Your CRM data is quietly breaking your organisation
See which records are wrong, what is really in your environment, and which changes nobody approved. One Dynamics 365 app, installed in your own environment.
Full app for 14 days. No card. No sales call.
Sample dataThe real app in 80 seconds, narrated.
The narrated walkthrough, with captions on screen, shows the dashboard and health score, the list of health rules with pass or fail for each, a failing record opened from its issue, the solution inventory with versions, the changes no request explains, and a change request moving from draft to deployed.
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
- 20 starter rules for contacts, accounts, leads, opportunities and cases
- 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 every solution except Microsoft's: tables, flows, forms, views and apps
- First seen, last seen and last changed dates
- Components that disappear are flagged as removed
- Refreshed automatically, 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: automatically, or on request. It is not real time.
- Component detail covers every solution except Microsoft's. Microsoft's own 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 and enter your licence key, 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.
See it on your own data. Start a free 14-day trial →
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 quarterly and install it yourself, pay annually and we install it with you, or have us stay involved every month.
Try the full app free for 14 days. No card needed. Give us your work email and organisation and we send the package, a 14-day licence key and the setup guide straight away. Install it yourself in one environment, sandbox or production. Need longer? Ask once and we add 14 days.
Start a free 14-day trial →Self Install
- Licence for one production environment
- Data health, inventory and change control
- Dashboard and guided onboarding
- Up to 20 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 →Paid by card. Cancel before any quarterly payment. Or try it free for 14 days first.
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 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 →Paying by invoice or purchase order? Request an invoice
Managed Service
- CRMBix licence for one production environment
- Everything in Self Install
- The Guided Install setup session
- One support call every month
- Each month's call covers one new rule configured for you, or support with what you have
Your first month is the setup session, and your monthly calls start the month after. You pay first, then choose a time for your setup session 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 →Paying annually: £4,788 a year. Request an invoice
14-day money-back guarantee on your first payment. On Guided Install and the Managed Service it runs until your setup session. If CRMBix isn't right for you, tell us and we refund it. How it works
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.
Buying on a purchase order? Annual plans can be paid by invoice, by bank transfer or card, with 30 days to pay. Use the invoice link under the plan. CRMBix is not VAT registered, so organisations that can't reclaim VAT pay the price shown and nothing more.
Try the full app
free for 14 days
No card needed. Tell us where to send it and we email the package, a 14-day licence key and the setup guide straight away.
Install it yourself
In one environment, sandbox or production. The setup guide walks through each step.
Use everything
The trial is the full app: data health, inventory and change control.
Keep what you set up
When the trial ends CRMBix becomes read-only. Buy a plan, paste in the new key, and it carries on from where you left it.
One email with everything. No card. No sales call. One trial per organisation; need longer, ask once and we add 14 days.
Check your inbox
Your package, licence key and setup guide are on their way to . They usually arrive within a few minutes.
A few requests are checked by hand. If yours is one, we will email you within one working day.
Nothing after ten minutes? Check your junk folder, then email [email protected].
Questions before you start
Can we try it before we buy?
Yes. Fill in the trial form and we email the package, a 14-day key and the setup guide straight away. It is the full app, there is no card to enter, and you can ask once for 14 more days.
When the trial ends CRMBix becomes read-only: scans and refreshes stop, and what you have set up stays. Buy a plan, paste the new key over the trial key, and it carries on from where you left it. One trial per organisation.
What happens when the trial ends?
CRMBix becomes read-only. Scans and inventory refreshes stop, and new rules and change requests can't be added. Everything you set up, and every result, stays in your environment to view and export.
Buy a plan and paste in the new key to carry on, or uninstall it. Your Dynamics 365 data is not affected either way.
Can we extend the trial?
Yes, once. Reply to any trial email and we add 14 days.
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 installed?
CRMBix is imported into your environment as a solution. On Self Install we email you the package, your licence key and instructions straight after payment, and you do this yourself. Allow about 30 minutes for the import and the first scan, longer if your environment holds a lot of data. On Guided Install and the Managed Service we do it with you in a remote session of up to 60 minutes, which includes tailoring two of the starter rules to your data. You then enter your licence key, and one setup switch adds the starter rules, runs the first scan and starts the inventory.
How is it licensed?
One subscription covers one production environment. Self Install is £99 a month, billed quarterly. Guided Install is £999 a year and includes the setup session. The Managed Service is £399 a month, billed quarterly, or £4,788 if you pay for the year. Each additional production environment needs its own subscription. CRMBix is not VAT registered, so no VAT is added to the prices shown.
CRMBix runs on a licence key. A paid key works only in your environment. A new key is emailed automatically each time you renew, and every key runs 14 days past the paid period, so a late payment doesn't stop your scans.
What is the Environment ID and why do you need it?
It is the ID Microsoft gives your Dataverse environment, and CRMBix shows it on its Licence tab. A paid licence key is tied to it, so the key works in your environment and nowhere else. You can give it at checkout or reply to your welcome email with it. CRMBix itself sends us nothing.
The ID is not a password and gives us no access to your environment. A trial key works in any one environment, so a trial needs no ID.
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.
This website has one form, for trial requests. It sets no cookies and uses no advertising trackers, and payments are handled by Stripe. Please never send passwords, access tokens or data exports by email. See the Privacy Policy.
What will our IT or security team want to know?
CRMBix is a Dataverse solution that runs inside your environment and stores its rules, results, inventory and change records in its own tables there. Its flows use the Microsoft Dataverse connection and call no outside service. The licence check also runs inside your environment and contacts nothing: it reads the key you pasted in and checks it.
We never ask for passwords or access tokens, and we see your environment only if you invite us in. When a key expires CRMBix becomes read-only and nothing is deleted. Uninstalling removes CRMBix's own tables and leaves your Dynamics 365 data untouched.
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. Updates stop when a subscription ends.
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 one support call every month, for one new rule or help with what you have.
Is there a discount for paying annually?
Yes. Guided Install at £999 a year is £189 less than a year of Self Install, and it includes the setup session.
Until 31 December 2026, Guided Install is also £300 off for the first year: £699, then £999 a year at renewal.
Can we pay by invoice?
Yes, on annual plans. Use the "Request an invoice" link under the plan, or email [email protected] with your organisation name, billing address, accounts contact and purchase order number if you use one.
Invoices are payable within 30 days, by bank transfer or card. We send your package and book your session once the invoice is paid or we have your purchase order.
Our purchase order takes weeks. What happens to the trial?
Tell us before the trial ends. Send your organisation name, billing address and purchase order number, and we send the invoice with a licence key that keeps CRMBix running while it is processed. Your full key follows when the invoice is paid.
Can I cancel?
Yes. Self Install and the Managed Service renew every three months, so cancel before the next quarterly payment. Annual plans renew each year, so cancel before the renewal date.
Cancel by emailing [email protected] and you won't be charged again.
Your first payment is covered by a 14-day money-back guarantee: tell us within 14 days, uninstall CRMBix, and we refund it. On Guided Install and the Managed Service the guarantee runs until your setup session takes place. After that, payments already made aren't refunded.
What happens when we cancel?
Your licence runs to the end of the period you have paid for, plus 14 days. CRMBix then becomes read-only: scans and refreshes stop, and your rules, results, inventory and change records stay for you to view and export. Uninstall whenever you choose.
Uninstalling removes CRMBix's own tables, so export anything you want to keep first. Your Dynamics 365 data is not affected. If you are claiming the 14-day guarantee, the refund follows once you confirm CRMBix has been uninstalled. 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, guided onboarding, a weekly digest inside the app, and deployments read from Power Platform pipelines.
Email and Azure DevOps add-ons
The weekly digest and approval requests by email, and an approved change request that creates a work item in your Azure DevOps project.
Microsoft Marketplace
A listing on Microsoft Marketplace, so CRMBix can be found and bought where you already buy Dynamics 365 apps.
Ready to trust your
CRM again?
Try the full app free for 14 days, with no card. Or take the self-assessment first to see where you stand and which plan fits your team.