Simple CRM. Powerful results.
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What is Simple CRM?
Simple CRM is a streamlined customer relationship management application built on Microsoft Power Platform, helping businesses track leads, opportunities, and customer relationships without the complexity of traditional CRMs.
It delivers the essentials from day one: an intuitive sales and service workspace, guided follow-ups, and a single view of each customer, so teams can be productive instantly instead of waiting weeks for setup.
Its advantage is simplicity that scales. Start with only what you need and expand as you grow, all on the secure Microsoft Dataverse foundation. No subscriptions, no heavy configuration, just a CRM that works.
Get started with Simple CRM in four steps
Simple CRM is designed to help organizations adopt CRM capabilities quickly using familiar Microsoft technologies. The setup process is straightforward, allowing teams to begin managing customer relationships and sales activities with minimal preparation.
Deploy the solution
Install Simple CRM from Microsoft AppSource directly into your Microsoft Power Platform environment. The solution deploys securely within your tenant and becomes available immediately after installation.
Establish your customer data
Import or create key business records such as accounts, contacts, and leads. This establishes a centralized data foundation within Microsoft Dataverse for managing customer interactions.
Configure business processes
Enable and configure workflows, notifications, and process automation to align with your sales and service activities. These configurations help ensure consistent execution across teams.
Operate and manage opportunities
With the environment prepared, teams can begin capturing leads, managing opportunities, and maintaining customer records within a unified workspace.
Start managing customer relationships
with Simple CRM
Designed for small and mid-sized teams, Simple CRM focuses on the essentials so you can organize customer information, follow up consistently, and keep sales activities moving forward.
- Lead and opportunity management
- Centralized account and contact records
- Sales pipeline visibility and deal tracking
- Activity history and follow-up management
- AI-assisted insights and recommendations
Essential CRM functionality available from day one
What makes Simple CRM different
Zero subscription costs
Simple CRM is free to use with your existing Power Apps license. No contracts. No unexpected upgrades. No recurring charges.
Fast deployment
Go from installation to productivity in minutes. Pre-built sales and service processes help your team start working immediately instead of weeks later.
Made for small and mid-sized businesses
Get exactly what you need without unnecessary complexity. Simple CRM prioritizes usability, efficiency, and business impact.
Automate your way
Use Power Automate to streamline follow-ups, notifications, and approvals. Reduce manual work and help teams focus on customers instead of administrative tasks.
Expandable when you’re ready
Start simple and grow confidently. Add new apps, workflows, or business modules as your needs evolve, all without rebuilding or switching systems.
Secured by Microsoft Dataverse
Your customer data is backed by the same enterprise-grade security that powers Microsoft 365. Authentication through Microsoft Entra ID helps ensure data integrity, access control, and compliance.
Flexible & customizable
Adapt the CRM to your business instead of the other way around. Configure forms, fields, and reports, or build entirely new apps without writing code.
Expand your CRM experience
Extend the power of Simple CRM with pre-built connectors and Microsoft-certified add-ons.
Seamlessly connect with over 1,200 applications using Power Automate, or enhance functionality with purpose-built extensions for:
Project management
Track tasks, milestones, and deliverables in one unified view.
Field service
Schedule, dispatch, and manage field operations effortlessly.
Business central integration
Unify finance and operations with end-to-end business visibility.
Why are businesses choosing defacto infotech over others?
When you partner with defacto infotech, you gain more than a technology provider. You gain a team that understands business, processes, and growth. We work alongside you to deliver practical solutions that create real impact and long-term value.
Process-centric approach
We align technology to your core business processes. By understanding how your organization operates, we implement solutions that enhance efficiency, strengthen collaboration, and support consistent performance.
Proven Microsoft expertise
As a certified Microsoft partner, we leverage established best practices and industry standards to deliver secure, scalable, and future-ready solutions across the Microsoft ecosystem.
Value-driven outcomes
Our focus is on measurable impact. We enable greater visibility, improved decision-making, and operational agility that help organizations respond to change and drive growth.
Continuous optimization and innovation
Digital transformation is a continuous journey. We provide ongoing support, performance optimization, and strategic guidance to ensure your Microsoft investments continue to deliver value over time.
Secure. Compliant. Microsoft Certified.
Simple CRM is developed by defacto infotech, a certified Microsoft Partner, and runs natively on Microsoft Power Platform, delivering flexibility, resilience, and intelligence across every business function. It inherits Microsoft’s global cloud security model, ensuring compliance, privacy, and reliability by design.
Your data remains encrypted, governed, and fully under your control.
What our clients say about us
Hear directly from businesses we've helped transform
Defacto Infotech didn't just implement Dynamics 365; they re-engineered our entire sales workflow. Their team understood our unique challenges and delivered a solution that exceeded expectations. We saw ROI within the first 4 months.
HIPAA compliance was our biggest concern. Defacto not only made it simple but also strengthened our patient data security. The implementation was smooth, and their ongoing support has been exceptional.
The team unified our online and offline channels seamlessly with Dynamics 365 Commerce. Customer satisfaction increased by 40%, and our inventory management is now real-time across all locations.
Frequently asked questions
Get answers to common questions about CRM solutions and Dynamics 365 CRM implementation.
As a trusted implementation partner, we support businesses with solution design, configuration, integration, and ongoing optimization. This ensures that companies can leverage the full capabilities of Dynamics 365 to manage customer relationships, automate processes, and improve decision-making across teams.
Get a free assessment of your current systems and processes
Partner with defacto to identify opportunities and implement the right Microsoft solutions to support your business priorities.
In this complimentary session, we will:
- ✓ Discuss your current challenges, priorities, and business objectives
- ✓ Explore how Microsoft solutions can support your goals and operations
- ✓ Share practical recommendations aligned with Microsoft best practices
- ✓ Outline potential next steps based on your requirements and priorities
- ✓ Answer your questions with guidance from experienced Microsoft specialists
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