Your On-Prem Dynamics CRM Deserves a Better Cloud Destination
Dynamics 365 for Sales is the obvious upgrade. But for B2B software companies, MSPs, VARs, and professional services firms, TekStack delivers everything D365 gives you, plus the CRM, PSA, Help Desk, Billing, and AI capabilities your vertical actually needs. Built on the same Microsoft platform. One price. Nothing hidden.
Why Companies Move Off On-Prem
Your on-premise CRM is holding you back
If you're still running Dynamics CRM on-premise, you're spending time managing servers instead of managing growth. You're missing out on AI, automatic updates, and the connected Microsoft 365 experience your team already expects.
The D365 for Sales Question
Why not just migrate to Dynamics 365 for Sales?
Dynamics 365 for Sales is a great general-purpose CRM. But for B2B software companies, MSPs, VARs, and professional services firms, it's only the starting point. You'll still need a PSA tool, a billing platform, a help desk, reporting dashboards, and an SI partner to stitch it all together. TekStack ships all of it, on the same Microsoft platform, in one subscription.
| Capability | TekStack | Dynamics 365 for Sales |
|---|---|---|
| CRM: pipeline, forecasting, accounts | ✓ Included / purpose-built for B2B tech | ✓ Included / general purpose |
| Outbound sequencing from Outlook | ✓ Included / native, sends from seller's account | ⚠ Sales Accelerator / limited capability |
| Professional Services Automation | ✓ Included / projects, resources, utilization, time | ✗ Not included / requires D365 Project Operations add-on |
| Help desk: SLAs, entitlements, portal | ✓ Included / with customer portal | ✗ Not included / requires D365 Customer Service add-on |
| Subscription and renewal management | ✓ Included / software, services, milestones, T&M | ✗ Not included / no native capability |
| Invoicing: software + services | ✓ Included / fully automated | ✗ Not included |
| Power BI dashboards (pre-built) | ✓ 100+ dashboards / sales, ARR, NRR, utilization, support | ✗ Not included / requires custom build |
| Marketing automation | ✓ Included (Enterprise Edition) | ✗ Not included / requires D365 Customer Insights |
| Agentic AI / Copilot Studio / MCP Server | ✓ Fully agentified / GA MCP Server, Teams agents | ⚠ Copilot for Sales / add-on license required |
| Implementation + data migration | ✓ Included / $0 additional | ✗ SI required / $50K to $500K+ typical |
| Unlimited application support | ✓ Included / no per-ticket fees | ✗ Premier Support / from ~$30K+/yr |
| Managed services (Max) | ✓ Included / AI agents + human experts | ✗ Not included / separate partner retainer |
| Business Central integration | ✓ Included / pre-built, tested | ⚠ Possible / custom integration required |
| Estimated Year 1 Cost (50 Users) | ~$48,000 all-in | ~$340,000+ (licensing + SI + support) |
* Competitor cost estimates based on publicly listed pricing and typical partner/SI market rates. Actual costs may vary.
Low-Risk Migration Path
Microsoft makes the migration easy, and TekStack makes the destination better
Microsoft's OP2OL (On-Premise to Online) migration program provides tooling through Dynamics Lifecycle Services to move your on-premise Dynamics CRM database to the cloud. Because TekStack is built on the same Microsoft Dataverse platform, your migrated data integrates directly with no re-implementation required.
📄 Learn more: Microsoft's OP2OL Migration Overview | Download the OP2OL Whitepaper
Everything Your Tech Company Needs
One platform. Every module. Built for your vertical.
TekStack replaces up to 7 disconnected systems with a single platform built natively on Microsoft 365. Every module is included: CRM, PSA, Help Desk, Billing, Reporting, and Agentic AI. Every department works from the same source of truth.
- Pipeline and forecasting
- CPQ and one-click quoting
- Outbound sequencing from Outlook
- Conversational intelligence
- Optional Marketing automation
- Project scheduling and Gantt charts
- Resource management and utilization tracking
- Agile, waterfall, or hybrid methodologies
- Smart time entry from Teams
- Project profitability tracking
- Subscription and renewal management
- T&M and milestone billing
- Business Central and QuickBooks integration
- ARR / MRR / NRR tracking
- Automated invoice generation
- Multi-channel intake (portal, email, chat, phone)
- SLA and entitlement management
- Customer self-service portal
- Time tracking against cases
- Customer profitability measurement
- Sales pipeline and forecast dashboards
- Resource utilization and capacity planning
- ARR, MRR, retention and churn metrics
- Project profitability and margin tracking
- Support volume, SLA, and customer health
- Deal desk automation
- Renewal processing workflows
- Approval chains and notifications
- Cross-module data synchronization
- Custom triggers via REST and Graph API
Agentic AI: Built In, Not Bolted On
The AI-ready platform your on-prem CRM can never be
TekStack is fully agentified. AI agents built with Copilot Studio and Azure AI Foundry work right inside Teams, answering questions, updating records, and automating ~80% of routine interactions. An official Dataverse MCP Server connects any LLM to your business data. This is not a future roadmap item. It's GA today.
Microsoft 365 Native
Your team already lives in Microsoft. TekStack lives there too.
TekStack deploys directly into your Microsoft tenant. Your data stays under your governance, your team works in tools they already know, and you inherit enterprise-grade security from day one.
Included in Every Subscription
Meet Max: Your Revenue Maximizer
We don't just hand you software. We run it with you. Max is a blend of AI agents and human experts included in every TekStack subscription. It sits alongside your team to find revenue you're missing, improve margins without adding headcount, and make sure your systems actually work together.
What Max covers by practice area:
Transparent Pricing
Everything included. Nothing hidden.
No SI fees. No support tiers. No managed services retainer on top. One subscription covers the software, the implementation, and the ongoing partnership.
- CRM or PSA (one module)
- Implementation + data migration
- Unlimited application support
- Max: 1 practice area
- Outlook and Teams integration
- Power BI + AI features + MCP Server
- CRM, CPQ, PSA, Help Desk, Billing
- Implementation + data migration
- Unlimited application support
- Max: 1 practice area
- Power BI + AI agents + MCP Server
- 300+ Power Automate flows
- Everything in Business Edition
- Marketing automation included
- Max: 2 practice areas
- 10 hrs/month customization
- Unlimited staging environments
- Full Agentic AI capabilities
Pricing in USD · Annual term · CAD, EUR, GBP, AUD available
Built for Your Industry
Purpose-built for B2B tech companies, not a one-size-fits-all CRM
TekStack has spent 50,000+ hours building processes, reports, and features specifically for B2B technology companies. Here's why companies in your vertical choose TekStack over generic CRM platforms.
Open by Design
Your data. Your tenant. Your control.
All data lives in Dataverse inside your Microsoft environment, governed by Microsoft Entra with six layers of access control. No vendor-owned silo. No black boxes. No data leaving your tenant.
🔒 1,000+ Standard Dataverse Tables
Fully open data model that scales with every module you deploy. No hidden data stores.
🌐 3,000+ API Endpoints
Unlimited OData API access. No per-call charges. No rate limits, ever. Full REST + Graph API.
🗄️ Direct SQL via Azure Synapse Link
Full access to your data in your Microsoft tenant. Export, analyze, and integrate however you need.
🔧 Unlimited Customization
Built on Power Apps: Model-driven, Canvas, and Generative pages. Your IT team already knows the platform.
Frequently Asked Questions
Common questions about migrating from on-premise Dynamics CRM
What is the best alternative to Dynamics 365 for Sales for B2B technology companies?
TekStack is the best alternative for B2B software companies, MSPs, VARs, and professional services firms. It's built on the same Microsoft Power Apps and Dataverse platform as Dynamics 365, but ships with hundreds of pre-built industry processes, CRM, PSA, Help Desk, Billing, 100+ Power BI dashboards, Agentic AI, and an official MCP Server, all in one subscription with implementation and unlimited support included.
Can I migrate from on-premise Dynamics CRM to TekStack?
Yes. Microsoft provides the OP2OL (On-Premise to Online) migration tooling through Dynamics Lifecycle Services to move your on-premise CRM database to the cloud at minimal cost. TekStack is built on the same Dataverse platform, so your migrated data integrates directly. TekStack also includes full implementation and data migration as part of every subscription, with no additional SI fees.
How much does TekStack cost compared to Dynamics 365 for Sales?
TekStack Business Edition is $3,995/month for up to 50 users and includes every module (CRM, PSA, Help Desk, Billing), full implementation, unlimited support, and Max managed services. A comparable Dynamics 365 for Sales deployment typically costs 5 to 8 times more in year one when you factor in SI implementation ($50K to $500K+), support tiers ($30K+/yr), and managed services retainers.
What is TekStack Max?
Max is TekStack's Revenue Maximizer, a blend of AI agents and human experts included in every subscription. Max covers full implementation, unlimited application support, ongoing managed services across Marketing, Sales, Professional Services, and Finance, plus continuous training and adoption support. No per-ticket fees. No support tier upgrades. No separate partner retainer.
Does TekStack support Copilot Studio, MCP Server, and Agentic AI?
Yes. TekStack is fully agentified. AI agents built with Copilot Studio and Azure AI Foundry work inside Teams, answering questions and updating records in real time. TekStack has an official GA Dataverse MCP Server that connects Claude, GitHub Copilot, Azure AI Foundry, or any LLM. 300+ pre-built Power Automate flows automate ~80% of routine interactions.
What Microsoft 365 integrations does TekStack include?
TekStack deploys directly into your Microsoft 365 tenant with deep native integration: Outlook (email, calendar, CRM sidebar), Teams (agents, approvals, chat flows), SharePoint (document management), Power BI (100+ dashboards), Power Automate (300+ flows), Azure Synapse Link (direct SQL), Copilot Studio, Azure AI Foundry, and Microsoft Entra (six-layer enterprise security).
What is Microsoft's OP2OL migration program?
OP2OL (On-Premise to Online) is Microsoft's official migration program for moving Dynamics CRM on-premises databases to Dynamics 365 online. Microsoft provides migration tooling through Dynamics Lifecycle Services and FastTrack support. The program supports CRM V9.0 or later. Partners nominate customers at aka.ms/op2olnom. The tooling minimizes cost and risk compared to a full re-implementation.
Why is TekStack better than D365 for Sales for MSPs and VARs?
Dynamics 365 for Sales is a general-purpose CRM. TekStack is purpose-built for B2B tech: MSPs, VARs, software companies, and professional services firms. TekStack includes PSA, subscription and renewal management, T&M and milestone billing, help desk with SLAs, outbound sequencing from Outlook, and 100+ Power BI dashboards for ARR, NRR, utilization, and support. None of these ship with D365 for Sales.
See why B2B tech companies choose TekStack over D365 for Sales
No generic slideshow. We'll walk through TekStack's unified platform with your specific use case in mind, from pipeline to invoicing, all in one place.
