Dynamics 365 Alternative
Already paying for Microsoft 365?
It doesn't have to be the complexity and cost of Dynamics 365 CRM
Shareportals is built natively into your Microsoft 365 tenant — no or very low cost licences, no 6-month implementation schedule, no army of consultants. Just a powerful CRM and case manager that lives where your team already works.
Ready for Copilot Agents
Goes live in days, not months
Free or low license costs
Works with Outlook & Teams
Built on SharePoint
Do These Blockers Sound Familiar?
If you've looked at Dynamics 365, you've probably hit at least one of these common paint points:
You're already paying for Microsoft 365 — why isn't your CRM part of it?
The "Why isn't it 365?" Question
Staff avoid it and go back to spreadsheets and shared inboxes.
The Adoption Problem
Months of configuration before anyone can actually use the implementation.
The Complexity Trap
Dynamics licences, implementation partners, customisation costs — the costs all add up fast.
The Price Shock
SharePortals vs Dynamics 365
An honest comparison for SMEs already on Microsoft 365
What matters to you | Competitor Pain Point | SharePortals |
|---|
Email Integration
Send, receive and auto-file emails against client records — all without leaving SharePortals.
Plus, intuitive Outlook Add-in
Document Management
Create Word and Excel from templates, versioned and stored against each client. Upload, turn to PDF, share and e-signatures.
Stage & Case Management
Track deals, cases or projects through custom stages with full audit trails.
Workflow Automation
Power Automate integration for approvals, notifications and e-signatures.
Define custom record stages.
Teams, Tasks & Reminders
Assign reminders and tasks and create Teams meetings directly from a client record.
Copilot Ready
Structured Sharepoint Data means Microsoft Copilot can deliver real insights. 'Converse' with your CRM through an Agent in Teams.
SharePortals Has Everything You Actually Need
Choose SharePortals — no features you'll never use and no unwanted complexity.
"What initially stood out was the ability to listen to our specific requirements and ensure the functionality was tailored to us from the outset."
Bruce Cameron, Commercial Property Manager — Kirkholm Properties
What Our Clients Say
In just 20 minutes we'll show you exactly how it works for your use case.
Book A Free Demo
1
Our team sets it up inside your M365 tenant. No disruptive long-term project.
We Configure It
2
Familiar interface, minimal training. Adoption happens naturally.
Your Team Goes Live
3
Get SharePortals Up & Running in Three Steps
Ready To Skip The Dynamics Headache?
Book a free 20-minute consultation and our friendly team will show you what SharePortals can do inside your Microsoft 365 tenant — with no obligations to follow through.
No commitment, no sales pressure. Just a clear answer to whether SharePortals fits your business.