So365 One is a Microsoft 365‑native operational solution that brings together sales, project delivery and service management in one connected system.
It extends Microsoft 365 with ready‑made business modules - running entirely inside your tenant using SharePoint, Teams, Outlook and Power Platform - without introducing new cloud software, logins or external data stores.
One unified solution for sales → delivery → support
Three modules. One Microsoft 365 data foundation. End‑to‑end operational flow.
CRM, Projects and Cases form the core workspace of So365 One.
They are designed together and share:
A shared data model built on SharePoint and Power Platform
A consistent structure and user experience
Cross‑module automation and workflows
A single governance, security and permissions model
This enables seamless flow across the full lifecycle.
Lead → Opportunity → Project → Support → Reporting
No integrations. No duplication. No handover gaps.
The core modules
Why organisations choose So365 One.
Built natively on Microsoft 365.
Built on the Microsoft 365 foundation you already trust
Microsoft 365-native foundation
Your data stays in your tenant - no external databases or platforms
Teams work in familiar tools - Teams, Outlook and SharePoint
Built‑in governance - Microsoft 365 permissions and retention apply automatically
Designed to work with Microsoft Copilot experiences - across CRM, Projects and Cases
Lower total cost - no standalone tools or complex integrations
Faster to deploy and evolve - powered by the Microsoft Power Platform
Simple, transparent pricing
So365 One modules are licensed per user, per month - with unlimited read‑only users included.
Licensed annually.
Installed directly in your Microsoft 365 tenant.
Unlimited read‑only users included.
Modules can be used individually or together.
Pricing is straightforward, but can vary based on configuration, rollout approach and organisational scale, and is confirmed as part of onboarding.
Beyond the core platform
So365 One also underpins specialist solutions such as our People platform (HR) and a growing set of team and department apps.
These solutions share the same Microsoft‑native principles, governance model and design system, while remaining purpose‑built for their specific use cases.