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A single operational view of all your accounts. Health scoring, inline editing, activity tracking, and quick actions built in. No more jumping between records.
Account 360 brings everything your team needs into a single workspace inside Dynamics 365.
See all accounts at once with KPIs, RAG health indicators, and engagement signals
Edit text, option sets, and lookups directly in the grid — no record needed.
Open tasks, overdue items, upcoming meetings — all clickable and drillable.
Create tasks, calls, and appointments from the row with auto-populated forms.
Drag-and-drop board with card creation and account-aware task pre-population.
Configurable, rule-based scoring with RAG status and a no-code admin builder.
The Account 360 grid shows every account in a single scrollable view. Sort and filter by health score, see which accounts have overdue tasks, and spot engagement gaps — without opening a single record.
Click any field and edit it directly in the grid. No forms, no page loads, no disruption to your flow. Update account details across your entire portfolio in minutes.
Every account row shows a live count of open tasks, overdue items and upcoming meetings. Click any number to drill straight into the details — everything you need is one click away.
Create a task, log a call or book a meeting directly from the account row. Native Dynamics 365 forms open pre-populated with the account details, so nothing gets missed and nothing has to be typed twice.
Switch to board view and manage your account tasks visually. Drag cards across columns as work progresses, create new tasks on the fly, and keep everything automatically linked to the right account.
Every account gets a RAG score based on rules you define — no code required. Drill into any score to see exactly which rules triggered it, so your team always knows where to focus.
Account 360 is priced by number of users. All prices are annual.
| Chart band | CD customer/per year | Non CD customer/per year |
|---|---|---|
| 1–5 users | £750 | £900 |
| 6–10 users | £1,500 | £1,800 |
| 11–25 users | £3,000 | £3,600 |
| 26–50 users | £5,000 | £6,000 |
For teams of 50+, get in touch for a custom quote.
Get in touch and we’ll walk you through Account 360 in your own environment.
Click the button below to submit your enquiry to our team who will get back to you as soon as possible.
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