Dove365 CRM Starter
A fully configured CRM built on Microsoft Power Platform and Dataverse — deployed inside your existing Microsoft 365 environment, live in 5 to 7 working days.
Everything your team needs in one system
Dove365 CRM — Starter is a productised CRM solution that runs inside Microsoft Power Platform. It manages accounts, contacts, leads, opportunities, cases, and activities — structured around how your business works, not a generic template.
What it is
A fully configured, ready-to-deploy CRM built on Microsoft Dataverse — Microsoft's enterprise data platform. Not a SaaS subscription. Not a disconnected spreadsheet. A structured system inside your Microsoft 365 environment.
Who it's for
Designed for small and medium businesses that want a structured, scalable CRM without the complexity of Dynamics 365 or Salesforce. Built for teams already using Microsoft 365 who need to bring order to their customer relationships.
Key benefits
A single structured system for all customer data. Built-in Outlook and SharePoint integration. Enterprise-grade role-based security. Unlimited users. One-off price. Deployed and configured by Dove365.
Common use cases
Managing a sales pipeline. Tracking customer support cases. Coordinating client onboarding. Replacing disconnected spreadsheets and inboxes with a single source of truth your whole team can rely on.
Built to cover your full customer lifecycle
Dove365 CRM — Starter includes everything your team needs to manage customer relationships from first contact through to ongoing support — out of the box.
Accounts & Contacts
Your core customer database — every organisation and person you work with, linked together in a structured, searchable record with complete history.
Lead Management
Capture, research, qualify, and convert prospects with a guided 5-stage business process flow. Never lose track of where a lead stands.
Opportunity Management
Track your sales pipeline through qualification, proposal, negotiation, and close. Dashboards show pipeline value, stage, and forecast at a glance.
Case Management
Handle support requests and service enquiries from creation to resolution. Categorise work using a shared service catalogue for consistent tracking.
Activities & Timeline
Log emails, calls, tasks, and appointments against every CRM record. Build a complete, searchable communication history automatically.
Outlook Integration
Track emails against CRM records directly from Outlook. Server-side sync keeps your activity history current without manual effort.
SharePoint Document Management
Store and access documents directly against accounts, contacts, opportunities, and cases — held in SharePoint, surfaced inside CRM.
Business Process Flows
Step-by-step guided processes for leads, opportunities, and cases ensure your team follows consistent, repeatable workflows every time.
Role-Based Security
Dove365 CRM User and Dove365 CRM Admin roles control exactly what each person can see and do. Built-in governance from day one, no extra configuration required.
Dashboards & Reporting
Built-in management dashboards give you real-time visibility of pipeline, active cases, and team activity — no separate reporting tool needed.
What's included
Core Modules
Platform
Not Included (Quoted Separately)
Start each day with My Work
The personal dashboard brings together owned leads, opportunities, cases, upcoming work, and overdue activities alongside CRM-wide dashboards and expanded in-app guidance.
One price. No surprises.
Dove365 CRM — Starter is priced as a fixed one-off engagement. You know exactly what you're paying before any work begins.
One-Off Deployment
Full CRM deployment configured to your business — data model, forms, views, dashboards, security roles, Outlook & SharePoint integration, training, and documentation.
From first call to live system
Dove365 handles the full deployment. You focus on your business — we handle the configuration, testing, and handover.
Discovery
We understand your business process, team structure, and requirements. Confirm licences and environment readiness.
Configuration
Dove365 CRM — Starter is configured to match your process — fields, views, service offerings, security roles, and integrations.
Testing
Review and validate the configured system. Confirm data entry, workflows, integrations, and user access all work.
Deployment
Dove365 CRM — Starter is deployed to your production environment. Users are provisioned and mailboxes configured.
Handover
A live training session with your team on go-live day. Full documentation provided. Ongoing support available.
Common questions answered
Everything you need to know before getting started. Can't find your answer? Book a free call and ask us directly.
How-to guides and documentation
The Dove365 CRM — Starter resource library includes user guides, administration guides, and answers to common questions — everything your team needs to get the most from the system.
Dove365 CRM — Starter Documentation
Step-by-step guides for everyday users, administrators, and new team members. Covering dashboards, lead and opportunity management, case handling, Outlook, SharePoint, security, and environment health.
Ready to replace the spreadsheets?
Book a free discovery call or request a demo. No obligation — just a straight conversation about whether Dove365 CRM — Starter is the right fit for your business.