Microsoft Dynamics Customer Engagement

Future proof your company. To put it simply, Microsoft Dynamics 365 Customer Engagement is a digital platform that can be used via the cloud or on location for your business. The software will unify company data and streamline the information to enable responsive customer service.

There are four key modules that can be tailored to your business needs:

  1. Dynamics 365 for Sales

This module has an automated process to assist the sales team with client account history, sales collateral and other business insights needed to anticipate the customers’ needs. This includes AI driven insights, contextual insights, and the ability to customise at an advanced level. These insights will allow the business to better predict sales conversions and collaboration between the team.

  1. Dynamics 365 for Customer Service

Offering a high level of service is the key for long-lasting customer relationships. Microsoft Dynamics 365 for Customer Service assists the team with a seamless workflow. Adapting to every situation, the software can keep up with market trends and customer behaviour to ensure the team are always ahead of the curve.

  1. Dynamics 365 for Field Service

Managing team schedules while on the field can be a challenge. Microsoft Dynamics 365 Field Service simplifies the journey planning and scheduling needed for optimal experiences onsite. Team members will be able to prioritise jobs, manage their assets and bill for their time. Moving away from paper-based processes, this allows for a better workflow and time management for team members.

  1. Dynamics 365 for Marketing

Marketing activities revolve around multi-channel campaigns. Microsoft Dynamics 365 streamlines the data by integrating findings from each platform allowing the user to better understand their customers. The streamlined data assists with delivering personalised customer journeys. Although this is a single platform, the above functionalities can address the unique concerns of the individual business. The software is also able to integrate with other Microsoft products to allow a seamless experience.

Customer Engagement (on-premises)

Businesses may choose to use Microsoft Dynamics 365 on premises instead of using the cloud. For the software to operate at its peak performance, there are minimum requirements for the computer hardware. See below for the minimum and recommended requirements.

Component Minimum

Processor 1.9 gigahertz (GHz) x86- or x64-bit dual core processor with SSE2 instruction set

Memory 2-GB RAM

Display Super VGA with a resolution of 1024 x 768

Component Recommended

Processor 3.3 gigahertz (GHz) or faster 64-bit dual core processor with SSE2 instruction set

Memory 4-GB RAM or more

Display Super VGA with a resolution of 1024 x 768

If the programs are run on hardware with less than the recommended requirements it may impact the performance of the software.

Team members will be receiving real-time results and benefit from the automated workflows. The automation allows more productivity, so more time is spent on maintaining and improving customer relationships. The flow on effect of improved relationships can result in better sales performances and customer engagement.


Learn more about engaging with your customers by speaking to one of our friendly consultants at 365 Mechanix.