Everything you need to know before deploying Dove365 CRM — Starter. Can’t find your answer? Book a discovery call and ask us directly.
No. Dove365 CRM — Starter is built on Microsoft Power Platform and Dataverse — not Dynamics 365. You do not need a Dynamics 365 licence to use Dove365 CRM — Starter. The required licence is Power Apps Premium, which is significantly more cost-effective than a full Dynamics 365 subscription.
Yes. Power Apps Premium is required because Dove365 CRM — Starter uses Dataverse as its data platform. Each user who accesses the CRM needs a Power Apps Premium licence. Dove365 will advise on the most cost-effective licensing approach for your team size during the discovery call — for most small teams, the total licence cost is a fraction of a comparable Dynamics 365 or Salesforce deployment.
Yes. Dove365 CRM — Starter includes built-in Outlook integration. Users can track emails against CRM records directly from Outlook on desktop or web. Server-side synchronisation keeps activity history current without manual effort. The Dynamics 365 App for Outlook is available for users who want the full in-Outlook CRM panel — for viewing customer records, creating leads, and linking emails to specific opportunities or cases without switching applications.
Yes. Dove365 CRM — Starter integrates with SharePoint for document management. Files stored against CRM records — accounts, contacts, opportunities, cases — are held in SharePoint document libraries, linked directly to the relevant CRM record. You can upload, access, and collaborate on documents without leaving CRM. You will need a SharePoint site as part of your Microsoft 365 setup, which most organisations already have.
Yes, via Power Automate and standard Microsoft connectors. Dove365 CRM — Starter can be integrated with accounting tools, marketing platforms, customer portals, and other line-of-business systems. Complex third-party integrations are scoped and quoted separately from the base deployment. Dove365 will advise on the most practical approach for your technology stack during the discovery call.
The solution-specific release notes document changes to CRM Starter and Dove365 Common, including dashboard, administration, user-experience, and optional browser-extension updates.
Yes. Dove365 CRM — Starter is a configurable productised solution, not a locked-down template. During deployment, Dove365 adapts fields, forms, views, and business process flows to match your terminology and process. Additional customisation — new modules, advanced automation, custom views, or extended data models — is available as a separate engagement, scoped and quoted based on your requirements.
Yes. Dove365 CRM — Starter is built on Dataverse, Microsoft’s AI-ready data platform. It can be extended with Microsoft Copilot Studio to add AI assistants, automated reasoning, and natural language interaction against your CRM data. AI extensions are a separate engagement. If AI is a priority for your business, mention it during the discovery call and Dove365 can explain what’s practical and what the roadmap looks like from a Dove365 CRM — Starter baseline.
Yes. Every Dove365 CRM — Starter deployment includes a handover and training session with your team on go-live day. Built-in training material is also included within the CRM itself, so new team members can get up to speed without waiting for a scheduled session. For ongoing training needs, support packages are available that include ad-hoc guidance and documentation updates.
Yes. Dove365 offers support packages that can be added to any Dove365 CRM — Starter deployment. These cover issue resolution, minor configuration changes, user management, mailbox configuration, and general system health monitoring. Support packages are priced on a monthly retained basis and are scoped to match the level of support your team actually needs. Contact Dove365 to discuss the options available.
Yes. Dove365 CRM — Starter is a Dove365 productised solution, and every deployment is delivered by Dove365. We handle the full implementation — configuration to your business process, testing, user setup, Outlook integration, SharePoint integration, and go-live handover — so your team is not managing a technology project. The fixed-price engagement starts from £2,000 and completes within 5 to 7 working days.
Understand what Dove365 CRM — Starter is, who it’s built for, and how the full product works together in one guided overview.
Understand the licensing and environment prerequisites needed before Dove365 CRM — Starter can be deployed in your organisation.
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