Microsoft Dynamics 365 Customer Engagement

Drive sales productivity and improve the value of your marketing efforts

Enhance client relationships with
Microsoft Dynamics 365 Customer Engagement (CE)

Microsoft Dynamics 365 Customer Engagement (CE) (formerly known as Microsoft Dynamics 365 Customer Relationship Management – CRM) is designed to help you manage your client relationships by streamlining your processes, centralizing client information, providing analysis, and enabling responsive customer service. As a leading cloud-based business solution, this application is built to enhance the efficiency of your sales and marketing teams with data analysis, intelligent insights provided by business intelligence, and campaign management.

Get started with our industry solutions built on Microsoft Dynamic 365.

How does Microsoft Dynamics 365 CE help?

As per Microsoft, 54% of clients have higher expectations for customer service today, compared to a few years ago.

The right customer relationship management (CRM) implementation partner and solution can help an organization to improve marketing, sales, and service engagement; drive efficiency, and enhance client experience.

Microsoft Dynamics 365 Customer Engagement (CE) CRM

Microsoft Dynamics 365 CE makes every customer engagement an intelligent one. This way, you can market smarter, sell effectively, and deliver amazing client experiences anywhere. Microsoft Dynamics 365 CE helps you build long-term client relationships that are:

  • Personalized – End-to-end, outcome-focused journeys that engage at the right time and place
  • Proactive – Determine the next best interaction with your client, based on context
  • Predictive – Analyze internal and external data to identify patterns and predict outcomes

With Microsoft Dynamics 365 CE, you reduce costs, increase profitability, automate business processes, enhance your client relationships and satisfaction, and, ultimately, deliver return on investment (ROI).

Microsoft Dynamics 365 CE: Benefits

Dynamics 365 Customer Engagement (CE) CRM Benefits, Insights
Embedded with Microsoft Power BI, this solution provides you with data-based insights that enable you to make informed business decisions.
Dynamics 365 CE CRM Benefits, Increase revenue
The real-time knowledge of sales activity brings the focus on your sales planning to collaborate and strategize the best way to close deals.
Dynamics 365 CE CRM Benefits, Enhance customer satisfaction
Real-time inputs allow you to understand your clients better, exceed their expectations, and increase client loyalty.

The advantages of Microsoft Dynamics 365 CE for
sales and marketing

Microsoft Dynamics 365 CE applications

A sales automation platform capable of managing your entire business development process end-to-end.
Customer service
Field service
Dynamics 365 customer engagement applications

Microsoft Dynamics 365 CE deployment options

Microsoft Dynamics 365 CE (Microsoft Dynamics 365 CRM) can be deployed on cloud, on-premise, or as a hybrid combination.
Cloud-based Microsoft Dynamics 365 CE deployment not only saves costs, but also improves business agility and reduces IT complexity. This acts as the main differentiator for professional services organizations when opting for the cloud.
Cloud based Microsoft Dynamics 365 CE


  • Enhances efficiency as you can implement and roll out the solution quickly in a ready-to-go cloud environment.
  • Provides flexible licensing with subscription-based plans where you can add and remove users as per your requirements.
  • Reduces expenditure, as there is no upfront licence costs or recurring software licence renewal, no hardware costs, or overhead of maintaining a dedicated CRM server
  • Smoothens the business continuity process with 99.9% uptime service level agreement financially backed by Microsoft.
  • Enhances data security with a five-layered security protection and a disaster recovery service, which is ISO 27001 compliant.
  • Works on the Microsoft Office 365 platform to combine CRM with the benefits of Sharepoint, Skype messaging, and hosted Exchange.
An on-premises Microsoft Dynamics 365 CE solution is installed on your own server, giving you complete control of your data, with no code limitations, and updates that you can manage.
on-premises Microsoft Dynamics 365 CE solution


  • Maximizes your investment by using your existing hardware and IT infrastructure as well as internal resources to manage CRM.
  • Allows you to own your data, software, and hardware.
  • Reduces costs as there is no additional storage costs if your database size exceeds the default 5GB cloud CRM online account limit.
  • Provides you controls on updates, allowing you to test them before they are put in place.
A hybrid deployment combines the best of both on cloud and on-premises solutions. You purchase the licences from Microsoft but host the solution with a local, certified Microsoft Dynamics partner.

From a cloud-based environment

  • Minimal up-front investment
  • Subscription based, flexible licensing
  • Minimal infrastructure requirement
  • Remote access capability

From an on-premises environment

  • Complete control of your data and configurations
  • Flexibility to move servers
  • Flexibility to move data portfolio

Company overview: The Co-operative Life Planning is a Manchester-based company that specializes in life planning products, including prepaid funeral plans

Client situation

  • Needed a new solution to better manage its specialist needs
  • Required a solution that supported the potential for business expansion by creating products and adding new channel partners
  • Wanted a more useable interface, powerful data searching, and ease of integration with the Microsoft Office suite


  • Microsoft Dynamics CRM 4.0
  • Microsoft Dynamics GP 10.0
  • Microsoft SQL Server 2000


  • 150% business expansion
  • Easier configuration leading to reduced reliance on developers and lower costs
  • Customizable platform to meet different business needs
  • Enhanced powerful data searching features
  • User-friendly interface
  • Better disaster recovery
  • Faster mail merge



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