Microsoft Dynamics 365 Customer Engagement for Sales Demo

What You’ll Learn By Watching the Demo:

  • Sales Process Overview: Explore lead generation, opportunity management, and key stages like qualification, development, proposal, and closure
  • Ecosystem Overview: Dynamics 365 integrates with applications such as customer service, field service, marketing, project operations, finance, and supply chain.
  • Integration with Microsoft Toolset: Incorporate Office 365, Microsoft Teams, PowerApps, Power Automate, Common Data Service, and Power BI into the CRM.
  • Dashboard Customization: Learn how users can create personalized dashboards that are relevant to their roles and needs.

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:


What is CRM? A Harmony of Sales and Service

CRM, or Customer Relationship Management, is a technology-driven approach to managing and analyzing interactions with customers and potential customers. Microsoft Dynamics 365 Customer Engagement is a powerful, easy-to-use cloud-based platform that elevates the customer experience at each stage of the customer journey. It consists of several discrete applications that deliver powerful functionality and generate sustainable value for your organization, your teams, and your customers.

Centralized Customer Data

Enhanced Customer Relationships

Streamlined Sales and Marketing

Data-Driven Decision-Making

What Microsoft Dynamics 365 Customer Engagement Can Do For You

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 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.

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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.

The Benefits of Copilot for Dynamics 365 Sales

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