About Dynamics CRM

With customer engagement by Microsoft, we help your company deliver amazing customer experiences.

Customer engagement

Positive customer experience is an increasingly important ingredient for companies to win and retain customers. Customer engagement by Microsoft Dynamics helps companies deliver amazing customer experiences by building long-term customer relationships that are personalised, proactive, and predictive across marketing, sales, and service.

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Accounts and opportunities

Help increase productivity and spend more time with customers

Familiar, intuitive solutions, like immersive Excel, embedded OneNote, and Microsoft Dynamics CRM for Outlook, can help you increase productivity. Improve execution by guiding sales reps toward desired outcomes with contextual recommended next steps. Gain visibility into past and planned customer interactions and activities across marketing, sales, and service.

Customer insights

Deepen customer relationships with relevance

Win faster by using social to identify and act on buying signals, and automatically create sales leads and opportunities based on social posts, using Microsoft Social Engagement. Increase response rates by reaching out to new contacts through mutual connections and zero in on the right customers with the right message using real-time news and events from social feeds.

Planning and management

Lead your sales teams with confidence

Gain strategic advantage with real-time customer and competitive intelligence. Enhance visibility and enable better decision-making with sales reports, interactive charts, and dashboards. Drive toward desired outcomes with real-time, contextual guidance to align sales behaviour with best practices.

Collaborative selling

Sell more when you work like a network

Create winning proposals and presentations as a team with document management, real-time co-authoring, and sharing. Harness the collective wisdom of the entire organisation by discovering and sharing ideas about customers via Yammer. Reach experts throughout the organisation with contextual presence, IM, voice, video, and online meetings via Skype for Business.

Download our free e-book, and learn the ABCs of modern sales

Sales analytics

See your sales data in a whole new way

Track data for the overall business in one place, and monitor progress against key performance indicators (KPIs). Drill through to underlying reports to explore and discover new insights. Ask questions and interact with data in new ways, with natural language query.

Learn how to make your numbers

Microsoft Dynamics CRM + Office 365 + Power BI

Through flexible and innovative solutions, Microsoft Dynamics™ CRM delivers best-in-class processes and technology that can help strengthen your business core. Learn about the Microsoft Dynamics™ CRM customer relationship management (CRM) features that help manage your business and customers.

Social Listening
Social media analytics
Workflows and approvals
Sales automation
Customer service automation
Sales campaigns
Reports and personal dashboards
Integration via web services
Mobile access
Unified Service Desk, eService portal
Parature Enterprise
Microsoft Dynamics Marketing Enterprise
Account management
Lead and opportunity management
Pipeline management and forecasting
Data enrichment and insights, advanced analytics
Event Management
Notification Management

You’ll see how to nurture a lead through the sales cycle, drive case resolution from start to finish, or analyse the success of marketing efforts.

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