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Microsoft Dynamics 365 CRM

Lasting customer relationships and efficient sales processes with Microsoft Dynamics 365 CRM. We analyze your processes, select the right solution with you and implement it so that it fits your requirements.

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AI GENERATED

Challenges

Customer data scattered, processes manual, growth blocked?

When customer data is incomplete or scattered across several systems, workflows in sales, marketing and service become inefficient. Quotes are created manually, leads are left unattended, inquiries take too long and in the end you lose valuable customers and revenue. A 360-degree customer view creates the basis for changing that: consistent customer engagement across all touchpoints, automated processes between marketing, sales and service, and as a result noticeably more efficiency and growth for your company.

Added value

Microsoft Dynamics 365: one CRM for the entire customer lifecycle

The CRM system Microsoft Dynamics 365 helps your company manage and optimize customer relationships centrally across the entire customer lifecycle. The platform brings sales, marketing, customer service and field service together in one integrated solution, automates processes and creates a sound basis for data-driven decisions.

Extensible modules & licenses
Seamless integration into the Microsoft ecosystem
AI-supported agents and copilots in every module
Low-code/no-code adjustments without programming effort
Cloud-based deployment
Flexible processes and automation

As a long-standing Microsoft Solutions Partner, you benefit from our expertise and our close collaboration with Microsoft teams to align innovative solutions precisely with your business requirements.

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CRM modules

Microsoft Dynamics 365 modules at a glance

Choosing a CRM system is a strategic decision that shapes the efficiency of your customer processes and collaboration within the company for the long term.

Microsoft Dynamics 365 has a modular structure: each module covers part of the customer lifecycle and can be introduced and customized individually for sales, marketing, customer service and field service according to your requirements.

Lead management & sales control with Dynamics 365 Sales

Microsoft Dynamics 365 Sales brings emails, appointments, tasks and customer data together in one central CRM solution. Instead of manual follow-up lists and scattered information, you run your entire sales process system-supported and automated — from first contact through lead and opportunity management to a successful close.

When to use it: When sales processes still run manually, different tools such as Excel are used to capture leads, leads and opportunities are not recorded centrally, or creating quotes takes too long. Ideal for sales teams that want to manage leads, opportunities and quotes centrally and increase their close rates.

Managing marketing campaigns and events with Dynamics 365 Customer Insights

Microsoft Dynamics 365 Customer Insights combines marketing automation in one tool: AI-supported email marketing, automated lead nurturing, event management and marketing analytics along the entire customer journey.

When to use it: When marketing processes are manual and barely personalized, leads have to be nurtured by hand, or campaigns are run without a data basis. Ideal for marketing teams that want to personalize and automate campaigns, email marketing and customer journeys.

Seamless end-to-end customer service with Dynamics 365 Customer Service

Microsoft Dynamics 365 Customer Service speeds up service processes and relieves your customer service team through automated ticket management, AI agents for suggested replies and self-service, omnichannel communication across all channels, and transparent reporting on handling times and service quality.

When to use it: When service requests arrive uncoordinated across different channels, response times are too long, or media breaks slow support down. For companies that want to manage customer service via phone, email, chat and social media centrally and more efficiently.

Making field service assignments easier with Dynamics 365 Field Service

Microsoft Dynamics 365 Field Service supports the planning, execution and monitoring of on-site maintenance and repair work with appointment and route planning, mobile offline functionality, task management and analytics on assignments and appointments.

When to use it: When on-site maintenance and repair work is planned in a complicated, uncoordinated way, routes run inefficiently, or field staff have no offline access to important data. For companies that want to manage and optimize field service, scheduling and resource management centrally.

Not sure which module best fits your requirements?

We analyze your processes, advise you individually and find out together which Dynamics 365 modules offer the greatest value for your company.

Book a no-obligation demo now

AI benefits

AI in CRM: copilots and AI agents that really take work off your hands

In Microsoft Dynamics 365, AI is a firm part of the standard and works along the entire customer lifecycle. Two levels interlock here: Copilot assists your employees with recommendations, summaries and draft texts. AI agents go one step further and take on multi-step tasks independently, within the scope you define.

With the AI-supported copilots in Microsoft Dynamics 365 you automate sales, marketing, customer service and field service processes. Microsoft Copilot supports your employees with intelligent recommendations, automated communication, personalized campaigns, efficient scheduling and data-based analytics. That increases productivity and leads to faster response times and better customer experiences.

AI in sales with Microsoft Copilot for Sales

supports your sales staff with automatic summaries and email suggestions
prioritizes opportunities in Outlook/Teams
detects customer sentiment from emails and meetings
identifies tasks and proactively reminds you of next steps

More AI agents in sales, such as the Sales Qualification Agent: analyzes incoming leads, assesses their potential and hands qualified contacts over to the sales team.

AI in customer service with Copilot for Customer Service

takes over the conversation with customers, solves the problem or prepares it for service staff
drafts context-based email and chat replies to customer inquiries
relieves employees of recurring service tasks

In customer service, specialized AI agents also help identify concerns, maintain knowledge bases and handle service cases automatically.

AI in marketing with Customer Insights Copilot

provides content and layout ideas for email campaigns based on internal sources
generates target group segments, content and customer journeys
answers customer inquiries automatically via chat
personalizes event invitations and mailings
takes over monitoring and analysis of campaigns

Customer Insights is becoming increasingly agent-supported: AI agents create, optimize and steer campaigns in real time based on the behavior of your contacts.

AI in field service with Copilot for Field Service

automatically summarizes customer concerns and work orders
supports scheduling with relevant information
informs you in real time about important changes
takes over repetitive tasks such as scheduling assignments
suggests suitable measures based on customer and assignment data

More AI agents, such as the Scheduling Operations Agent, coordinate field service assignments and suggest optimal dates based on availability and work orders.

Find out more about how to automate your business processes with AI

Automating the whole company

References

Successful CRM projects

Satisfied clients, successful projects and measurable results

Trade fair company

Introduction of Dynamics 365 Sales & Customer Insights

Central CRM and portal solution for one of the world's leading trade fair companies by revenue: Microsoft Dynamics 365 Sales and Customer Insights for a 360° customer view, standardized workflows, multilingual exhibitor portals, integrated shops and efficient support for exhibitors.

Motiv=Gebäudefassade, Badge Position=links oben

Financial service provider

CRM implementation for a leading financial service provider

Microsoft Dynamics 365 Sales in just six weeks for an internationally active provider in receivables management: centralizing customer data, replacing manual processes and isolated solutions, and optimizing sales management and analytics across the entire DACH region.

Biotechnology

Introduction of Dynamics Customer Service for a research company

Central service platform for a medical research company with Microsoft Dynamics 365 Customer Service: cross-channel handling of customer inquiries, automated ticket creation, improved service quality, shorter handling times and reduced license costs.

See for yourself: successful CRM implementations, measurable results and proven solutions from various industries.

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Services

Our CRM services

We support you across the entire CRM lifecycle – from the initial assessment to ongoing operation.

Consulting

Review of your sales channels and processes, use case analysis, identification of automation potential, technology consulting on choosing the right CRM.

Licensing & implementation

Technical provisioning of the solution and setup of the CRM system according to your target architecture, plus configuration of modules and user roles.

Migration & integration

Switching from legacy systems to a new CRM system, seamless integration into your existing IT landscape (e.g. ERP connection or third-party systems) and migration of your existing data.

Operation & further development

Application lifecycle management for long-term support, technical operation and the continuous further development of your CRM system across its entire lifecycle.

Want to modernize your CRM or introduce a new one? Together we will find the right way for your company.

In a no-obligation conversation we show you possible approaches and give you initial guidance for the next steps.

Arrange an initial consultation

Add-ons

Add-ons & extensions for Dynamics 365 CRM

Flexible extensions for individual requirements. Not every company reaches its goals with standard functions – that is why we think of CRM in three stages:

Standard solution For many requirements, Dynamics 365 already covers everything you need out of the box. Quick to start, affordable and proven.
Customizing & add-ons If the standard is not enough, we adapt Dynamics 365 specifically to your processes or extend it with specialized add-ons for industry-specific requirements.
Custom solution Where standard and customizing reach their limits, we develop a tailor-made solution where needed – from custom modules to your own AI agents that go beyond the Microsoft standard and fit your workflows exactly.

This way you get exactly the solution that fits your company and your requirements.

Marketing automation with ClickDimensions

ClickDimensions is a marketing automation solution developed specifically for Microsoft Dynamics 365 CRM. The integrated module enables:

automated campaigns
personalized email marketing
lead scoring
web tracking & reporting
creation of forms and landing pages
social media marketing

ClickDimensions is an alternative to Microsoft Dynamics 365 Customer Insights and is particularly interesting for companies that, alongside classic marketing processes, need extensive features for social media marketing and social posting.

Simply365

Simply365 enables the fast and cost-efficient introduction of Microsoft Dynamics 365 Sales and Business Central for small and mid-sized companies. With the standardized implementation method, you start with a modern ERP or CRM solution within a few weeks.

Your benefits with simply365:

Your company data is brought together centrally in one place.
Thanks to a clearly defined implementation package, you benefit from a fast system rollout.
You have all costs transparently in view – without lengthy analysis and consulting phases.
As requirements grow, you can extend your system flexibly.

Simply365 creates an easy entry into Microsoft Dynamics 365 and enables efficient, digital business processes without complex implementation projects.

Checklist for a successful CRM implementation

Avoid costly mistakes in your CRM implementation. Our PDF checklist supports you with important criteria for selecting the right CRM system and gives you 16 concrete steps for a successful CRM rollout.

Download for free now

FAQ

Frequently asked questions about Microsoft Dynamics 365 CRM

What can Microsoft Dynamics CRM do?

Microsoft Dynamics 365 CRM is a cloud-based CRM solution that lets companies manage and automate customer relationships, sales processes, marketing activities and services centrally. The platform offers a 360-degree view of customers and, with AI-supported agents, helps companies work more efficiently and grow sustainably. Microsoft Dynamics 365 CRM has a modular structure, can be adapted flexibly to individual requirements and processes, and integrates seamlessly with Microsoft 365, Teams and other business applications.

The most important CRM modules are:

Dynamics 365 Sales: lead management, sales control, quote and opportunity management.
Dynamics 365 Customer Insights: marketing automation, campaign management, customer segmentation and personalized communication.
Dynamics 365 Customer Service: customer service, ticket management and AI-supported assistance for service teams.
Dynamics 365 Field Service: scheduling, route optimization and mobile support for field operations.

Which AI agents does Microsoft Dynamics 365 CRM offer?

Microsoft Dynamics 365 CRM combines two AI levels: assisting copilots and independent AI agents. Copilots support your employees with summaries, suggested replies and recommendations. AI agents take on multi-step tasks independently, for example pre-qualifying incoming leads in sales or summarizing and progressing service cases. In sales, the Sales Agent and the Sales Qualification Agent are available for this; in customer service, the Service Agent with capabilities for case handling, customer intent and knowledge management. With Copilot Studio you can also tailor your own agents to your processes. Which agents make sense for your company is something we clarify together in an initial consultation.

How much does Microsoft Dynamics CRM cost?

The cost of Microsoft Dynamics 365 CRM depends on the modules you need, the number of users, the licensing model and the scope of implementation and individual adjustments.

Ongoing costs include the license fees. You will find a detailed overview of license types and current prices on our page about Dynamics 365 license costs.

The cost of implementing Microsoft Dynamics 365 is a one-off amount for you and can vary due to additional effort for configuration, data migration, integrations and training. Our basic packages start at €19,950 per module. Here you can find a first overview of our package prices for introducing Microsoft Dynamics. You can determine the exact cost of a Dynamics 365 CRM implementation in a consultation with our experts.

Is Microsoft Dynamics CRM easy to learn?

Yes. Microsoft Dynamics 365 CRM has a modern, intuitive user interface and, thanks to its integration with Microsoft 365 (for example Outlook and Teams), is quick to learn and easy to fit into the working day. Because of the close connection to Outlook, Teams and other Microsoft applications, the interface is already familiar to many employees. With a structured rollout and targeted training, employees can usually use the system productively within a short time.

How long does it take to implement Dynamics 365 CRM?

The duration of the implementation depends on the project scope, the modules you want and the adjustments required. A standard project can be delivered within a few weeks, while extensive CRM rollouts with individual integrations and customizing can take several months. You will get a reliable time estimate from our experts after an initial assessment of your requirements.

Can Dynamics 365 CRM be integrated into existing systems?

Yes. Microsoft Dynamics 365 CRM integrates seamlessly into your existing IT landscape via standard interfaces and APIs. This includes ERP systems, third-party applications and the Microsoft ecosystem with Outlook, Teams, Power BI and Azure. Existing data from legacy systems can be taken over as part of the migration, avoiding media breaks.

Let us talk about your CRM project

Every company has different workflows, systems and priorities. In the free initial consultation we look at your starting situation and clarify which next steps make sense, both functionally and economically.

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We will get back to you promptly.