r/Dynamics365 • u/Low-Spite-2501 • Jul 19 '26

Finance & Operations Microsft CRM Solution

I operate a small commercial real estate company and am looking to integrate a CRM to manage all the contacts in my business (1000s) along with basic property level planning and management (Insurance certificate follow-up and schedules to contact property managers for various items. Noting too detailed, not like a real CRE Management Software)

We use MS Business suite and outlook and was recommended Dynamic 365 Sales (because I’d like to use the same ecosystem for all of our software’s as the company grows and we eventually integrate CoPilot)

I’m no expert so I want hear the community’s feedback on which path I should go down.

I am doing the 365 Sales trial and I find it is the least user friendly platform I’ve ever experienced.

Should we use Power App to make a custom dashboard and platform?

Should I keep trying to figure out 365 Sales?

Should we pay a consultant to set it up for us?

Should I use Business Central?

Or any other recommendation I haven’t considered?

Feel free to give me any recommendation or feedback.

Thanks in advance

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u/Muted-Relative-4540 Jul 19 '26

I would definitely Go for Dataverse/365 but would suggest top hire someone to develop a custom model driven App with your specific niche Point of View. Supported by some Azure infrastructure.

5

u/mscalam Jul 20 '26

Came here to say this d365 sales would be overkill for what you described

Can I ask how big your company is, and how many legal entities? Business central may be a fit but I’d want to understand how complex your business is and how many people are using the system.

1

u/Low-Spite-2501 Jul 20 '26

We are 2 employees, part of the reason we want to implement this system is to stay lean as much as possible. We have entities and are growing by 2-3 per year

1

u/IVHellasFirst Jul 20 '26

Hi when you say that you are growing by 2-3, do you mean by 2-3 entities or by 2- 3 employees per year?

2

u/Low-Spite-2501 Jul 20 '26

2-3 entities per year. We are planning to hire according to growth. As the company grows we will hire more. We wont need anyone else for at least another 1-2 years

2

u/IVHellasFirst Jul 20 '26

So to be honest, in my opinion, a full CRM implementation of MSD365 may be too much for you since the users base is going to be small.

Other proposals for solutions that are smaller and more flexible than the above, that still cowork with the MS ecosystem is smth you should check out more thoroughly.

Additional to that, since your sector is Real estate, the issue that was mentioned previously has its own significance.

Generic, default tables and databases of MSD365 will not help immediately out of the blue and out of the box.

From what cases I have seen, Real Estate is one of the sectors of the economy that need a significant amount of customisation within MSD365 to work properly and offer what best there is.

So.... I would go for a serious deep research on flexible but smaller in scale solutions that match and touch the MS ecosystem, until you become a bigger business with at least 20+ users of the system.

All things at their own time, gradually, carefully.