“It was implemented in a relatively short period of time and proved effective quite quickly for the business. The expertise of the Synergy tech team made the process very easy.”
Head of Technology
SES Secure Ltd
Dynamics Hive
Dynamics Hive – Simple, Powerful CRM Built for Growing Businesses
“For over a decade I have worked with Microsoft Dynamics 365 and love the level of R&D that Microsoft adds every 6 months, which enables me to empower our clients.”
Hive Transformer
A Streamlined CRM Built for SMEs
At Synergy Technology, we understand that many small and medium‑sized enterprises (SMEs) in the UK want the advantages of Microsoft Dynamics 365 Sales but often don’t need, or can’t justify, the cost, complexity, and long deployment cycles that accompany a full CRM implementation.
To bridge this gap, we created Dynamics Hive, a leaner, more accessible, and cost‑effective CRM solution specifically shaped around the realities of SME operations.
Dynamics Hive is a simplified version of Dynamics 365 Sales that retains all the core tools needed to manage leads, accounts, opportunities, projects, and customer relationships, but without unnecessary layers of configuration or enterprise‑level features that smaller businesses rarely use.
It offers fast implementation, intuitive usability, and significantly reduced costs, and it is built on Microsoft’s secure, reliable technology stack. The result is a CRM that provides the power and flexibility of Dynamics without the complexity and cost.
Who Dynamics Hive Is For?
Dynamics Hive is ideal for SMEs that are:
- Outgrowing spreadsheets and want a practical CRM without undertaking a major IT project.
- Focussing on controlling software spend while improving customer and sales management.
- Looking for a Microsoft‑based system that integrates seamlessly with Office 365 and Dynamics 365 Business Central.
- Wanting a quick‑to‑deploy platform that sales teams can adopt with minimal training.
Key Features of Dynamics Hive
25 years of working with SMEs have taught us which features they need and which they will use. Dynamics Hive focusses on the features your team needs.
Dashboards
Hive provides a set of clean, visual dashboards designed around SME sales needs. These include weighted and unweighted pipeline views, activity summaries, and simple charts that highlight progress, risks, and opportunities. Managers can quickly understand pipeline health, while sales teams can easily prioritise tasks.
Activities
All tasks, calls, emails, and appointments are displayed in a single, up‑to‑date view on accounts and contacts. This keeps users organised and ensures nothing is missed during the sales cycle.
Accounts and Contacts
These screens have been intentionally simplified. Users can access essential information at-a-glance, alongside helpful features such as integrated maps, tabs for related contacts and activities, and automatic tracking of recent interactions.
Leads and Opportunities
Lead and opportunity management is streamlined, replacing complex business processes with simpler, configurable stages. SMEs can tailor these stages without technical knowledge or consultancy support.
Projects
Uniquely, Dynamics Hive includes a Projects module – something not available in Dynamics 365 Sales by default. Projects allow businesses to group related opportunities, activities, and documents into a single view. Each project record captures critical information such as type, stage, dates, descriptions, and linked accounts, providing a comprehensive picture of performance.
Document Management
Hive includes enhanced document management capabilities developed by Synergy Technology. Users can store files centrally, generate documents from templates, manage versions, and convert files to PDF – all directly from within the CRM.
Integration with Business Central
Our optional Harmoniser add‑on provides real‑time integration with Microsoft Dynamics 365 Business Central. It keeps accounts, contacts, and important sales data synchronised between systems, eliminating duplicate entry and improving accuracy.
Sales teams can view key financial information such as order values and credit limits directly in Dynamics Hive, while finance and operations benefit from more reliable pipeline data for forecasting, cash flow planning, and fulfilment.
Read more about Harmoniser here.
Marketing Integration
Hive has an optional integration with the eMarketeer marketing automation platform, giving teams access to email campaigns, SMS, forms, events, surveys, and website tracking, all feeding directly back into Hive. Marketing activities appear in CRM as engagement scores, timelines, and journey histories, helping sales teams understand exactly who to contact and why. GDPR preferences and consent automatically stay in sync, reducing administrative effort.
Read more about eMarketeer here.
Seamless Microsoft 365 Integration
Because Hive is built on Microsoft technology, it connects naturally with the tools businesses use every day:
- Outlook & Exchange for tracking emails, meetings, and tasks.
- Teams for collaboration around opportunities and projects.
- SharePoint for centralised document storage.
- Excel for instant data export and analysis.
This connectivity ensures information flows smoothly across your organisation.
Why Choose Dynamics Hive Over other CRMs?
Many SMEs consider platforms like Salesforce or even full Dynamics 365 Sales. However, these can be expensive, overly complex, or difficult to customise for smaller teams. Dynamics Hive offers:
Lower Cost with the Core Functionality Intact
Hive uses an alternative licensing model to Dynamics 365 Sales, enabling organisations to equip more users at a fraction of the cost. Businesses get the essential CRM functions without paying for the full enterprise suite.
Simpler and Faster Implementation
Unlike large CRM programmes that require deep scoping, multiple workshops, and weeks of configuration, Dynamics Hive is designed to be deployed quickly. This keeps project costs low and helps businesses realise value far sooner.
Focused on What SMEs Actually Need
With 25 years of experience working with UK SMEs, we understand which CRM features deliver genuine value, and which simply complicate matters. Hive includes a focused set of essentials: Dashboards, Activities, Accounts, Contacts, Leads, Opportunities, Projects, and Marketing. Each area is streamlined and user‑friendly, enabling teams to start using the system productively from day one.
Designed Specifically for Smaller Organisations
Most SMEs don’t require the advanced enterprise‑grade features of full Dynamics 365 Sales. Dynamics Hive concentrates on helping companies win more work, manage customer relationships, and measure performance, without unnecessary overhead.
Why Choose Synergy Technology?
Proven Expertise and Microsoft Certification
Synergy Technology is a Microsoft Solutions Partner for Business Applications and a certified Microsoft Solutions Specialist in Small and Midsize Business Management – an accreditation awarded to only around 20 partners in the UK. This demonstrates our capability and commitment to delivering high‑quality, SME‑focused solutions.
Experience That Understands SME Challenges
With years of delivering Dynamics and Power Platform solutions, we know what works for real businesses. Dynamics Hive was shaped using this experience, ensuring it contains the features SMEs need without unnecessary complication.
Built for Growth and Long‑Term Partnership
Hive sits within the Microsoft ecosystem, ensuring it can grow with your organisation. Should you later require more advanced functionality, transitioning becomes straightforward. We also provide ongoing support, training, and optimisation to ensure your CRM continues to deliver value long after deployment.
Want More Information About Dynamics Hive?
Synergy Technology is proud to be a Microsoft Solution Specialist and to offer Microsoft solutions across the UK. We offer implementation, migration, support and integration with a number of other platforms. We have offices in Manchester, Preston, Leeds and Cambridge in the UK, as well as Melbourne in Australia.
Find out more by visiting our add-ons and integrations page, call us today on or visit our contact page to send us an email.
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“One thing we see as a great benefit of working with Synergy is being able to draw on their experience of working with other companies who are similar to ours and face the same challenges. When we propose a method to do something, Synergy might look at it and tweak it lightly and say ‘this could be a better method’ because of the knowledge they have from working with other similar companies. That’s really beneficial.”
“Honestly, I’m really happy with the team there, they’ve been great so far and the communication with them has been brilliant.”
Sales Manager
InVentry
“The support from John has been absolutely brilliant. He comes back to us as soon as he possibly can, and it’s normally within 10-15 minutes. Anything we’ve come back with, he’s replied straight away with how we do it. He’s also sent emails with a solution on it that we can forward to everybody.”
“The training that Becky gives us is great as well, she doesn’t speak to us like we don’t know anything about IT. She speaks to us in a really clear and straightforward way. So the support and the training that we get, I think is really valuable.”
“I don’t ever feel that when Matt brings something to me, he is just trying to sell our company something. I feel like when he comes to me with something, he’s coming with a solution that he knows would benefit our company. Sometimes we go for it and sometimes we put a hold on it, but I don’t feel that he’s ever just trying to sell us something. I always feel that he’s trying to come up with a solution for us.”
Office Manager
Gas Safe Consultants Ltd.
“It was implemented in a relatively short period of time and proved effective quite quickly for the business. The expertise of the Synergy tech team made the process very easy.”
Head of Technology
SES Secure Ltd
“One thing we see as a great benefit of working with Synergy is being able to draw on their experience of working with other companies who are similar to ours and face the same challenges.”
Sales Manager
InVentry
“Synergy Technology have always been extremely helpful with any training with new and existing people in the company. Plus, any issues that we have, they get seen to pretty quickly.”
Managing Director
Trident Foams Ltd
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