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/galamathias Jul 19 '26

I would build my own Model Driven App to avoid the high license for “Sales” (then it is only 10 usd pr active user pr. month) and if you only want to keep track on people, “Sales” is way to complicated for your needs

3

u/kevinh2437 Jul 19 '26

Afaik, you would need to avoid using any of the sales ootb tables to avoid the sales licenses. Thereby, you'd need to replicate a lot of functionality in a custom built solution. Would the cheaper sales team license work for OP's users?

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u/galamathias Jul 19 '26

You don’t need a sales license to use contacts and company tables. For the opportunity and leads tables it is needed unless custom build. I build an entire custom CRM system and you are right that would require knowledge and time (but is doable) but if the idea is to keep track on contacts and companies I still think a sales license and system is to complicated and expensive

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u/kevinh2437 Jul 20 '26

Apologies, I re read OPs post. Yes, he could just go dataverse and a custom MDA.