D365 CRM

Unlock Business Growth with Dynamics 365 Customer Engagement
Solutions

In today’s competitive markets, building strong customer relationships is essential for business growth. Microsoft’s Dynamics 365 Customer Engagement (CE) solutions empower organizations to enhance customer interactions, streamline operations, and drive revenue growth. Traditionally referred to a Customer Relationship Management (CRM) solutions, today’s CRM systems have evolved to more comprehensive engagement platforms.  With powerful applications for Sales, Customer Service, Marketing, and Field Service, businesses can automate processes, gain AI-driven insights, and deliver personalized experiences.

By leveraging Dynamics 365 CE solutions, companies can drive sales growth, streamline operations, reduce response times, and improve the customer experience. The Dynamics 365 platform’s powerful automation capabilities eliminate manual tasks, while built-in collaboration tools enhance team productivity.

Whether managing leads, resolving service issues or launching targeted marketing campaigns, businesses gain a competitive edge with a unified, data-driven approach. Scalable and customizable, Dynamics 365 CE adapts to your unique business needs, ensuring you stay ahead in today’s dynamic marketplace. Transform your customer engagement strategy and drive business growth with Dynamics 365 CE.

Apps Available in Dynamics 365 Customer Engagement:

Dynamics 365 Sales (CRM) enables sales teams to drive growth by streamlining lead management, automating processes, and providing AI-driven insights. With seamless integration and real-time data, it helps organizations build stronger customer relationships and close deals more efficiently.

Dynamics 365 Customer Service (CRM) helps businesses deliver seamless, personalized support through case management, AI-powered chatbots, and multi-channel engagement. By automating workflows and providing real-time analytics, it empowers support teams to resolve issues faster and enhance overall customer satisfaction.

Dynamics 365 Customer Insights helps businesses enhance their marketing strategies by providing actionable insights from customer data across various touchpoints. With AI-powered analytics, it enables organizations to segment audiences, personalize campaigns, and optimize marketing efforts for greater engagement and higher conversion rates.

Dynamics 365 Field Service helps organizations deliver exceptional on-site service by optimizing scheduling, dispatching, and resource management. With AI-driven insights and real-time data, it enables technicians to resolve issues efficiently, improving customer satisfaction and reducing operational costs.

Invest in a business growth platform:

Dynamics 365 Customer Engagement, Power Platform, and Microsoft 365 together form a unified business growth platform that helps organizations drive efficiency, improve customer experiences, and foster innovation. Dynamics 365 Customer Engagement enhances customer interactions through intelligent CRM solutions for sales, service, marketing, and field operations, enabling businesses to automate workflows, gain valuable insights, and personalize engagement.

The Power Platform, consisting of Power BI, Power Apps, Power Automate, and Power Virtual Agents, empowers businesses to easily create custom apps, automate processes, and leverage data analytics without extensive coding expertise.

Paired with Microsoft 365, which integrates seamlessly for enhanced collaboration, communication, and productivity, this platform allows teams to work together efficiently and make data-driven decisions. By combining these powerful tools, businesses can improve operational performance, accelerate growth, and maintain a competitive edge in an ever-evolving marketplace.

Let our team of Dynamics 365 experts help you implement your next customer engagement solution:

Solution Architecting & Design
Not sure where to start? We will help define clear goals and create a tailored strategy for a smooth and efficient implementation of Dynamics 365 CE, ensuring that our solutions are aligned with business objectives to maximize ROI.

Customization and Application Development
LBMC offers custom application development, workflow automation, and systems integration to ensure that Dynamics 365 CE is tailored to your business’s unique needs, enhancing efficiency and scalability. We help clients leverage Dynamics 365 data to create powerful reports and dashboards, enabling real-time insights that support data-driven decision-making and improve business strategies

Integration Development

Our experience team has the experience to integrate Dynamics 365 with other enterprise systems like ERP, e-commerce platforms, and CRM tools, ensuring data consistency, streamlined workflows, and seamless collaboration across all business functions and teams.

Training and Support (Insert hyperlink to existing section)
Our teams offer comprehensive training to ensure employees are equipped to use Dynamics 365 CE effectively, coupled with ongoing support that addresses any challenges and keeps your system running smoothly.

Change Management and Adoption

We guide organizations through the cultural and organizational changes required when adopting Dynamics 365 CE, ensuring smooth transition and encouraging user adoption to maximize system usage and value.

UX/UI Design Services

LBMC is one of only a few software partners that provide UX/UI design services to ensure the Dynamics 365 CE interface is intuitive and user-friendly, improving user engagement, adoption, and overall productivity.

By leveraging these services from LBMC Technology Solutions, businesses can optimize their Dynamics 365 CE investment, improve operational efficiency, and drive sustainable growth.

 

Ready To Stay Engaged With Customers & Drive Sales?

Top 10 Must Know on the Next Gen Marketing Platform

Essential Dynamics 365 Customer Insight Capabilities

Unify transactional, demographic and behavioral data to have a whole picture of your consumers. This capacity enables companies to combine data from several sources, therefore guaranteeing accurate and current client information. Having a single source of truth helps companies make better decisions and present consistent experiences at all points of contact.

  • AI-Powered Insights: Discover fresh ideas and provide tailored client experiences by means of AI. Dynamics 365 Customer Insights AI features enable the identification of trends and patterns perhaps not immediately clear-cut. By means of these realizations, marketing campaigns can be customized, customer service can be enhanced, and sales strategies may be optimized—so fostering greater business results.

 Create and oversee real-time client journeys to guarantee a flawless experience at every touchpoint. This function gives companies timely and pertinent interactions so they may react to consumer actions and behaviors as they arise. Real-time trip planning raises the possibility of conversion and retention as well as helping to keep consumer involvement.

  • Copilot Connection: Using natural language, investigate, evaluate, and grasp client data using Microsoft Copilot. Without sophisticated technical knowledge, this connection helps consumers to interact with their data, ask questions and obtain insights. Copilot may help create reports, spot important benchmarks and offer data-based recommendations.
  • Improved Capacity: Simplify content development using text and picture ideas catered to your business and audience. This function guarantees that all communications are in line with the voice of the brand and appeal to the target audience, therefore enabling marketing teams to create excellent material more quickly.
  • Predictive Maintenance: Use IoT data to drive proactive consumer service and predictive maintenance. Data from linked devices allows companies to forecast when maintenance is required and handle problems before they become ones. By being proactive, one lowers downtime and raises customer satisfaction.
  • Customer Lifetime Value: Give service levels visibility into expected customer lifetime value top priority and personalizing ability. Knowing the possible long-term value of every client helps companies to distribute their resources more wisely and offer varying service quality that maximize profits.

Microsoft Dynamics 365 Customer Insight Guide

Bring powerful campaigns and targeted content to life through Microsoft Dynamics 365 Customer Insights. Catch customers at exactly the right time, with the right message and view reporting metrics to optimize your marketing efforts. The customer buyer experience has evolved – your CRM should evolve too.

Through real-time journey orchestration and customer data unification, Dynamics 365 Customer Insights lets companies provide outstanding customer experiences. Across sales, marketing and service teams—this potent tool allows tailored, responsive, linked customer experiences. Combining several data sources and using advanced analytics would help companies to have a complete awareness of their consumers, therefore improving engagement and raising satisfaction rates.

Purchasing Dynamics 365: Customer Insights

Licensed per tenancy, Dynamics 365 Customer Insights offers businesses of all kinds flexibility. Purchasing extra capacity will help you to satisfy your particular requirements and guarantee that the solution can expand with your company. Starting here, register for a free trial to investigate important features and discover how Dynamics 365 Customer Insights could help your company. This trial time lets you see personally the features of the platform and decide how best to include them in your current procedures.

  • Comprehensive Support: To maximize your CRM solution, on-site and remote consultation, phone support, and customized training courses are accessible to you. Our support staff is committed to making sure you have the tools and help required to realize Dynamics 365 Customer Insights’ value.
  • Annual User Conference: Take advantage of activities to remain current with the most recent features and best practices. These events give chances to network with other attendees, pick knowledge from professionals, and get understanding of how to employ the features of the platform to propel corporate success.

At LBMC Technology Solutions, we appreciate the need to properly handling client contacts. Having almost thirty years of expertise using Microsoft Dynamics products, we are dedicated to assisting you meet corporate objectives. Our development staff will assist in maximizing your solution for top-of-the-line performance; our experts have industry-specific knowledge. We guarantee that you can fully use Dynamics 365 Customer Insights by means of year-round training for ongoing development and learning.

 

Ready To Find Out Which Level Is Best For You?

Dynamics 365 for Customer ​Service

Effortless Customer Service

Deliver a unified experience with seamless, end-to-end service.

Capabilities:

  • Case management
  • Knowledge base
  • Self-service support portal
  • Complete customer view​
  • Surveys, forms and social listening
  • No-code visual tools
  • Advanced case routing

Dynamics 365 for Project Operations

D365 Project Operations

Project Operations

Optimize project resources for maximum profitability.

Capabilities:

  • Robust project planning
  • Intuitive dashboards
  • Streamlined scheduling
  • Opportunity management
  • Resource management
  • Team collaboration
  • Customer billing
  • Office 365 integrations
  • KPI tracking
  • Time and expenses management

Dynamics 365 Sales

D365 Sales

Dynamics 365 Sales empowers sales teams with AI-driven insights, automation, and seamless collaboration tools to streamline the sales process. It offers advanced lead and opportunity management, real-time sales forecasting, and relationship intelligence to help sales professionals prioritize and close deals faster. With built-in AI capabilities, sellers receive predictive analytics, conversation intelligence, and personalized recommendations to enhance customer interactions.

AI-Driven Insights & Sales Forecasting
Sales teams can make data-driven decisions with real-time insights and predictive analytics, leading to more accurate sales forecasts and better prioritization of opportunities.

Advanced Lead & Opportunity Management

Streamlines the sales pipeline by tracking customer interactions, automating follow-ups, and ensuring no opportunity is missed.

Conversation Intelligence

Uses AI to analyze sales calls, provide real-time coaching, and offer personalized recommendations to enhance customer engagement.

Seamless Integration with Microsoft 365 & Power Platform

Dynamics 365 Sales integrates smoothly with Microsoft 365 tools (like Outlook, Teams, and Excel) and Power Platform, enabling seamless collaboration, document sharing, and improving overall productivity.

Sales Automation
Reduces manual tasks and accelerates sales cycles by automating follow-ups, approvals, and data entry, improving overall efficiency.

Dynamics 365 for Field ​Service

Field Service Automation

Enhance efficiencies with smart onsite care and real-time data.

Capabilities:

  • Automated scheduling and dispatching
  • Streamlined inventory management
  • 360-degree customer view
  • Mobile access
  • Automatic work orders
  • Predictive maintenance
  • IoT intelligence
  • Customer portal
D365 Field Service Dashboard

Additional Capabilities (Included)

D365 Marketing Dashboard
  • GamificationBoost employee motivation and performance through engaging competitions.
  • ​Social ListeningLeverage automated social analytics to uncover and act on valuable insights.
  • ​Organization ​InsightsMonitor CRM usage to identify training needs & process improvements.
  • Portal Add-OnsEnhance partner and customer interactions with interactive portals.
  • Voice of the ​CustomerGather valuable feedback by creating and sending customer surveys.

Find The Dynamics 365 Module That Suits Your Business

How to Buy Dynamics 365 Customer Engagement

Getting started with Dynamics 365 CE

Microsoft Dynamics 365 Customer Engagement can be purchased through LBMC Technology Solutions.

How to Get Started:

  • Fill out the contact us form to speak with a solution specialist
  • We’ll discuss your requirements and training needs.
  • After the call, we will present a personalized price quote
  • Once finalized, we’ll assist with a smooth implementation.

Why Choose LBMC Technology Solutions?

With nearly 30 years of experience in Microsoft Dynamics solutions and early access to Dynamics 365, we offer:
  • Quick setup with minimal disruption
  • Industry-specific expertise across various sectors
  • Customized optimization for top results
  • Year-round training for ongoing growth and learning

Dynamics 365 Customer Engagment Support / Training

At LBMC Technology Solutions, we recognize the importance of effectively managing customer relationships. We are committed to providing top-notch training and support, whether you’re local or across the country, and regardless of whether you’re a current client.

Support and Training Services Include:

  • On-site and remote consulting
  • Telephone support
  • Annual user conference
  • Tailored training sessions

Let us help you maximize your CRM solution!

Support and trainings we offer include: On-site & remote consulting Telephone support Annual user conference Tailored training sessions

Contact Us

We’re happy to answer any questions you may have. Please send us an email using the form and one of our professionals will get back to you promptly.

Headquarters – Microsoft Dynamics Customer Engagement Nashville, TN:
201 Franklin Road
Brentwood, TN 37027

Phone: 615-377-4600

Office Hours: 8am-5pm, Monday-Friday

Microsoft Dynamics Customer Engagement Charlotte, NC
3700 Arco Corporate Drive, Suite 175
Charlotte, NC 28273
704-846-6750

Microsoft Dynamics Customer Engagement Knoxville, TN
2095 Lakeside Centre Way
Knoxville, TN 37922
865-691-9000

Microsoft Dynamics Customer Engagement Chattanooga, TN
605 Chestnut Street, Suite 1100
Chattanooga, TN 37450
423-756-6585

Microsoft Dynamics Customer Engagement Louisville, KY
325 West Main Street, Suite 1600
Louisville, KY 40202
502-585-1600

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