Are you already paying for Microsoft 365 and still struggling with spreadsheets, inboxes, and sticky notes to track the customers? Let’s be real. That’s a little chaotic in itself.
If your days revolve around Outlook, Teams, and Excel, you must be well-rooted in the Microsoft ecosystem. Dynamics 365 for Microsoft 365 users is, in fact, the shiny finish you have been waiting for your setup to achieve.
Still the manual sales logging issue? Let us take care of that. This is where Cleartwo enters the scene. We assist UK businesses in connecting the dots, simplifying things, and, ultimately, getting the return on investment from the tools they already pay for. Shall we start?
The Microsoft ecosystem advantage
The matter is that Microsoft tools are conceived to work as a team. When they do, the atmosphere changes at a dizzying pace.
Dynamics 365 directly integrates with Microsoft 365. One single login. Same safety measures. All the same data. No unnecessary technicalities or suspicious add-ons.
Your emails, meetings, documents, and customer records all flow in a streamlined connected manner. That is fewer admin tasks and more drive.
Here is the moment where the business automation begins to be visible. Instead of switching between apps, now everything talks. Clean. Simple. Really useful.
Native integrations that just make sense
This is where Microsoft CRM integration turns from nice to massive.
You do not just patch the systems up. You simply are getting additional features that you already have.
Outlook integration
Your inbox operates in a more intelligent way. Emails can be tracked automatically against contacts and deals.
Set appointments in Outlook and see them in Dynamics. One entry. No cap.
This is a big deal for sales teams who stay inbox-based all day.
Microsoft describes this configuration clearly in their official documents. Read the Outlook integration guide to find out more.
Teams integration
Teams is the actual operational space. Dynamics brings along customer data right into that space.
You can discuss a deal, watch the record and amend notes in Teams.
Microsoft helps break it down in a good way in their Teams integration overview.
High key it is transformative for collaboration.
SharePoint integration
Documents require context. SharePoint folders can now be linked to Dynamics records.
Nop more debates on which version is the latest. Everything is tied to the customer.
This is the hidden gem for service teams and project-based companies.
Power Automate opportunities
Well, I guess, let’s turn to the enjoyable aspects, which are automation.
The Power Automate platform is embedded in the Power platform and connects Microsoft 365 with Dynamics 365.
You can automate tedious work in a matter of minutes. Yes! I mean, literally minutes.
Microsoft offers a wealth of examples in their Power Automate documentation.
Like approvals, notifications, and data updates running on the background while you genuinely concentrate on your work.
- Lead notifications timesavers on a gigantic scale
- Approval flows the shortest way ever
- Task reminders never miss a beat
- Data syncing straightforward and clean
- Email alerts remain in the loop
- Document filing A good state of organiztion is achieved
- Status updates always up to date
This is just the peak of the iceberg on what low code CRM automation can achieve. You do not necessarily need to be a developer.
Common setups we see in the UK
Every enterprise is unique. But trends can be spotted very quickly.
For most sales teams, it is usually Dynamics Sales with Outlook and Teams. Deals tracked. Emails logged. Forecasts clear.
For service teams, cases link to emails and documents. Everything searchable. No more digging.
For growing SMEs, this often connects to cloud CRM dashboards in Power BI. Clean data. Clear decisions.
At Cleartwo, we often pair this with CRM integrations that fit existing systems.
Licensing options without the headache
Licensing might sound daunting but, mark my words, it is much simpler than you consider it to be – no cap!
Dynamics follows a base and attach model. You pay for the main app, then you can add others at a smaller price.
There is also a Team Member licence for light users. An excellent choice for managers or support staff.
Microsoft has a clear explanation of this in their official Dynamics 365 licensing page.
The secret to this is to align the licensing with how people really work. That is where the economic hidden gems are.
Quick checklist
- Sales users require total access
- Managers need visibility
- Support staff need basics
- Automation decreases licenses
- Bundles cut costs
- Review every year
Example workflows that hit hard
Let’s make it tangible.
New lead fills a form on your site. Dynamics creates the record. Teams notifies sales. Outlook schedules a follow-up.
Deal status changes to won. SharePoint folder gets created. Finance is notified. No follow-ups needed.
This is the typified workflow collaboration.
We often combine this with AI driven solutions to push things even further.
That is how to build up the impetus.
When Dynamics is not the right move
Look, Dynamics is not the answer for all. If you are a tiny team keeping it simple, no bad vibes in just sticking to the basics. A water rocket does not need to pack a heat-seeking missile.
If you don’t keep track of customers or sales at all, there is simply nothing to fix.
Moreover, if the budget is tight and automation isn’t a priority, simpler tools can probably fit better.
This is an important honesty. Our aim is the right tool, not the biggest one.
Why Cleartwo makes this easier
Dynamics is definitely reliable. Yet it is all about the setup.
Cleartwo helps you in designing systems that match your way of working. It is not the other way around.
From Microsoft 365 management to CRM, automation, and IT support for businesses, we keep our activities aligned.
No fluff. Just systems that are actually functional.
Frequently asked questions
Is Dynamics 365 hard to use?
Honestly, no. If you use Outlook and Teams, it will feel familiar fast.
Do I need to replace Microsoft 365?
No. Dynamics sits on top of it and makes it stronger.
Is this just for big companies?
Not at all. Many UK SMEs get massive value with the right setup.
Can this help with marketing too?
Yes. It links well with digital marketing solutions and customer data.
How do I know if it is worth it?
Start with a small use case and build from there.
Ready to level up?
If you are already running the Microsoft 365 suite, going to Dynamics 365 for Microsoft 365 users is the next logical decision. That’s all.
Let’s cut through the chase. Your tools must be as effective as you are.
Let this chance not come and go. When you use Microsoft 365, adding Dynamics 365 is just like presenting your business with a turbocharger effect. Get in touch with Cleartwo today. Together, let’s make your tools work as hard as you do. You know you can do it let’s rock!
