Version 1.1.0.0 – Major Rebrand & Core Microsoft 365 CRM Foundation

Release Date: 23rd April 2025

This release marks the first iteration of our Microsoft 365 CRM rebrand, introducing a completely redesigned PowerApp interface built with the Microsoft Creator Kit. The new design language delivers a modern, consistent look and feel across the application, significantly improving usability and user experience.

🔧 Microsoft 365 CRM Key Features:

• Account Management

  • Streamlined workflows for managing customer accounts with improved visibility and control.

• Contact Management

  • Enhanced tools to track and manage customer interactions across touchpoints.

• Sales Management

  • Leads: Capture and monitor potential sales leads with intuitive dashboards.

  • Opportunities: Manage sales pipelines from qualification to closure.

  • Activity Management: Schedule and track meetings, calls, and follow-ups with integrated activity views.

The new user interface and design language used for SoCRM.

🖼️ UI Highlights:

The new interface includes:

• A left-hand navigation pane for quick access to modules like Accounts, Contacts, Sales, and more.

• Visual dashboards showing: 

  • Upcoming activities and interactions.

  • Account and sales summaries.

  • Charts for open activities, leads, and opportunities.