Use of Dynamics for non sales clients

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As the title says - we work in an environment that utilises Teams and Outlook and I am looking to create a database of our clients, and link any documents to them. Things I like about Dynamics from what I’ve seen
Client list
link to Teams
link to Calendar
Timeline notes
integrated with MS suite - potential for Sharepoint interface
ability to store documents?
link to specific staff
permissions

things I don’t need -
anything to do with sales as we deliver a service we are not sales based (disability sector)

Do you (the experts) think this is a viable option? I’ve spent ages looking at CRMs and obviously nothing off the shelf will do what we want as they are pretty much all sales based but I think Dynamics could work due mostly to the integration. Is it customisable to the point where I can remove/hide the sales tools for users to simplify what they are able to see?

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Hi Naomi,

Yep, Dynamics 365 can totally work the way you’re thinking. The best part is how well it ties in with the Microsoft stack, Teams, Outlook, and SharePoint, all connect pretty smoothly. You can keep client records, link docs, add notes, assign staff, and control who sees what with permissions.

The sales bits you don’t need? No worries, those can be hidden or tweaked with security roles so your team only sees what’s useful. We’ve set this up for service-based orgs before (no sales focus), and it’s been pretty straightforward.

If you’d like, I’m happy to share how we’ve done it in practice, just ping me at hardikgupta@allgrowtech.com.