What is D365 CE?
D365 CE stands for Dynamics 365 Customer Engagement. It is a cloud-based customer relationship management (CRM) solution developed by Microsoft that helps organizations manage their customer interactions and data, including sales, marketing, and customer service.
D365 CE includes various modules and features that allow organizations to track and analyze customer interactions, automate sales and marketing processes, and provide better customer service. It also provides a single, unified view of customer data that can be accessed by sales, marketing, and customer service teams, enabling them to collaborate and work more efficiently.
Key modules of D365 CE
Sales
D365 for Sales can help businesses improve their sales processes, increase productivity, and enhance customer relationships by providing a comprehensive and centralized platform for managing sales activities.
Marketing
It is designed to help businesses create and manage marketing campaigns, nurture leads, and analyze marketing performance data in one centralized location.
Customer Services
It provides a range of features and tools to help companies manage customer inquiries, complaints, and requests, knowledge base and analytics reporting.
Field Service
It provides features like workorder management, inventory management, resource management, asset management, analytics & reporting.
PowerApps
Low-code software application development platform that enables organizations to create custom business applications with minimal coding.
Mobile Access
It’s a powerful mobile application that enables salespeople to manage their sales activities and access critical customer information on the go.
CE Integrations
Microsoft Power Platform
D365 CE can be integrated with Power Automate, Power Apps, and Power BI to automate workflows, build custom apps, and visualize data.
Microsoft Azure
D365 CE can be integrated with Azure services such as Azure Logic Apps, Azure Functions, and Azure Service Bus to build custom workflows, integrate with third-party systems, and manage data.
Microsoft Office 365
D365 CE can be integrated with Office 365 services such as Exchange Online, SharePoint Online, and Teams to collaborate and share data across applications.
3rd Party Applications
D365 CE can be integrated with third-party applications such as Salesforce, Oracle, and SAP to exchange data and synchronize records.
Custom Applications
D365 CE can be integrated with custom applications built on various platforms such as .NET, Java, and PHP using APIs and web services.
Expert D365 CE Consulting Services
Implementation
Setting up and configuring Dynamics 365 CE to meet the specific needs of a business. This includes tasks such as data migration, system configuration, user training, and testing etc.
Implementation
Setting up and configuring Dynamics 365 CE to meet the specific needs of a business. This includes tasks such as data migration, system configuration, user training, and testing etc.
Data Migration
D365 CE consultants can assist organizations in migrating their data from legacy systems or other CRM platforms to Dynamics 365 CE.
Data Migration
D365 CE consultants can assist organizations in migrating their data from legacy systems or other CRM platforms to Dynamics 365 CE.
Customization
We can help organizations customize and configure Dynamics 365 CE to meet client’s specific business needs. This includes creating custom fields, workflows, and business rules.
Customization
We can help organizations customize and configure Dynamics 365 CE to meet client’s specific business needs. This includes creating custom fields, workflows, and business rules.
Training and Support
Providing ongoing training and support to help businesses get the most out of Dynamics 365 CE. This may include user training, troubleshooting, and ongoing support and maintenance.
Training and Support
Providing ongoing training and support to help businesses get the most out of Dynamics 365 CE. This may include user training, troubleshooting, and ongoing support and maintenance.
Integration
Integration with other third-party applications and services to streamline business processes and improve efficiency. This may include integrating with ERP, e-commerce, or other systems.
Integration
Integration with other third-party applications and services to streamline business processes and improve efficiency. This may include integrating with ERP, e-commerce, or other systems.
Advisory Services
Strategic advice and guidance for identifying opportunities for process improvement, optimizing system performance, or developing a roadmap for future system enhancements.
Advisory Services
Strategic advice and guidance for identifying opportunities for process improvement, optimizing system performance, or developing a roadmap for future system enhancements.
Do You Have Any Questions?
There are several reasons why you might consider choosing Dynamics 365 CE as your preferred CRM solution:
Unified customer view: D365 CE provides a unified view of customer data, allowing businesses to have a 360-degree view of their customers and provide personalized experiences across all touchpoints.
AI-powered insights: D365 CE leverages Microsoft’s AI capabilities to provide powerful insights and recommendations to users, enabling them to make data-driven decisions and improve customer experiences.
Cloud-Based: CE is a cloud-based solution, which means that it can be accessed from anywhere with an internet connection, and can be easily scaled up or down as your business needs change.
Integration with Other Microsoft Products: It integrates seamlessly with other Microsoft products, such as Office 365, Power BI, and Power Apps, allowing you to leverage the full power of the Microsoft ecosystem.
Easy to Use: CRM has a user-friendly interface that is easy to navigate and requires minimal training, making it a great choice for businesses of all sizes and skill levels.
Cost-Effective: CRM is a cost-effective solution that provides powerful functionality at a reasonable price point, making it a great choice for small and medium-sized businesses.
Customizable: CE can be easily customized to meet the specific needs of your business, whether that involves developing custom reports, modifying existing functionality, or developing new functionality to meet specific business requirements.
Our development process passes through following phases:
Analysis: Requirement analysis, AS-IS & To-Be process : finding gaps & plan for gap mitigation etc.
Design: System Architecture and functional design document preparation, process mapping.
Development: Technical Design document development based on functional design, development/customizations.
Testing: Unit Testing of development functionality, UAT with client.
Go-Live & Support: Deployment support.
When it comes to selecting a consulting firm, it’s essential to look for a partner that can deliver the specific outcomes you need. That’s where Infostork comes into picture. We are a good fit for your business due to following factors:
Experience: A proven track record of delivering successful projects. Our testimonials, client references & project case studies display our rich experience.
Expertise: Certified in-house developers and deep knowledge of D365 CE to implement and customize CE.
Service offerings: We provide end-to-end services, from requirements gathering and software selection to implementation, training, and support.
Communication: Pro-level English communication and project related regular updates on progress via channel like Teams / Slack.
Value: We provide cost-effective value additions in terms of increased efficiency, improved business processes, and ultimately, increased revenue.