Transform customer relationships with
AI-driven Microsoft Dynamics 365 CRM
Streamline customer engagement, automate sales processes, and optimize service delivery with Dynamics 365 CRM. Powered by AI-driven insights, seamless integrations, and intelligent automation, it enables businesses to build lasting relationships, make data-driven decisions, and drive sustainable growth.
Understanding the basics: What is Microsoft Dynamics CRM?
Microsoft Dynamics 365 CRM is an advanced customer relationship management solution that helps businesses manage sales, marketing, customer service, and field service operations in a unified platform. It provides 360-degree customer insights, process automation, and advanced analytics, enabling front-line service teams to make smarter decisions and drive meaningful interactions.
Designed to enrich customer experiences and foster business growth, Dynamics 365 CRM features powerful modules such as Sales, Customer Insights, Customer Service, Field Service, and Project Operations. With AI-powered insights and automation, it streamlines workflows, boosts efficiency, and optimizes the use of your data – empowering you to build stronger relationships and drive lasting customer loyalty.
Explore the modules of Microsoft Dynamics CRM Solution
Empower your sales teams to manage client interactions, leads, opportunities, and accounts with Microsoft Dynamics 365 for Sales. 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
With Copilot, gain insights about customer emotions, competitive market, and sentiments to enable guided selling
Gain an in-depth understanding of customers by unifying profiles from various data sources and enriching them with Microsoft’s unique data assets to create powerful AI-driven predictions. With Microsoft Dynamics 365 for Customer Insights (formerly known as Microsoft Dynamics 365 for Marketing), leverage journey orchestration to deliver 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 Microsoft Dynamics 365 for Customer Service, improve customer satisfaction and brand loyalty by optimizing your service operations and boosting your 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. Microsoft Dynamics 365 for Field Service 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. Microsoft Dynamics 365 for Project Operations connects sales, human resources, finance, and project management into a single app to accelerate project delivery and ensure profitability.
Accelerate your sales cycles 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
Revolutionize customer engagement with Dynamics 365 CRM
Deliver personalized experiences, strengthen customer relationships, and drive loyalty with a CRM platform that adapts to your growing business needs.
Discover the key benefits of
Microsoft Dynamics 365 CRM software
The robust Dynamics 365 CRM features and benefits enable organizations to collect and unify customer data into consolidated profiles, which are shared with sales, marketing, and service teams. This provides teams with immediate access to essential insights, helping them build and maintain strong customer relationships.
Streamline workflows with automation
Automate routine tasks like generating quotes, gathering feedback, and running email campaigns within Dynamics CRM. This reduces repetitive work, allowing your team to focus on activities that drive growth.
Deliver exceptional customer experiences
Gain a 360-degree view of customer interactions and leverage predictive analytics to provide personalized, omnichannel experiences that foster brand loyalty.
Optimize sales performance
Empower sales teams with real-time insights, pipeline management, and forecasting tools within Microsoft Dynamics CRM solutions to improve conversions and revenue.
Leverage AI-powered insights
Harness the power of Copilot to provide real-time guidance, helping you prioritize high-value opportunities, predict customer behaviours, and refine engagement strategies for stronger business outcomes.
Boost loyalty and enhance customer retention
Engage customers seamlessly across platforms and manage service requests efficiently with a centralized system, ensuring faster response times, improved CSAT scores, and increased agent productivity.
Accelerate growth and gain a competitive advantage
Built on a secure, scalable platform, Dynamics 365 CRM software adapts to your business needs, enabling quick launches of marketing, e-commerce, and other initiatives while responding swiftly to market demands.
Microsoft Dynamics CRM pricing: Flexible plans for every business type
The Microsoft Dynamics 365 CRM implementation cost depends on various factors, including business requirements, customization needs, and the overall scope of implementation. While Microsoft offers flexible pricing options, key Microsoft Dynamics 365 CRM cost drivers include:
- Licensing model (Cloud vs. On-premise)
- Number of users and access levels
- Customization and third-party integrations
- Implementation scope, training, and ongoing support
Why choose Confiz as your Dynamics 365 CRM Implementation Partner?
Industry prowess
Our certified Microsoft Dynamics 365 consultants have extensive industry experience, successfully deploying 100+ complex Dynamics 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, as your trusted Microsoft Dynamics CRM Implementation Partner, 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 250+ Microsoft Dynamics certified developers, Confiz has the technical proficiency and knowledge to successfully deliver projects around Dynamics CRM 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.
Enabling
global companies
Trusted by some of the world’s largest companies, we thrive on building strong relationships and an outstanding reputation. Our aspiration to evolve, innovate and experiment makes us stand out from our competition.
Customer Success Stories in
Dynamics 365 Customer Engagement
UK’s largest telco company
Confiz leveraged its expertise in Dynamics 365 Customer Engagement to support Lebara by enhancing team productivity through CRM customizations, providing Fixit support, and automating the ticket management system via Jira. As a result, Lebara experienced improved collaboration and coordination between its technology and operations teams. Additionally, support agents gained access to customer information through a unified platform, allowing them to resolve issues quickly, providing a seamless service experience.
A distinguished UAE-based luxury hospitality brand
Confiz transformed call center operations and automated sales and marketing for JA Hotels, a UAE-based hospitality, construction and energy conglomerate. We delivered an end-to-end automation solution to streamline their global contact center, corporate sales, and marketing functions. Central to this initiative was consolidating customer data into Dynamics 365 Customer Engagement and integrating it with multiple legacy systems to ensure a unified, reliable view of customer information.
A U.S.-based nursing association services provider
Confiz delivered consultancy and assessment services, followed by a CRM upgrade that enabled the client to begin their digital transformation journey with Dynamics 365 Customer Engagement. The implementation of Dynamics 365 Customer Insights led to significant analytics-driven enhancements in interactions and system efficiency. As a result, the client achieved remarkable success in their marketing campaigns and event management, boosting overall customer engagement.
A leading auto sales and leasing company in USA
A leading North American auto leasing company partnered with Confiz to replace its legacy ALIS system and eliminate manual processes in customer management and credit applications. Confiz implemented Microsoft Dynamics 365 CE with Sales and Field Service modules in just 14 months, streamlining the sales lifecycle and front-line service operations. Integration with Twilio further enhanced customer communications, providing a seamless, automated experience.
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Got more questions?
We are here with answers!
What is Microsoft Dynamics CRM?
Microsoft Dynamics 365 Customer Relationship Management (CRM) is an integrated, data-driven software solution that helps streamline key customer-centric operations, including sales, marketing, customer service and customer insights. It not only covers but also provides support throughout the customer journey by developing, enhancing and retaining customer relationships.
What is included in Microsoft Dynamics CRM?
Microsoft Dynamics 365 Customer Relationship Management (CRM) includes modules for:
What is Microsoft Dynamics 365 CRM used for?
Microsoft Dynamics 365 CRM is used by small and mid-size businesses (SMBs) and large enterprises to streamline and automate their marketing, sales, and customer service functionalities. It helps them analyze data, identify trends and anomalies and make well-informed decisions.
How does Microsoft Dynamics 365 CRM work?
Microsoft Dynamics 365 CRM can be deployed both on the cloud or on-premise.
Why is Microsoft Dynamics 365 CRM better than salesforce?
While Salesforce is used by small businesses, Microsoft Dynamics 365 Customer Relationship Management can be used by businesses of any size. Dynamics 365 CRM is also a better choice because of its greater functionalities, robust third-party integration offerings and unified user interface across all devices.
Is Microsoft Dynamics 365 a CRM?
Yes, Microsoft Dynamics 365 is a CRM. It is a comprehensive suite of business applications, which includes CRM capabilities to help businesses manage customer interactions, automate workflows, and make data-driven decisions. It enables organizations to enhance sales, marketing, and customer service operations through AI-powered insights and seamless integrations.
How much does Microsoft Dynamics CRM cost?
The cost of Dynamics CRM varies based on factors such as licensing type (cloud or on-premises), the number of users, required customizations, and implementation complexity. Microsoft offers flexible pricing plans to suit different business needs. Get in touch with us for a personalized quote tailored to your requirements.
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Mohammed Reza
Director Business Development, UAE | KSA
Qaisar Iqbal
Vice President Industry Solutions, KSA