Purpose-Built for Service Teams

Stop Paying for Dynamics Licenses Your Team Hates Using

Sales Hub is slow. Power Automate flows break. Every add-on needs another license. CRM Factory gives your service and sales teams a modern CRM that connects natively to Business Central and Dataverse — without the Microsoft tax on every feature.

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Professional Services
Field Service
IT Services
Healthcare
Financial Services
Managed Services

Your CRM can't see Dynamics

Every generic CRM sits on one side of the divide. Business Central and Dataverse hold customers, orders, and invoices — but your CRM can't surface them when it matters.

Client calls about an invoice — agent alt-tabs to Business Central, waits for it to load
Order and invoice history from Business Central rendered inside the case, instantly
Renewal pricing is in Dynamics, but the rep has to ask finance to pull it
Sales prices and customer-specific rates surfaced automatically during renewal workflows
Cases get assigned by whoever checks the shared inbox first
AI routes cases to the right queue with SLA tracking, escalation rules, and load balancing
You pay $95/user for Sales Hub and your team still uses spreadsheets
A CRM reps actually open — sub-200ms loads, inline editing, Cmd+K everything
Power Automate flow broke again after the last Dynamics update
Visual workflow builder with native Dynamics steps — we maintain the integration, not your admin
Need a dashboard? That's a Power BI Pro license. Per user. Per month.
Built-in reports and dashboards with live Business Central data — no add-on licensing
Service Workflow Automation

From fragmented tools to one connected flow

Today your agents bounce between Dynamics and a disconnected CRM for every case. CRM Factory brings ERP context into every step so humans only intervene where judgment matters.

Today: Manual, Multi-System

1Customer emails about an issue
2Agent logs into Dynamics to look up account
3Check order history and invoice status
4Create case in separate service tool
5Research solution, update multiple systems
6Send response, log activity in Dynamics

With CRM Factory

1
Email arrives, case auto-created and routedAutomated

Intelligent routing to the right queue

2
AI enriches case with Dynamics data (orders, invoices, account)Automated

Business Central and Dataverse context attached automatically

3
Agent resolves with full context in one screenHuman

No tab-hopping between CRM and ERP

4
Case closed, customer notified, activity loggedAutomated

Updates synced to Dynamics automatically

6 manual steps → 4 total, only 1 requires a human

Built for how service teams actually work

Not a generic CRM with bolt-on integrations. Sales and service get a modern, AI-native interface with real-time Dynamics data.

Dynamics 365 Integration

Native Dataverse and Business Central connectivity for accounts, orders, invoices, products, and pricing

AI Service Assistant

Case summaries, suggested replies, and resolution recommendations with Dynamics context

Case Management + SLA

Queues, routing, SLA policies, escalation rules, and satisfaction tracking out of the box

Visual Workflow Builder

Automations with ERP steps — validate customer, check order status, trigger notifications

Pipeline Management

Sales opportunities enriched with real order and invoice data from Dynamics

Browser Softphone

Click-to-dial, screen pops, call recording, AI transcription and post-call analysis

WhatsApp/SMS Conversations

Omnichannel support with AI that can look up Dynamics data for customers

Salesforce Migration

Connect your SF org, analyze, and migrate in days — escape both SF and Dynamics complexity

The real cost of generic CRM

Generic CRMs charge per seat and still can't unify Dynamics data. Middleware and Power Platform overhead add up fast.

OptionCostERP Integration
Dynamics 365 Sales Enterprise (per user/mo)$95-105Same ecosystem but limited cross-module visibility
Salesforce Enterprise (per user/mo)$165-330None — requires middleware
HubSpot Professional (per user/mo)$90-150None — requires custom integration
CRM Factory Professional (per user/mo)$149Native Dynamics 365 included
Hidden costs: Power Platform licensing, Power Automate premium connectors, Power BI Pro seats, and the consulting overhead of maintaining custom Dynamics integrations.

Purpose-built for teams on Microsoft Dynamics 365

CRM Factory gives sales and service a modern, AI-native interface with real-time Dynamics data — Business Central, Dataverse, and beyond — without the middleware tax.

0

System switches — Dynamics data lives inside the CRM

Real-time

Live Dataverse and Business Central queries

Days

Salesforce migration timeline — guided wizard included

SOC 2 compliant infrastructure
Microsoft ecosystem compatible

Modern CRM with the Dynamics data your team needs

Run the free Salesforce Migration Analyzer to see exactly what a switch looks like — or book a live demo of native Dynamics integration.

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