How to Setup Clientjoy with Microsoft Dynamics 365 (2026 Guide)

Clientjoy

★★★★ 4.1

Crm Small Business Crm

A CRM and client lifecycle management tool for agencies and freelancers to manage leads, proposals, invoices, and clients.

Full Review

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Microsoft Dynamics 365

Enterprise CRM and ERP platform by Microsoft.

All Microsoft Dynamics 365 Tools

About Clientjoy

A CRM and client lifecycle management tool for agencies and freelancers to manage leads, proposals, invoices, and clients.

Key Features

Lead management
Proposals
Contracts
Invoicing
Client portal
Email sequences
Pipeline management
Document management

Pricing

Freemium Free-$18/user/month

Detailed setup guide coming soon. We're researching the specific steps to connect Clientjoy with Microsoft Dynamics 365 — including whether there's a native integration, third-party connectors like Zapier, or API-based setup. Check back for a complete step-by-step guide.

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