Dynamics 365 Customer Engagement
Improve client relationships, deliver frictionless customer service, and drive organizational productivity.
Elevate customer engagement with Microsoft Dynamics 365 CE
Microsoft Dynamics 365 Customer Engagement is a suite of applications within the Dynamics 365 platform that improves Customer Relationship Management and boots sales productivity, unifying customer interactions, data, and driving business growth.
It comes with a range of features and capabilities, including sales automation, marketing, customer service, field service, project operations, which power up customer engagement.
Confiz
Advantage
Industry prowess
Our certified Microsoft Dynamics 365 consultants have extensive industry experience, successfully deploying 100+ complex CRM projects in various sectors, including retail, CPG, and manufacturing. We excel at transforming growing businesses and sustaining enterprise growth.
Customer-first approach
Customer satisfaction lies at the heart of our core business practices. Therefore, we adopt a structured project management approach based on the complexity of the business environment and operations; while ensuring 24/7 customer support and a transparent relationship with our clients.
Microsoft Dynamics 365 CE implementation experts
With a team of 150+ Microsoft Dynamics certified developers, Confiz has the technical proficiency and knowledge to successfully deliver projects around implementation, integration, customization, migration, and consulting services worldwide.
Proven industry solutions
We offer industry-specific, ready-to-use solutions built on Dynamics 365 to help our clients accelerate their digital transformation. At Confiz, we aspire to drive business excellence for our esteemed clients by providing solutions to address their core industry challenges.
Impact of
Dynamics 365 Customer Engagement
Embrace automation and boost business efficiency
Streamline business processes and manage customer interactions and data from a centralized platform. This can help organizations boost business efficacy, reduce manual errors, and improve return on investment.
Deliver superior customer engagement experience
Dynamics 365 Customer Engagement offers a 360-degree customer view and empowers your team with AI-driven predictive analytics for personalized omnichannel experiences, enhancing brand loyalty and retention.
Optimize sales operations and improve productivity
Dynamics 365 Customer Engagement provides tools for sales teams to manage their pipelines, forecast sales, and collaborate, gain real-time visibility into your sales performance and proactively address roadblocks.
Leverage data-driven insights for customer win
Dynamics 365 Customer Engagement uses Power apps to combine all data, providing rich analytics and reporting to help you better understand your customers and make data-driven decisions.
Ensure personalized customer service experience
Microsoft Dynamics 365 CE provides a centralized platform for managing customer support and service requests. This can help organizations improve CSAT scores and boost employee productivity.
Enhance team collaboration
Dynamics 365 Customer Engagement offers collaborative tools for enhanced team communication and decision-making. It serves as a unified platform for managing customer interactions, promoting better alignment of goals and efforts.
Elevate your customer engagement
Customer Engagement modules
Empower your sales teams to manage client interactions, leads, opportunities, and accounts. Track the progress of potential business, automate sales workflows, and gain AI-driven insights into customers’ preferences. With this information, boost customer relationships and effectively scale your sales strategy!
Connect sellers with customers through their preferred communication channels
Grow revenue by investing time in the activities important for business growth
Predict revenue fluctuations and highlight areas of focus from top to bottom of the funnel
Get insights about customer emotions, competitive market, and sentiments to enable guided selling
Gain a deeper understanding of your customers by unifying profiles from various data sources and enriching them with Microsoft’s unique data assets to create powerful AI-driven predictions. Leverage journeys to orchestrate personalized experiences across all touchpoints, strengthening customer relationships.
Gain a unified, AI-driven view of customer data across sales, marketing, and customer service functions for comprehensive insights.
Track key KPIs and use AI prediction models for insights on customer lifetime value, churn, and sentiment analysis for strategic decision-making.
Leverage Copilot to create and modify customer segments, customize content, and streamline multichannel customer journeys while tracking progress in real time.
Automatically transfer qualified leads to sales representatives and track pipeline success with prebuilt analytics dashboards.
Manage customer support and service requests from a unified, centralized platform. Create and track customer service cases, manage Service Level Agreements (SLAs), and analyze customer interactions across multiple platforms. With D365 customer service, businesses can improve customer expectations by optimizing their service operations and boosting their agents’ efficiency.
Close inquiry cases faster with AI-driven productivity tools
Enable customers to find answers with self-service virtual agents & knowledge base portals
Proactively engage customers and offer omnichannel support
Monitor and improve CS operations using insights and boost productivity.
Manage your field service operations, schedule and dispatch technicians, manage work orders, and track inventory and assets. D365 Field Service module helps businesses to elevate their customer experiences by optimizing their field service processes, improving response time, and reducing service costs.
Equip your employees with the right tools and relevant work-order data to boost productivity
Meet customer expectations with on-time scheduling and technician location information
Optimize service operations using IoT and AI-driven actionable insights
Get a 360-degree view of customer assets hierarchy, locations, and service level agreements
Get the complete viability, agility, and collaboration required to manage and execute your project-centric business. Dynamics 365 Project Operations connects sales, resources, finance, and project management into a single app to accelerate project delivery and ensure profitability.
Accelerate the sales cycle and win more deals
Enhance project management through Microsoft Project capabilities
Allocate the right people on the right project for optimal resource utilization
Track project performance through built-in dashboards and real-time analytics
Discover how Dynamics 365 CE can transform your business processes
Optimize Sales and Marketing with Dynamics 365 Customer Engagement
Improve service experience and empower your agents
Deliver exceptional customer service with D365 Field Service
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global companies
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Got more questions?
We are here with answers!
What is Dynamics 365 for Customer Engagement?
Dynamics 365 for Customer Engagement is a suite of applications within the Microsoft Dynamics 365 platform designed for sales, customer service, and marketing operations. It provides organizations with tools to manage customer interactions and relationships across various channels, including email, phone, and digital platforms.
The customer engagement applications within Dynamics 365 are designed to automate and streamline business processes, improve customer satisfaction, and drive revenue growth.
What is the difference between Customer Service and Customer Engagement in D365?
What is Dynamics 365 Customer Engagement enterprise edition?
Dynamics 365 Customer Engagement Plan Enterprise Edition is a subscription-based offering within the Dynamics 365 platform that provides access to a comprehensive set of customer engagement applications and services. The Enterprise Edition provides access to several features and capabilities like sales and marketing automation, Power BI, Power Automate, and more. The Enterprise Edition also provides access to advanced capabilities such as business process modeling, data management, reporting, and premium support and training services.
What does Dynamics 365 Customer Engagement include?
Dynamics 365 for Customer Engagement includes a set of business applications designed to help organizations manage customer relationships and engagements. The five key apps that make up D365 Customer Engagement include sales, marketing, customer service, field service, and project operations.
What are the main Dynamics 365 Customer Engagement features?
The Dynamics 365 Customer Engagement features include:
- Sales Automation: Helps sales teams manage their opportunities, leads, and accounts.
- Marketing Automation: Allows marketers to create, track, and measure the success of campaigns.
- Customer Service: Provides a comprehensive solution for managing customer service requests and issues.
- Field Service: Enables organizations to manage field service operations and schedule work for field technicians.
- Project Service Automation: Supports project-based businesses by helping to manage project delivery, resources, and billing.
- Power Apps: A low-code platform that enables organizations to build custom business applications.
- Power Automate: A tool for automating business processes and creating workflows.
- Power BI: A business intelligence tool that provides interactive visualizations and insights.
- Microsoft Teams Integration: Integration with Microsoft Teams to enable team collaboration and communication within the Dynamics 365 platform.
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Mohammed Reza
Director Business Development, UAE | KSA
Qaisar Iqbal
Vice President Industry Solutions, KSA