Build Stronger Customer Relationships on Microsoft Dynamics 365
From sales pipeline management to omnichannel customer service, we implement and optimise Dynamics 365 Customer Engagement to give your organisation a unified view of every customer interaction.
What is Dynamics 365 CE?
Microsoft Dynamics 365 Customer Engagement is a suite of intelligent business applications that unify your sales, marketing, customer service, and field service operations on a single platform. Built on the Microsoft Cloud, it connects seamlessly with Microsoft 365, Teams, and the Power Platform — giving your teams the context they need to deliver exceptional customer experiences.
What We Deliver
Our Services
Dynamics 365 Sales
Accelerate your sales cycle with AI-guided selling, pipeline management, and forecasting. We configure Dynamics 365 Sales to match your sales process — from lead capture through to closed deal — and integrate it with your existing tools.
Dynamics 365 Customer Service
Deliver consistent, personalised service across every channel. We implement case management, knowledge bases, SLA management, and omnichannel routing so your service teams can resolve issues faster.
Dynamics 365 Field Service
Optimise your field operations with intelligent scheduling, work order management, and real-time technician tracking. We help organisations move from reactive to proactive field service delivery.
Dynamics 365 Marketing / Customer Insights
Create personalised, multi-channel marketing journeys and build a unified customer profile. We implement Customer Insights to unify your data and enable truly personalised engagement at scale.
CRM Migration & Consolidation
Moving from Salesforce, HubSpot, or a legacy CRM? We manage the full migration — data cleansing, mapping, transformation, and validation — so nothing is lost in transition.
Dynamics 365 Support & Optimisation
Already on Dynamics 365 but not getting full value? Our managed support and optimisation service identifies gaps, resolves issues, and continuously improves your platform.
Why It Matters
Key Benefits
Single Customer View
Unify data from sales, service, and marketing into one complete customer record.
Native Microsoft Integration
Works seamlessly with Teams, Outlook, SharePoint, and the full Microsoft 365 suite.
AI-Powered Insights
Copilot and AI features surface next best actions, sentiment analysis, and predictive forecasting.
Scalable & Configurable
Adapts to your processes without heavy custom development — configure, not code.
How We Work
Our Delivery Approach
Discovery & Design
We map your current processes, identify gaps, and design a solution architecture aligned to your business goals.
Configuration & Build
We configure Dynamics 365 to your requirements — forms, workflows, security roles, integrations, and data model.
Data Migration
We cleanse, map, and migrate your existing data — ensuring accuracy and completeness from day one.
Training & Adoption
We train your teams and build internal champions to drive adoption and maximise return on investment.
Go-Live & Support
We manage a controlled go-live and provide hypercare support in the critical post-launch period.
Why Cloud Digi Tech?
Ready to Transform Your Customer Relationships?
Talk to our Dynamics 365 specialists about your requirements.