Microsoft Dynamics 365 Customer Engagement

Build lasting customer relationships and increase sales effectiveness.
Microsoft Dynamics 365 Customer Engagement is a strategic platform that supports business growth by automating sales processes and strengthening long-term customer relationships across sales, marketing, and service teams.

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CE

This Technology Is About People

Bartek Bakowski

Dynamics 365 CE Team Leader

We implement solutions that truly support sales teams, marketing teams, and field teams in their day-to-day work. Above all, they simplify operations and eliminate chaos. This technology is about people.

Microsoft Dynamics Products for
Sales and Customer Service

Our structured and methodical approach to Microsoft Dynamics 365

implementations ensures maximum business value while minimizing operational and regulatory risk.

Customer Insight

An advanced analytics platform that connects data from multiple sources to create a comprehensive, unified customer view. It enables experience personali zation, customer segmentation, and predictive behavior modeling powered by artificial intelligence and advanced analytics.

Sales

A comprehensive CRM solution for managing end-to-end sales processes. It automates lead management, opportunity tracking, sales forecasting, and reporting, while integrating seamlessly with Microsoft 365 and LinkedIn Sales Navigator.

Customer service

A customer service platform with omnichannel capabilities, case management, a centralized knowledge base, and AI-powered chatbots. It enables ticket tracking, process automation, and the delivery of a consistent customer experience across all service touchpoints.

Field service

A field service management solution with route planning, resource management, a mobile application for technicians, and IoT integration. It optimizes service schedules and increases field workforce efficiency through real-time operational insights.

Integration With the Microsoft Ecosystem

Dynamics 365 CRM operates fully within the Microsoft environment, providing seamless connectivity with the everyday tools used by sales, marketing, and customer service teams. This approach reduces implementation costs, accelerates user adoption, and delivers measurable improvements in team productivity.

Outlook & Teams

CRM where you work every day

Automatic email capture in CRM, meeting scheduling, and instant access to customer history all without leaving Outlook or Microsoft Teams.

Power Platform

No-code automation
Create workflows, automate follow-ups and generate reports from CRM and marketing data without relying on IT teams.

ERP Microsoft (F&O, SCM)

CRM integrated with ERP
Eliminate data silos by combining sales, finance, and inventory information into unified management views and real-time dashboards.

Customer Insights

We build a 360-degree customer view and activate real-time personalization - without heavy IT. We connect first-party data, apply AI-driven segmentation, and automate communication that directly supports sales and marketing performance.

360° Customer Profile (CDP)

Data consolidation from Dynamics 365, ERP, e-commerce, loyalty systems, and custom applications. Customer identities are resolved using rules and AI, while consents and preferences are managed in a single, centralized location - fully GDPR-ready.

Segmentation and Predictive Models (AI)

We create dynamic segments that update in real time. We leverage propensity, churn, and CLV models both prebuilt and custom - to deliver actionable insights that support data-driven sales and marketing decisions.

Personalization and Customer Journeys

Event-driven orchestration across email, SMS, push notifications, advertising, and in-app channels. A/B testing, rules, triggers, and ROI measurement are managed in one centralized environment.

Dynamics 365 Sales -
Close transactions faster

Increase sales team productivity with AI-powered CRM that automates sales processes, delivers intelligent insights, and helps build stronger customer relationships.

  • 35% shorter sales cycles
  • 40% higher lead conversion rates
  • AI-powered sales forecasting and pipeline analytics
  • Automated lead scoring and opportunity management

Dynamics 365 Customer Service - Resolve Issues in No Time

Empower your team with AI Copilot that helps diagnose issues, craft responses, and resolve customer cases faster than ever before.

  • Reduce issue resolution time by up to 50%
  • Increase customer satisfaction by up to 45%
  • AI-powered chatbots and knowledge management
  • Omnichannel customer service experience

Marketing Automation - Increase Campaign ROI

Automate customer journeys, personalise communications and measure campaign performance with advanced marketing tools integrated with Customer Insights.

  • Increase marketing campaign ROI by up to 60%
  • Automate email marketing and lead nurturing
  • Multichannel campaign management
  • Advanced marketing analytics and data points

Dynamics 365 Field Service - Optimize Field Operations

Boost technician productivity and improve first-time fix rates with AI-powered scheduling, a mobile field service app, and advanced work order management.

  • First-time fix rate improvement of up to 30%
  • Increase in work orders per technician by up to 25%
  • AI-powered booking and route optimization
  • Real-time tracking and customer communication

Your CRM Always Within Reach

The native Dynamics 365 mobile application gives your team access to key customer data, real-time updates, and relationship management - anytime and anywhere.

Offline Synchronization

Work without an internet connection. Data synchronizes automatically once connectivity is restored.

Real-time Communication

Instant notifications and seamless communication with your team in real time.

Enterprise-Grade Security

Advanced security controls and access management designed to meet enterprise compliance and governance requirements.

Frequently Asked Questions

How does Microsoft Dynamics 365 Customer Engagement increase customer engagement?

Microsoft Dynamics 365 Customer Engagement increases engagement by delivering a unified, 360-degree customer view, enabling real-time communication personalization, and automating end-to-end customer journeys. The platform connects data across sales, marketing, service, and social channels, ensuring that every interaction is consistent and precisely aligned with customer needs. AI models predict purchase intent and recommend next-best actions, resulting in up to 38% higher CSAT and a 30% reduction in churn.

Microsoft Dynamics 365 Marketing provides a comprehensive set of tools to plan, execute, and optimize data-driven marketing activities:

  • Email automation with advanced personalization and A/B testing
  • Customer journey orchestration behavior-based, multi-channel campaigns
  • Lead scoring and lead nurturing with automated handoff to sales
  • Event management - webinars, registrations, and automated follow-ups
  • LinkedIn integration - Lead Gen Forms and Account-Based Marketing
  • Copilot AI - campaign content generation and predictive analytics

The platform increases conversion rate by 40-60% and delivers full, end-to-end ROI tracking across all marketing activities.

The integration of Field Service with Customer Engagement automates the end-to-end service process. A customer request creates a Work Order, the system assigns a technician by location and competence, and the customer tracks arrival in real time. Technicians have access to the full customer history and product documentation via a mobile app.
IoT sensors predict failures and create proactive service requests, reducing downtime by 35-50%. Remote Assist by Teams/HoloLens supports technicians remotely, increasing the First-Time Fix Rate to 85%.

Why are Microsoft Solutions More Than Just a Customer Database?

Microsoft Dynamics 365 provides:

  • integration of all customer-focused activities (sales, marketing, service),
  • automation of routine tasks,
  • behavior analysis and prediction of customer needs.

360° Sales Management

Gain a complete view of the customer lifecycle - from lead to closed transaction. Plan activities more effectively with behavioral analytics and forecasts.

Marketing Automation

Create data-driven campaigns, segment audiences, and measure performance in real time.

Intelligent Customer Support

Centralize the customer communication history, automate case routing, and increase satisfaction with faster responses.

Business Analytics

Built-in Power BI transforms data into actionable insights - make decisions based on facts.

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