Dynamics CRM

Transform your customer journey and unlock actionable insights.

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Build, maintain and capitalize on the customer journey with CRM

An integrated, data-driven software solution that helps shorten and optimize sales cycle, personalize customer service experience, and enhance customer loyalty. Designed to strengthen customer relationships, Dynamic 365 CRM helps to centralize, optimize and streamline all the customer journey data.

  • Turn valuable customer insights into successful business decisions​
  • Identify top customers to turn data into revenue​
  • Generate, track and capitalize on sales leads
  • Deliver personalized engagement as per the unique buyer’s journey
  • Run multi-channel campaigns featuring web
    content, email marketing and events

Adopt a customer-first approach by leveraging

automation to build insights and intelligence​

Strengthen your relationship with customers, make informed decisions based on insights and close deals quickly. 

  • Empower sellers in building relationships​
  • Win more deals through efficient pipeline tracking​
  • Boost sales productivity with easy-to-use tools and seamless integration

Target the right audience, focus on the highest priority leads, strengthen marketing capabilities and expand sales opportunities. 

  • Attract and manage leads
  • Coordinate marketing and sales activities
  • Maximize your marketing effectiveness with in-built tools

Differentiate your brand, deliver personalized service and add value to every customer interaction. 

  • Reduce time to close customer requests
  • Create an omnichannel communication platform
  • Gain AI-powered insights

Capture and consolidate every detail and enrich customer-based data from various sources. 

  • Gain 360° view of your customers 
  • Deliver personalized service 
  • Unlock customer needs with cross-channel analytics 

Our clients

The Confiz experience

industry knowledge proficiency


With the right skill set, industry exposure, and proficiency to configure domain-specific highly customized solutions, we have helped 100+ organizations simplify business complexities, optimize operations, and drive profitability.

comprehensive structured approach


At Confiz, our solution architects work with your internal teams to assess your business and technical situation, evaluate your current implementation and offer you the least disruptive yet most efficient path along with an upgradation timeline.

ms dynamics experts


Our Microsoft certified professionals offer 24/7 dedicated Dynamics 365 support services to help organizations achieve a reliable, smoother and efficient flow across their organizational structure by promptly diagnosing and resolving their system issues.

Got more questions about Microsoft Dynamics 365 CRM?

Here's everything you need to know

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.

Discover more on our blog

Request a free consultation today​

Whether you’re exploring a CRM, or ready to take the plunge, our consultants are happy to offer insights and best practices through our vast industry experience.

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