Your CRM for Sales & Service with Dynamics 365 CE
Dynamics 365 CE brings customer data and business processes together on a central CRM platform. This gives sales, service, and marketing access to shared information and lets them manage their workflows across departments. We integrate the CRM into your existing system landscape and develop it further in line with your processes.
Your Advantages with Dynamics 365 CE
Centralized
Customer Data
All important information about customers, contacts, activities, and cases is kept in one place. This lets teams work from a shared data foundation and support customers more effectively.
Structured Sales Processes
Opportunities and quotes remain traceable throughout the entire sales process. At the same time, tasks and activities show which next steps are coming up.
Automated
Workflows
Recurring tasks are automated and integrated directly into existing processes. This reduces manual effort and makes day-to-day workflows more reliable.
Targeted Marketing
Based on segmented target groups, customers can be addressed on a personalized basis and campaigns can be planned. The subsequent analysis shows which marketing activities are successful and where further action is needed.
Connecting Systems
Interfaces connect ERP systems and other business applications to the CRM. This allows existing data and processes to be used and carried forward across systems.
CRM from the Cloud
Through the cloud, your teams access customer data and CRM functions independent of their work location. Regular updates keep the platform up to date and reduce the effort required for its operation.
Use Cases in Dynamics 365 CE
Dynamics 365
Sales
More Focus for Sales
In the CRM, your sales team centrally manages leads, opportunities, and quotes. At the same time, sales activities remain traceable and your team gains more time for customers and closing deals.
Dynamics 365
Customer Service
Help faster, build stronger relationships
For customer support, inquiries, tickets, and all communication are gathered in the CRM. Relevant information is available quickly, so employees can handle customer requests in a targeted way.
Dynamics 365
Field Service
Coordinate service assignments
For reliable scheduling, your team aligns appointments, resources, and technicians. On site, service technicians access order and customer information and document their work at the customer’s location.
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Customer Insights Journeys
Personalize your marketing
For a personal approach, customer data feeds into campaigns and automated customer journeys. Coordinated activities accompany customers and provide data for analysis.
Expand Dynamics 365 CE
Power Platform
Apps and automation extend the CRM with additional functions for your business processes. For reporting and digital services, the Power Platform offers further tools.
CRM Add-ons
For special requirements in everyday CRM use, our extensions bring additional functions to Dynamics 365 CE. These include, for example, approvals, documents, or visit planning.
Industry Solutions
Experience from industry-specific projects forms the basis for proven CRM structures and processes. We take special requirements into account already when designing your CRM solution.
Your Dynamics 365 CE project?
Whether for a new implementation or an existing system, we discuss your processes and the next steps for your CRM project.