365 into one seamless environment. Xpedition, one of the UK’s longest-standing Dynamics partners, is now part of Transparity.

As a trusted Microsoft Solutions Partner with 200+ Microsoft-certified experts, we help you build a CRM platform that’s ready for the future.

Supported M365 Users

The core customer engagement applications include Dynamics 365 Sales, Customer Insights, Customer Service and Contact Centre. They support lead and opportunity management, personalised customer journeys, case management and omnichannel service, with Microsoft Copilot and agents providing automation and AI-assisted insights.

Can I implement only one part of Dynamics 365 CRM?

Yes. Dynamics 365 applications can be deployed individually, together or alongside your existing systems. You can start with the capability that delivers the most value, such as sales or customer service, and add further applications as your requirements develop.

What type and size of company is Dynamics 365 CRM for?

Dynamics 365 CRM can support growing organisations and larger enterprises across a wide range of industries. Its modular, scalable approach means the solution can be shaped around your users, processes, data and customer engagement goals rather than a fixed company size.

How long does a Dynamics 365 CRM implementation take?

Timescales depend on scope, data migration, integrations, customisation and change-management needs. A focused first phase may be delivered relatively quickly, while a complex multi-application programme will take longer. We define the roadmap, milestones and success measures with you before delivery begins.

How much does Dynamics 365 CRM cost?

Costs vary according to the applications, licence plans, user numbers, capacity, implementation services and support you need. Licences are charged per user per month, with separate plans for each application and a lower-cost Team Members licence for occasional users. We assess your requirements and recommend an appropriate licensing and delivery approach, so you receive a clear estimate based on the capabilities you will use.

What does a Dynamics 365 CRM UK partner do?

A Dynamics 365 CRM partner helps you define the business outcomes, design the solution, configure the applications, migrate data, integrate existing systems, test processes and support user adoption. After go-live, we can provide ongoing support, optimisation and guidance as your needs evolve. Read our guide to choosing a Microsoft Dynamics partner.

Do you provide support after go-live?

Yes. We provide ongoing Dynamics 365 CRM support, including user assistance, incident resolution, administration, release planning and continuous improvement. We can also help you test changes, introduce new capabilities and optimise the platform as your teams, processes and customer needs evolve.

Can you migrate us from Salesforce or another CRM?

Yes. We migrate organisations to Dynamics 365 from Salesforce, HubSpot, Zoho, ServiceNow and older on-premises versions of Dynamics CRM, handling data mapping, integrations, customisations and go-live support.

Does Dynamics 365 CRM work with Business Central?

Yes. Microsoft provides a standard integration between Dynamics 365 Sales and Business Central, so customer, order and invoice data can flow between the two without re-keying. Read more about the difference between ERP and CRM.

Credentials

The UK's Most Accredited Pureplay Microsoft Partner

Transparity holds all six of Microsoft's Solutions Partner Designations and Azure Expert MSP status.

We recently became the UK’s first Microsoft Frontier Partner, a designation Microsoft only gives to a select group of AI trailblazers setting the pace for what’s next; and we're among the first wave of partners recognised for Support Services.

This secures our position as the UK's most accredited pureplay Microsoft partner, and places us in the top 0.01% worldwide.