• Case study

    Barry College Selects Microsoft Dynamics CRM
    and SAGlobal to Widen Participation and Drive Growth

    case study

  • Microsoft Dynamics CRM PSA

    “The business relationship with SAGlobal is about as good as it gets.
    SAGlobal was extremely thorough with what was a highly complex
    implementation that has transformed our capacity to expand
    our business and accept new channel partners.”

    Simon Wiseman, Project Manager, The Co-operative Life Planning

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Microsoft Dynamics CRM

Customer Relationship Management (CRM) software is designed to take control of your business processes to improve how you interact with your customers and how you manage your data and analysis. CRM systems are a way to better manage your relationships with customers by streamlining your processes, centralising customer information, providing analysis, and enabling responsive customer service.

The right CRM solution can help companies improve marketing, sales, service engagement, drive efficiency and improve customer experience. Microsoft Dynamics CRM helps you make every customer engagement an intelligent one, so you can market smarter, sell effectively, and deliver amazing customer experiences anywhere. Dynamics CRM helps companies by building long-term customer relationships that are:

Microsoft Dynamics CRM
  • Personalised creating end-to-end, outcome-focused journeys that engage at the right time and place
  • Proactive by determining the next best interaction with your customer based on context
  • Made predictive by using analytics—internal and external data to identify patterns and predict outcomes

Delivered in the cloud, on-premise, or as a hybrid combination, Dynamics CRM can help your organisation to reduce costs, increase profitability, automate business processes, enhance your customer relationships and satisfaction, and, ultimately, deliver return on investment (ROI).

Why Dynamics CRM?

Why Microsoft Dynamics CRM?

Microsoft Dynamics CRM, the world’s leading and most innovative CRM, is used by over 40,000 companies and 4.4 million people worldwide for one simple reason - it is designed to deliver value to your business.

A series of exclusive productivity tools across sales, marketing, and customer service can enhance the way you do business. Dynamics CRM’s unique ability to extend and scale, allows companies to choose the right solutions for them, according to their needs and means.

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    • Sales: Accounts, Contacts, Leads, Opportunities, Competitors, Products, Sales Literature, Quotes, Orders, Invoices, Goals
    • Marketing: Accounts, Contacts, Leads, Marketing Lists, Campaigns, Products, Literature, Quick Campaigns
    • Service: Accounts, Contacts, Service Calendar, Cases, Knowledge Base, Contracts, Products, Services, Goal Metrics
    • Affordable: with on-premise or subscription based licensing options 
    • Easy to use: requiring minimal training and IT intervention  
    • Familiar: Dynamics CRM provides you with powerful functionality within a familiar Outlook interface  
    • Flexible: Dynamics CRM can be easily customised (without coding) to support your changing needs with point-and-click customisation, role-based forms and powerful developer tools  
    • Productive: seamless Office and Exchange e-mail / Calendar integration.  Configurable and easy to use workflow models to drive automation 
    • Cross-functional: interconnectivity with ERP/SCM/HR systems (e.g. Dynamics GP or AX) to give a more rounded view of the business 
    • Easy to Access: on and off-line access  
    • Effortless reporting: on business performance in real-time
    • Secure, reliable and scalable: on a SQL Server architecture
    • Adaptable: offering a choice of On-premise or Online deployments. When your business needs change, you have the option of switching to Dynamics CRM on-premise software built on the same code base as CRM Online

Microsoft Dynamics CRM Deployment Options

Microsoft Dynamics CRM empowers organisations by giving them a choice in deployment. A flexible technology platform means that Microsoft Dynamics CRM’s full capabilities are realised regardless of whether it is deployed in the Cloud, as an On-premise solution, or as a Hybrid deployment – and only Microsoft offers the flexibility to migrate from one deployment model to another.

Microsoft Dynamics CRM Deployment Options

  • Did you know that 80% of the Fortune 500 are using the Microsoft Cloud? While many businesses are initially drawn to the cloud by cost savings, but really, it’s the business agility, reduced IT complexity and efficiency that often makes the difference for organisations when opting for the Cloud. As the fastest method of deployment, the Cloud is often the ideal choice for small businesses who don’t have their own hardware.

    Dynamics CRM Online is a Microsoft hosted solution and offers the following benefits:

    • Efficient: implement and roll out CRM quickly in a ready-to-go Cloud environment
    • Flexible licensing: subscription based, add and remove users as and when you need to
    • Reduce costs: no upfront licence costs or recurring software licence renewal, no hardware costs or overhead of maintaining a dedicated CRM server
    • Business continuity: 99.9% uptime service level agreement financially backed by Microsoft
    • Security: Data protected by 5 security layers and a disaster recovery service. ISO27001 compliant
    • Integration: Works on the Office 365 platform to combine CRM with the benefits of Sharepoint, Skype messaging and hosted Exchange
  • An on-premise Dynamics CRM solution is installed on your own server and gives you complete control of your database in house. This has been the traditional method of CRM implementation and can achieve the highest efficiency for local users as it is not dependent on your internet connection. This method can also provide for more flexibility and control than a Cloud based deployment as you are in complete control of your data, have no limitations as to what code you can run on the server, and can control how updates are handled.

    • Maximise your investment: use your existing hardware and IT infrastructure and internal resources to manage CRM
    • Own your solution: you have complete ownership of your data, software and hardware
    • Control costs: no additional storage costs if your database size exceeds the default 5GB cloud CRM Online account limit
    • Control updates: Control when updates are applied, allowing you to test them before they are put in place
  • A hybrid development combines the best of both Online and On-Premise solutions. You purchase the licences from Microsoft but host the solution with a local, certified Dynamics partner.

    Benefit from an online environment with:

    • Minimal up-front investment
    • Subscription based, flexible licensing
    • Minimal infrastructure requirement
    • Remote Access Capability

    But, also, reap the benefits associated with an on-premise solution:

    • Complete control of your data and configurations
    • Flexibility to move Servers
    • Flexibility to move Data

Microsoft Dynamics CRM vs Salesforce

Microsoft Dynamics CRM vs Salesforce

If you're considering Salesforce.com, you should evaluate both its functionality and pricing options. Compare Microsoft Dynamics CRM Online to Salesforce and you'll see that Microsoft provides a world-class CRM solution that works with your other Microsoft products, at a more reasonable cost.

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Why SAGlobal for Microsoft Dynamics CRM

SAGlobal has been successfully delivering Microsoft Dynamics CRM projects since version 1.2 was first released in the UK in 2004. We have a demonstrable track record of successful deployments across many industries and can boast a great retention rate, support services and some of the most experienced staff in the country.

We will guide you every step of the way from system scoping and design, project management and implementation through to post-implementation technical support and system training.

Why SAGlobal for Microsoft Dynamics CRM

We will review and analyse your specific requirements, current processes and systems, and seek to tailor your CRM implementation accordingly. We will always look for ways in which your processes could be refined or new procedures be instigated as part of a successful CRM implementation. Our goal is to ensure that the relevant data is captured, shared, and analysed in a way that facilitates more astute decision-making and to create a more cohesive, collaborative, and productive environment for your teams.

It’s our mission to be our customers’ long-term technology partner and our raison-d’être is to see our customers reap the tremendous benefits from the technologies we help implement.

Microsoft Dynamics CRM 2016

Microsoft Dynamics CRM 2016

In one of the most comprehensive upgrades ever for Dynamics CRM, Microsoft continues its journey to deliver intelligent customer engagement, with significant improvements to productivity, intelligence, mobility and service. Here is a brief overview of the enhancements in these 4 areas:

    • An enhanced CRM app for Outlook, harnessing the power of Office Groups
    • Deliver Excel templates on top of the immersive Excel
    • Create personalised sales documents in Word
    • Access to contextual CRM documents across SharePoint, Office 365 Groups, OneDrive for Business
    • Intelligent processes for sales, service and marketing powered by the Cortana Analytics Suite and Machine learning
    • Product suggestions for up-sell/cross-sell
    • Recommended cases and knowledge to resolve customer service cases
    • Sentiment analysis in Microsoft Social Engagement
    • Full offline mobile capabilities (for Online customers)
    • The ability to create task-based mobile apps
    • Mobile Application Management that surfaces CRM data to drive proactive interaction and voice-driven CR
    • A new role driven agent experience, a native Knowledge Management solution and surveys to capture voice of the customer
    • Field service capabilities using FieldOne
    • SMS is now a marketing channel

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Microsoft Dynamics CRM 2015

Microsoft Dynamics CRM 2015

Microsoft Dynamics CRM 2015 saw enhancements to sales, marketing and customer service functionality, along with new features to facilitate marketing and sales team collaboration. The specific products updated were:

  • Microsoft Dynamics CRM online and on-premises versions
  • Microsoft Dynamics CRM for Outlook
  • Microsoft Dynamics CRM for tablets
  • Microsoft Dynamics Marketing

Microsoft Dynamics CRM 2015 attempts to change the way you manage your sales and business with a number of new features. The introduction of product families allows you to bundle products and receive related products for cross – or up-selling opportunities. Sales hierarchies allow you to reorganize the way you look at your data, in real-time. Improvements to Dynamics CRM for tablets offline capabilities and its analytics combine to enhance your field sales productivity.

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Microsoft Dynamics CRM Solutions

  • Intelligent selling with Microsoft Dynamics CRM

    Microsoft Dynamics CRM’s intelligent sales capabilities help sales team convert leads to revenue more effectively. CRM provides essential tools to the sales personnel, to focus on the right customers priorities, close deals faster, and build a trusted relationship with them by engaging in a personal and relevant way.

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  • Market Smarter with Microsoft

    Utilise Microsoft Dynamics CRM to increase your chances of marketing success, through tools like marketing calendar, workflows, campaign design, budgeting, email marketing, nurture campaigns and much more. Typically, most customers that contact you are already 57% through the buying cycle. It is imperative that today’s marketers be agile and adopt new approaches to ensure they are part of customers’ buying decisions.

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  • Power your Service Productivity

    Microsoft Dynamics CRM helps streamline customer service operations, giving customer support teams the tools they need to deliver intelligent and superior service from one consolidated view. It has become more important than ever to provide excellent service to win and retain customer loyalty. Today’s customers are more informed and more connected than ever before.

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  • Field Service for Dynamics CRM

    Field service delivers end to end customer centric experience. Field Service lets companies respond to service requests generated by customers.

    By automatically optimize schedules, and reallocating resources quickly during escalations, you can now improve first-time fix rates, and simplify dispatch for field service companies; thus resulting in more satisfied customers, lower costs and higher revenues.

    Read more


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Customer Speak

  • Logicalis UK“The project as a whole was delivered on time and under aggressive timeframes – SAGlobal pulled it out of the bag, they did not disappoint.”


    Natasha Towns
    Business Applications Manager
    Logicalis UK
  • The Co-operative Life Planning“The business relationship with SAGlobal is about as good as it gets. SAGlobal was extremely thorough with what was a highly complex implementation that has transformed our capacity to expand our business and accept new channel partners.”


    Simon Wiseman
    Project Manager
    The Co-operative Life Planning
  • The Co-operative Life Planning“The fact that SAGlobal came recommended by another College, SAGlobal were a breath of fresh air! They weren't selling an out of the box solution – they took the time to understand our drivers for change and key requirements from a new solution. The fact that they came recommended by another College, were local and able to demonstrate proven success in implementing Dynamics CRM.”


    Owen Mathias
    Employer Engagement Manager
    Barry College


Microsoft Dynamics CRM Related Resources

Barry College

Barry College

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Co-op

Co-op

Click to read
Logicalis

Logicalis

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