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Microsoft Dynamics 365 Customer Engagement

A single suite of solutions to enhance client engagement and experience

Build better client relationships with Dynamics 365 Customer Engagement

Microsoft Dynamics 365 CE (formerly known as Dynamics 365 CRM) is an integrated suite that brings together various CE capabilities – Microsoft Dynamics 365 Sales, Customer Insights, Customer Service, Field Service, and Project Operations – on a single platform. Having these systems connected enables you to connect your client data to help you build relationships, improve client engagement, and increase productivity. Having a holistic view of your client data allows you to know your clients better, anticipate their journey, personalize your engagements with them, and exceed their needs.

We, at sa.global, are a Microsoft Dynamics CRM implementation partner that can help you transform the way you do business and engage with clients. As a certified Dynamics 365 Customer Engagement support partner, we will ensure you have the CRM tools you need on one platform so you can provide the best client experience possible.

Benefits of Microsoft Dynamics 365 CE

Dynamics 365 CE is the source of contacts, leads

A single source of information about contacts, leads, and clients

Dynamics CRM has Data and analytics to prioritize leads and opportunities

Data and analytics to prioritize leads and opportunities

d365 CE gives enhanced client experience with insights

Enhanced client experience with insights into clients and their needs

Dynamics 365 CE gives visibility on communications, sales offers, and services

Personalize communications, sales offers, and services

dynamics CRM is a cloud-based solution that helps you connect with clients

A cloud-based solution that helps you connect with clients anytime, anywhere, from any device

dynamics 365 CRM hepls Quicker decisions with insights into client interactions

Quicker decisions with insights into client interactions

dynamics 365 CE gives consistent experience across the buying process

A consistent experience across the buying process

dynamics 365 CRM Enhances team efficiency and productivity

Enhanced team efficiency and productivity

dynamics 365 CE can be integrated with Microsoft products like Microsoft 365 and Power BI

Integration with other Microsoft products like Microsoft 365 and Power BI

Microsoft Dynamics 365 Customer Engagement modules

As a leading cloud-based customer relationship management software, Microsoft Dynamics Customer Engagement offers robust features tailored for professional services. This integrated CRM software delivers powerful capabilities to manage sales, marketing, customer service, field service, and project operations seamlessly in the cloud, ensuring a holistic and effective approach to customer engagement.

Microsoft Dynamics 365 Sales

Equip your sales team with information to manage the sales cycle from lead capture to closing the opportunity. Microsoft Dynamics 365 Sales centralizes client data; complemented by business intelligence, it delivers actionable insights to create a seamless, responsive, personalized sales experience.

 

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Navigate the realities of modern selling.

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Microsoft Dynamics 365 Customer Insights

Personalize customer experiences with Microsoft Dynamics 365 Customer Insights. Unify data sources and predict customer intent. Drive action with real-time journeys, AI-driven channel selection, and automated lead nurturing. Utilize Copilot for faster insights, simplified targeting, and seamless content customization.

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Microsoft Dynamics 365 Customer Service

Empower your teams to deliver omni-channel engagement and speedily resolve queries. Microsoft Dynamics 365 Customer Service enables businesses to deliver faster, client-centric support with visibility into operations and performance with access to easy-to-use dashboards and in-depth analysis reports.

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Deliver always on customer service anytime, anywhere.

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Microsoft Dynamics 365 Field Service

Accelerate your field service delivery with predictive maintenance and connected data insights. With Microsoft Dynamics 365 Field Service, you can respond quickly with full visibility into service history, assets, maintenance records, SLAs, etc. Empower your technicians with the right tools at the right time to drive proactive service.

 

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Microsoft Dynamics 365 Project Operations

Empower your teams to win more bids with better contract management, more accurate project quotes, forecasting, estimation, and scope. Microsoft Dynamics 365 Project Operations gives you visibility into key operations like opportunity management, resource optimization and utilization, project planning and billing, allowing for a seamless project flow.

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Win more deals with better deal management.

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Transform your business with Dynamics 365 consulting services

Elevate your business to new heights with our Dynamics 365 Customer Engagement consulting and support services. We specialize in Microsoft business application consulting, providing expert guidance and support for ERP and CRM implementations. As your support partner, we will help you unlock the full potential of Dynamics 365 Customer Engagement for your business.

Explore our Managed Services for ongoing support and optimization of your Dynamics 365 environment.

Our numbers do the talking for us

350+ Years of cumulative experience across our Dynamics CRM team

60+ Consultants dedicated to delivering on CRM systems

9 Average number of years of Dynamics CRM experience of our consultants

300+ Dynamics CRM clients supported worldwide

FAQs

The choice between Dynamics CRM Cloud and On-Premise depends on your business needs. The cloud version offers flexibility, automatic updates, and reduced IT overhead, making it ideal for businesses seeking scalability and ease of maintenance. On-premise solutions provide more control over data and customization but require significant IT resources for management and maintenance. Microsoft Dynamics 365 Customer Engagement in the cloud offers a seamless, scalable, and cost-effective solution for most businesses. Learn more.

Yes, Microsoft offers a comprehensive CRM product called Microsoft Dynamics 365 Customer Engagement (CE). Formerly known as Dynamics 365 CRM, it integrates various capabilities such as Sales, Marketing, Customer Service, Field Service, and Project Operations. Dynamics 365 CE helps businesses manage customer relationships, improve client engagement, and increase productivity by centralizing client data and delivering actionable insights.

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Absolutely, Microsoft Dynamics CRM is highly suitable for small businesses. Dynamics 365 Customer Engagement offers flexible pricing and scalable solutions that can grow with your business. Its cloud-based nature reduces the need for extensive IT infrastructure, making it accessible for small businesses. With features like sales automation, customer insights, and personalized engagement, Dynamics 365 CE can help small businesses streamline their operations and enhance customer satisfaction.

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The cost of Microsoft Dynamics CRM can vary depending on the specific requirements and the chosen deployment method. Pricing is influenced by factors such as the selected Dynamics 365 Customer Engagement plan and the level of customization needed. Implementation costs can also vary based on the complexity and scale of the project. For a detailed breakdown of pricing and licensing options, please refer to the Dynamics 365 CE Licensing Guide.

Dynamics 365 CRM implementation: Client success stories

COOP, a life planning firm, expanded its business by 150% and brought products to market much more quickly, with an integrated Microsoft Dynamics 365 CRM system.

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IT firm Logicalis connected people, information, and processes with Microsoft Dynamics 365 CRM. The firm can now better manage their sales pipeline and efficiently track client requests.

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Dynamics 365 CE Resources

Explore how Microsoft Dynamics 365 Sales enables your sales team to respond quickly, effectively, and accurately to build close and lasting client relationships.

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This eBook provides a blueprint for customer service leaders to achieve service excellence by focusing on omnichannel engagement, AI and data, and automation.

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Read this playbook to understand the adaptive project delivery lifecycle management approach and how it can help project-based organizations.

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