Microsoft Dynamics 365
CRM Solutions
Modernize your CRM. Enhance customer relationships across sales, marketing, and service with agentic CRM solutions.
Key Performance Indicators
This is a demonstration dashboard with example data for illustration purposes only.
Dynamics 365 CRM Solutions
Dynamics 365 Sales
Close more deals and deepen customer relationships with AI assistance and real-time insights.
Customer Service
Resolve issues faster using generative AI and automation to create exceptional service experiences.
Customer Insights
Create more personalized customer journeys with next-generation AI and unified customer data.
Field Service
Empower frontline teams with generative AI, IoT, and mixed reality to deliver exceptional field service.
What is CRM Software?
CRM is a category of software solutions that spans different customer management systems—such as sales, service, and marketing—and allows them to work together. It streamlines your business processes and connects customer data to help you build relationships, increase productivity, and improve customer engagement.
Get a Holistic View of Customers
Unify customer data across all touchpoints to create comprehensive customer profiles and deliver personalized experiences at every interaction.
360° Customer View Real-time Insights Data Integration
Connect Sales and Marketing Teams
Break down silos between departments with unified workflows, shared data, and collaborative tools that align your revenue teams.
Team Collaboration Shared Pipeline Unified Goals
Close More Deals Effectively
Accelerate your sales cycle with AI-powered insights, automated workflows, and intelligent lead scoring that prioritizes your best opportunities.
AI Insights Lead Scoring Sales Automation
Streamline Workflows and Increase Collaboration
Automate routine tasks, eliminate manual processes, and enhance team collaboration with intelligent workflow management and real-time communication.
Process Automation Team Sync Efficiency Boost
Dynamics 365 Sales
Empower every seller, marketer, and service rep with AI. Unify your data to deliver personalized experiences across sales, marketing, and service.
Use unified data to deliver personalized experiences across sales, marketing, and service with Dynamics 365 CRM solutions.
Free your team to focus on the work that matters most with AI agents that automate time-consuming work.
Ensure your people and data are protected with a CRM solution that offers the highest levels of data privacy and security.
Automate unique processes and improve overall efficiency with custom AI agents created with low-code tools in Microsoft Copilot Studio.
Help your sales team exceed customer expectations and reach their goals with an AI-powered Microsoft CRM solution.
Empower your sales team with in-the-moment recommendations and insights—like next-best actions and content suggestions—that help them prioritize the right lead and move deals forward faster.
Free up time for sellers to focus on building relationships and closing deals with prebuilt AI agents that automate tasks like qualifying leads, scheduling meetings, and following up with prospects.
Save your sales team hours of toil by using the customizable Sales Qualification Agent (preview) to autonomously research and prioritize leads based on data about your customers.
Reduce manual work and speed up response times with AI agents that turn emails, chat, and calls into cases and assign them to the right rep. They can even manage follow-ups so nothing slips through the cracks.
Save service reps time by using Copilot in Dynamics 365 Customer Service to help diagnose, troubleshoot, and draft customer responses.
Provide seamless customer support on voice, digital, and social platforms with AI agents that handle routine inquiries and give reps real-time context, sentiment trends, and customer history.
Reduce time spent on documentation and increase consistency across support teams with AI agents that generate, update, and flag knowledge articles based on resolved cases and emerging issues.
Help supervisors proactively staff, make strategic shifts, and improve the quality of their coaching with real-time insights on conversation trends, agent performance, and traffic forecasts.
Empower your marketers to quickly create personalized customer journeys across email, SMS, and ads using simple descriptions.
Create loyalty by tailoring experiences to targeted audiences using insights from past interactions with Dynamics 365 Customer Insights.
Enable your team to craft content tailored to specific audience segments in just a few clicks using Copilot in Dynamics 365 Customer Insights.
Automate key customer touchpoints with AI that responds whenever a customer signals a need.
Empower Every Seller, Marketer, and Service Rep with AI
Use unified data to deliver personalized experiences across sales, marketing, and service with AI-powered CRM solutions that transform how your teams work.
Automate High-Impact Tasks
Free your team to focus on the work that matters most with AI agents that automate time-consuming tasks like qualifying leads, scheduling meetings, and following up with prospects.
Lead Qualification Meeting Scheduling Follow-up Automation
Protect Your Organization
Ensure your people and data are protected with a CRM solution that offers the highest levels of data privacy, security compliance, and enterprise-grade protection.
Data Privacy Security Compliance Enterprise Protection
Build Custom AI Agents
Automate unique processes and improve overall efficiency with custom AI agents created using low-code tools in Microsoft Copilot Studio tailored to your specific business needs.
Low-Code Development Custom Processes Copilot StudioDeepen Customer Connections by Unifying Your Data
Streamline sales, cut costs, and help teams stay focused on closing deals by consolidating key functions into one comprehensive, AI-powered CRM solution.
Close Deals Faster with AI Insights
Get in-the-moment recommendations and insights like next-best actions that help prioritize leads and move deals forward faster.
Save Time on Routine Tasks
Free up sellers to focus on relationships with AI agents that qualify leads, schedule meetings, and follow up with prospects automatically.
Prioritize the Right Leads
Use the Sales Qualification Agent to autonomously research and prioritize leads based on comprehensive customer data analysis.
Never Miss Customer Requests
AI agents turn emails, chats, and calls into cases, assign them to the right rep, and manage follow-ups automatically.
Boost Team Productivity
Empower your teams with intelligent workflows, predictive analytics, and automated processes that maximize efficiency and results.
Dynamics 365 Customer Service
Empower service representatives to resolve issues quickly using AI agents.
Meet customers where they are
Provide faster service on customers' preferred digital channel, including email, text, social network, or virtual assistant
Omnichannel Real-time
Show them you know them
Get a 360-degree view of customers and deliver personalized responses with AI that understands customer intent in real time
360° View AI Insights
Build on extensible platform
Reduce costs by building on existing capabilities and interoperating with other business applications on a single platform
Integration Extensibility
Dynamics 365 Field Service
Transform service operations with AI-powered scheduling and mobile workforce management.
Optimize scheduling
Intelligently schedule and dispatch the right resources based on location, availability, skill, and priority
AI Scheduling Optimization
Empower mobile workforce
Equip technicians with mobile apps, offline access, and collaboration tools for efficient on-site service delivery
Mobile App Offline Mode
IoT predictive maintenance
Connect IoT devices to detect anomalies, trigger alerts, and automatically create work orders for proactive service
IoT Integration Predictive AnalyticsReady to Transform Customer Relationships?
Discover how Dynamics 365 CRM can help you deliver exceptional customer experiences.
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