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Microsoft Dynamics 365 Customer Engagement

Microsoft Dynamics 365 Customer Engagement (CE), also known as Dynamics 365 CRM, is a modern, cloud-based platform designed to help organizations manage and develop customer relationships – whether operating in B2B or B2C environments. 

The platform brings together core capabilities such as sales, marketing, customer service and field service into one unified solution, providing a complete view of customer interactions and the entire customer journey. 

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What Dynamics 365 Customer Engagement delivers 

A unified platform for customer-facing teams 

Connects sales, marketing, customer support service functions in one system, providing a complete 360° customer view. 

AI-driven insights and automation 

Leverages Copilot, predictive analytics and real-time data to automate processes, anticipate customer needs and improve outcomes. 

Scalable for all types of organizations 

Supports both smaller teams and larger, more complex organizations, with the ability to grow alongside your business needs. 

Seamless Microsoft integration

Fully integrated with Microsoft 365, Teams, Power BI, Power Platform and Copilot, enabling a connected and efficient digital environment. 

Enhanced customer experience across all touchpoints 

Enables more efficient sales, marketing and service processes, allowing for a more personalized, proactive and customer-centric approach. 

Standalone CRM or integrated with ERP 

Dynamics 365 Customer Engagement can be implemented as a standalone solution or integrated with Microsoft ERP systems, depending on your organization’s needs and IT landscape. 

 

UnitedHours ensures that your CRM solution works both technically and operationally in day-to-day business. We support you throughout the entire lifecycle — from solution selection and implementation to continuous development and application management. By working closely with your business, we tailor CRM to your processes, integrate it with your system landscape and ensure long-term business value. 

Standalone CRM 

Ideal for organizations looking to strengthen their customer processes independently of their existing ERP system. 

CRM with Dynamics 365 Finance & Supply Chain Management 

For larger organizations, CRM serves as the front-office platform for sales, marketing and service, while Finance & Supply Chain Management handles financials and operations. The integration ensures a seamless flow of information between customer engagement and core business processes. 

CRM with Dynamics 365 Business Central 

Business Central includes basic CRM functionality for managing contacts and opportunities. For more advanced sales processes, Business Central can be integrated with Dynamics 365 Sales, providing a scalable CRM solution without replacing the existing ERP system. 

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