Dynamics 365 Customer Engagement (CE) | CRM Implementation Partner | sa.global (2024)

A single suite of solutions to enhance client engagement and experience

Explore Dynamics 365 CE Licensing Pricing​

Get started with Dynamics 365 Customer Engagement ​

Build better client relationships with Dynamics 365 Customer Engagement

Microsoft Dynamics 365 CE (formerly known as Dynamics 365 CRM) is an integrated suite that brings together various CE capabilities – Microsoft Dynamics 365 Sales, Customer Insights, Customer Service, Field Service, and Project Operations – on a single platform. Having these systems connected enables you to connect your client data to help you build relationships, improve client engagement, and increase productivity. Having a holistic view of your client data allows you to know your clients better, anticipate their journey, personalize your engagements with them, and exceed their needs.

We, at sa.global, are a Microsoft Dynamics CRM implementation partner that can help you transform the way you do business and engage with clients. As a certified Dynamics 365 Customer Engagement support partner, we will ensure you have the CRM tools you need on one platform so you can provide the best client experience possible.

Benefits of Microsoft Dynamics 365 CE

Dynamics 365 Customer Engagement (CE) | CRM Implementation Partner | sa.global (1)

A single source of information about contacts, leads, and clients

Dynamics 365 Customer Engagement (CE) | CRM Implementation Partner | sa.global (2)

Data and analytics to prioritize leads and opportunities

Dynamics 365 Customer Engagement (CE) | CRM Implementation Partner | sa.global (3)

Enhanced client experience with insights into clients and their needs

Dynamics 365 Customer Engagement (CE) | CRM Implementation Partner | sa.global (4)

Personalize communications, sales offers, and services

Dynamics 365 Customer Engagement (CE) | CRM Implementation Partner | sa.global (5)

A cloud-based solution that helps you connect with clients anytime, anywhere, from any device

Dynamics 365 Customer Engagement (CE) | CRM Implementation Partner | sa.global (6)

Quicker decisions with insights into client interactions

Get started with Dynamics 365 CE

Microsoft Dynamics 365 Customer Engagement modules

As a leading cloud-based customer relationship management software, Microsoft Dynamics Customer Engagement offers robust features tailored for professional services. This integrated CRM software delivers powerful capabilities to manage sales, marketing, customer service, field service, and project operations seamlessly in the cloud, ensuring a holistic and effective approach to customer engagement.

Microsoft Dynamics 365 Sales

Equip your sales team with information to manage the sales cycle from lead capture to closing the opportunity. Microsoft Dynamics 365 Sales centralizes client data; complemented by business intelligence, it delivers actionable insights to create a seamless, responsive, personalized sales experience.

Learn more >>>

Navigate the realities of modern selling.

Watch the video

Give your sales team the winning edge. Download the eBook

Microsoft Dynamics 365 Customer Insights

Personalize customer experiences with Microsoft Dynamics 365 Customer Insights. Unify data sources and predict customer intent. Drive action with real-time journeys, AI-driven channel selection, and automated lead nurturing. Utilize Copilot for faster insights, simplified targeting, and seamless content customization.

Learn more >>>

Microsoft Dynamics 365 Customer Service

Empower your teams to deliver omni-channel engagement and speedily resolve queries. Microsoft Dynamics 365 Customer Service enables businesses to deliver faster, client-centric support with visibility into operations and performance with access to easy-to-use dashboards and in-depth analysis reports.

Learn more >>>

Deliver always on customer service anytime, anywhere.

Watch the video

Microsoft Dynamics 365 Field Service

Accelerate your field service delivery with predictive maintenance and connected data insights. With Microsoft Dynamics 365 Field Service, you can respond quickly with full visibility into service history, assets, maintenance records, SLAs, etc. Empower your technicians with the right tools at the right time to drive proactive service.

Learn more >>>

Microsoft Dynamics 365 Project Operations

Empower your teams to win more bids with better contract management, more accurate project quotes, forecasting, estimation, and scope. Microsoft Dynamics 365 Project Operations gives you visibility into key operations like opportunity management, resource optimization and utilization, project planning and billing, allowing for a seamless project flow.

Learn more >>>

Win more deals with better deal management.

Watch how

Explore Dynamics 365 Customer Engagement Licensing Pricing

Dynamics 365 Customer Engagement (CE) | CRM Implementation Partner | sa.global (15)

Transform your business with Dynamics 365 CE consulting services

Elevate your business to new heights with our Dynamics 365 Customer Engagement consulting and support services. We specialize in Microsoft business application consulting, providing expert guidance and support for ERP and CRM implementations. As your support partner, we will help you unlock the full potential of Dynamics 365 Customer Engagement for your business.

Explore our Managed Services for ongoing support and optimization of your Dynamics 365 environment.

Book a consultation

Our numbers do the talking for us

350+ Years of cumulative experience across our Dynamics CRM team

60+ Consultants dedicated to delivering on CRM systems

9 Average number of years of Dynamics CRM experience of our consultants

300+ Dynamics CRM clients supported worldwide

“It’s about as good as it gets. sa.global was extremely thorough with what was a highly complex implementation that has transformed our capacity to expand our business and accept new channel partners.”

Simon Wiseman, Project Manager, The Co-operative Life Planning

Dynamics 365 Customer Engagement (CE) | CRM Implementation Partner | sa.global (16)

“With the new CRM infrastructure, business has expanded by 150 per cent and we can bring products to market much more quickly. We have seen significant time savings in managing our internal processes and hugely increased productivity — without having to employ additional people.”

Tim Martin, Senior Operations Manager, The Co-operative Life Planning

Dynamics 365 Customer Engagement (CE) | CRM Implementation Partner | sa.global (17)

“sa.global had proven experience with Microsoft Dynamics CRM and had already delivered a fully integrated custom solution for Logicalis, which was already providing a rapid return on investment. Their approach in scoping out our requirements and providing a solution for the quote tool was meticulous. We were confident sa.global could deliver.”

Natasha Towns, Business Applications Manager, Logicalis

Dynamics 365 Customer Engagement (CE) | CRM Implementation Partner | sa.global (18)

Previous

Next

Read our other client success stories

FAQs

The choice between Dynamics CRM Cloud and On-Premise depends on your business needs. The cloud version offers flexibility, automatic updates, and reduced IT overhead, making it ideal for businesses seeking scalability and ease of maintenance. On-premise solutions provide more control over data and customization but require significant IT resources for management and maintenance. Microsoft Dynamics 365 Customer Engagement in the cloud offers a seamless, scalable, and cost-effective solution for most businesses. Learn more.

Yes, Microsoft offers a comprehensive CRM product called Microsoft Dynamics 365 Customer Engagement (CE). Formerly known as Dynamics 365 CRM, it integrates various capabilities such as Sales, Marketing, Customer Service, Field Service, and Project Operations. Dynamics 365 CE helps businesses manage customer relationships, improve client engagement, and increase productivity by centralizing client data and delivering actionable insights.

For more details, speak to our expert today.

Absolutely, Microsoft Dynamics CRM is highly suitable for small businesses. Dynamics 365 Customer Engagement offers flexible pricing and scalable solutions that can grow with your business. Its cloud-based nature reduces the need for extensive IT infrastructure, making it accessible for small businesses. With features like sales automation, customer insights, and personalized engagement, Dynamics 365 CE can help small businesses streamline their operations and enhance customer satisfaction.

For more details, speak to our expert today.

The cost of Microsoft Dynamics CRM can vary depending on the specific requirements and the chosen deployment method. Pricing is influenced by factors such as the selected Dynamics 365 Customer Engagement plan and the level of customization needed. Implementation costs can also vary based on the complexity and scale of the project. For a detailed breakdown of pricing and licensing options, please refer to the Dynamics 365 CE Licensing Guide.

Dynamics 365 CRM implementation: Client success stories

COOP, a life planning firm, expanded its business by 150% and brought products to market much more quickly, with an integrated Microsoft Dynamics 365 CRM system.

Read the full story >>>

IT firm Logicalis connected people, information, and processes with Microsoft Dynamics 365 CRM. The firm can now better manage their sales pipeline and efficiently track client requests.

Read the full story >>>

Want to speak to a Dynamics 365 CE expert?

Connect with us

Dynamics 365 CE Resources

Explore how Microsoft Dynamics 365 Sales enables your sales team to respond quickly, effectively, and accurately to build close and lasting client relationships.

Download eBook >>>

This eBook provides a blueprint for customer service leaders to achieve service excellence by focusing on omnichannel engagement, AI and data, and automation.

Download eBook >>>

Read this playbook to understand the adaptive project delivery lifecycle management approach and how it can help project-based organizations.

Download eBook >>>

Get started

Dynamics 365 Customer Engagement (CE) | CRM Implementation Partner | sa.global (2024)

FAQs

Is Dynamics 365 customer engagement deprecated? ›

In October 2019, Microsoft deprecated the Dynamics 365 for Customer Engagement SKU/license plan. Dynamics 365 for Customer Engagement included the following Dynamics 365 apps and their related services: Dynamics 365 Marketing. Dynamics 365 Sales.

What is Dynamics 365 customer engagement? ›

Dynamics 365 customer engagement (formerly known as Microsoft Dynamics CRM) is a single cloud-based and analytics-driven customer engagement platform. It helps organizations of different sizes orchestrate their customer interactions and provide them with what they are looking for.

What is included in the Dynamics 365 customer engagement plan? ›

The Microsoft Dynamics 365 Customer Engagement (CE) unifies Microsoft Dynamics for Sales, Customer Insights & Marketing, Customer Service, Field Service and Project Operations.

What are the different types of teams that exist in Dynamics 365 customer engagement? ›

You can use three types of teams:
  • An owner team owns records and has security roles assigned to the team. The team's privileges are defined by these security roles. ...
  • An access team doesn't own records and doesn't have security roles assigned to the team.
Feb 16, 2022

What is the replacement for Dynamics 365 deprecated? ›

What are the Latest Deprecated Features?
  • Classic app, form, and view designers are deprecated starting October 2023.
  • Dynamics 365 for phones and tablets will be deprecated for online users and replaced by Power Apps effective January 2024.
Nov 30, 2023

Will Dynamics 365 overtake Salesforce? ›

Salesforce.com has led the CRM industry for decades— but things are now fading fast. In the recent Forrester Wave report Microsoft is ahead in Salesforce.com's traditional sales software. This is a big step for Microsoft and JourneyTEAM (A trusted Microsoft CRM Partner).

Are Dynamics CE and CRM the same? ›

Yes, Microsoft offers a comprehensive CRM product called Microsoft Dynamics 365 Customer Engagement (CE).

What is Dynamics 365 CRM called now? ›

Microsoft Dynamics 365 Business Central (formerly Microsoft Dynamics NAV) – ERP and CRM software-as-a-service product meant for small and mid-sized businesses.

What is the difference between Dynamics 365 sales and CE? ›

Dynamics 365 Sales and Dynamics 365 CE have many of the same capabilities and features, as you can see—including sales management, lead management, and opportunity management. Dynamics 365 CE does, however, also incorporate extra tools for project management, customer service, field service, and marketing automation.

What is the meaning of CE in dynamics? ›

Dynamics 365 Customer Engagement (on-premises) is a customer relationship management business solution that helps you improve marketing capabilities for your business, drive your sales higher, and provide excellent customer service to your users.

How do you automatically create records in Dynamics 365 for customer engagement? ›

Configure rules for creating or updating records automatically
  1. In the site map, select Case Settings in Customer Support. ...
  2. In the Automatic record creation and update rules section, select Manage. ...
  3. Select New. ...
  4. On the Basic tab, in Step one details, enter the following details: ...
  5. Select Save.
Jun 14, 2024

How can Dynamics 365 CE be integrated with Microsoft Teams? ›

On the Sales settings page, under Microsoft Teams collaboration, select Quick setup. Turn on the Chat and collaborate from Dynamics 365 (preview) toggle to enable the embedded Teams chat capability. Turn on the Connect records to channels in Microsoft Teams toggle to enable basic Teams integration. Select Apply.

Which two types of workflows are available in Dynamics 365 CE? ›

There are both asynchronous and real-time workflows. You can create them without writing code. You can send email notifications, create tasks, and update fields in Dynamics 365 CE.

How many Microsoft Dynamics 365 customers are there? ›

In 2021, Dynamics 365 held a 7.3% market share in the CRM segment, adopted by over 44,000 companies. By 2022, Dynamics 365 Business Central had dominated the global ERP software market with 1.8 million users.

Is Dynamics Voice of the Customer deprecated? ›

Voice of the Customer (VoC) is being deprecated. The Voice of the Customer solution will continue as expected until its removal on July 1st 2020 but no new functionality is being developed for the solution.

What is the future of Microsoft Dynamics 365? ›

The future of Dynamics 365 is intrinsically linked to its ability to integrate seamlessly with cutting-edge technologies such as Artificial Intelligence (AI) and the Internet of Things (IoT).

What browsers are supported by Dynamics 365 customer engagement? ›

Dynamics 365 for Customer Engagement supports multiple web browsers including Internet Explorer, Microsoft Edge, Mozilla Firefox, Google Chrome, and Safari.

What are the disadvantages of Dynamics 365? ›

Here are some potential disadvantages associated with Microsoft Dynamics: Complexity and Learning Curve: Implementing and customizing Microsoft Dynamics can be complex, and there may be a steep learning curve for users and administrators. Training and adaptation to the system may require significant time and resources.

Top Articles
Building a Trading Bot with ChatGPT: A Comprehensive Guide with Code Examples
Avoiding scams | Consumer Protection
Katie Pavlich Bikini Photos
Gamevault Agent
Hocus Pocus Showtimes Near Harkins Theatres Yuma Palms 14
Free Atm For Emerald Card Near Me
Craigslist Mexico Cancun
Hendersonville (Tennessee) – Travel guide at Wikivoyage
Doby's Funeral Home Obituaries
Vardis Olive Garden (Georgioupolis, Kreta) ✈️ inkl. Flug buchen
Select Truck Greensboro
How To Cut Eelgrass Grounded
Pac Man Deviantart
Alexander Funeral Home Gallatin Obituaries
Craigslist In Flagstaff
Shasta County Most Wanted 2022
Energy Healing Conference Utah
Testberichte zu E-Bikes & Fahrrädern von PROPHETE.
Aaa Saugus Ma Appointment
Geometry Review Quiz 5 Answer Key
Walgreens Alma School And Dynamite
Bible Gateway passage: Revelation 3 - New Living Translation
Yisd Home Access Center
Home
Shadbase Get Out Of Jail
Gina Wilson Angle Addition Postulate
Celina Powell Lil Meech Video: A Controversial Encounter Shakes Social Media - Video Reddit Trend
Walmart Pharmacy Near Me Open
Dmv In Anoka
A Christmas Horse - Alison Senxation
Ou Football Brainiacs
Access a Shared Resource | Computing for Arts + Sciences
Pixel Combat Unblocked
Umn Biology
Cvs Sport Physicals
Mercedes W204 Belt Diagram
Rogold Extension
'Conan Exiles' 3.0 Guide: How To Unlock Spells And Sorcery
Teenbeautyfitness
Weekly Math Review Q4 3
Facebook Marketplace Marrero La
Nobodyhome.tv Reddit
Topos De Bolos Engraçados
Gregory (Five Nights at Freddy's)
Grand Valley State University Library Hours
Holzer Athena Portal
Hampton In And Suites Near Me
Stoughton Commuter Rail Schedule
Bedbathandbeyond Flemington Nj
Free Carnival-themed Google Slides & PowerPoint templates
Otter Bustr
Selly Medaline
Latest Posts
Article information

Author: Greg Kuvalis

Last Updated:

Views: 5777

Rating: 4.4 / 5 (75 voted)

Reviews: 82% of readers found this page helpful

Author information

Name: Greg Kuvalis

Birthday: 1996-12-20

Address: 53157 Trantow Inlet, Townemouth, FL 92564-0267

Phone: +68218650356656

Job: IT Representative

Hobby: Knitting, Amateur radio, Skiing, Running, Mountain biking, Slacklining, Electronics

Introduction: My name is Greg Kuvalis, I am a witty, spotless, beautiful, charming, delightful, thankful, beautiful person who loves writing and wants to share my knowledge and understanding with you.