Microsoft Dynamics 365 Customer Engagement for Sales Demo

What You’ll Learn By Watching the Overview (Jackies Overview vid?)

By watching this demo, you’ll learn how to:
  • Create and manage work orders effectively.
  • Assign and schedule the right technician for each job.
  • Use the Field Service Mobile Application to manage work orders on the go.
  • Handle complex challenges in the field service industry.
  • Leverage Dynamics 365 Field Service to improve operational efficiency and customer satisfaction.

Microsoft Dynamics 365 Customer Engagement Demo Chapters & Descriptions

We have divided our demo video into several chapters, with each one focusing on a different aspect of Microsoft Dynamics 365 Customer Engagement:

Dynamics 365 Field Service Demo Chapters & Descriptions Infographic

Overview of Microsoft Dynamics 365 Customer Engagement

Microsoft Dynamics 365 Customer Engagement is a suite of powerful applications that deliver a 360-degree view of interactions, engagement, and operations.

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 application which deliver powerful functionality and generate sustainable value to your organization, your teams, and your customers.

Microsoft Dynamics 365 Customer Engagement Can Do For You

line art with dollar sign

 Energize Sales

Dynamics 365 Sales helps you build strong relationships, utilize insights, and close deals faster.

Amplify Marketing

Dynamics 365 Marketing elevates the customer experience, allowing you to create personalized journeys for your customers while strengthening relationships and building loyalty.

Remote Assist Icon

Elevate Customer Service

Dynamics 365 Customer Service ensures your business can offer the best possible customer service through personalization and optimization.

Accelerate Field Service

Dynamics 365 Field Service provides the tools necessary to deliver onsite services to your customers and manage a mobile workforce.

Copilot for Sales Overview (need final video)

Call center team, telemarketing and computer consulting, crm contact us and customer support, service and advice. Happy salesman working with consultant group on desktop, communication and web help.

Watch the Demo and Optimize Customer Insights Across the Enterprise

Dynamics 365 CE provides a 360-degree view of interactions, engagement, and operations, so you can quickly target the best prospects, identify important customers, and deliver winning proposals.

 

Additional Microsoft Dynamics 365 Customer Engagement Resources

Havtech
Case Study

Havtech Moves CRM to the Cloud and Integrates with ERP and Data Lake for Better Customer Experience

Background Established in 1983 and established in Columbia, Maryland, Havtech represents the most innovative HVAC equipment and building automation system for manufacturers serving both...

Read More
Ultimate Guide to Moving from Salesforce to Dynamics 365 Sales
eBook

Ultimate Guide to Moving from Salesforce to Dynamics 365 Sales

Making the decision to move from Salesforce to D365 CE can be challenging and overwhelming. Let us walk you through the two solutions.

Read More
Case Study

Healthcare Company Replaces Costly Salesforce Solution with Microsoft Dynamics 365 Field Service for Improved Patient Care

Approaching a Salesforce Price Increase A leading provider of comprehensive health and wellness visits, advanced diagnostics and care management services was previously managing...

Read More
Payment Processing Company
Case Study

Payment Processing Company Consolidates CRM Systems to Microsoft Dynamics 365 Customer Engagement

Benefits Brief Assist customers from any location and using any device Access one, 360-degree view of its customers Tight integration with its Microsoft...

Read More