Customer Insights Across the Enterprise

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.

Five core Dynamics 365 CE applications can be used on their own or combined to provide a complete solution spanning business functions.

  • Dynamics 365 Sales
  • Dynamics 365 Marketing
  • Dynamics 365 Customer Service
  • Dynamics 365 Field Service

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

dynamics-365-customer-insight-dashboard

What Dynamics 365 Customer Engagement Can Do For You

Energize Sales

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

icon of a workforce

Amplify Marketing

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

line item of customer service

Elevate Customer Service

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

line art of cellphone tower

Accelerate Field Service

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

Comprehensive Financials
Project Success
Optimize Resources

Microsoft Dynamics 365 Customer Engagement — More Than the Sum of Its Parts

Microsoft Dynamics 365 Customer Engagement is a customer relationship management solution that helps you improve marketing capabilities for your business, drive sales activity higher, and provide superior, responsive service to your customers.

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. But its power doesn’t stop there. Dynamics 365 CE fits squarely within the larger Microsoft ecosystem, providing direct integration with Microsoft’s productivity suite, Microsoft 365, and its cloud-based ERP solution, Microsoft Dynamics 365 Business Central.

Disparate customer data held siloed in CRM and ERP systems creates inconsistencies, miscommunications, and inaccurate reporting. Microsoft solutions work together, integrating front and back-office operations for maximum visibility and collaboration. As a result, your entire organization can work smarter to deliver better experiences for prospects and customers and be stronger than ever. A single Microsoft platform provides maximum connectivity, visibility, and collaboration.

Velosio partners with businesses to translate your evolving business requirements into an effective implementation that connects your Microsoft systems, giving your organization unprecedented insight and actionable data. We offer different plans to get you up and running quickly and cost-effectively. With Velosio, you can fast-track results, accelerate time to market with our industry expertise, and rely on one partner for technology, services, and guidance to maximize your investment.

Berkowitz Accounting Firm Improves Processes with Dynamics 365 ERP

Berkowitz Pollack Brant was outgrowing QuickBooks for financial management and encountered an inefficient process reconciling the systems each month.

BPB selected Microsoft Dynamics 365 for Finance and Operations to gain better financial control and to provide a 360-degree view of its client relationships and Velosio as its implementation partner.

 “They were very responsive, answered all of our questions, made sure to check off all of our wants and needs, and were specific and diligent with the implementation information,” says Andy Advincula, CFO.

Our Recent Recognitions

An Essential Guide for the Modern Professional Services Firm

Professional services firms are at an inflection point.

New competitors, a rapidly evolving tech landscape, and the looming presence of uncertainty were already forcing firms to redefine legacy business models and processes. And then COVID hit and kicked things into high gear. Despite all the upheaval, services remain at the core of professional services businesses across the spectrum.

Read our essential guide for modern professional services to learn how your firm can stay ahead of these events.

Recent Insights

illustration of Colored arrows
Article

Dynamics 365 Customer Engagement: What’s Next?

In October, Microsoft announced the Dynamics 365 Customer Engagement (CE) 2022 Release Wave 2 enhancements that will be available between October 2022 and...

Read More
Power BI & Dynamics 365
Article

Power BI and Microsoft Dynamics 365 CE — the Dynamic Duo You Need to Meet

Move over “Bennifer," we’d like to introduce a dynamic duo like no other. It’s Microsoft Dynamics 365 CE paired with Microsoft Power BI. We often tout...

Read More
dynamics tips and tricks
Article

Dynamics 365 Customer Engagement Tips and Tricks

The key to any sales tool is how well it enables your sales team and sales managers to work more efficiently—so they can...

Read More
Article

10 Mistakes to Avoid When Moving from Other CRM Solutions to Microsoft Dynamics 365 CE

There are many good reasons to move from another CRM solution to Microsoft Dynamics 365 Customer Engagement (we outline eight of them in this article). Whatever...

Read More
Article

Top 5 Reasons Why Microsoft Dynamics 365 CE Is an Ideal Replacement for your CRM System

Since this article caught your eye, likely you’re already considering a replacement for your CRM solution. (If you’re still evaluating the available CRM...

Read More
Hubspot and Oracle comparasion
Article

CRM Software Solutions Throwdown — Microsoft Dynamics 365 CE Vs. HubSpot and Oracle Features and Price

Customer Relationship Management, (CRM), is a must-have in today’s competitive marketplace. In fact, if a company has 10 or more employees, CRM is...

Read More
Article

8 Reasons to Choose Microsoft Dynamics 365 CE Over HubSpot or Oracle

Invest in Microsoft Dynamics 365 CE as your CRM solution for long-term technology, integrated capabilities & a robust feature set. As a Microsoft...

Read More
Payment Processing Company
Case Study

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

Read More

Contact Us Today!

X