Explore Customer Engagement and Relationship Management Capabilities with Dynamics 365

  • Dynamics 365 for Sales

  • Dynamics 365 for Marketing

  • Customer and Field Service

Dynamics 365 for Sales

Focus on the right priorities, act with confidence

Dynamics 365 uses predictive analytics to deliver meaningful insights from your customer data and identify which prospects are most likely to buy. Sell smarter with signals about relationship health and risk that help you take the best action.

Sell Consistently and Manage Your Sales Funnel

With Dynamics 365, it is easy to configure sales process management and segmented sales funnel management reporting capabilities to give you a complete view of opportunities at every stage. Use automation and workflow to trigger actions that advance opportunities through the process. Easily see which opportunities are most likely to close and forecast future period sales.

Spend More Time Selling

Cloud means freedom to work where and how you want to, managing customers, and deals using familiar, easily accessible tools. Work on the go with rich, mobile apps that provide contextual news, social data, and task flows. Know what steps to take next to close deals faster by using process automation and a guided sales process.

Create a Culture That Nurtures Success.

Track KPIs and performance quickly using dashboards, contextual charts, and Power BI Q&A for natural language queries. Hit your numbers by setting goals, monitoring results, and providing feedback and coaching in real time. Inspire, onboard, coach, and motivate your team to achieve more through fun, engaging competitions.

Manage any Relationship with xRM

Many organizations deal with non-customer stakeholders. Members, students, partners, donors, franchisees, and households are just some examples of the kinds of relationships that Dynamics 365 can manage for you. Deploy robust solutions to support virtually any relationship-based business process.

Dynamics 365 for Marketing

Create truly connected customer experiences

Bring your marketing content, data, and processes together with Dynamics 365, Click Dimensions, and Adobe Marketing Cloud. Get a comprehensive view of your customers across sales and marketing, and take charge of their buying journey. Anticipate customer needs, uncover insights, and personalize across messaging. Align sales and marketing activities to sell faster and more efficiently—while creating and measuring marketing ROI.

Connect Sales and Marketing with Campaign Orchestration

Today's prospects are doing 70% of their research before they even contact a sales rep. Unify sales and marketing with Dynamics 365 content marketing and customer engagement solutions. Track all of the interactions customers have had with your content to drive higher conversions and provide more relevant offers.

Web Experience foundation

Targeted, personalized digital marketing starts with a comprehensive web content management solution. Create and deliver digital experiences faster, lower management and resources costs by using a single provider, and rely on a platform that’s compliant with government, industry, and corporate standards.

Gather Customer Insights

Collect customer insights and interactions in one place. Enable any employee to get predictive insights and embed customer insights into the app of their choice. Analyze customer demographics, purchase history, and interactions to deliver and fine-tune relevant offers and content using customer intelligence and built-in predictive analytics. Strengthen customer relationships by tracking interactions to quickly identify at-risk customers

Integrate Powerful Nurture Marketing

Turn suspects into prospects with automated nurture marketing campaigns. With Dynamics 365 you can easily manage segmented prospect lists dynamically and target content based on interests, geography, or any other relevant attribute. Know right away when prospects engage with your content signalling deeper engagement and readiness for a sales conversation.

Customer and Field Service

Deliver a Unified Customer Experience

Minimize customer effort, proactively address issues, and deliver more personalized, seamless service. Empower your staff with the knowledge they need to deliver faster, more consistent service. Anticipate and react quickly to customer, business, and market demands using customer and field service applications with intelligence built in.

Connect with customers anytime, anywhere

Support your customers wherever and whenever they need it. Deliver the personalized, consistent service customers expect across their choice of device and channel—including social media. Use a unified platform for consistency and visibility across channels and get deeper insights with a 360-degree customer view.

Empower Customer Service Representatives

Help customers to find answers on their own, connect with peers and subject-matter experts. When they require it, customers can transition to assisted support. Personalize content on the portal for customers and measure response impact through in-depth analytics. Give your agents the tools, guidance, and data they need to resolve issues.

Get the Right Resources to the Right Place at the Right Time

Schedule service calls quickly and match skill sets against service needs, taking geography, availability, inventory, regulations, customer preference, and service level agreement into account. Collect onsite data with mobile devices. Access a calendar of work order details that can be dynamically changed and managed. Link work orders to customer and case history, product configuration installations, parts information, and pricing.

Manage Service Contracts

Make it easier to manage and maintain the accuracy of service contracts and installed products across customers and locations using field service management software. Drive faster, more accurate billing while helping field service teams identify new sales opportunities to drive additional revenue. Win more business by proactively engaging leads from contact to contract.

Create a Solution Roadmap and a Plan to Get There

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Optimize Your Solution with New Features and Capabilities

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Get Fast, Responsive Support for your Solution

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Talk to our Microsoft Dynamics 365 for Customer Engagement Experts

Jeff Bacon

VP Client Development

Abdullah Osman

Project Manager

Jeff Bickle

Team Lead Customer Engagement

Aaron Turecki

Senior Consultant

“Catapult spent time up front understanding our needs before beginning the implementation process for our CRM system. Throughout the process, Catapult went above and beyond, even being present at our office during go live. They’ve been very fair to us throughout the process and continue to be available for support at the drop of a hat.”

Amy Little

Marketing Specialist ,

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