Dynamics 365 CRM · Sales, service and marketing
Microsoft Dynamics 365 CRM in Saudi Arabia and the GCC
One place for every lead, customer and service case, set up around how your team really works and connected to your ERP.
- Sales, Customer Service, Field Service and Marketing
- Arabic and English, WhatsApp and email
- Connected to Dynamics, Odoo, SAP and more
- SalesLeads, deals, quotes and forecasts
- Customer ServiceCases, answers and customer history
- Field ServiceWork orders, technicians and parts
- Customer InsightsJourneys, campaigns and segments
What is Dynamics 365 CRM
A CRM turns scattered customer information into one clear picture
Dynamics 365 CRM is Microsoft’s system for managing customers. Every enquiry, call, quote and complaint is recorded once and shared by sales, service and marketing.
In many companies customer details live in spreadsheets, inboxes and WhatsApp chats. People leave, deals slip, and nobody can answer a simple question such as how many open quotes there are. A CRM fixes that, and Dynamics 365 does it inside the Microsoft tools your staff already use.
- Old nameMicrosoft Dynamics CRM
- TodayDynamics 365 Sales, Customer Service, Field Service, Customer Insights
- Works withOutlook, Teams, Excel, Power BI, your ERP
The apps
Choose the Dynamics 365 apps you need
Start with one and add others as your team grows. They all share the same customer data.
Sales
Customer Service
Field Service
Customer Insights and marketing
ERP connection
The customer journey
From first enquiry to repeat customer
Here is how a well-run CRM follows a customer, and where it saves you time.
- 1
Capture the lead
Web forms, calls, events and WhatsApp enquiries land in one list with an owner.
- 2
Qualify and quote
Reps log needs, prepare a quote from your price list and get it approved.
- 3
Win and hand over
The accepted quote becomes an order in your ERP without re-typing.
- 4
Deliver and support
Service cases and field visits are linked to the customer and the contract.
- 5
Renew and grow
Reminders and campaigns bring customers back for renewals and new needs.
Works with what you have
Connected to your ERP, your inbox and your channels
A CRM is only useful if it is wired into the rest of the business.
ERP and finance
- Dynamics 365 Finance & Operations
- Business Central
- Dynamics AX and NAV
- Odoo
- SAP
- Oracle
Daily tools
- Outlook email and calendar
- Microsoft Teams
- Excel
- SharePoint
- Power BI
Customer channels
- WhatsApp (via connector)
- SMS
- Phone and call logging
- Web forms
- Customer portal
Before and after
Spreadsheets and chats, or one CRM?
What changes in a normal week.
Without a CRM
- Leads live in personal inboxes and phones
- Managers ask for pipeline updates by message
- Service history is lost when staff change
- Sales and finance keep different customer lists
With Dynamics 365 CRM
- Every lead has an owner and next step
- Live pipeline and forecast for managers
- Full customer history for every service call
- One customer record shared with your ERP
Built for Saudi Arabia and the GCC
A CRM built for how the Gulf sells
Relationships, tenders and chat apps matter here. We set up the CRM around them.
Arabic and English
Screens, forms, templates and customer documents in both languages, tested with your users.
WhatsApp-first selling
Connect WhatsApp and phone so key conversations are saved against the customer.
Tenders and large deals
Track bids, deadlines, approvals and multiple decision makers on one deal.
Account teams and partners
Share accounts across sales, service and partners with clear permissions.
Customer data protection
Roles, permissions and storage choices that respect Saudi data protection rules.
Riyadh on-site team
Workshops, training and go-live support in Arabic or English.
Our approach
How we make sure people actually use the CRM
Most CRMs fail because people do not use them. We design against that from day one.
Plan your CRM →Start with how you sell
We map your real sales and service steps before we configure anything.
Keep forms short
Only fields that someone uses or reports on. Everything else is removed.
Import clean data
We clean and merge duplicate customers before the first login.
Train by role
Reps, service agents and managers each learn only their own screens.
Measure and improve
Dashboards show adoption, and we adjust after the first weeks in use.
Who it suits
Teams that get the most from Dynamics 365 CRM
From growing sales teams to field service operations.
B2B sales
Long deals with several contacts.
Installation and maintenance
Technicians and contracts on the move.
Service desks
Many requests that need tracking.
Real estate and contracting
Enquiries, units and follow-ups.
Healthcare and wellness
Patient and appointment follow-up.
Education
Admissions and parent communication.
Retail and distribution
Dealers, orders and loyalty.
IT and telecom
Contracts, renewals and support.
See Dynamics 365 CRM on your own process
Book a short working session. We will map one real sales or service flow and show you how it would run.
Explore Our Other Microsoft Dynamics Services
Each service works on its own and works better together. Here is the rest of what we deliver across Saudi Arabia and the GCC.
Dynamics 365 Finance & Operations
The parent platform: enterprise ERP for multi-entity groups, with the full Dynamics family around it.
View Service →
Microsoft Dynamics AX
Support for AX, ZATCA e-invoicing add-ons and a planned upgrade to Dynamics 365.
View Service →
Microsoft Dynamics NAV
Support for NAV and a safe move to Business Central, with data and customisations reviewed.
View Service →
Power BI
Management dashboards on live Dynamics, Odoo, SAP and Excel data.
View Service →
Power Platform
Apps, workflows, portals and chatbots built around your existing systems.
View Service →Microsoft Dynamics 365 CRM FAQs
What is Microsoft Dynamics 365 CRM?
Dynamics 365 CRM is Microsoft’s customer relationship management software. It keeps every lead, customer, quote, order and service case in one place, so your sales, service and marketing teams all see the same picture. The old name was Microsoft Dynamics CRM; today it is a set of Dynamics 365 customer engagement apps.
Which Dynamics 365 CRM apps are there?
The main ones are Dynamics 365 Sales, Customer Service, Field Service and Customer Insights for marketing and journeys. You choose only the apps you need and can add more later.
Can Dynamics 365 CRM work in Arabic?
We set up Arabic and English screens, views, forms and customer documents, and test them with your users. Language needs vary by app, so we confirm what you need during scoping.
Does Dynamics 365 CRM connect to our ERP?
Yes. We connect it to Dynamics 365 Finance & Operations, Business Central, Odoo, SAP and other systems, so quotes, orders, prices and invoices stay in step between sales and finance.
Can we use WhatsApp and email with the CRM?
Yes. Email and calendar run through Outlook, and WhatsApp, SMS and phone channels can be connected through connectors, so conversations are recorded against the right customer.
How long does a CRM project take?
A focused sales CRM can be live much sooner than a company-wide rollout. The timeline depends on the number of users, processes, integrations and the data to migrate. We confirm it after a short workshop.
Is our customer data safe?
We set roles and permissions so people see only what they need, and we review where data is stored with Saudi data protection rules and your own policies in mind.
Do you provide Dynamics 365 CRM in Riyadh and the GCC?
Yes. Our head office is in Riyadh. We implement and support Dynamics 365 CRM for companies across Saudi Arabia, the UAE, Qatar, Kuwait, Bahrain and Oman.
Talk to a Dynamics 365 CRM specialist
Tell us how your sales and service teams work today. We will show you what a CRM would change, in plain terms.
Want a CRM your team will actually use?
We start with how your people sell and serve, then set up Dynamics 365 to match, and connect it to your ERP.
- Sales, service, field service and marketing
- Arabic and English set-up
- Connected to Dynamics, Odoo, SAP and others
- Riyadh-based team, GCC coverage