Dynamics 365 for Customer Engagement
- Sales
Turn relationships into revenue
Go beyond sales force automation (SFA) with Dynamics 365 for Sales to better understand customer needs, engage more effectively, and win more deals.
Your sales transformation starts here
1. Enable smarter selling with embedded AI
Focus on the right customers, build trusted relationships, and take swift action with a solution that unifies relationship data and provides contextual AI-driven insights.
2. Empower sellers to build relationships
Keep the focus on relationships with unified sales solutions and data across LinkedIn Sales Navigator and Dynamics 365 for Sales.
3. Boost sales productivity with seamless tools
Free up more time for selling with a streamlined sales process that’s supported by familiar and cohesive tools and intelligent optimization.
4. Improve coaching and sales performance
Get visibility into sales results with analytic dashboards. Coach sellers toward optimal results. Onboard and motivate sellers through sales contests that promote teamwork and accountability.
5. Increase sales profitably with advanced insights
Enhance sales effectiveness and efficiency with additional AI-powered automation, predictive insights, and intelligence for sellers and sales managers using Dynamics 365 Sales Insights.
6. Innovate with sales solutions built to evolve
Drive innovation with adaptable and scalable sales solutions that are easy to tailor, extend, and connect to other applications and services you already use.
- Customer Service
Earn customers for life
Differentiate your brand with Microsoft Dynamics 365 for Customer Service. Built-in intelligence delivers faster, more personalized service and adds value to every interaction.
Effortless customer service begins here
1. Deliver fast, personalized service
Create positive experiences through any channel and on any device to exceed customer expectations.
2. Learn from every interaction
Continuously improve while reducing costs by using data and intelligence to transform how you provide service.
3. Innovate with AI-driven insights
Create virtual agents, empower managers with actionable insights, and guide agents to the right outcomes.
- Marketing
Turn prospects into business relationships
Find and nurture more sales-ready leads by moving beyond basic email marketing. Connect sales and marketing, automate processes, and make smarter decisions to maximize your marketing results.
Your marketing transformation starts here
1. Create and nurture leads
Generate more leads across multiple channels and nurture sales-ready leads with personalized experiences.
2. Align sales and marketing
Prioritize leads, automate hand-off, and empower sellers with shared information and connected processes.
3. Make smarter decisions
Improve marketing ROI with embedded intelligence and analytics that track marketing performance.
4. Know your audience with AI-driven Market Insights
Respond to trends faster with social and web insights that help you know what your audience is saying, seeking, and feeling.
5. Innovate with a modern and adaptable platform
Enhance your automated marketing capabilities with an application that’s easy to tailor, extend, and connect to other apps and services you already use.
- Project service automation
Profit from your projects
Build trusted customer relationships by delivering outstanding project experiences. Dynamics 365 for Project Service Automation empowers you to deliver profitable projects on time and within budget while increasing employee productivity.
End-to-end project service starts here
1. Manage projects with confidence
Plan and deliver successful projects using a predictable and customer-centric service delivery model.
2. Optimize your resources
Anticipate resource demand and ensure the right resources are on the right projects, keeping utilization high.
3. Forecast project profitability
Prioritize project-based sales opportunities with built-in intelligence to plan for successful outcomes.
4. Increase productivity
Empower your service professionals to deliver their best work through intuitive and collaborative tools.
5. Innovate with a modern and adaptable platform
Drive innovation with an application that’s easy to tailor, extend, and connect to other apps and services you already use.
- Field service
Innovate with proactive service
Deliver a seamless, end-to-end service experience with Dynamics 365 for Field Service. Built-in intelligence helps you resolve service issues before they occur, reduce operational costs, and deliver positive onsite experiences.
Proactive and connected field service begins here
1. Drive operational efficiency with IoT
Enhance your service experience by proactively detecting, troubleshooting, and resolving issues so a technician is dispatched only when necessary.
2. Optimize your resources
Automate and improve scheduling to dispatch the right technician and get the most value out of your resources.
3. Make technicians more effective
Empower technicians with a 360-degree view of your customers and real-time guidance to improve resolution time and earn customer trust.
4. Engage your customers
Provide customers with self-service portals, proactive updates, and technician tracking to ensure a positive experience at every step.
5. Innovate with an adaptable platform
Drive innovation with an application that is easy to tailor, extend, and connect to other apps and services you already use.
6. Modernize field service with mixed reality
Troubleshoot issues in context and enable technicians with heads-up, hands-free video calling and mixed reality annotations on Microsoft HoloLens.