
Dynamics 365 CRM
Sales & customer engagementCloud CRM covering sales pipeline management, customer service case tracking, and marketing automation across the customer lifecycle. We configure pipeline stages and forecasting to match how your sales team actually sells, connect it to Outlook and Teams so reps aren't switching apps constantly, and migrate existing customer data cleanly.
- Sales and Customer Service licensed separately or together
- Lead, opportunity, and pipeline management with forecasting
- Integrates with Microsoft 365 and Power Platform
- Teams and Outlook integration for reps
- Per-user licensing available
- Data migration from existing CRM or spreadsheets
- Marketing automation across the customer lifecycle