What xrm 365 does

xRM 365 is a UK-based boutique consultancy (legal entity: xRM Consultant (UK) Limited) that specialises in Microsoft Dynamics 365 Customer Engagement, the Power Platform, Azure integration services, and Microsoft licensing advisory. Founded in 2013 by Joel Abbott and headquartered in Bristol, the firm operates with a small core team (1-10 employees) and a trusted network of senior delivery professionals engaged on a project basis. Services are organised into five pillars: Project Consultancy, Solution Architecture, Technology Consultancy, Training & Engagement, and Software Licensing, with two named sub-offerings, Learn 365 (training and user adoption) and Engage 365 (marketing technology on Customer Insights Journeys or ClickDimensions). The firm's proprietary ALIGN discovery framework provides a structured methodology (Align, Listen, Investigate, Guide, Navigate) that underpins client engagements.

The company serves mid-sized UK organisations across higher education (Russell Group and post-92 universities), local government, UK housebuilders, manufacturing, professional services, healthcare/life sciences, and Microsoft partner agencies. Documented client engagements include Cardiff University, University of Birmingham, Genus PLC, Bupa Dental (formerly Oasis Healthcare), Salocin Group, and the Royal College of Nursing, with project durations ranging from 4 months to approximately 2 years and measurable outcomes such as avoidance of a £250,000 architectural mistake, 800+ user onboardings, and 6.2 million emails per year handed over to the client. xRM 365 positions itself as vendor-independent (not a Microsoft reseller) and founder-led, with Joel Abbott personally conducting initial consultations and overseeing every engagement.

The business model is professional services on a project or retainer basis, with quote-based pricing and no publicly disclosed rates. Go-to-market is founder-led, supported by content marketing through the xRM Insights blog, an email newsletter, LinkedIn presence, industry events, the Microsoft partner directory, and word-of-mouth referrals from prior engagements. No external funding, acquisitions, or public financial disclosures have been reported; revenue figures are not publicly available.

Name

xrm 365

Legal name

xRM Consultant (UK) Limited

Website

https://xrm365.co.uk

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

xRM 365 is a UK-based boutique Microsoft Dynamics 365 and Power Platform consultancy serving mid-sized organisations across higher education, government, healthcare, and professional services with project delivery, architecture, AI advisory, training, and licensing services.

Ownership category

akta.pro rank

Product category

Microsoft Dynamics 365 and Power Platform Consultancy

NAICS

Custom Computer Programming Services (541511), Other Computer Related Services (541519)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Programming Services (7371)

akta.pro primary industry

ITIL/ITSM Process Consulting & Implementation (BPAEAJAB)

Keywords

• Microsoft Dynamics consultancy
• Power Platform implementation
• D365 project delivery
• Microsoft licensing advisory
• CRM solution architecture

Headquarters

HQ city

Bristol

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Consultancy Services: Bespoke consultancy engagements for Dynamics 365 and Power Platform projects. Engagements include project consultancy, solution architecture, technology consultancy, training and user engagement, and software licensing advisory. Revenue generated through professional services fees, typically project-based or retainer arrangements.

Go-to-market motion3 records

Distribution channels1 record

Marketing channels6 records

Core offering

xRM 365 is a Microsoft Business Applications consultancy delivering end-to-end Dynamics 365 and Power Platform services for mid-sized UK organisations. The offering spans five service pillars—project consultancy, solution architecture, technology consultancy, training & engagement, and software licensing—plus project recovery for failing implementations. Every engagement is led personally by founder Joel Abbott with a handpicked network of senior specialists.

Product overview

xRM 365 is a Microsoft Business Applications consultancy offering five distinct service pillars (Project Consultancy, Solution Architecture, Technology Consultancy, Training & Engagement, and Software Licensing) that work independently or together. The company operates two named sub-brands: Learn 365 delivers structured training and user adoption programmes, while Engage 365 provides marketing technology solutions built on Microsoft Customer Insights Journeys or ClickDimensions. These services are consultancy-based rather than standalone software products, focused on Dynamics 365 and Power Platform implementation, architecture, and optimisation.

Differentiator

Problem solved

Functional benefit

Brands

• Learn 365: Dedicated learning programme brand for delivering training and user engagement. A structured approach to learning and development with persona-based, bespoke content and role-specific measurable outcomes.
• Engage 365

Products and services

• Project Consultancy

Quantifiable outcome

• Russell Group university avoided £250,000 architectural mistake through early discovery identification of integration risks
• +2 more outcomes

Named customers7 records

Segments6 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators7 records

Recent moves4 records

Expansion highlights5 records

Broad incumbents

• Avanade: Joint Accenture-Microsoft venture and the largest global Microsoft Dynamics 365 and Power Platform systems integrator. Directly comparable offering (D365 implementation, Copilot advisory) but at vastly greater scale and with a different go-to-market focused on enterprise rather than xRM 365's mid-market niche.
• DXC Technology: Global IT services company with a dedicated Microsoft Business Applications practice covering Dynamics 365, Power Platform, and Azure. Overlaps with xRM 365 at the enterprise end of the Dynamics market and competes for larger Microsoft-led transformation deals.
• Accenture Microsoft Business Group: Global SI's dedicated Microsoft practice delivering Dynamics 365 and Copilot at scale, with joint Microsoft sales motions. Competes for large enterprise Dynamics programmes that xRM 365 typically doesn't pursue, but anchors pricing and procurement expectations in the same market.

Direct peers

• HSO: Global Microsoft Dynamics 365-focused consultancy with a Microsoft Solutions Partner designation and dedicated industry verticals. Directly comparable in service offering (D365 CE, Power Platform, industry-specific implementations) and competes for similar mid-market and enterprise Dynamics buyers.
• Hitachi Solutions: Global Microsoft Dynamics 365 and Power Platform consultancy with strong industry vertical coverage and large delivery teams. Closely comparable in service portfolio (D365 CE implementation, Power Platform, Azure integration) and competitive overlap for mid-market Dynamics projects.
• Velosio: US-headquartered Microsoft Dynamics 365 Gold Partner with mid-market focus and vertical specialisation (manufacturing, professional services, distribution). Closely comparable business model — Microsoft Business Applications consultancy serving mid-market organisations with similar solution pillars.
• Pragmatic Works: US-based Microsoft Data Platform and Dynamics consultancy with training, consulting, and managed services pillars. Comparable structure across training/consulting/licensing service lines, and competes in the same Microsoft Business Applications ecosystem with similar mid-market emphasis.
• Mazepoint: UK-based Microsoft Dynamics 365 and Power Platform consultancy with similar boutique-mid-market positioning. Most direct UK-headquartered peer in service scope and customer segment, increasing local competitive overlap for Dynamics implementation projects.
• Sikich: US-based Microsoft Dynamics 365 Gold Partner with strong mid-market and industry-vertical focus (manufacturing, distribution, professional services). Directly comparable in Dynamics 365 CE/Power Platform implementation services and similar customer profile.

Emerging players

• Parker Synergy: Boutique Microsoft Dynamics 365 and Power Platform consultancy with similar size and mid-market positioning to xRM 365. Comparable boutique Microsoft SI competing in the same Dynamics / Power Platform implementation and project recovery niche.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/xrm365

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about xrm 365