PowerStack 365 | AI-Ready CRM & PSA on Microsoft Dataverse
Powered by Microsoft

The Open Platform
for AI-Ready Business

PowerStack 365 is built on Microsoft Dataverse - giving you 1,000+ standard tables, 3,000+ API endpoints, and a fully open data model that scales with every module you deploy. Your data. Your tenant. Your AI.

1,000+
Standard Dataverse Tables
3,000+
API Endpoints
6
Enterprise Security Layers
1,000+
Power Platform Connectors
GA
Official MCP Server - Claude, Copilot Studio, GitHub Copilot, Azure AI
Microsoft Dataverse Power Apps Power Automate Azure Synapse Link OData v4.0 Copilot Studio Microsoft Entra ID
The Microsoft Advantage

Built natively for people
who live in Microsoft

With a Microsoft platform, everything that happens in your business becomes a connected hub of information. From emails to meeting recaps. From projects to invoices. One place, one system of record.

  • Lives inside your Microsoft tenant - your data stays under your governance
  • Deep integration with Outlook, Teams, SharePoint, Word, Excel, and Power BI
  • One system of record across structured and unstructured data - emails, meeting recaps, documents
  • Access controlled with Microsoft Entra ID - no hidden data stores or black boxes
  • Inherits your Microsoft compliance posture - ISO 27001, SOC 2, GDPR, and more
  • Copilot Studio and Azure AI Foundry ready from day one
Outlook
Emails, calendar, and tasks synced to every account and contact record natively
Teams
AI agents, approvals, and record updates without leaving Teams chat
Word
Generate proposals, contracts, and reports directly from CRM data
Excel
Export, pivot, and push data back to Dataverse without any connector
SharePoint
Documents and files linked to deals, projects, and accounts automatically
Power BI
100+ pre-built dashboards - pipeline, ARR, utilization, NRR - out of the box
Microsoft Fabric
Direct SQL access via Azure Synapse Link - no ETL, no export required
Microsoft Entra ID
Single sign-on, MFA, conditional access - your existing identity policies apply
Agentic Platform

A platform where agents do the work

PowerStack 365 is completely agentified. Flows embedded in Teams handle routine work automatically, while PowerStack Agents answer questions and update records in real time - right from Teams chat.

Teams Integration

Teams-embedded flows automate routine interactions

Flows integrated directly into Teams chats automate up to 80% of routine user interactions - project updates, change requests, approvals, and more - without anyone needing to open a separate application.

Conversational AI

Ask the PowerStack Agent anything, get answers in Teams

Query opportunities, projects, invoices, and account history directly in Teams chat. Update records in real time without switching to a separate application. The agent sees your complete customer - not just one module.

Copilot Studio

Design new agents in hours, not months

Build specialized agents for sales, project delivery, and support workflows using Copilot Studio - on top of your own data model, with your own LLM. No waiting on a vendor roadmap, no opaque AI layer between you and your data.

Azure AI Foundry

Enterprise AI with full context

Azure AI Foundry agents connect to Dataverse via the MCP server with full read and write access. Build complex multi-step AI workflows that span CRM, Projects, and Revenue data - all in your own Azure environment.

~80%
of routine user interactions automated by Teams flows
GA
Dataverse MCP Server - officially released and production-ready
Hours
to design and deploy a new agent on your own data model
Open Architecture

A platform you can shape to your business

PowerStack 365 delivers a verticalized data model with 400+ tables, 300+ flows, and thousands of API endpoints ready out of the box - and fully open for you to extend however your business needs.

MCP Server - connect any LLM

Connect PowerStack 365 to Claude, GitHub Copilot, Azure AI Foundry, or any AI tool that supports the Model Context Protocol. Your business data, available everywhere - unlike Salesforce which blackboxes your data inside Agentforce.

Open API with no limits

Full REST API with 3,000+ OData endpoints and no artificial call limits. Build every integration your business actually needs without hitting rate limits or paying for higher tiers. No per-call charges, ever.

Unbounded customization

Built on Microsoft Power Apps with full support for model-driven apps, Canvas apps, and Generative pages. Every field, workflow, and view can be configured. Your IT team already knows the platform.

Direct SQL access via Azure Synapse

Full access to your data, in your Microsoft tenant. No locked-down data warehouse. Export, analyze, and integrate however you need using Azure Synapse Link for direct SQL access to all Dataverse tables.

300+ Power Automate flows included

Pre-built automation flows for common revenue operations scenarios, ready to activate out of the box. Build additional flows with Power Automate or extend via REST API and Graph API. No developer required.

Six-layer enterprise security

Role-based access across eight types and five levels, business unit hierarchy, row-level security, column-level data masking, hierarchy security, and team-based security - all through Microsoft Entra ID.

1,000+
Standard Dataverse tables
3,000+
API endpoints
300+
Pre-built Power Automate flows
1,000+
Power Platform connectors
Why PowerStack 365

The right platform for your agentic future

PowerStack 365 is not another point solution. It is a complete, open, Microsoft-native platform built for B2B technology companies that want one system of record - not five disconnected tools.

01

One system of record

Connect structured data - accounts, opportunities, projects, invoices - with unstructured data - emails, meeting recaps, documents - so sales, delivery, and finance see the same truth.

02

Built for how B2B teams actually work

Support the real jobs your teams do every day, from building awareness and capturing demand, to forecasting, delivering projects, and invoicing - without stitching together tools.

03

Ready for an agentic world

Dream up a use case and turn it into an agent within hours - using your own LLM, on top of your own data model. No waiting on a vendor roadmap, no opaque AI layer between you and your data.

04

Lower cost than Salesforce or Dynamics 365

Enterprise-grade, Microsoft-native platform at a fraction of the cost and complexity. No extensive add-ons, no per-seat surprises, no multi-hundred-thousand-dollar implementation fees.

05

Fully extensible and customizable

Verticalized out of the box, but completely open so you can build anything on top of it with Power Apps, REST and Graph APIs, and Power Automate. Your developers already know the stack.

06

Open architecture, no black boxes

Transparent data model, accessible APIs, and your own LLM. No opaque AI layer between you and your customer data. Your data stays in your tenant, under your governance, always.

Platform Comparison

Everything included. Nothing hidden.

Most CRM platforms look affordable at first glance - until you factor in implementation fees, support tiers, and managed services that should have been included from day one.

Capability ✦ PowerStack 365
Microsoft Power Platform
Base Power Apps
+ Dataverse only
Dynamics CRM
On-Premise
Salesforce
Sales Cloud
Dynamics 365
for Sales
Applications Ready to Use
CRM - Customer 360 IncludedPre-configured, B2B-ready Build it yourselfBlank Dataverse - no CRM pre-built YesDated UI, legacy on-premise YesCore product, complex to configure YesModern, same Dataverse platform
Projects / PSA IncludedScheduling, utilization, billing Build it yourselfNot available out of the box Separate productRequires additional server deployment Not includedThird-party PSA tool required Separate moduleD365 Project Operations - extra cost
Revenue Management IncludedSubscriptions, renewals, ARR reporting Build it yourselfNot available out of the box Not availableThird-party billing system required Not includedRevenue Cloud or Maxio add-on Not includedSeparate billing system required
Power BI Reports 100+ pre-builtPipeline, ARR, utilization, NRR - ready on day 1 Build it yourselfPower BI available but no pre-built reports Not includedCustom SSRS reports, no modern BI Not includedTableau or third-party BI required PartialSome Power BI templates, limited pre-built
Data Model and Customization
Pre-built Tables 400+ app tablesOn top of 1,000+ standard Dataverse tables Standard Dataverse only~1,000 standard tables, no app layer ~200Legacy schema, rigid structure ~900Across all clouds ~800D365 suite
Pre-built Workflows 300+ flows includedRevenue ops scenarios, Teams-embedded None includedStart from scratch in Power Automate Custom onlyManual workflow configuration required SomeFlow Builder, limited pre-built SomePower Automate - but no pre-built RevOps flows
Low-Code Customization UnlimitedPower Apps, Canvas, model-driven, Vibe coding UnlimitedSame platform - but you build everything LimitedOn-premise dev required, no low-code YesLightning App Builder, Apex required for complex changes UnlimitedPower Apps - identical platform
API and Integration
API Endpoints 3,000+OData v4.0, no rate limits 3,000+Same Dataverse API - but no app layer LimitedSOAP / legacy APIs, no OData standard 2,000+Proprietary REST / SOAP, daily limits 3,000+OData v4.0 - same Dataverse
Direct SQL Access Yes - Azure Synapse Link Yes - Azure Synapse LinkSame capability NoSQL Server access only on-prem PartialData Cloud add-on cost Yes - Azure Synapse Link
AI Agent Integration
Official MCP Server Yes - GAFull CRUD. Claude, Copilot, GitHub, Azure AI Yes - GASame Dataverse MCP - no pre-built app context NoOn-premise - no cloud AI connectivity Yes - restrictedAgentforce - external agents actively limited PartialCopilot integration, evolving MCP support
Open LLM Access Fully openAny MCP-compatible LLM Fully openSame openness - but agents have no app data context NoNot feasible on-premise RestrictedActively limiting third-party AI access Microsoft-firstAzure OpenAI preferred
Security and Sovereignty
Security Layers 6 layersRole, BU, row, column, hierarchy, team 6 layersIdentical Dataverse security model BasicRole-based only, manual patching required 5 layersProfiles, roles, record, field, IP 6 layersIdentical Dataverse security model
Data Sovereignty Your Microsoft tenantFull governance and control Your Microsoft tenant Your serversOn-prem control but infrastructure burden Salesforce cloudHyperforce allows region choice Your Microsoft tenant
What's Included
Application Support Unlimited - includedNo ticket limits, no per-case fees Not includedMicrosoft support requires partner or paid plan Not includedRequires internal IT team or partner Not includedPremier Support ~$30K+/yr Not includedMicrosoft Unified Support via partner
Implementation Included - $0 DIY or partner costAll configuration is your responsibility Not includedOn-prem setup, migration, custom dev required Not includedSI partner: $50K - $500K+ typical Not includedPartner-led implementation required
Cost - 50 Users, All Modules (Year 1 Estimate)
Platform and Licensing $47,940~$80/user/month all-in $0Included in M365 / Power Platform plan ~$20,000CALs + server licensing ~$150,000Sales + Service + Platform Enterprise ~$72,000D365 Sales + Project Operations
Build / Implementation Cost $0Included ~$150,000+Custom dev to build CRM, PSA, billing, reports from scratch ~$60,000Migration, upgrade, and customization ~$150,000Mid-market SI engagement ~$80,000Partner-led implementation
Support (Annual) $0Unlimited support included ~$24,000Ongoing developer / partner retainer ~$30,000Internal IT + partner support ~$30,000Premier Support minimum ~$15,000Unified Support plan
Total Year 1 (est.) $47,940All-in. No surprises. ~$174,000Platform is free - everything else costs more ~$110,0002.3x more than PowerStack 365 ~$330,0006.9x more than PowerStack 365 ~$167,0003.5x more than PowerStack 365
* Competitor cost estimates are based on publicly listed pricing and typical partner/SI market rates. Actual costs vary by negotiated contract and region. Base Power Apps + Dataverse build cost assumes custom development of CRM, PSA, revenue management, and Power BI reports from scratch. Dynamics CRM On-Premise assumes migration and modernization project.
No obligation - 1 hour

See the platform that can replace all of them in one hour.

Most companies are running five or more disconnected tools and still lack reliable data, clean forecasts, or a system their finance team trusts. We'll show you what one platform, built on Microsoft, actually looks like for a business like yours.

1

We learn about your current stack and where it is breaking down across sales, delivery, and finance

2

You see a live walkthrough of PowerStack 365 tailored to your team's biggest pain points

3

We walk you through pricing - straightforward, with no surprises, aligned to your renewal date

4

You leave with a clear picture of what the Microsoft platform can do for your business

Implementation, migration, and support included. No consultants, no hidden fees. One team, one point of contact, from day one.
Frequently Asked Questions

Platform questions,
answered.

Everything you need to know about how PowerStack 365 is built, how it compares, and how to move to it.

Architecture and Data
  • Microsoft Dataverse is the cloud database that powers PowerStack 365 - and also powers Microsoft Dynamics 365, Power Apps, and Copilot Studio. It ships with 1,000+ standard tables, a six-layer enterprise security model, an official MCP server, and 3,000+ OData v4 API endpoints.

    Because PowerStack 365 runs on Dataverse inside your Microsoft tenant, your data is stored under your own governance - not in a shared vendor cloud. Your existing Entra ID policies, DLP rules, and compliance configurations apply automatically.

  • Entirely within your own Microsoft Azure tenant - not in our infrastructure, not in a shared cloud. You choose the data region through your Microsoft 365 tenant settings, which means customers in the EU, UK, Canada, and Australia can keep data within their required geographic boundaries.

    This is a fundamental difference from Salesforce and NetSuite, where your data lives in the vendor's environment with limited portability.

  • PowerStack 365 exposes 3,000+ OData v4 REST endpoints with no daily API caps and no per-call charges. Integration options include:

    • OData v4 REST API - open standard, any language or tool
    • Microsoft Graph API - for Microsoft 365 data including email, calendar, and Teams
    • Power Automate - 1,000+ pre-built connectors for third-party systems
    • Azure Synapse Link - direct SQL access to all Dataverse tables in Microsoft Fabric
    • MCP Server - AI agents with full read and write access
  • Because PowerStack 365 runs entirely within your Microsoft tenant on Dataverse and Azure, it inherits Microsoft's enterprise compliance certifications - including ISO 27001, SOC 2, GDPR, and HIPAA - 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.

AI and MCP Server
  • The Model Context Protocol (MCP) server is an official, generally available feature of Microsoft Dataverse. It allows any MCP-compatible AI - including Claude, GitHub Copilot, Azure AI Foundry agents, and Copilot Studio - to connect to your PowerStack 365 data with full read and write (CRUD) access.

    Your AI agents can answer questions about real business data, update records, trigger workflows, and automate interactions - without custom connectors or API wrappers. The MCP server is production-ready today.

  • PowerStack 365 is fully open - any MCP-compatible AI can access your data. Salesforce Agentforce is a proprietary, closed ecosystem that actively restricts third-party AI models from accessing your Salesforce data. If you want to use Claude, open-source models, or your own fine-tuned LLM against your CRM data, Salesforce makes that very difficult.

    With PowerStack 365 your AI choice is yours. The MCP server works with any LLM that supports the protocol - Claude, GitHub Copilot, Azure AI Foundry, Gemini, and open-source models alike. No opaque AI layer between you and your data.

  • Yes - and it takes hours, not months. Copilot Studio lets you build custom agents on your own Dataverse data model with a no-code interface. Azure AI Foundry gives developers a full agentic framework for complex, multi-step AI workflows.

    You are never waiting on a vendor roadmap. If you can describe a use case, you can build an agent for it today - using your own LLM, on your own data, in your own tenant.

Customization and Extensibility
  • Base Power Apps and Dataverse is a blank canvas - an extremely powerful one, but blank. You get the platform with no pre-built CRM, no PSA, no revenue management tables, no Power BI dashboards, and no automation flows. Building those from scratch typically costs $150,000 to $300,000+ in development time.

    PowerStack 365 gives you 400+ pre-built application tables, 300+ Power Automate flows, and 100+ Power BI dashboards on day one - all on the exact same Dataverse platform. Your IT team can still customize everything using the Power Apps skills they already have. You start running on day one instead of building for 12 months.

  • No artificial limits. You can add unlimited custom tables and columns, create model-driven or Canvas apps, modify any form or view, configure business rules, and build additional Power Automate flows - all without writing code. There are no per-customization licensing fees and no vendor approval required.

    For developers, the full Dataverse SDK, REST API, Azure Functions, and Power Fx are available for advanced scenarios. Your team already knows the stack.

  • Salesforce customization requires Apex (a proprietary programming language) for anything beyond basic configuration, and complex changes typically require a certified Salesforce developer. Custom objects require Enterprise+ licensing.

    PowerStack 365 customization uses Microsoft Power Apps - a standard skill that millions of IT professionals already have. No proprietary language, no certification required, no vendor lock-in. Any developer who knows Power Apps can extend the platform.

Migration
  • Every subscription includes a Migration Accelerator with pre-built packages for the three most common origin platforms:

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

    Multi-year commitment customers also receive up to 50 hours of custom migration services for complex data transformations or integration rewiring. Most customers go live in 6 to 10 weeks.

  • Yes - and it is one of the most compelling migrations available. PowerStack 365 runs on Microsoft Dataverse, the cloud evolution of the same underlying platform as Dynamics CRM On-Premise. Your team's familiarity transfers directly.

    You gain cloud scalability, zero infrastructure overhead, the official MCP server, Copilot Studio AI agents, Power BI dashboards, and PSA and revenue management modules - none of which are available in the on-premise version - while keeping your data in your Microsoft tenant.

  • 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. You only start paying for PowerStack 365 when you are ready to go live, with zero overlap in spend.

Pricing and Support
  • 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 is included in your PowerStack 365 subscription. 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 unlimited 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 - no ticket limits, no tiered response SLAs, 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.