Microsoft Dynamics 365 CRM
Most businesses keep their finances and their customers in two separate worlds, and pay for the gap between them every single day. Dynamics 365 CRM closes it, putting sales, service and field teams on the same Microsoft platform as your ERP so one customer record serves everyone. A quote becomes an order without re-typing, an agent sees the outstanding balance, a forecast is built on figures that actually match the ledger. We connect these applications to Business Central from day one, so the whole journey from first enquiry to final invoice runs as one.
Microsoft Dynamics 365 Sales
Know your pipeline as well as you know your ledger.
Dynamics 365 Sales gives your commercial team a shared view of every account, opportunity, quote and forecast, with an activity history that stays with the business when people move on. Because it shares customers, items and pricing with Business Central, a won opportunity becomes a sales order without anyone re-typing it, and revenue forecasts are built from the same figures finance is working to.
- Shared pricing with Business Central
- Quote to order without re-entry
- Forecasting on live data
Microsoft Dynamics 365 Customer Service
Every conversation in one place, against one customer record.
Customer Service brings cases, emails, calls and chat into a single queue with routing rules, service-level tracking and a knowledge base your agents build as they work. Your team sees the whole relationship (open cases, past orders, outstanding balances) on one screen, which shortens handling time and removes the transfers customers like least. Dashboards show where volume is coming from, so you can address causes rather than symptoms.
- Omnichannel case management
- SLA tracking
- Full customer context
Microsoft Dynamics 365 Field Service
Get the right engineer to site with the right part, first time.
Field Service handles scheduling, dispatch, asset history and mobile work orders for teams who install, maintain or repair at customer sites. Technicians arrive with the equipment record, service history and parts list on their phone; work completed on site returns as a costed job, with consumed inventory and billable time posted through to Business Central.
- Scheduling and dispatch
- Mobile work orders
- Costs posted back to your ERP
Microsoft Dynamics 365 Customer Insights – Journeys
Reach customers based on what they have actually done.
Customer Insights unifies customer data from across your systems into a single profile, then lets you build segments and automated journeys from it: an onboarding sequence for new accounts, a re-engagement campaign where ordering has slowed, an invitation to a specific region. Because segments are drawn from real transaction history rather than an exported list, campaigns stay accurate as the underlying data changes.
Note. This is the application formerly known as Dynamics 365 Marketing.
- Unified customer profiles
- Behaviour-based segments
- Automated journeys
Microsoft Dynamics 365 Customer Engagement
The applications above, on one platform, under one licence.
Customer Engagement is the name for the Dynamics 365 CRM family running together on Dataverse: Sales, Customer Service, Field Service and Customer Insights sharing one customer record, one security model and one set of integrations. Adopting them as a suite avoids the reconciliation work that comes from stitching separate tools together, and lets you begin with one application and add others later without a migration.
- One shared data model
- Add applications without migrating
- Unified security and licensing
Everything here connects back to
Business Central.
- 01
Microsoft ERP solutions
One ledger. Every function. A single version of the truth your whole business can work from.
- 02
Microsoft Power Platform
The layer where your ERP becomes the apps, dashboards and automation your teams shape around themselves.
- 04
Microsoft Azure services
The infrastructure underneath everything: secure, current and recoverable, without ever asking for your attention.
- 05
Microsoft Copilot and AI
AI that works inside the systems you already run, on the data you already trust.
- 06
Microsoft 365 integration
Your ERP, where your people already spend their day.
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Want this working in your business, not just on a slide?
Bring us what you run today and what is getting in the way. We will tell you which of these products actually change something for you, and which you can leave alone.