Microsoft Dynamics
365 CRM

Dynamics 365 CRM empowers your organization to better manage and nurture relationships with your customers.

Dynamics 365 CRM Partner in Canada

Grow pipeline, speed case resolution, and keep field work on schedule with Dynamics 365 CRM apps including Sales, Customer Service, and Field Service. This integrated, data-driven software helps your company manage, track, and store information on current and potential customers in a centralized system. Your team gains immediate access to the insights they need, with seamless integration to Office 365 applications, Business Central, and LinkedIn Sales Navigator to find new opportunities and engage prospects with customized outreach.

We help Canadian teams evaluate licenses, design processes, integrate with Business Central, and roll out automation that users actually adopt. From discovery through build, testing, training, and go-live, we set up entities, security, forms, views, and reports so your team can work faster with clean data. Need workflow automation and AI capabilities? We configure Power Automate flows and help you decide where Copilot adds real value, keeping technology practical and measurable for your business.

All Services

Dynamics 365 CRM Overview
Dynamics 365 CRM Sales
Dynamics 365 CRM Customer Service
Dynamics 365 CRM Field Service

What Joesoftware offers as your partner

Demonstrated experience with CRM implementations and integrations

Designing you business CRM workflows to deliver your business processes

Exceptional service and support when you need it

How will Dynamics 365 CRM Solutions benefit you?

Security and convenience

Manage your business on-premise, remotely or in the field with this cloud-based CRM system.

Account and contact information

Use accounts to store information about the companies that you do business with, and contacts to store information about the people that you work with.

Scalability

A CRM that streamlines every day processes and can be scaled and adapted as your company grows and moves into new markets.

Collaboration

Enable Teams chat conversations within the Sales Hub and connect them to records.

Robust reporting and analytics

Track organizational progress with dashboards and charts driven by Power BI.

Use Cases

Sales

Manage the full sales cycle from lead to opportunity to quote to order, with integrated forecasting, mobile access, and email and Teams add-ins that keep your team productive wherever they work
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Customer Service

Deliver omnichannel case management with integrated knowledge bases, SLA tracking, and voice and chat add-ons to resolve customer issues quickly across every communication channel.

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Field Service

Manage work orders with intelligent scheduling and dispatch, provide technicians with guided steps for consistent service delivery, and use remote assist to solve issues faster without always sending someone onsite.
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Power Automate

Build approvals, notifications, data synchronization, and cross-app workflows to eliminate manual handoffs and keep information flowing seamlessly between systems.
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Dataverse integration with Business Central

Connect and sync customer and order data between CRM and Business Central through Dataverse to maintain a single source of truth and eliminate duplicate data entry across your sales and financial systems.
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Professional services

Hand off opportunities to projects seamlessly and align invoicing between CRM and Business Central so sales commitments translate accurately into project budgets and billing schedules.
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Customer support centers

Deflect cases with knowledge-driven self-service resources and track SLAs rigorously to reduce support costs while maintaining service quality and meeting customer expectations.
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Field operations

Use intelligent scheduling to optimize technician routes, track inventory on trucks for first-time fix rates, and automate work-order billing to reduce administrative overhead and accelerate cash flow.
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ERP/3rd-Party Integrations

Connect Dynamics 365 CRM with Business Central, Outlook and Teams, finance gateways, e-commerce platforms, phone systems, and document management tools using Dataverse and APIs to create a unified technology ecosystem that eliminates data silos.
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Job setup

Configure project cards, tasks, budgets, and planning lines to establish clear scope, timelines, and cost expectations before work begins.

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Resources

Define people and equipment resources with their capacity, pricing rates, and allocations to ensure accurate costing and optimal utilization across all projects.

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Time & expense

Capture timesheets, route approvals, post job journals, and link purchases directly to jobs so every cost is tracked accurately and billing reflects actual work performed.

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Budgeting & Change Control

Establish job budgets with cost and sales amounts, manage revisions and change orders through planning lines, and track estimates versus actuals to control scope changes and profitability.

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Progress Billing & Invoicing

Generate milestone and percentage-based invoices from job planning, use multiple invoice types to partially bill work, and link to WIP to keep revenue and cost recognition accurate.

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WIP & Period Close

Run WIP calculations using Cost Value, Sales Value, percentage complete, or completed contract methods, post to the general ledger with reversals as needed, and monitor progress and margins.
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Reporting & Dashboards

Track job actuals versus budget by task and resource, view work in process, committed costs, and utilization snapshots, and use Power BI connectors to create portfolio views that give leadership real-time visibility across all projects.
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“We had such a great experience working with the team at Joesoftware. They helped make our payroll processing and time management much more efficient, and shared their vast knowledge of Canadian GP. Terri and Chi Cheong were patient, accommodating and are still quick to answer our emails, even after we’ve implemented the new products.”

Christina Fagan, HR, Fortis Inc.

Joesoftware can put a CRM solution to work for your business.

Joesoftware works with for-profit and non-profits companies of all sizes across Alberta, British Columbia and other parts of Canada. We’d love to talk with you, understand your needs and help you determine if Dynamics 365 is the right CRM for your business.

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Frequently Asked Questions

Most teams mean Sales, Customer Service, and Field Service—licensed separately under the Customer Engagement family.

Yes,Dataverse provides the standard connection model between BC and apps like Dynamics 365 Sales for customer, order, and related data.