The data behind customer experiences that convert Microsoft Dynamics 365 Consultancy
The data behind customer experiences that convert
The data behind customer experiences that convert
For years, the customer lived in fragments: a name in the sales pipeline, a ticket in service, an invoice in finance, a conversation stranded in someone’s inbox. Microsoft Dynamics 365 was built to close those gaps, uniting CRM and ERP on one data foundation that runs through the tools people already work in across Outlook and Teams.
Now, that foundation is learning to act. Beginning with ten autonomous agents in late 2024 and growing steadily since, Copilot no longer just surfaces the next best step across sales, service and operations — it takes it, within the guardrails set by you.
Microsoft Dynamics 365 is a cloud-based suite of CRM and ERP applications that helps manage sales, service, marketing and operations. This data feeds Copilot and autonomous AI agents working across the platform. We deliver across the full stack, including:
Microsoft’s roadmap for Dynamics 365 is agentic: Copilot and autonomous agents are moving from optional add-ons to the primary way users interact with the platform, grounded directly in Customer Insights data. This means now is the time to clean up that data, to ensure maximum reliability from your agents – and that’s where Remarkable comes in, fixing fragmented, over-customised data models that undermine reporting and user trust.
As an Anthropic partner and with our experience of simplifying and consolidating CRM data models, we’ve already got the AI expertise to build these solutions for you, bringing agent-first thinking to your Dynamics 365 implementation.
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Microsoft Dynamics 365 is an AI-powered suite of business applications that brings CRM and ERP capabilities together in one connected platform. You can use the apps individually or together to manage sales, customer service, finance, supply chain and operations, and they connect with Microsoft 365, Azure and the Power Platform.
Broadly, yes: Dynamics 365 is the evolution of Dynamics CRM. Microsoft merged its separate CRM and ERP products into the unified Dynamics 365 family, generally available from 1 November 2016, and the former CRM apps are now the Customer Engagement applications (Sales, Customer Service, Field Service and Customer Insights). “Dynamics CRM” is therefore legacy terminology for what is today Dynamics 365.
Copilot is the AI assistant embedded across Dynamics 365; Microsoft introduced Dynamics 365 Copilot in March 2023 as the first AI copilot built for both CRM and ERP. It has since evolved from an assistant that drafts and summarises into agentic AI — autonomous agents that carry out multi-step work such as qualifying leads or resolving cases. Several are now generally available, including the Sales Qualification Agent (from October 2025) and Service Agent (from June 2026).
Dynamics 365 integrates natively with Outlook, Teams, Excel and SharePoint, so your teams can view and update records without leaving the tools they already use. Because it shares the Microsoft Dataverse data layer, you can surface Dynamics data in Teams, edit records through Excel, store documents in SharePoint and manage contacts and activities from Outlook.
Yes. Dynamics 365 is a cloud platform built on Microsoft Azure with a scalable architecture designed for organisations of all sizes, and it is used by enterprises worldwide. Its services carry enterprise-grade compliance certifications — including ISO 27001, SOC 1/2/3, HIPAA, PCI DSS, FedRAMP and UK G-Cloud — with documentation available through Microsoft’s Service Trust Portal.
Yes. Dynamics 365 is built to be extended through the Microsoft Power Platform, which shares the same Dataverse foundation. Power Apps lets you build custom apps, Power Automate handles workflow automation, Power BI delivers analytics and dashboards, and Copilot Studio is used to build and customise agents — so both technical teams and non-developers can tailor the platform to your processes.
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