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Strategically manage relationships with current and potential clients.

Microsoft Dynamics 365 CRM (Customer Relationship Management) is integrated, data-driven software that will help your company manage, track and store information on current and potential customers. Keeping client information in a centralized system gives your team immediate and easy access to the insights they need.

Dynamics CRM is the perfect solution if you utilize the Microsoft Office 365 as it integrates with Office 365 applications and Dynamics Business Central. You can also leverage LinkedIn Sales Navigator to find new sales opportunities and engage potential customers with customized asks.

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.


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

Robust reporting and analytics

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

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.


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

Industry Capabilities

Dynamics 365 CRM solutions supports a range of capabilities including sales, customer service and field service.


Grow customer relationships and empower sales teams with actionable intelligence.

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Customer Service

Stand out from the crowd by exceeding the expectations of your clients, earning their trust and their business.

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Field Service

Enable your field technicians to deliver a positive customer experience wherever they are.

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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.

Let's get the conversation started