Built on Microsoft

One platform, built natively on Microsoft

Exeevo CRM is built on Microsoft Power Platform, Dynamics 365 and Azure. You get pharma-ready modules on the enterprise cloud your IT team already trusts, with Microsoft's security, compliance and global data residency underneath.

Get a demoSee the stack
MicrosoftYour Microsoft tenantOne estate
Microsoft 365
TeamsM365 CopilotCopilot Studio+ many more
Exeevo CRM
Power PlatformDataverseMicrosoft Foundry+ many more
Data and analytics
Power BIMicrosoft FabricAzure Data Lake+ many more
Microsoft Entra ID · one sign-in and one directory across all of it
  • Same Microsoft cloud as your email, Teams and identity
  • No separate platform for IT to secure
  • Microsoft certifications carry through
Built natively onMicrosoft
  • Power Platform
  • Dynamics 365
  • Dataverse
  • Entra ID
  • Microsoft Foundry
  • Copilot Studio
  • Teams
  • Microsoft 365 Copilot
  • Power BI
  • Customer Insights
  • Microsoft Fabric
  • Azure SQL
  • Power Automate

A backend the world already runs on

Exeevo CRM sits on the same Microsoft business platform that organisations of every size use every day.

  • 56Mmonthly active users of Microsoft Power Platform, the platform Exeevo CRM is built on.Source: Microsoft FY25 Q3 earnings call, April 2025
  • 1Bmonthly active users of Microsoft Entra ID, the identity service every Exeevo user signs in with.Source: Microsoft FY26 Q1 earnings call, October 2025
  • +18%Dynamics 365 revenue growth in fiscal year 2026, with growth across all workloads.Source: Microsoft Form 10-K, fiscal year 2026
  • 15,000+life sciences users already work in Exeevo CRM on this Microsoft foundation.Source: Exeevo

Built for life sciences, running on Microsoft

Exeevo is not a configured template. The CRM your reps, MSLs and KAMs use, including the mobile app, is purpose-built by Exeevo for life sciences. Microsoft Dynamics 365 and Dataverse sit underneath as the backend, so you get both: software designed for your teams, on infrastructure your IT team already trusts.

Exeevo CRMWhat your teams use
  • Native mobile app for iOS, Android, Windows and web
  • Offline-first, with voice-to-text capture and geo-routing
  • Pharma data model: HCPs, HCOs, territories, samples
  • Compliance built in: Part 11, GDPR, Sunshine Act
MicrosoftbackendWhat IT trusts
  • Dynamics 365
  • Dataverse
  • Power Platform
  • Customer Insights
  • Power Automate
  • Power BI
  • Entra ID
  • Microsoft Foundry
  • Copilot Studio
  • Azure Functions
  • Azure SQL
  • Microsoft Fabric
  • Application Insights
  • + many more

Business applications

Power Platform, Dynamics 365 Customer Service, Customer Insights

  • Microsoft Power Platform

    The core of the field-force CRM, built as Power Apps on Dataverse with Exeevo's pharma data model and processes.

    • HCP and HCO accounts, affiliations and territory alignment
    • Call planning, call reporting and sample management
    • Field coaching, goals and activity tracking
    PowersSales CRM

  • Dynamics 365 Customer Service

    The case-management engine behind Medical CRM, configured for medical affairs teams.

    • Intake and tracking of medical information inquiries
    • Routing, response templates and SLA tracking
    • Full history of every inquiry and response
    PowersMedical CRM

  • Customer Insights – Journeys

    Microsoft's marketing automation platform, used for compliant multichannel engagement.

    • Approved email and multichannel customer journeys
    • Event registration, invitations and attendance
    • Consent and preference management by channel
    PowersMarketing AutomationEvent Management

  • Customer Insights – Data

    Microsoft's customer data platform, bringing HCP data from every source into one profile.

    • Unified HCP profiles across CRM, marketing and third-party data
    • Segments for targeting, journeys and field campaigns
    • Engagement history across every channel
    PowersCustomer Insights

Platform

Dataverse, Power Automate, Entra ID

  • Microsoft Dataverse

    The single data store and security model that every Exeevo module and Ask-Nova share.

    • One data model across sales, medical and marketing
    • Role-based security down to the record and field level
    • Change auditing built into the platform
    PowersMobile AppAsk-Nova

  • Power Automate & low-code tools

    The low-code tools used to configure Exeevo CRM and automate business processes.

    • Pharma-specific forms, views and business rules
    • Automated approvals, notifications and workflows
    • Changes your own admins can maintain, without custom code

  • Power BI

    Bring your own Power BI. Clients can embed their existing Power BI reports and dashboards in Exeevo CRM.

    • Embed your own reports in CRM dashboards and forms
    • Reports run on live CRM data, under your own Power BI licences
    • Reuse the analytics your teams have already built

  • Microsoft Entra ID

    Microsoft's identity service, used for every user who signs in to Exeevo CRM.

    • Single sign-on with your corporate Microsoft account
    • Multi-factor authentication and conditional access
    • Joiners and leavers managed from one directory

Azure cloud and data

Azure services, data lake and analytics

  • Azure Functions & microservices

    Serverless and microservice components that run the services behind the platform.

    • Back-end services for Exeevo Mobile CRM
    • Integrations with reference data, ERP and compliance systems
    • Scale automatically with the size of your field force

  • Azure SQL

    A managed database that supports platform services alongside Dataverse.

    • Operational data for mobile and integration services
    • Connected data sources that Ask-Nova can answer from
    • Built-in backup, high availability and encryption

  • Azure Data Lake & Synapse Link

    A continuous, near real-time copy of CRM data in your own data lake.

    • Analytics without slowing down the live CRM
    • Long-term retention for regulatory and audit needs
    • Feeds downstream warehouses such as Snowflake

  • Microsoft Fabric

    Microsoft's unified analytics platform for CRM and engagement data.

    • Lakehouse access to CRM and marketing interaction data
    • One place for data engineering and analytics
    • Ready-to-use data for your own data science teams

AI, productivity and operations

Foundry, Copilot Studio, Teams, Microsoft 365

  • Microsoft Foundry

    Microsoft's enterprise AI platform, where Ask-Nova agents and models run.

    • Enterprise models, including Azure OpenAI, under Microsoft's data protections
    • Client data is not used to train the models
    • Option to run agents in your own Foundry instance
    PowersAsk-NovaAsk-Nova Studio

  • Copilot Studio, Microsoft 365 Copilot & Teams

    Brings Ask-Nova into the Microsoft tools reps already open every day.

    • Ask-Nova Assistant published as a governed Copilot Studio agent
    • CRM questions answered inside Teams and Microsoft 365 Copilot
    • Your IT team controls who can use it and where
    PowersAsk-Nova AssistantMCP Server

  • Azure Monitor & Application Insights

    End-to-end monitoring for the platform, integrations and AI.

    • Performance and availability monitoring with alerting
    • Integration failures caught before users report them
    • AI usage and answer ratings in your own dashboards

  • Global Azure regions

    Microsoft's worldwide data centre network, used to host each client environment.

    • Hosting in the region your regulators require
    • Data residency controls for the EU, APAC and North America
    • Microsoft compliance certifications inherited by the platform

Why a Microsoft foundation matters

  • One estate

    Exeevo CRM runs in the same Microsoft cloud as your email, Teams and identity, so there is no separate platform for IT to secure and support.

  • Compliance inherited

    Microsoft's global security and compliance certifications and regional hosting carry through to your CRM and its AI.

  • Investment protected

    Existing Microsoft licences, Copilot and Power Platform skills are reused rather than duplicated.

  • Ready for what's next

    New Dynamics 365, Azure and Microsoft AI capabilities reach Exeevo CRM as Microsoft releases them.

MicrosoftExeevo
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