Dynamics 365 Advantage


CRM stands for customer relationship management. It’s a category of integrated, data-driven software solutions that improve how you interact and do business with your customers. CRM systems help you manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data.

Why use Dynamics 365 for CRM?

Marketing: Improve your customers' journey

Foster leads
  • Run multichannel campaigns featuring email marketing, web content, and events.
  • Target matched audiences based on LinkedIn interactions using Dynamics 365 Connector for LinkedIn Lead Gen Forms.
  • Personalize the buyer experience by customizing customer journeys based on user engagement.
Make better decisions
  • Gain insights into your brand reputation and market through real-time data analysis.
  • Prioritize leads using multiple lead scoring models.
  • Build custom dashboards to analyze the data that matters most to your business.
Adapt quickly
  • Automate processes for better service engagement experiences.
  • Rely on the Microsoft cloud platform to reduce operating costs and simplify deployment across your infrastructure.
  • Use artificial intelligence (AI) to guide your business decisions and drive innovation.

Sales: Empower sellers to drive personal engagement with customers

Grow business
  • Improve win rate with a dynamic, event-driven sales process.
  • Build pipeline with high-quality leads and prospects from a variety of sources.
  • Measure the past and identify leading indicators for the future.
Stay focused
  • Find the right prospects and customers.
  • Always know the next best action to move relationships forward.
  • Build a high-performing sales team.
Win faster
  • Engage and collaborate around strategic deals.
  • Work anytime, anywhere.
  • Align to the buyer’s journey to deliver personalized engagement.

Customer Service: Effortless service through any channel

Improve engagement
  • Let customers connect quickly and easily through multi-channel service options.
  • Use the AI of service bots to increase service availability and free your agents for more high-value interactions.
  • Resolve issues quickly using data analysis and predictive care.
Personalize your service
  • Deliver value with every interaction with a complete customer view.
  • Guide agents’ actions toward optimal outcomes using intelligent automation.
  • Create upsell or cross-sell opportunities using contextual customer data.
Streamline your customer service
  • Improve service based on survey feedback, discussion forums, and social listening.
  • Optimize your service staff by allocating resources based on service trends that you can monitor in real time.
  • Onboard new agents quickly with in-app learning options.

Field Service: Empower your agents to create a better customer experience

Improve operational efficiency
  • Use the Internet of Things (IoT) to detect and solve problems faster.
  • Reduce costs using predictive maintenance.
  • Automate work orders, scheduling, and dispatching.
Empower field agents
  • Boost on-site efficiency by providing technicians with mobile access to home office data.
  • Understand customer preferences and history to deliver more personalized service.
  • Enable technicians to work hands-free by using innovative technology like mixed reality headsets.
Build trust
  • Provide customers with real-time technician location tracking and appointment reminders.
  • Let customers self-schedule appointments and monitor service with a customer portal.
  • Share quotes, contracts, and scheduling information quickly and easily.

Project Service Automation: Improve project profitability with integrated planning tools and analytics

Improve project management
  • Visualize costs and revenue using robust project planning capabilities and intuitive dashboards.
  • Anticipate resource demands and forecast project profitability.
  • Build customer trust using a customer-centric service delivery model.
Optimize resources
  • Make the most out of billable resources using real-time dashboards to measure utilization.
  • Improve skill-based assignments with a unified scheduling engine.
  • Empower service professionals to apply directly to relevant projects.
Increase productivity
  • Foster collaboration across teams by integrating with Office 365 applications.
  • Submit, process, and approve time and expenses anytime, anywhere for faster customer billing.
  • Simplify the contracts process and collaborate seamlessly with customers through a secure portal.


Sell smarter with embedded intelligence

Know the next best step


Optimize email engagement


Keep a pulse on social trends

Foster relationships with authentic and personal engagement

Put buyers first with relationship selling


Engage buyers with social media


Deliver personalized content

Boost productivity and increase revenue

Provide intelligent guidance


Simplify sales execution


Stay informed

Sell anytime, anywhere


Connect with your partners

Accelerate sales performance

Shorten ramp up time

Increase sales effectiveness


Gain visibility and insights

Go from data to insights with real-time dashboards that have interactive, drill-down capabilities and natural language queries.


Motivate your sellers

Innovate with a modern and adaptable platform

Adapt quickly


Extend and connect


Invest with confidence


Drive innovation

See Microsoft Dynamics 365 CRM in action

Schedule a personalized and FREE demo now.