CRM and customer collaboration

Business Applications

Dynamics 365 CRM

Sales, marketing, and service on a single customer record.

Overview

Unify your sales, marketing, and customer service on Dynamics 365 CRM. Drive pipeline, automate follow-ups, and deliver superior customer experiences.

Sales, marketing, and service unified on Dynamics 365 CEβ€”pipeline, playbooks, SLAs, and trustworthy analytics.

Integrations with ERP, CPQ, and telephony keep reps in one system.

How it looks in practice

Dynamics CRM β€” additional context
Dynamics CRM β€” delivery

Where we apply this

Pipeline governance

Stages, forecasting, and playbooks that leadership can trust.

Service excellence

Case management, SLAs, and knowledge for consistent support.

Marketing attribution

Campaigns connected to revenue and customer journeys.

Core capabilities

  • Sales automation
  • Marketing campaigns
  • Customer service hub
  • AI-driven insights

Typical outcomes

  • Higher win rates with guided selling and AI insights
  • Faster responses via omnichannel service
  • Marketing attribution tied to revenue
  • Data quality with deduplication and field security

Technologies & tools

Dynamics 365 CEPower AutomateAzure SynapseMarketing connectorsPortalsPCFField ServicePower BI