Dynamics 365 solutions
A single view of your customers.
Customer Engagement brings together the Dynamics 365 CRM apps. Your sales, service, field and marketing teams share the same customer data in Dataverse.
Sales, service and marketing share the same history.
Copilot and automation built into the day.
Add apps as your needs grow.
Features and impact
Lead and opportunity management, the sales accelerator and Copilot to prepare every meeting.
Business impact
Cases, service-level agreements, knowledge base and intelligent request routing.
Business impact
Work orders, scheduling, mobile app and preventive maintenance.
Business impact
Unified customer profiles, segments and real-time journeys.
Business impact
Voice, chat and messaging in one contact center, with Copilot for agents.
Business impact
Access the CRM from Outlook and Teams and collaborate on records without switching tools.
Business impact
Your customer journeys mapped end to end.
Standard configuration, migration and ERP integration.
Team-based training and Copilot every day.
Microsoft technologies involved
No. You can start with Sales or Customer Service and add other apps as needed, on the same platform.
Yes. With Finance & Operations, dual-write syncs customers, products and orders. With Business Central or other ERPs, we use connectors, Azure Logic Apps, KingswaySoft or APIs.
Yes. We migrate accounts, contacts, opportunities and history, cleaning the data along the way.
Copilot is in Sales, Customer Service, Field Service and Customer Insights, with features specific to each.
Yes, each app has its licences, and some combinations are possible. We help you optimize the model.
Book a 30-minute assessment with a Dynamics 365 expert. No commitment.