Stop managing customers in spreadsheets
Without a CRM, customer relationships live in email inboxes, spreadsheets, and individual heads. Data gets lost, follow-ups get missed, and no one has a complete picture.
No single source of truth
Customer data is scattered across multiple tools, people, and formats. There’s no single record that shows the full picture of a customer relationship, who spoke to them, what was agreed, what’s outstanding.
Leads fall through the gaps
Prospects are tracked manually or not at all. Follow-up relies on memory. Qualified leads get lost because no one has visibility of where they are in the process or who is responsible.
Support suffers without structure
Support requests arrive via email, phone, and chat. Without a structured system, issues get forgotten, priorities get confused, and customers feel they need to chase for updates.
A structured CRM inside Microsoft 365
Dove365 CRM — Starter is a fully configured, productised CRM built on Microsoft Power Platform. It runs inside Dataverse, Microsoft’s data platform, and integrates with Outlook and SharePoint.
Built on Microsoft Dataverse
Microsoft’s relational data platform, powering millions of business apps worldwide. Secure, scalable, and AI-ready from day one.
Outlook Integration
Track emails against CRM records without leaving Outlook. Server-side sync keeps your activity history current automatically.
SharePoint Integration
Store and access documents against customer records. Files live in SharePoint, linked directly to accounts, contacts, and opportunities.
Business Process Flows
Step-by-step guided processes for leads, opportunities, and cases ensure your team follows consistent, repeatable workflows.
Dashboards and Reporting
Built-in dashboards give management visibility of pipeline, cases, and activity at a glance, no separate reporting tool required.
Built-in Training and Support
Training material and a support framework are included in every deployment. Your team knows how to use the system from day one.
What’s included
Core Modules
- Accounts & Contacts
- Leads
- Opportunities
- Cases
- Service Offerings
- Activities & Timeline
Integrations
- Outlook email tracking
- SharePoint documents
- Server-side sync
- Security roles
- Business Process Flows
- Built-in dashboards
Your relationship foundation
Accounts represent organisations and Contacts represent people. Keep these records current because opportunities, cases, activities, documents, and browser captures all connect back to them.
Designed for businesses that are growing
Dove365 CRM — Starter is built for small and medium businesses using Microsoft 365 that need to bring structure to their customer relationships without enterprise complexity or enterprise cost.
Professional services firms
Consultancies, agencies, accountancies, and legal firms managing client relationships, project pipelines, and recurring work across a team that needs consistent visibility.
B2B sales teams
Businesses with a defined sales process that need visibility of leads, pipeline stage, deal value, and win and loss outcomes without the overhead of a full enterprise CRM implementation.
Customer-facing teams
Any team that handles support requests, issues, onboarding, or service enquiries and needs a structured way to track, assign, prioritise, and resolve them consistently.
Everything in one system
Dove365 CRM — Starter is organised into four areas covering your full customer lifecycle, from first contact through to ongoing support and relationship management.
Relationship
Accounts and Contacts. Your core customer database, every organisation and person you work with, linked together in a structured record.
Pipeline
Leads and Opportunities. Manage early-stage prospects and track qualified deals through your sales process from first conversation to close.
Service
Cases and Service Offerings. Handle support requests and service enquiries. Categorise work consistently using a shared service catalogue.
Activity
Emails, Tasks, Calls, Appointments. A complete communication history against every record. Always know what happened and what’s next.
Live in 5 to 7 working days
Dove365 deploys Dove365 CRM — Starter as a managed productised solution. Configuration is adapted to your business during the engagement, not left for you to figure out afterwards.
Discovery
Understand your process, tools, team structure, and requirements. Confirm licences and environment readiness.
Configuration
Dove365 CRM — Starter is configured to match your process, fields, views, service offerings, security roles, and integrations.
Testing
Review and validate the configured system. Confirm data entry, workflows, integrations, and user access all work.
Deployment
Dove365 CRM — Starter is deployed to your production environment. Users are provisioned and mailboxes configured.
Handover
A live training session with your team on go-live day. Full documentation provided. Ongoing support available.
Continue learning
Lead Management Guide
Understand how the lead lifecycle works in Dove365 CRM — Starter and how to get the most from early-stage prospect tracking.
Opportunity Management Guide
Learn how to manage your sales pipeline through the five opportunity stages from qualification to close.
Environment Setup
Find out what prerequisites are needed before Dove365 CRM — Starter can be deployed in your Microsoft 365 environment.