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Dynamics 365

Sales, service and marketing on one foundation.

We work with the Dynamics 365 sales, service and marketing applications built on Dataverse. We connect them to your data and working practices so people have better visibility and less duplicate entry. Copilot and agents are options where the task is suitable.

Dynamics 365 Sales

Leads, opportunities, quotes and forecasts in one place. We focus on clear ownership and follow-up. Copilot and agents can support preparation and analysis, depending on licensing and configuration.

Illustrative use: Illustrative use: a sales manager sees opportunities needing follow-up, and a colleague receives a draft email to review. This describes a possible process, not a measured client result.

Tasks we assess

  • Summaries of previous contact before a meeting
  • Visibility of opportunities that need follow-up
  • Email drafts for sellers to review before sending

Dynamics 365 Customer Service

Cases, knowledge, service targets and communication channels. We set up classification and ownership, then assess where automation can help. AI suggestions need reliable sources and clear rules for handing work to a person.

Illustrative use: Illustrative use: a service colleague receives a draft answer to a common question with its source. They review the answer and handle complex cases themselves. Time savings and quality are assessed in a bounded trial before wider adoption.

Tasks we assess

  • Enquiry classification and suggested routing
  • Case summaries and searches of approved knowledge sources
  • Draft responses with sources and a handoff when needed

Customer Insights – Journeys

Segmentation, communication journeys and follow-up. We connect communications to CRM data while accounting for consent, communication preferences and data quality. Email, SMS and other channels need appropriate configuration and service agreements.

Illustrative use: Illustrative use: a training provider manages contact with prospective participants from enquiry to registration, with clear communication preferences and follow-up. This describes a possible workflow, not a specific client engagement.

Tasks we assess

  • Audiences based on appropriate data and permissions
  • Content drafts reviewed in the relevant language
  • Sales follow-up connected to defined communication journeys
What it costs, plainly

Licences and usage. Assessed together.

Costs depend on the products, licences, users and usage involved. Some features or usage are included with qualifying licences; other usage is metered, including through Copilot Credits. We check current terms and availability for your environment before quoting. Estimates separate licensing, implementation and running costs. We configure alerts and supported usage limits and agree how spend will be reviewed. Alerts are not always hard spending caps.

Finance, Supply Chain, HR, Commerce

We focus on the Customer Engagement side of Dynamics 365. For ERP (Finance, Supply Chain) we refer you to a partner, and we say so up front.

One conversation.
No commitments.

30 minutes where we listen, ask questions and tell you plainly whether and how we can help.

Book a meeting
Direct contact with a consultant who works on the solutions
We agree next steps and follow-up together
An honest answer, including “you don’t need us”

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