20 CRM Options for Microsoft 365 and SharePoint: A Buyer's Guide

If your sales team works in Outlook, Teams and SharePoint, it is reasonable to want a CRM that fits that world.

The awkward bit is the phrase SharePoint CRM. SharePoint is a collaboration and document platform, not a packaged sales CRM. You can build a useful contact or opportunity tracker with Lists, Power Apps and Power Automate. Once you need related data, sales stages, security roles, forecasting, auditability and reliable integrations, SharePoint alone becomes the wrong data foundation.

This guide compares 20 realistic routes without inventing a winner. It covers Microsoft's native products, Microsoft-centric marketplace apps and external CRMs with documented Microsoft integrations. Prices and editions change, so use the linked product pages and run the same pilot for every finalist.

The short answer

• Use Microsoft Lists or SharePoint for a small, low-risk tracker with one main table and a simple process.
• Use Power Apps with SharePoint when the tracker needs a better interface but the data model remains simple.
• Use Dataverse when accounts, contacts, opportunities and activities need proper relationships, security and business rules.
• Use Dynamics 365 Sales when you want a packaged Microsoft sales application rather than building the core CRM yourself.
• Consider a third-party CRM when it fits the sales process, budget or deployment capability better—but verify exactly what its Outlook, Teams, SharePoint and identity integrations do.

Microsoft's own documentation says Dynamics 365 Sales runs on Dataverse. SharePoint can provide document management for Dynamics customer-engagement apps. That is the clean architecture to remember:

Keep structured CRM records in the CRM data platform. Use SharePoint for collaborative documents when the product supports it.

What “works with Microsoft 365” can mean

Two suppliers can both claim Microsoft 365 integration while delivering completely different things.

One might offer an Outlook panel that lets a salesperson save an email. Another might synchronize contacts and calendars. A Microsoft-centric product might run in your Power Platform environment and use Entra ID. None of those statements automatically proves SharePoint document integration, Teams support, tenant-resident data or a safe offboarding path.

Ask the supplier to identify each surface separately:

Surface	What to verify
Outlook	View/create CRM records, email logging, calendar sync, shared-mailbox support and new Outlook support
Teams	A real app, notifications only, meeting creation, tabs, search and mobile behaviour
SharePoint	Document storage, record-to-library linking, permission inheritance, duplicate folders and retention
Microsoft identity	Entra single sign-on, user provisioning, group assignment, conditional access and guest behaviour
Power Platform	Supported connector, Dataverse residency, API limits, premium licensing and solution lifecycle
Data governance	Hosting location, subprocessors, retention, audit logs, export format and deletion after exit

Twenty options worth shortlisting

This is a longlist, not a ranking. The right choice depends on your process and operating model.

Microsoft build and packaged routes

1. Microsoft Lists or a SharePoint list

Best when a small team needs contacts, organisations, simple stages and reminders—not a full CRM. You own the design and support burden. Keep the list indexed and the views deliberate; the 5,000-item list-view threshold is a query/view boundary, not a 5,000-record storage ceiling.

2. Power Apps with SharePoint

Best when the same simple list data needs a guided mobile or desktop interface. Power Apps improves the user experience; it does not turn SharePoint into a relational CRM database. Test delegation, permissions, attachments and ownership before expanding the app.

3. Power Apps with Dataverse

Best when you need related tables, reusable rules, role-based security and a governed application lifecycle. Dataverse is the shared data platform underneath Dynamics 365. A custom app gives you control, but you must still design, test and support the sales process.

4. Dynamics 365 Sales

Best when you need a packaged lead-to-order sales application with accounts, contacts, leads, opportunities, activities and forecasting. Use Microsoft's current Sales overview and edition links instead of relying on a price copied into an article.

5. Dynamics 365 Business Central relationship management

Best when customer relationships sit close to orders, inventory and finance and the required sales process is modest. Business Central includes contacts, interactions, segments and opportunities. Microsoft points to Dynamics 365 Sales when a fuller customer-engagement front end is required.

Microsoft-centric marketplace products

Marketplace listings are supplier-authored. They establish that a current offer exists; they do not independently prove deployment time, adoption, security approval or return on investment.

6. RapidStart CRM

RapidStart CRM's Microsoft Marketplace listing describes a packaged Dataverse CRM with Microsoft 365 integrations. It may suit teams that want a lighter packaged app than Dynamics 365 Sales. Verify its Dataverse capacity, licensing, managed-solution behaviour, support and export route.

7. iGlobe CRM

iGlobe CRM documents Teams, Outlook and Microsoft 365 access and uses a SharePoint site for CRM data/configuration. Its listing also notes limited mobile support and a separate Power App route. Test the actual data model, SharePoint permissions and mobile workflow.

8. BPA CRM & Project Management

BPA CRM & Project Management combines customer and project work with Teams and SharePoint. It is worth considering where sales-to-delivery continuity matters. Confirm which components run in your tenant, how upgrades work and whether the combined model is simpler for users than two focused systems.

External CRMs with documented Microsoft integrations

These products keep the CRM outside SharePoint. That can be perfectly sensible. The question is whether their Microsoft integration covers the moments your team actually performs.

9. Salesforce

Salesforce documents an Outlook integration for viewing and creating records and logging emails/events. Products, editions and capture/sync methods differ. Test the exact Outlook client, consent model, email-retention behaviour and how SharePoint documents would be linked.

10. HubSpot

HubSpot publishes a HubSpot-built Outlook app for logging and tracking email and using sales tools in the inbox. Confirm which features require which HubSpot plan, how personal/shared mailboxes behave and what data the add-in copies into HubSpot.

11. Pipedrive

Pipedrive documents a Microsoft Teams integration for deal/contact notifications and meetings plus Microsoft 365 contact sync. An Outlook-side CRM panel may be a separate marketplace product. Do not treat those surfaces as one native integration.

12. Freshsales

Freshsales documents Microsoft 365 mailbox connection with one-way or two-way email sync. Pilot folder/category selection, historic email import, consent and what happens to copied email when a user leaves.

13. monday CRM

monday CRM documents Outlook email/calendar integration and an Outlook Calendar timeline. Plan, mailbox and Entra-consent prerequisites apply. Test the actual Emails & Activities journey rather than a generic board demo.

14. Zoho CRM

Zoho documents Microsoft 365 user import and contact/calendar synchronization, with separate Outlook and Teams integrations in its Microsoft integration centre. Verify direction, frequency, duplicate handling and administrator consent.

15. Capsule

Capsule documents an Outlook add-in, Outlook calendar integration and Microsoft 365 single sign-on. Its documentation also states client/hosting exclusions for some features. That level of boundary is useful—recreate it against your tenant during the pilot.

16. Nimble

Nimble documents an Outlook/Microsoft 365 add-in and configurable Microsoft contact sync. Check enrichment sources, privacy, merge rules and deletion propagation before connecting a real address book.

17. SugarCRM

SugarCRM publishes a current Outlook plug-in guide covering contacts, tasks, calls and meetings. Match the supported Sugar release and Outlook channel to your estate and test the sync conflict rules.

18. Creatio

Creatio documents Microsoft 365/Exchange email, contact and calendar integration in its base integration guidance. Some searchable pages point to older versions, so require a current-version demonstration and written support matrix.

19. ActiveCampaign

ActiveCampaign's Outlook add-in supports contact work and, with eligible CRM add-ons/plans, accounts, deals, tasks and notes. Treat plan gates, SSO compatibility and email-copy behaviour as acceptance tests.

20. Keap

Keap documents Outlook Calendar connection for appointment scheduling. This is a narrower Microsoft fit than a full inbox/Teams/SharePoint integration, but it may suit a small appointment-led business whose priority is booking and follow-up automation.

How to choose without buying a demo

Start with the job, not the logo.

Write down one real process from first contact to closed or lost. Include the awkward cases: two contacts at one organisation, an opportunity reassigned during absence, a shared mailbox, a confidential account, a proposal in SharePoint and a leaver who owned several activities.

Then score each finalist out of 100:

Criterion	Points	Evidence required
Sales-process fit	20	Complete the real scenario without redesigning the job around the tool
Data model and quality	15	Relationships, duplicates, required fields, imports and validation demonstrated
Microsoft 365 workflow	15	Outlook, Teams and SharePoint moments demonstrated in your tenant
Identity and security	15	Entra consent, roles, conditional access, least privilege and admin audit
Governance and exit	10	Retention, data location, full export, deletion and contract exit evidence
Automation and reporting	10	Error handling, ownership, API limits and decision-useful reports
User/admin operation	10	Mobile, accessibility, support, release management and leaver test
Three-year cost	5	Licences, implementation, integration, storage, support and internal ownership

Set minimum gates as well as a total. A product scoring 90 but failing the export or permission test is not a safe choice.

A pilot script suppliers cannot dodge

Give every finalist the same anonymised dataset and ask them to perform these tasks live:

1. Import organisations, people and opportunities, including deliberate duplicates.
2. Log an Outlook email against the correct opportunity.
3. Create a Teams meeting and show where the resulting activity appears.
4. Store or link a proposal in SharePoint without duplicating permissions accidentally.
5. Restrict one sensitive account from an ordinary salesperson.
6. Reassign a departed user's open work and revoke their access.
7. Correct a duplicate contact without losing history.
8. Export the complete record, activities and attachments in a usable format.
9. Trigger an integration failure and show who is alerted and how it is replayed.
10. Repeat the core journey on the mobile client used by your team.

Record the result yourself. A supplier roadmap is not a passed test.

When a SharePoint tracker is enough

Keep the lighter option when all of these are true:

• one small team owns the process;
• the record model is simple;
• the data is not unusually sensitive;
• forecasting and territory management are unnecessary;
• automation is modest;
• somebody owns list design, permissions and recovery; and
• you have a clear trigger for re-platforming.

Typical exit triggers are repeated duplicate records, multiple related child lists, complicated item-level permissions, salespeople keeping parallel spreadsheets, fragile flows or reporting that requires manual reconciliation.

If you are already there, stop adding another column. Decide whether a governed Dataverse app, Dynamics 365 Sales or an external CRM is the better operating model.

For more practical SharePoint and Microsoft 365 architecture decisions, join the Teams, SharePoint & Intranet Mastery Space.

Frequently asked questions

Is SharePoint a CRM?

No. SharePoint is a collaboration, document and list platform. A list can support a lightweight customer tracker, but SharePoint does not provide a complete packaged sales CRM lifecycle by itself.

Should CRM data be stored in SharePoint or Dataverse?

Use SharePoint for a simple tracker and collaborative documents. Use Dataverse when the application needs related tables, reusable business rules, role-based security and a governed data/application lifecycle.

Which CRM integrates best with Microsoft 365?

There is no universal winner. Define whether you need Outlook email capture, Teams work, SharePoint documents, Entra identity or Power Platform extensibility, then make every finalist prove those exact journeys in your tenant.

Does buying Microsoft 365 include Dynamics 365 Sales or Power Apps Premium?

Do not assume so. Microsoft 365 provides seeded Power Platform capabilities, but Dynamics 365 and premium Power Platform use have separate licensing boundaries. Check the current Microsoft licensing pages for the proposed architecture.

How should we compare CRM prices?

Compare the three-year operating cost: product licences, implementation, integration, data migration, storage, support, releases and the internal people needed to own the system. A low per-user price can still produce an expensive unsupported process.