Built for Microsoft 365 Customers

The Agentic AI
Customer 360
Platform.

Escape Salesforce or on-premise Dynamics CRM. PowerStack 365 is the modern alternative - CRM, PSA, and Revenue Management unified inside Microsoft 365, with AI agents built in from day one.

75%
Lower total cost vs. Salesforce Sales Cloud full stack
$0
Migration cost - included in subscription
Microsoft Copilot
AI-Native
MCP server built-in. AI agents work inside Teams on day one - Copilot Studio, Azure AI Foundry, Claude, and GitHub Copilot ready.
1
Platform - CRM, PSA, Revenue. One login, one window.
Microsoft
Your data in your Microsoft tenant. Full sovereignty.
Powered by Powered by Microsoft - Dataverse, Power Apps, Power Automate, Copilot Studio, Azure AI, Power BI, Microsoft 365

Every tool your team needs.
One window. One login.

PowerStack 365 replaces up to 7 disconnected systems with a single platform built natively on Microsoft 365 - so every department works from the same source of truth.

Customer Relationship Management

True Customer 360 built for B2B technology companies. Every account, contact, deal, project, invoice, and support ticket - one view, one window, right inside Outlook and Teams.

  • Pipeline and forecasting
  • Customer 360
  • Outbound sequencing
  • CPQ and quoting
  • Marketing automation
  • Conversational intelligence
PowerStack 365 - CRM Customer 360 · Microsoft Edge
app.powerstack365.com/crm/accounts
PowerStack 365 CRM - Customer 360

Service Delivery

Deliver great projects, manage team utilization, and track billable time - all connected to your CRM and billing so nothing slips between departments.

  • Project scheduling
  • Resource utilization
  • Smart time entry
  • Project accounting
  • Customer portal
  • Milestone billing
PowerStack 365 - Service Delivery · Microsoft Edge
app.powerstack365.com/delivery/projects
PowerStack 365 - Service Delivery

Revenue Management

Quote to cash, fully automated. Subscriptions, milestones, time and materials, and renewals - all in one system connected to your CRM and accounting.

  • Quoting and CPQ
  • Subscription management
  • Automated invoicing
  • Renewal management
  • ARR and retention reporting
  • Accounting integration
PowerStack 365 - Revenue Management · Microsoft Edge
app.powerstack365.com/revenue/invoicing
PowerStack 365 - Revenue Management

Reporting and Analytics

100+ pre-built Power BI dashboards covering every metric a B2B technology company needs - sales, utilization, ARR, NRR, and support. Ready out of the box, no setup required.

  • Pipeline and funnel reporting
  • ARR and MRR dashboards
  • Utilization analytics
  • Win rate and deal analysis
  • Customer retention
  • Help desk analytics
PowerStack 365 - Reporting and Analytics · Microsoft Edge
app.powerstack365.com/reporting/dashboards
PowerStack 365 - Reporting and Analytics

Agentic AI

PowerStack 365 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.

  • Official MCP server - GA
  • Teams-embedded agents
  • Copilot Studio ready
  • Azure AI Foundry
  • Full CRUD via MCP
  • Claude and GitHub Copilot compatible
PowerStack 365 - Agentic AI · Microsoft Teams
teams.microsoft.com/powerstack365-agent
PowerStack 365 - Agentic AI in Teams

Your AI agents
live here.

PowerStack 365 is built on Microsoft Dataverse - a native MCP server. Your AI agents can read, reason about, and act on your real business data without connectors, hacks, or guesswork.

MCP Server - Generally Available
Connect Claude, GitHub Copilot, Azure AI Foundry, or any LLM. Full CRUD. 3,000+ API endpoints. No custom connectors needed.
💬
Teams-Embedded Agents
Agents answer questions and update records right in Teams chat. Real-time. No app switching required for your team.
🔭
Full Business Visibility
Because CRM, PSA, and billing share one data model, agents see the complete customer journey - not just what's in one module.
🏗️
Build Your Own in Hours
Copilot Studio lets you create new agents on your own data model. No vendor dependency. No roadmap waiting.
Copilot Studio Azure AI Foundry MCP Server Full CRUD

Your customizations
finally have a home.

Power Apps and Dataverse is the low-code, AI-ready, enterprise-secure platform you've been waiting to move to. Everything you built in Salesforce or on-premise Dynamics - rebuilt better, faster, and inside the Microsoft tenant you already own.

Low-Code
Agentic AI Ready
Enterprise Secure
Fully Open API
Microsoft Power Apps + Dataverse
Model-driven, Canvas & Generative pages

Every field, form, view, workflow, and data table in PowerStack 365 can be configured without code. Your IT team already knows Power Apps - which means zero ramp-up, no vendor dependency, and unlimited headroom to build exactly what your business needs.

Unlimited custom tables & fields - no schema limits
Model-driven apps for structured data workflows
Canvas apps for custom mobile & desktop experiences
Generative pages with Copilot-assisted UI building
Full solution packaging - move changes between environments
1,000+Standard Dataverse tables
3,000+OData v4 API endpoints
6Security layers via Entra
Power Automate
300+ pre-built flows ship out of the box. Build additional automations with Power Automate's no-code trigger-and-action builder - or extend via REST and Graph APIs. Approvals, notifications, multi-step processes: all without a developer.
300+ pre-built flows Teams-embedded triggers REST & Graph API Approval workflows
API Integrations
3,000+ OData endpoints with no rate limits, no per-call charges, ever. Connect any external system - accounting, HR, ticketing, data lakes - via REST, Graph API, or Azure Synapse Link for direct SQL access to your full data model.
OData v4 standard No rate limits Azure Synapse SQL 1,000+ connectors

Dataverse is the connective tissue of the Microsoft ecosystem. PowerStack 365 plugs directly into the tools your team already lives in - no middleware, no separate logins.

Microsoft 365 Apps
Outlook
Emails, calendar, tasks - all synced to account & contact records natively
Teams
AI agents, approvals, and notifications live inside Teams chat
Word
Generate proposals, contracts, and reports from CRM data automatically
Excel
Export any dataset, build pivot analyses, and push data back to Dataverse
SharePoint
Documents, wikis, and files linked directly to deals, projects, and accounts
Reporting & Analytics
Power BI
100+ pre-built dashboards. Dataverse connects directly - no ETL, no export. Sales pipeline, ARR, utilization, and NRR out of the box. Embed reports anywhere in the app.
Microsoft Fabric
Azure Synapse Link exposes direct SQL access to your Dataverse tables in Fabric. Build enterprise-grade data warehouses, run analytics at scale, and combine CRM data with any other source.
Your IT team already knows this platform.
No new skills to hire. No vendor lock-in. No black boxes between you and your data.

Everything included.
Nothing hidden.

Most platforms look affordable until you add implementation, support, and managed services. PowerStack 365 ships with all of it - on a platform your IT team already knows.

Capability ✦ PowerStack 365 Salesforce + Add-ons
CRM - Customer 360 Built-in, AI-assisted pipeline, forecasting, and full customer history ~Core CRM strong but siloed - no native PSA, billing, or support history
Projects Built-in - scheduling, utilization, time entry, milestone billing Not included - requires separate tool (Mavenlink, Kimble, or PSA add-on)
Revenue Management Subscriptions, renewals, invoicing, and ARR reporting built-in Requires SaasOptics, Maxio, or Revenue Cloud - separate purchase and implementation
Customization Power Apps - unlimited tables, Canvas and model-driven apps, no-code configuration ~Apex and Flow available but require Salesforce developer expertise and managed packages
Integration 3,000+ OData endpoints, Power Automate, Azure Logic Apps, no rate limits ~REST API available but API call limits apply and MuleSoft often required for complex integrations
Security Microsoft Entra ID, six-layer Dataverse security model, your tenant - full data sovereignty Salesforce-managed infrastructure - data lives in Salesforce cloud, not your tenant
AI Ready Official MCP server, Copilot Studio, Azure AI Foundry, Claude, GitHub Copilot - GA now Agentforce limited to Salesforce ecosystem - actively blocking third-party AI access
Microsoft 365 integration Native - same tenant, same auth, Outlook and Teams built-in Third-party connector required, limited depth
Implementation included Included in subscription - $0 SI partner required - $50K to $500K+ typical
Total cost - 50 users (Year 1) ~$48,000 all-in ~$340,000 - approximately 7x more
* Competitor estimates based on publicly listed pricing and typical partner/SI rates. Actual costs may vary. PowerStack 365 aligns migration to your Salesforce renewal - zero overlap in spend.

One number. Everything included.

No SI fees. No support tiers. No managed services retainer. One subscription covers software, implementation, migration, and ongoing partnership.

Enterprise Edition
Unlimited scale and customization.
$ 8,495

/month

Unlimited users

    Everything in Business Edition, plus:
  • Unlimited Users
  • Dedicated Success Team
  • 10 hours/month customization services
Contact Sales

Pricing in USD · Annual term · CAD, EUR, GBP, AUD available · See full pricing details →

See how PowerStack 365 transforms your Microsoft 365 investment.

No generic slideshows. We'll walk through the full platform with your specific migration scenario in mind - CRM, Projects, and Revenue Management in one place, inside the tools your team already uses.

Migration included - $0 Start aligned to your renewal date Live in your tenant in weeks No SI partner required
Frequently Asked Questions

Everything you need to know
about PowerStack 365

Questions about security, migration, pricing, or how we compare? It's all here.

Security and Data Sovereignty

Your data lives entirely within your own Microsoft tenant - not in a shared vendor cloud, not in our infrastructure. PowerStack 365 is deployed to your Microsoft Azure environment and runs on Microsoft Dataverse, which means your organization retains full data sovereignty and control at all times.

This is a fundamental architectural difference from platforms like Salesforce or NetSuite, where your data is hosted in the vendor's own multi-tenant cloud with limited visibility or portability.

PowerStack 365 uses Microsoft Entra ID (formerly Azure Active Directory) as the sole identity provider. Every user authenticates through your existing Microsoft 365 login - there are no separate credentials, no password sync, and no third-party identity broker.

Access control is enforced through Dataverse's six-layer security model, which includes:

  • Organization-level, business unit, team, and user-level record access
  • Field-level security for sensitive data columns
  • Role-based access control with fine-grained privilege management
  • Conditional access and MFA policies inherited from your Entra ID configuration

Because PowerStack 365 runs entirely within your Microsoft tenant on Microsoft Dataverse and Azure, it inherits Microsoft's enterprise compliance certifications, including ISO 27001, SOC 2, GDPR, HIPAA, and FedRAMP where applicable to your Microsoft 365 subscription tier.

Your existing Microsoft compliance posture - DLP policies, audit logging, data residency settings, and Purview governance - applies automatically to PowerStack 365 data without any additional configuration.

Customization and Integration

Virtually everything. PowerStack 365 is built on Microsoft Power Apps and Dataverse, which means your team can add unlimited custom tables and columns, create new forms and views, modify business rules, build Canvas apps for mobile or specialized workflows, and configure automation flows - all without writing a line of code.

If you have developers, they can go further with Power Fx formulas, Azure Functions, and custom connectors. There are no artificial limits on the number of customizations, no per-customization licensing, and no vendor approval required to change your own platform.

PowerStack 365 exposes 3,000+ OData v4 REST API endpoints through Microsoft Dataverse - with no rate limits and no per-call charges. Every table, column, and relationship is queryable and writable via the API.

In addition to the standard REST API, you can integrate using:

  • Microsoft Graph API for Microsoft 365 data (email, calendar, Teams, SharePoint)
  • Power Automate with 1,000+ pre-built connectors for third-party systems
  • Azure Logic Apps for enterprise-grade orchestration
  • Azure Synapse Link for direct SQL access to Dataverse data in Microsoft Fabric
  • The official MCP server for AI agent integrations

Yes. PowerStack 365 ships with pre-built integrations for Microsoft Business Central and QuickBooks Online, covering invoice sync, payment status, and customer account data.

For other accounting platforms (Sage, Xero, Netsuite, or custom ERP systems), Power Automate and the Dataverse API make it straightforward to build bidirectional integrations without custom development in most cases.

Comparing to Salesforce

Salesforce Sales Cloud is a mature CRM, but it was designed as a standalone sales tool - not a unified revenue platform. To match what PowerStack 365 includes out of the box, most Salesforce customers end up paying for separate PSA tools, revenue management add-ons, a Premier Support contract, and significant SI implementation fees.

PowerStack 365 includes CRM, Projects, Revenue Management, Power BI reporting, Copilot Studio agents, and migration - all in one subscription. For a 50-user organization, the total Year 1 cost difference is typically 5 to 7 times lower with PowerStack 365.

For Microsoft 365 customers specifically, Salesforce requires third-party connectors for Outlook and Teams integration. PowerStack 365 is native to your tenant from day one.

Yes - significantly. PowerStack 365 is built on Microsoft Dataverse, which has an official, generally available MCP (Model Context Protocol) server. This means any MCP-compatible AI - including Claude, GitHub Copilot, Azure AI Foundry agents, and Copilot Studio - can read, reason about, and write to your business data with full CRUD access.

Salesforce's Agentforce is a proprietary AI framework that actively restricts access from third-party AI models. If you want to use Claude, GPT-4, or open-source models against your Salesforce data, you face significant technical and contractual barriers.

PowerStack 365 takes the opposite approach: your data, your AI choice. The MCP server is open, documented, and production-ready today.

Comparing to Dynamics 365 for Sales

PowerStack 365 and Dynamics 365 for Sales run on identical underlying technology - Microsoft Dataverse, Power Apps, Power Automate, and the Microsoft 365 platform. The key differences are scope, cost, and support model.

  • Scope: Dynamics 365 for Sales is a CRM only. Adding Projects (PSA), Revenue Management, and reporting requires purchasing additional Dynamics 365 modules at significantly higher per-user cost. PowerStack 365 bundles everything.
  • Cost: Dynamics 365 is licensed per user per module. PowerStack 365 is a single flat subscription covering your entire team and all modules.
  • Support: Microsoft does not provide implementation or application support for Dynamics 365 - you need a partner. PowerStack 365 includes unlimited application support and implementation in the subscription.
  • Bloat: Dynamics 365 is a large suite designed for enterprise-scale complexity. PowerStack 365 is purpose-built for mid-market B2B technology companies - faster to implement, easier to maintain, and configured for your specific use case out of the box.

Yes - and because both platforms run on Dataverse, the migration is significantly simpler than moving between different technology stacks. Your data model, security roles, and many customizations can be carried forward directly.

PowerStack 365 includes a pre-built migration package for Dynamics 365 for Sales covering data mapping templates, migration scripts, and validation tools. Multi-year commitment customers also receive up to 50 hours of custom migration services to handle complex customizations or data transformations.

Migration

Every PowerStack 365 subscription includes a Migration Accelerator - a structured program designed to get you live before your existing contract expires, so you never pay for two platforms at once.

The program includes pre-built migration packages for the three most common origin platforms:

  • Salesforce Sales Cloud - data mapping templates for Accounts, Contacts, Opportunities, Activities, and custom objects; migration scripts; and field-level validation tooling
  • Dynamics CRM On-Premise - schema analysis, lift-and-shift data migration scripts, and environment configuration guides
  • Dynamics 365 for Sales - Dataverse-to-Dataverse migration tooling with solution component migration support

Customers on multi-year commitments also receive up to 50 hours of custom migration services for complex data transformations, custom object migration, or integration rewiring.

Most customers are live in 6 to 10 weeks from contract signing. The timeline depends on data volume, the number of integrations being rewired, and the complexity of existing customizations.

We align your PowerStack 365 start date to your existing platform's renewal date - so your migration runway begins when it makes financial sense, not when we sign the contract. You only start paying for PowerStack 365 when you're ready to go live.

Yes. The Migration Accelerator covers full historical data migration including Accounts, Contacts, Leads, Opportunities, Activities (emails, calls, meetings), closed won deals, and associated records.

For Salesforce migrations, we also support migrating custom object data and field history where it maps to PowerStack 365's data model. A pre-migration data audit identifies any records that require manual review or transformation before cutover.

General

PowerStack 365 requires an active Microsoft 365 Business or Enterprise plan (Business Basic, Business Standard, E3, or E5). Most customers already have these licenses for Outlook, Teams, and SharePoint.

Dataverse capacity (storage and API throughput) is included in your PowerStack 365 subscription - you do not need to purchase separate Power Platform capacity licenses for standard use. Copilot Studio agent usage for AI features requires a Copilot Studio license, which can be added to your subscription.

Yes - implementation, data migration, user training, and ongoing application support are all included in your subscription. There is no separate statement of work, no SI partner engagement required, and no professional services invoice at go-live.

This is one of the most meaningful cost differences versus Salesforce or Dynamics 365, where implementation alone typically costs $50,000 to $500,000+ depending on complexity.

All plans include unlimited application support - meaning there's no ticket limit, no tiered response SLA, and no additional support contract to purchase. Our team handles application questions, configuration help, and issue resolution.

Enterprise Edition customers also receive a dedicated success team and 10 hours per month of customization services - for building new Power Apps, extending the data model, or creating additional Power Automate flows as your business evolves.

Yes. PowerStack 365 is available globally wherever Microsoft Azure and Microsoft 365 are available. Data residency is controlled by your Microsoft tenant's region settings, so customers in the EU, UK, Australia, and Canada can keep their data within their required geographic boundaries.

Pricing is available in USD, CAD, EUR, GBP, and AUD. All plans are billed annually.