Microsoft Dynamics 365
Connect sales, service and finance on one Microsoft platform
Overview
Dynamics 365 Customer Engagement (formerly Dynamics CRM) gives sales and service teams a 360° view of the customer. We implement it and connect it to Finance & Operations so quotes, orders, customers and products stay in sync.
Capabilities
What our Dynamics 365 CRM / Customer Engagement services include
Delivered by senior consultants and developers who work on Microsoft platforms every day.
Dynamics 365 Sales
Lead-to-opportunity pipeline, quoting, forecasting and sales insights.
Customer Service
Case management, SLAs, knowledge base and omnichannel support.
Dual-write integration
Near real-time sync between Dataverse and D365 F&O for customers, products, prices and orders.
Model-driven apps
Custom tables, forms, business rules and plug-ins tailored to your process.
Outcomes
What you can expect
- Single customer record across sales, service and finance
- Faster quote-to-cash cycles
- Better forecasting and reporting
Technologies & tools
Get a free assessment
FAQ
Dynamics 365 CRM / Customer Engagement FAQs
What is Dual-write?
Dual-write is Microsoft's out-of-the-box, near real-time, bi-directional integration between Dynamics 365 Finance & Operations apps and Dataverse-based apps such as D365 Sales and Customer Service.
Related services
You may also need
Services that are often delivered together. All services
Dynamics 365 Finance & Operations
End-to-end D365 F&O implementation, configuration, X++ development and go-live support.
Learn more
Dynamics 365 Supply Chain Management
Inventory, warehousing, procurement, production and planning optimized in D365 SCM.
Learn more
Dynamics AX to D365 Upgrade
Move from AX 2009 / AX 2012 to cloud D365 F&O with code, data and process modernization.
Learn more
D365 Support & Managed Services
Ongoing support, enhancements, release management and administration for D365 F&O.
Learn moreLet's talk about Dynamics 365 CRM / Customer Engagement
Book a free 30-minute consultation. We'll review your goals and outline a practical plan, with no obligation.