How Can We Help With Your CRM Project?


How We Work With You

Whether you’re dealing with a large strategic project or a smaller cost-effective one, we have options to suit your requirements. To help you maximise the ROI on your CRM, we also offer CRM technical support and Dynamics 365 training for your team. We can help your organisation benefit from CRM with Dynamics 365 in these five steps:

1. Discovery

Your journey starts with a consultation with one of our experts. They assess how a CRM implementation can best meet your organisation’s particular needs.

2. Implementation

The project begins with building and implementing the basic infrastructure of your CRM.

3. Optimisation

To maximise your Dynamics 365 experience, we assess how far the CRM is meeting your needs and what customisation with apps and add-ons could optimise your experience.

4. Training

Dynamics 365 Training is an essential part of your journey with Cloud9 Insight. It empowers your team with the knowledge to get the most out of your CRM.

5. Customer care

In case you require break-fix support or small alterations in future, we offer ongoing CRM technical support to ensure your CRM is always in sync with your business needs.

How Can We Help?

CRM Implementation

We offer three different levels of CRM to suit different needs:

Strategic Dynamics CRM Implementation

Strategic is a flexible implementation of Dynamics 365 with phased business change. Typically, these projects involve complex data migration from existing CRM systems. Moreover, phases are designed to build additional maturity which may include system integration.

Lite Homepage graphic

SMBs need a CRM catered to them. There are many solutions available, but they often have features that SMBs just simply do not need, nor can they afford. If your business is looking for a cost-effective, easy-to-implement customer management tool, click here to learn more about Lite.

CRM Success

We offer three different post implementation services to help you cover all your business needs:

Customer Success - Green

Client Success

Cloud9 Insight have designed a comprehensive post-project Client Success Care Package that will ensure you have access to experienced consultants beyond your project, giving you peace of mind and ad hoc support as required.


Customer Training

Cloud9 Insight Training delivers practical workshops on how to use and maintain Dynamics 365. Our Microsoft certified trainers are experienced and passionate about making CRM work for your business.

CRM Rescue - green

Our CRM Rescue is here to help you, whether you need a check and recommendations, analysis of your requirements, or a complete overhaul and replacement of your system.

Benefits of Choosing Dynamics 365

unified interface

Unified interface

Access all modules and apps easily in one location, in your Dynamics 365 portal. The cloud-based portal is available on any device, anywhere.

Embedded analytics

If you want to drive smart decision-making across all levels of your business, analytics are crucial. Aided by Power BI, Dynamics 365 gives you access to real-time analytics. You can easily view key performance metrics and identify patterns which reveal the logical next steps for your business, all on one dashboard.

embedded analytics
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Easy integration

Alongside the basic functions, there are also countless opportunities for easy integration with other apps and add-ons. This helps you optimise your CRM experience in line with your business needs.


Build your CRM to suit your requirements and the scale of the project. Dynamics 365 also gives you the opportunity to expand as demand grows and the system matures, with over a dozen apps and add-ons available to you.

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Common data platform

Your Dynamics 365 portal is seamlessly integrated with all your other Office365 applications, including Outlook and Teams. This makes navigation easier and simplifies internal communications.

CRM Making it Happen - The Guide to Planning and Adoption

How a Flexible CRM Solution Can Be Every Bit As Unique As You Are

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"Cloud9 was quick and collaborative. For us, speed was of the essence, and they brought that. [Dynamics] is absolutely imperative for the success of our team.”

Joshua Rowe
Head of Mergers and Acquisitions
ClearCourse Partnership