Free Consult

Dynamics 365 CRM

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.

Plan My Project

Marketing, Made to Measure

  • Plan, execute, and track marketing campaigns in one place and watch the data pour in. Gain more insights than you could expect from a standard ERP solution for sales and marketing
  • Make informed decisions by drilling deep into campaign data and see what’s working or needs adjustments.
  • Find critical data using assistant-based prompts or commands in Teams.

Sell with confidence

  • Create, develop, and manage your business development process and pipeline versus dealing with time-consuming work when dealing with a typical CRM or enterprise resource planning software for sales teams.
  • Track tasks in one place to monitor long-term goals efficiently.
  • Share data across the business for easy access in the office, at home, or on the go.

Collaborate with excellence

  • Thrive with automated and streamlined repetitive processes.
  • Make data easy to find and easier to use, with everything your team needs for their workday in one hub in sharp contrast to standalone ERP software for sales and marketing.
  • Enjoy simplified, more effective ways to prioritize tasks.

Microsoft Dynamics 365 CRM modules

Dynamics 365 Sales

Dynamics 365 Sales manages the entire sales process, from the moment a lead enters the system through to closing the deal. It tracks prospects from initial contact until they become qualified opportunities, and visualizes the sales pipeline so sales teams can clearly see which deals to prioritize at each stage. The module also leverages AI-powered insights to recommend which opportunities are most likely to close and what actions to take next, while supporting quote creation and conversion into sales orders. Built-in sales forecasting uses historical data and current pipeline activity to predict future revenue, and integration with Outlook ensures emails and calendar activities are automatically logged against the right customer record.

 

Dynamics 365 Sales Insight

AI-powered capabilities built into Dynamics 365 Sales, using Copilot to help sales teams work more efficiently directly within their daily workflow. Sellers can use a chat-based Copilot assistant to quickly summarize opportunities and leads, catch up on account updates before a call, prepare talking points for meetings, and surface the latest news about their accounts — all without leaving the CRM. Beyond conversational assistance, Sales Insights also delivers predictive scoring to flag which deals are most likely to close, relationship health analysis to highlight at-risk accounts, and automated activity capture that logs emails and meetings without manual entry — turning raw CRM data into clear, actionable guidance so reps can focus their time on the

Dynamics 365 Contact Center

Focuses on collecting and analyzing customer data to support smarter marketing strategies. It unifies customer information from multiple sources — transactions, website behavior, email interactions — into a single, comprehensive profile, then allows businesses to segment customers based on behavior, demographics, or purchase history. The module supports journey orchestration, letting marketing teams design automated communication flows such as email sequences or notifications triggered by specific customer actions. Predictive analytics help identify customers at risk of churning or those with strong upsell potential, while real-time personalization tailors content and offers automatically based on individual customer data. It also integrates directly with marketing channels such as email platforms, social media, and advertising networks to execute campaigns seamlessly.

Dynamics 365 Customer Service​

Dynamics 365 Customer Service handles everything related to post-sale support and customer care. It captures, routes, and tracks every customer complaint or request as a case, ensuring nothing falls through the cracks. Support can be delivered across multiple channels — email, chat, phone, and social media — all managed from a single unified interface, while a built-in knowledge base helps agents (or customers through self-service) find solutions faster. The module also enforces service level agreements (SLAs) to keep response and resolution times on track, provides analytics dashboards to monitor team performance, and includes AI Copilot capabilities that help agents draft responses more quickly and consistently.

Dynamics 365 Field Services & Costumer Insight

Coordinate on-site technicians through intelligent scheduling, mobile job access, and real-time asset tracking for reliable field support, while unifying customer data from every touchpoint to build targeted segments, personalize outreach, and predict churn or upsell opportunities — giving both service and marketing teams a complete, actionable view of every customer.

 

Key Features of Dynamics 365 CRM

Every interaction — emails, calls, transactions, complaints — is stored in a single customer profile. Any team interacting with the customer can instantly see their complete history.

The sales pipeline (from lead → prospect → deal) is clearly visualized, helping the sales team prioritize the right opportunities and never miss a follow-up.

Support tickets are automatically routed to the right agent, complete with SLA tracking (resolution deadlines), resulting in faster and more consistent responses to customers.

Tasks like follow-up emails, notifications, or status updates can be automated through integration with Power Automate — reducing manual work for the team.

Built-in Copilot and AI-driven insights help predict which opportunities are most likely to close and recommend the next best action for sales reps.

With Power BI integration, management can monitor sales performance, customer trends, and campaign effectiveness in real time — no need to wait for manual reports.

Who It's For?

Ideal for businesses looking to strengthen customer relationships and improve sales and service efficiency — particularly organizations experiencing fragmented customer data across departments, inconsistent service response times, or a sales process still managed through spreadsheets and email.

Key Benefits :

  • Unify operations across finance, sales, and supply chain in a single system
  • Make faster, smarter decisions with real-time, role-based insights
  • Reduce manual work and operational costs through automation
  • Scale seamlessly as your business grows — from a handful of users to hundreds
  • Access your business data anytime, anywhere via cloud or on-premises deployment

FAQ — Dynamics 365 CRM

Dynamics 365 CRM is flexible and scalable for businesses of any size. You can start with the module you need most (e.g., Sales only) and add more modules as your business grows.

 

CRM focuses on customer relationships and interactions (sales, marketing, customer service), while ERP focuses on internal business operations (finance, inventory, production). Both can be integrated so customer and operational data stay connected.

 

Implementation time varies depending on business complexity, number of users, and level of customization. A standard implementation typically takes a few weeks to a few months. Our team will provide an estimate after an initial discovery/consultation session.

 

Dynamics 365 CRM integrates seamlessly with Microsoft 365 (Outlook, Teams, Excel) and can connect to other systems through Power Automate or APIs, including third-party software you're already using.

We provide post-implementation support, including system maintenance, troubleshooting, updates, and further training based on your business needs.

 

Accelerate Your Business with Microsoft Solutions

Company

About Us

Mission & Vision

Policy

Terms of Use

Contact Support

Documentation

Support

Help Center

Home

Solutions

Case Study

Services

Subscribe to BSC Newsletter

Stay informed about the latest tech advancements, industry standards, BSC updates, and more!

You have been successfully Subscribed! Ops! Something went wrong, please try again.
Whatsapp Linkedin