Engage with customers throughout the lifecycle withMicrosoft Dynamics 365 CE

Microsoft Dynamics 365 Customer Engagement is a suite of applications within the Dynamics 365 platform that focuses on improving Customer Relationship Management and sales productivity. This cloud-based solution helps organizations manage their customer interactions and data in a unified manner, allowing them to enhance customer engagement and drive business growth.

Dynamics 365 Customer Engagement provides a range of features and capabilities, including sales automation, marketing automation, customer service, field service, project service automation, and more. In addition, it integrates with other Microsoft products, such as Power Apps, Power Automate, and Power BI, to provide a comprehensive and scalable solution for customer engagement and relationship management.


Enabling global companies

Trusted by some of the world’s largest and most exciting companies, we thrive on building strong relationships and an outstanding reputation. We have many things in common with our clients across the globe. What stands out the most is our aspiration to evolve, innovate and experiment.

Confiz advantage

Unlock the power of digital acceleration with Confiz, your Microsoft Solutions Partner with the expertise and resources to empower your business to reach its full potential.

Industry prowess

Our dedicated Microsoft Dynamics 365 certified consultants leverage their deep industry experience of successfully deploying 100+ complex dynamics rollouts in retail, CPG, manufacturing, and other verticals. As a result, we help transform rapidly thriving businesses while supporting enterprises in sustaining their business growth.

Customer-first approach

Customer satisfaction lies at the heart of our core business practices. 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 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.


Dynamics 365 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! Learn More

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

Empower your teams to orchestrate personalized journeys to elevate customer experiences by revolutionizing marketing automation. Engage with customers in real-time based on customer-triggered events. Gain insights into their behavior and buying patterns, track the success of your campaigns, and build impactful customer acquisition and retention strategies. Learn More

Craft personalized customer journeys for customers on their preferred channels

Enable content personalization through AI-driven recommendations and built-in templates

Monitor your campaign performance through ready dashboards and analytics

Allow secure unification of customer data

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. Learn More

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. Learn More

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. Learn More

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

Redefine customer experience and simplify processes with 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 provides a 360-degree view of customers and empowers your team with AI-driven predictive analytics to help your business deliver personalized omnichannel experiences to the right customers. Resulting in improved brand loyalty and customer retention scores.

Optimize sales operations and improve productivity

Dynamics 365 Customer Engagement provides tools for sales teams to manage their pipelines, forecast sales, and collaborate with other teams. Have real-time visibility of your sales performance and be aware of any 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 for Customer Engagement provides tools for teams to collaborate and share information, which can improve communication and decision-making. It also provides a unified platform for managing customer interactions, which can help teams better align their targets and efforts.

Watch how Dynamics 365 Customer Engagement can transform your business processes



September 7, 2023

Confiz achieved ISO 27001:2013 re-certification, reaffirming our unwavering commitment to safeguarding sensitive data and delivering excellence in information security.


September 7, 2023

Confiz collaborated with Funverks to organize a transformative leadership workshop, aiming to equip leaders with adaptive skills for navigating the ever-changing landscape of business leadership.


September 6, 2023

Confiz participates in the Digital Transformation Summit Saudi Arabia 2023 as a silver sponsor, leveraging its tech experience and expertise to fuel innovation and empower Saudi Vision 2030.

Events & Webinars

September 13, 2023

Get ready for a transformative retail experience that will elevate your brand and propel your business to new heights. Join Confiz and D.engage at our highly-anticipated retail conference in Lahore, Pakistan, on May 18th.

Events & Webinars

September 13, 2023

Watch this exclusive 45-min live webinar, where Microsoft and Confiz will share experience-driven insights into the tech-first strategy and solution for grocers to achieve operational excellence, boost productivity, and sustain business growth in the evolving grocery ecosystem.

Events & Webinars

September 13, 2023

Join us for an insightful webinar and learn how to sustain business growth in the evolving grocery ecosystem. Listen to our expert speakers, who will enlighten the audience about the future-ready solution for grocery retail.

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? 

The customer service application in Dynamics 365 focuses on resolving customer queries and improving customer satisfaction. It provides customer service teams the tools to manage cases, track customer interactions, and monitor customer delight. The customer service application aims to resolve customer inquiries effectively and improve the overall customer experience.

On the other hand, customer engagement is a broader term encompassing all customer relationship management activities, such as sales, marketing, customer support, and field service. The customer engagement applications in Dynamics 365 help organizations manage customer interactions and relationships across all stages of the customer journey, from lead generation to customer retention and beyond.

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 four key apps that make up D365 Customer Engagement include sales, marketing, customer service, and field service.

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.