Your CRM data is quietly breaking your business
Find data issues, keep track of your solutions and components, and manage change requests in one Dynamics 365 app.
For the people who answer for Dynamics 365
CRM managers
You're asked why the numbers can't be trusted. CRMBix gives you a score to track and a list of records to fix.
Dynamics 365 administrators
You need to know what's in the environment. CRMBix keeps a current record of your solutions and their components.
System owners
You sign off changes. CRMBix records each request and decision, and lists the changes that no approved request explains.
Bad data and untracked changes cost more than you realise
Records go stale, duplicates pile up, and customisations reach production without anyone signing them off. It often only surfaces when something breaks.
CRMBix gives you a clear starting point
No vague best-practice advice. No transformation project. One app that works inside your existing Dynamics 365 environment and starts with a single setup switch.
Three capabilities, one app
Data health, inventory and change control share the same tables, so each one makes the others more useful.
Data Health
Rules scan your records on a schedule, score the result and list the records that fail, so cleanup starts with a list instead of a guess.
- Missing, Duplicate and Stale rules: pick a type, a table and a column
- Eight starter rules for contacts, accounts, leads and opportunities
- A health score from 0 to 100, weighted by severity
- Issues resolve when the record is fixed, and reopen if it fails again
- A weekly scan on the day you choose
Solution and Component Inventory
CRMBix records what is in your environment and keeps the record current, so "what do we actually have?" is a view, not a week of digging.
- Each solution: version, publisher, managed or unmanaged
- The components of your unmanaged solutions: tables, flows, forms, views and apps
- First seen, last seen and last changed dates
- Components that disappear are flagged as removed
- Refreshed weekly, or when you ask
Change Control
A change runs from request to deployment on one record. Changes found at an inventory refresh that no approved request covers are listed as unexplained.
- Change requests with user story, proposed change, risk and date
- Approve or reject in the app; only approvers can decide
- Recording a production deployment closes the requests it delivers
- A change log of components added, changed or removed
- Unexplained changes collected in one view
Good to know
- CRMBix records and reports. It does not block or roll back a deployment.
- Changes are found when the inventory refreshes: weekly on your chosen day, or on request. It is not real time.
- Component detail covers your unmanaged solutions. Managed solutions are recorded by name and version.
- A table counts as changed when columns or relationships are added or removed, a form is published or a view changes. Edits to an existing column aren't detected yet.
- The change log shows what changed and when, not who changed it.
- Health rules check active records. Duplicate rules match exact values in one column.
From install to first results in four steps
Install
Import CRMBix into your environment with the setup guide, or have us do it with you in a Guided Install session.
Switch on setup
One setting adds the starter rules, runs your first scan and starts the inventory.
Review
See your health score, the issue list with links to each record, and what your solutions contain.
Manage changes
Raise and approve change requests, record deployments, and review unexplained changes after each refresh.
Not sure where
to start?
Eight questions, about two minutes. You'll get a score for data health, inventory and change control, a practical first step, and the plan that fits how your team works.
Answer eight questions
No sign-up, and no email needed to see your results.
See where you're exposed
A score for each area, with a first step you can take today.
Get the plan that fits
Based on who would run it, not on how low you scored.
Results reflect your answers. The self-assessment does not connect to or scan your Dynamics 365 environment.
How CRMBix would help
How it's scored: each answer scores 0 to 3, and each area is the total of its two questions shown out of 100. The last two questions only shape the plan suggestion.
One product. Choose the level of help
Every plan includes the full CRMBix app. Pay monthly and install it yourself, pay annually and we install it with you, or have us stay involved every month.
Self Install
- Licence for one production environment
- Data health, inventory and change control
- Dashboard and guided onboarding
- Eight starter health rules for standard tables
- Add your own checks with the supported rule types
- Setup documentation
- Product and rule updates while your subscription is active
- Email support for installation issues and product faults
Not included: bespoke configuration, data cleanup, custom development or general Dynamics consultancy.
Buy Self Install →Guided Install
- Everything in Self Install
- One remote setup session of up to 60 minutes
- Installation into one agreed production environment
- Scan schedule and CRMBix roles set up
- The eight starter rules switched on
- Up to two starter rules tailored to your data
- First scan and dashboard walkthrough
- One follow-up email within 14 days for setup corrections
The setup session is part of your first year. Tailoring means setting supported tables, columns, severity and rule options; it doesn't cover new rule types, custom code, integrations or data cleanup. You pay first, then choose a time for your session on our booking page. If you aren't ready on the day, we rearrange.
Buy Guided Install →Managed Service
- CRMBix licence for one production environment
- Everything in Self Install
- The Guided Install setup session
- A call every month
- Each month's call covers one new rule configured for you, or support with what you have
You pay first, then choose a time for your first call on our booking page. Extra work is quoted before it starts. This is support for CRMBix, not management of your whole Dynamics environment.
Buy Managed Service →You can always configure rules yourself. Every plan lets you add checks using the supported rule types. The Managed Service is for teams who would rather we did it.
Need help once, not monthly? A one-off configuration session can be quoted separately. Ask a question.
Questions before you buy
What do I need to run CRMBix?
A Dynamics 365 or Power Platform environment with Dataverse, and someone with System Administrator access to install it. CRMBix doesn't include any Microsoft licences, so the people who use it need to be licensed for model-driven apps and Power Automate in your environment. We go through this with you before any setup session.
How is it licensed?
One subscription covers one production environment. Pay monthly with a three-month minimum, or pay annually for less and have the Guided Install included. Each additional production environment needs its own subscription. CRMBix is not VAT registered, so no VAT is added to the prices shown.
How is it installed?
CRMBix is imported into your environment as a solution. On Self Install we email you the package and instructions and you do this yourself. On Guided Install and the Managed Service we do it with you in a remote session of up to 60 minutes. After that, one setup switch adds the starter rules, runs the first scan and starts the inventory.
Can I add my own rules?
Yes, on every plan. Missing, Duplicate and Stale rules need a table and a column, or a number of days. A Custom rule type accepts your own FetchXML for anything else.
Does CRMBix stop unapproved changes?
No. CRMBix records change requests and approvals, and at each inventory refresh it lists the changes it finds that no approved request covers. It doesn't block or reverse a deployment. See "Good to know" above for exactly what it detects.
How do updates work?
While your subscription is active you receive product and rule updates. You apply them yourself. On the Managed Service you can use your monthly call for help with an update.
What support is included?
Every plan includes email support for installation issues and product faults. Guided Install adds one follow-up email within 14 days for setup corrections. The Managed Service adds a call every month for one new rule or support.
Where does my data go?
CRMBix is installed in your own Dataverse environment, and its rules, scan results, inventory and change records are stored there. We only see your environment if you invite us in for an install or a managed service.
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Can I cancel?
Yes. Monthly plans have a three-month minimum, then renew each month until you cancel. The annual plan renews each year. Cancel before your next payment and you won't be charged again. Payments already made aren't refunded.
If you stop, CRMBix stays installed in your environment, but you no longer receive updates or support. Full details are in the Terms.
Built to grow with you
What you get today, and where CRMBix is heading next.
The full app
Data health, solution and component inventory, and change control, with a dashboard and guided onboarding.
Email and pipelines
A weekly digest and approval requests by email, deployments read from Power Platform pipelines, and a Microsoft Marketplace listing.
Azure DevOps connection
An approved change request creates a work item in your Azure DevOps project, so the request, the work and the deployment stay linked.
Ready to trust your
CRM again?
Choose a plan, or take the self-assessment first to see where you stand and which plan fits your team.