What is Dynamics 365 Customer Engagement ?
Microsoft Dynamics 365 Customer Engagement (CE) is a leading cloud-based customer relationship management (CRM) business solution that can help you drive sales productivity and improve the value of your marketing efforts
Applications included in Customer Engagement
- Microsoft Dynamics 365 for Sales
- Microsoft Dynamics 365 for Customer Service
- Microsoft Dynamics 365 for Project Service Automation
- Microsoft Dynamics 365 for Field Service
- Microsoft Social Engagement
- Microsoft PowerApps
![](https://www.jivainfotech.com/wp-content/uploads/2021/01/1-2.png)
Microsoft Dynamics 365 for Sales
- Activate digital selling
- Empower sellers to build relationships
- Boost sales productivity with seamless tools
- Increase sales profitably
- Innovate with sales solutions
![](https://www.jivainfotech.com/wp-content/uploads/2021/01/2-2.png)
Microsoft Dynamics 365 for Marketing
- Orchestrate customer journeys
- Align sales and marketing
- Make informed decisions
- Grow with an adaptable platform
![](https://www.jivainfotech.com/wp-content/uploads/2021/01/3-2.png)
Microsoft Dynamics 365 for Customer Service
- Get instant visibility into trends across all channels.
- Resolve customer issues faster using AI, built into self-service solutions
- Create true omni-channel experiences.
Services
![](https://www.jivainfotech.com/wp-content/uploads/2021/01/image-008.png)
Consulting
Our job is to help you make key decisions about technology investments. Our consultants bring valuable insights into the industry, helping you create a successful strategy and make decisions with confidence.
![](https://www.jivainfotech.com/wp-content/uploads/2021/01/image-010.png)
Implementation
We use our vast product knowledge to assist you in implementing the Dynamics software solutions. This your risks, while helping you implement solutions faster and more efficiently.
![](https://www.jivainfotech.com/wp-content/uploads/2021/01/image-012.png)
Support
We’ll work closely with your to help you manage your business applications portfolio. Our seasoned experts also provide customized support.
Industries
![](https://www.jivainfotech.com/wp-content/uploads/2021/01/4-1.png)
![](https://www.jivainfotech.com/wp-content/uploads/2021/01/5-1.png)
Our portfolio of Implementation Services for Dynamics 365 Customer Engagement includes :
- Discovery & Analysis
- Requirements Documentation
- Solution Design
- Solution Demonstration
- Business Process Optimization
- Customizations
- Integrations
- New features development
- User Trainings
- Data Migration
- Installation & Configuration
- Business Continuity / Disaster Recovery
Our implementation methodology for Dynamics 365 Customer Engagement
Microsoft Dynamics Sure Steps offers a reliable methodology with the aid of project management tools, advice, and the best practices of field-testing all available with a user-friendly interface. That allows us to professionally deploy, migrate, configure, and upgrade Microsoft Dynamics.
![](https://www.jivainfotech.com/wp-content/uploads/2021/01/6-1.png)
![](https://www.jivainfotech.com/wp-content/uploads/2021/01/image-015-1024x277.jpg)
Microsoft Dynamics complex implementations and vertical developments are best suited with Hybrid Approach – Agile
Dynamics CRM & 365 Features Available Only in the Online Model
One of the major differences between Dynamics CRM & 365 On-Premise vs Online is that some significant functionality is only available in the online model:
- Project Management capabilities – Dynamics 365 for Project Service Automation
- Web Portals – self-service portals for customers, partners, employees or communities
- Voice of the Customer – survey solution to manage questionnaires and other feedback Advanced Artificial Intelligence Capabilities – in-built AI based features like relationship insights, cross-sell recommendations are not available in the on-premise model
- Organization Insights Dashboard – a user adoption tool that measures user activity
- Gamification – another user adoption feature
- Integrations with the online versions of Office apps – Excel Online, Word Online and OneDrive for Business
- Mobile offline synchronization
- Dynamics 365 for Marketing – the newly released marketing module
- Microsoft Teams Integration
- Playbooks – sales processes
- Microsoft Flow integration
- PowerBI integration
Consult us for best implementation strategy for your Dynamics 365 Customer Engagement Implementation.
Whatever you’re ready for, we have the people, experience and solutions to make it happen.