Microsoft · Dynamics 365
Dynamics 365 Customer Engagement & Sales CRM
Sales, relationship management and the Dataverse foundation that connects customer data to your ERP.
Overview
Dynamics 365 Customer Engagement is Microsoft’s CRM family, including Dynamics 365 Sales, built on Dataverse and the Power Platform. We implement it to give sales and account teams a complete view of every customer, connected to orders, invoices and inventory in your ERP.
Capabilities
Our Dynamics 365 Customer Engagement services
Delivered by certified Microsoft consultants and developers who work with Dynamics 365 Customer Engagement every day.
Sales automation
Leads, opportunities, quotes, forecasting and pipeline management in Dynamics 365 Sales.
Account management
A 360-degree view of accounts, contacts, activities and history.
ERP integration
Dual-write and integrations that share customers, products, orders and invoices with D365 Finance & Supply Chain or Business Central.
Customization
Model-driven apps, business process flows, plug-ins and Power Automate workflows.
Copilot for sales
Copilot summaries, email drafting and meeting preparation inside the CRM.
Migration
Upgrades from on-premises Dynamics CRM and migrations from Salesforce or other CRMs.
How we help
Implementation, training and support
As a Microsoft Solutions Partner, Expert Dynamics Group stays with you from first workshop through go-live and beyond.
Dynamics 365 Customer Engagement implementation
Dynamics 365 Customer Engagement configured to your processes, integrated with your systems and delivered by senior consultants.
Dynamics 365 Customer Engagement training
Role-based Dynamics 365 Customer Engagement training for end users, power users and administrators.
Dynamics 365 Customer Engagement support
Ongoing Dynamics 365 Customer Engagement support, enhancements and guidance through every Microsoft release.
Outcomes
What you can expect
- One shared view of every customer across sales, service and finance
- More accurate pipeline and forecasts
- Quotes and orders that flow straight into the ERP
- Less admin for sellers with Copilot and automation
FAQ
Dynamics 365 Customer Engagement FAQs
What is Dynamics 365 Customer Engagement?
Customer Engagement is the umbrella name for Microsoft’s Dataverse-based CRM apps, including Dynamics 365 Sales, Customer Service, Field Service and Customer Insights. Together they replaced the older Dynamics CRM product.
Can Dynamics 365 Sales integrate with Dynamics 365 Finance?
Yes. Dual-write provides near-real-time, bidirectional synchronization of customers, products, quotes, orders and invoices between Dataverse apps and Finance & Supply Chain.
Can you migrate us from Salesforce to Dynamics 365?
Yes. We map your data model, migrate records and history, rebuild automations in Dynamics 365 and the Power Platform, and train your users.
Related technologies
More from the Microsoft stack
Dynamics 365 Business Central
All-in-one ERP for small and mid-size businesses: finance, sales, purchasing, inventory and projects in one cloud application.
Dynamics 365 Finance & Supply Chain
Enterprise ERP for multi-entity finance, manufacturing, warehousing and distribution. Our core practice.
Dynamics 365 Customer Service
Case management, knowledge base, omnichannel support and Copilot-assisted service agents.
Dynamics 365 Field Service
Work orders, scheduling, mobile technicians and asset service history, integrated with Finance & Supply Chain.
Dynamics 365 Customer Insights – Journeys
Real-time customer journeys, email and event marketing, and segmentation built on unified customer data.
Microsoft Azure
Integration, data platforms, hosting and security: Logic Apps, Functions, Service Bus, Data Factory and more.
Let's talk about Dynamics 365 Customer Engagement
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