Dynamics 365 Customer Engagement
Dynamics 365 Customer Engagement brings sales, service, marketing and field service information into one connected environment, giving your teams a clearer view of every customer.
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MARKETING
GROWTH
AMBITION.
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TECHNOLOGY.
Bring Sales, Service and Customer Information Into One Connected View
Customer relationships become harder to manage when information is spread across spreadsheets, inboxes and disconnected systems. Dynamics 365 Customer Engagement brings sales, service, marketing and field service information into one connected environment, giving your teams a clearer view of every customer and every interaction.
One Source of Customer Information
Bring customer activity together so teams can work from a clearer, shared view of every customer.
Better Visibility Across Teams
Give sales and service teams better access to the information they need to work consistently and respond with context.
Connected to the Wider Business
Link customer-facing activity more closely with the operational and financial information that supports it.
From First Enquiry to Ongoing Service
Dynamics 365 Customer Engagement helps bring the key customer-facing areas of the business together, from the first sales conversation through to long-term support and service.
Sales
Manage leads, opportunities, quotations and pipeline activity in one structured environment, with clearer visibility of what needs to happen next.
Customer Service
Give service teams access to customer history and the information they need to respond more effectively.
Marketing
Create more structured customer journeys and connect marketing activity more closely with sales.
Field Service
Coordinate service activity, customer requirements and operational information more effectively.
Connected Customer View
Keep customer-facing teams working from a more complete and consistent view of each relationship.
When Customer Information Lives Everywhere, Nobody Has the Full Picture
Disconnected customer processes make it harder to understand what is happening across the business. Sales opportunities may sit in spreadsheets, customer history in inboxes, service requests in email, and finance may be working from different information entirely.
Customer Information in Silos
- Pipeline managed in spreadsheets
- Customer history trapped in inboxes
- Service requests tracked manually
- Sales and finance working from different information
Dynamics 365 Customer Engagement
- A more structured view of every customer
- Customer history accessible across teams
- Clearer ownership of service activity
- Better management visibility and continuity
Connect the Front Office With the Rest of the Business
A CRM should not sit on its own. Dynamics 365 Customer Engagement can connect customer-facing activity with the operational and financial information that already exists elsewhere in the business, giving sales and service teams better context and reducing the gaps between front-office conversations and back-office execution.
Finance & Orders
Connect customer-facing activity with financial and order information so teams can work with better context.
Customer Accounts
Keep account information connected to the wider business rather than isolated inside a standalone CRM.
Service Operations
Link customer requirements with the operational processes needed to deliver consistent service.
Business Intelligence
Bring customer and operational information together to support clearer reporting and better decisions.
CRM Should Support Your Process, Not
Create Another One
Nexsol begins by understanding your existing sales, service and customer-management processes before defining how Dynamics 365 Customer Engagement should be configured. The goal is to support the way your teams work while connecting the information and systems that matter.
From Customer Journey Discovery to Go-Live and Beyond
A successful CRM implementation is not simply about switching on software. Nexsol takes you through the full Customer Engagement lifecycle, with senior Solution Architects involved from the first conversation through implementation and ongoing support.
Fit AssessmentUnderstand what the business needs and confirm whether Customer Engagement is the right fit.
Process DiscoveryMap sales, service and customer-facing processes and how information moves through the business.
Solution DesignDefine how Dynamics 365 should support those processes, with clear scope and priorities.
Configure & IntegrateConfigure the CRM, connect the systems that matter, and prepare migration, testing and training.
Go-Live & SupportLaunch with confidence, then continue refining and extending the platform as requirements evolve.
Give Your Teams a Clearer View of Every Customer
If your customer information is spread across spreadsheets, inboxes, disconnected CRM systems and operational platforms, Dynamics 365 Customer Engagement can bring those processes into one more structured environment. Talk to Nexsol about your sales, service and customer-management requirements and whether Dynamics 365 Customer Engagement is the right fit for your business.
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