Ditch Expensive CRM Licensing: Use Dataverse to Create a Scalable CRM Alternative

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Are you currently using or reviewing CRM software like Salesforce or Dynamics 365. Learn how to use Microsoft Dataverse and Power Platform to build a secure, scalable CRM alternative fully integrated with Microsoft 365.

Why Build Your Own CRM?

Many businesses invest in CRM platforms like Salesforce, HubSpot, or Dynamics 365 to support customer engagement and business growth. However, organizations that already use Microsoft 365 have an exciting opportunity to leverage familiar tools such as Dataverse and Power Platform to create a tailored, scalable CRM solution that aligns seamlessly with their workflows, all while maximizing the value of their existing technology investments.

Save money, gain flexibility, and stay in control.

Benefits of Your Own CRM with Dataverse

1. Scalable and Secure Data Management

Microsoft Dataverse allows you to create custom tables and relationships to build contacts, accounts, deals, and tasks just like a traditional CRM system. But here, you control the data model and how it evolves.

2. Tailored User Experience

Use Model-Driven Apps to design custom forms, views, and dashboards for different users and teams. Your CRM works the way your business does with no feature bloat or confusing interfaces.

3. Automate Business Processes

With Power Automate, trigger workflows like follow-up emails, task assignments, deal stage updates, and notifications all without writing complex code.

4. Seamless Integration with Microsoft 365

Your custom CRM can connect with Microsoft Teams, SharePoint, Outlook, Excel, and other tools offering a single source of truth and improving collaboration across your organization.

5. Built-In Security & Compliance

Manage role-based access, enforce data governance, and maintain compliance with enterprise-grade security features. Your data stays safe and under your control.

Why Businesses Are Moving to Custom CRM Solutions

Custom CRM platforms built on Power Platform are not only cost-effective but also future-proof. As your business grows, your CRM can grow with you without the need for expensive consultants or third-party developers.

Get Started: Let's Create a CRM That Fits Your Business

Why adjust your processes to fit a pre-built CRM when you can create one tailored to your unique workflow? Whether you're in sales, service, or project management, a custom CRM solution delivers higher efficiency and ROI.

Let’s Connect and Talk About Your Business Needs

Thinking about creating a custom CRM using Dataverse? We can help you assess your needs, design the perfect CRM, and leverage Power Platform to streamline your business operations.

👉 Contact us today to explore how to build a scalable, secure, and cost-effective CRM your way.