What is Microsoft Dynamics 365 used for?

Microsoft Dynamics 365 is used for managing business processes including finance, sales, customer service, operations, and marketing. It provides integrated applications that help organizations streamline their operations and improve customer engagement.

Is Dynamics 365 a CRM or ERP?

Dynamics 365 encompasses both CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) functionalities, allowing businesses to manage various operations such as sales, customer service, finance, and supply chain within a unified platform.

What is the difference between Microsoft 365 and Dynamics 365?

Microsoft 365 is a cloud-based productivity suite that includes tools like Word, Excel, and Teams for collaboration. Dynamics 365, on the other hand, is designed for business management, combining CRM and ERP functionalities to help organizations manage their operations more effectively.

Is Microsoft Dynamics 365 easy to learn?

The ease of learning Microsoft Dynamics 365 depends on the user's previous experience with similar systems. Microsoft provides various training resources, but some users may find it complex initially due to its broad feature set.

Is Dynamics 365 worth learning?

Yes, learning Dynamics 365 is worth it, especially for professionals in business management, sales, and operations. With the growing adoption of this platform, expertise in Dynamics 365 can enhance career opportunities.

Why do people use Microsoft Dynamics?

People use Microsoft Dynamics for its comprehensive business management capabilities, integration with other Microsoft products, and scalability. It helps organizations streamline processes, improve decision-making, and enhance customer relationships.

Is Dynamics 365 part of Microsoft Office?

No, Dynamics 365 is not part of Microsoft Office. While both are part of the Microsoft ecosystem and can integrate with each other, they serve different primary functions.

Is Dynamics 365 the same as Salesforce?

No, Dynamics 365 and Salesforce are not the same. Dynamics 365 is a Microsoft product that includes CRM and ERP functionalities, while Salesforce is primarily known for its CRM solutions.

What is Microsoft Dynamics called now?

Microsoft Dynamics is now part of the Microsoft Dynamics 365 suite, which integrates various business applications.

Microsoft Dynamics 365 Customer Engagement

What is Microsoft Dynamics 365 Customer Engagement?

Personalized Customer Relationships at Scale

Microsoft Dynamics 365 Customer Engagement is a comprehensive CRM solution that helps organizations manage every aspect of customer interactions. From sales to service, marketing to field service, it empowers teams to deliver exceptional customer experiences, streamline processes, and improve operational efficiency.

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What Dynamics 365 Customer Engagement Can Do For You

Business leaders today face numerous challenges when it comes to maintaining customer loyalty and staying competitive. Siloed data, inefficient processes, and fragmented communication often lead to poor customer experiences, reduced revenue, and missed opportunities. Microsoft Dynamics 365 Customer Engagement consolidates your customer data, provides actionable insights, and automates workflows, allowing your teams to focus on what really matters—building lasting customer relationships.

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Create Seamless Experiences

Reach across departments with connected processes that allow you to triage leads, automate transfer to sellers, and empower others with strategic customer insights.

Read About Creating Seamless Experiences with Dynamics 365 Customer Engagement

Make Informed Decisions

AI-powered reporting and analysis tools provide decision makers with the data that helps them track marketing performance and make smart, effective decisions.

Read About Making Informed Decisions with Dynamics 365 Customer Engagement

Win Customers Faster

Design end-to-end journeys that increase engagement, target the right audience with the right messaging, nurture leads and accounts, and win new customers faster.

Read About Winning Customers Faster with Dynamics 365 Customer Engagement

Real-Time Customer Data

Encourage customer action by sending reminders and repeating messages until a qualifying event or activity occurs.

Read About Using Real-Time Customer Data with Dynamics 365 Customer Engagement

One-on-One Experiences

Easily begin new customer journeys without developing code. Create holistic journeys based on real-time data changes across any Dynamics 365 app.

Read About One-on-One Customer Experiences with Dynamics 365 Customer Engagement

Simplify the Journey

Create compelling one-on-one experiences through digital channels and interactions across marketing, sales, and service. Engage with customers when they want and on their preferred channel using AI-driven recommendations.

Read About Simplifying the Customer Journey with Dynamics 365 Customer Engagement

Revolutionizing Client Engagement: Columbia Machine’s Journey from Outdated CRM to Cutting-Edge Solutions

Learn how Velosio helped Columbia Machine replace their outdated CRM Microsoft Dynamics Customer Engagement.

Unify Your Sales, Marketing, and Service Teams with Dynamics 365 Customer Engagement

Microsoft Dynamics 365 Customer Engagement (CE) is a powerful, easy-to-use cloud-based Customer Relationship Management (CRM) platform that elevates the customer experience at each stage of the customer journey. It consists of several discrete applications which deliver powerful functionality and generate sustainable value to your organization, your teams, and your customers.

Velosio will help you explore each of the applications and determine the best fit for your organization and its teams.

Dynamics 365 Sales

Dynamics 365 Sales helps you build strong relationships, utilize insights, and close deals faster. The platform’s scalability and customization adapt to unique business needs, making it a catalyst for growth, streamlining sales, and fostering competitive agility.

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Dynamics 365 Customer Service

Dynamics 365 Customer Service ensures your business can offer the best possible customer service through personalization and optimization. By offering omnichannel support, customers can engage with businesses on their terms, making interactions seamless and convenient. 

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Dynamics 365 Customer Insights

Dynamics 365 Customer Insights empowers organizations to deliver exceptional customer experiences through personalized customer journeys across sales, marketing, and service teams.

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Dynamics 365 Field Service

Microsoft Dynamics 365 Field Service empowers your service organization to elevate its field service operations — improving customer satisfaction, first-time fix rates, and resource productivity through advanced scheduling, resource optimization, and mobile enablement.

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Why Choose Velosio as Your Microsoft Partner?

Velosio is among the largest and most recognized Microsoft Dynamics partners. Many years as a recognized leader in ERP, CRM, Cloud productivity, and business intelligence solutions has repeatedly landed Velosio in the top 1% of Microsoft Dynamics Partners worldwide.

By partnering with Velosio you can ensure:

Industry Expertise

Velosio’s seasoned advisors specialize in midmarket companies, ensuring tailored solutions that address specific industry needs. This gives us a unique edge in the ability to provide insights and strategies that drive real results.

Cloud Applications Leadership

As a leading cloud applications partner, Velosio empowers businesses to leverage cloud technology effectively. Whether it’s Dynamics 365, Azure, or Office 365, Velosio guides clients toward competitive advantages.

Transformative Solutions

Velosio’s deployment models swiftly guide clients to the right solution, helping them maximize their technology investments. From ERP to CRM, Velosio ensures that businesses stay ahead in today’s dynamic market.

Your Success is Our Focus

You won’t find a partner with people more passionate about making their clients into heroes. Velosio attracts the most experienced consultants and technologists around who go beyond implementation. Our team is dedicated to helping you unlock the full potential of Dynamics 365 Customer Engagement.

2023 Microsoft Dynamics 365 Business Central US Partner of the Year Winner

2023 Microsoft Dynamics 365 Worldwide Partner of the Year Finalist

2023 Microsoft Dynamics 365 Field Service US Partner of the Year Finalist

2023 Clutch Top Microsoft Dynamics ERP Company

2023 Comparably Best Company Leadership Award

2023 Comparably Best Career Growth Award

Whether you’re curious about our software solutions, services, or support, we’re ready to answer all your questions.

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In this case study, learn how City Facility Management automated their processes to better serve their clients and save millions.

Dynamics 365 Customer Engagement Pricing

Microsoft Dynamics 365 Customer Engagement pricing is typically based on a per-user, per-month model. Pricing varies depending on the specific applications or modules that are part of the Customer Engagement suite (Sales, Customer Insights, Customer Service, Field Service, etc.).

For more detailed pricing and to customize your cost estimates, speak with one of our experts here at Velosio.

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