Microsoft Dynamics CRM Online


Microsoft Dynamics CRM Online available through Okanagan Help4Biz an Authorized SherWeb Partner.

Microsoft Dynamics CRM Online



Imagine a suite of easy-to-learn and easy-to-use business solutions tailored to your market, designed for your business size, and dedicated to growing your business through happy customers. Microsoft Dynamics offers a full range of software focused on delivering business insights that matter to both you and your customers.




Stay focused. Win faster. Build trust.

The way customers interact with businesses has fundamentally changed. Today’s customers are connected via mobile devices, plugged into their social network and doing their own research. Your sales team must adapt to the new customer journey—building deeper relationships with customers and personalizing every interaction.

With Microsoft Dynamics CRM, your sales teams can sell more effectively in this new era. By providing the essential insight, guidance, and tools that salespeople need, you can focus on the right customers and priorities, win faster by collaborating with colleagues and build a trusted relationship with customers through personalized and relevant engagements.



What is Microsoft Dynamics?

Microsoft Dynamics business solutions energize and empower customer engagement with real-time information and collaboration. As the world grows smaller and more complicated, technology plays an important role and enables individuals to drive their vision while also helping organizations to manage their end-to-end business processes.

From customer relationship management (CRM) software to enterprise resource planning (ERP) and from supply chain management to business intelligence and reporting, Microsoft Dynamics has a business solution that's just right for you.

And when you combine Microsoft Dynamics with Office, Skype, and Yammer, you can connect instantly with your teams. With Microsoft Dynamics, you can add collaboration and productivity to any device, anywhere.


Customer engagement through CRM systems

Positive customer experience is an increasingly important ingredient for companies to win and retain customers. Customer engagement solutions with Microsoft Dynamics CRM help companies deliver exceptional customer experiences, creating long-term relationships based on knowledge and trust.


Sales by Microsoft Dynamics provides a complete and intuitive solution that can help salespeople be more productive so they can focus on what's most important—delivering amazing customer experiences.

Planning and management

Lead your sales teams with confidence.


Plan & Manage Your Performance with Microsoft Dynamics CRM Online. Hit your numbers by setting goals, monitoring results, and providing feedback and coaching in real-time. Motivate sales reps through creative and fun team-based competitions, with FantasySalesTeam, from Microsoft. Ease on-boarding and align sales behaviour with best practices by using business process management and interactive help and documentation. 


Content collaboration

Win over customers with personalized content.


Create personalized sales documents as a team with automatic document generation and real-time co-authoring. Manage contextual CRM documents across SharePoint, Office 365 Groups, and OneDrive for Business. Relevant content comes to you with Delve based on what you are working on and who you’re working with. 

Mobile sales

Stay connected to customers anytime, anywhere.


Work on the go with Microsoft Dynamics CRM Online.Work on the go with rich, modern mobile apps that provide contextual news and social data and task flows for quickly completing frequent activities. Quickly manage data using intuitive natural language voice commands to create new records, schedule meetings, set reminders and find information. Get work done anytime, anywhere with mobile apps that work online or offline.

Sales intelligence


Gain insight into your business and proactively anticipate customer needs.


Gain better insight into your business with Microsoft Dynamic CRM Online.


Sell smarter with cross-sell recommendations and lead scoring embedded inside CRM and trending documents inside CRM dashboards. Discover new insight with Power BI’s pre-built, interactive dashboards and reports, advanced visualizations and natural language Q&A. Gain visibility into sales performance with at-a-glance dashboards and contextual charts inside CRM. 


Explore our other solutions:

Marketing Resource Management


Streamline marketing operations. 

Integrate marketing planning, budgeting and tracking across all channels, including email, digital, social, SMS, and traditional. Manage projects, digital assets, workflows, and approval processes across your team and other departments and agencies—all from a single platform.  

Multichannel Campaigns


Design your customer journey. 


Engage customers with personalized, multichannel campaigns. Microsoft Dynamics Marketing visual campaign designer lets you drag and drop to create and manage campaigns in a single window --- across email, digital, social, SMS and traditional. 

Your organization can easily design, test and launch contextual, personlized email and SMS marketing campaigns in a visual editor. Microsoft Dynamics Marketing enable marketers to test email on different devices to determine the most effective campaigns. 

Marketing Intelligence

Demonstrate results and impact. 

Microsoft Dynamics CRM Online integrates with all the tools from Office 365.


Measure pipeline and revenue across every marketing investment to get a true view of your return on investment (ROI). Empower your marketers with access to data through personalized role-based dashboards and get a clear overview of marketing results so you can quickly judge performance. Make reporting easy by giving marketers familiar tools, including Excel and Power Bl, for real-time reporting. 


Lead Management and Scoring


Build your sales pipeline and drive revenue.

Manage your sales opportunities all in one place.

Increase sales-ready leads with advanced lead management and lead scoring. Boost prospect interest through multistage, trigger-based nurture programs that deliver personalized content and offers. Combine your sales and marketing funnel to better serve sales. 

Sales and Marketing Collaboration


Empower your sales team. 

Strengthen your marketing and sales synergies by providing sales teams with visibility into the marketing calendar and provide actionable input. Sales can now get mor insights into campaigns and targeting. And both sales and marketing can share the same view of the customer journey.  



The service capabilities for Microsoft Dynamics CRM empower companies to deliver end-to-end, self, assisted and onsite service. Our industry leading technologies, including machine learning, IoT and analytics, give our purpose-built solution the breadth and depth necessary for your organization to meet the challenges of an evolving customer service landscape – and position your brand to capitalize on an everything-as-a-service economy.


In a socially connected world, interaction with customers is key to growing your business. Social engagement can happen anytime, anywhere. Microsoft Social Engagement is a powerful CRM service that puts cutting edge tools in the hands of your sales, service, and marketing teams. Connect on social media with customers, fans, and critics to gain insight regarding how people really feel about your business. 

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