Dynamics 365 Customer Engagement.
Dynamics 365 Customer Engagement brings relationship management, sales, customer interaction, and process support together into one central environment.
Bring customer information, touchpoints, notes, documents, and activities together into one clear customer timeline so teams immediately see what is going on and what follow-up is required.
Work with automated tasks, alerts, and reminders based on customer interactions, appointments, or process steps. This ensures follow-up remains consistent and prevents opportunities from slipping through the cracks.
Enable customers, students, donors, or partners to submit data directly, initiate requests, or view information via integrated portals and forms.
Ensure that customer information remains complete, accurate, and actionable with mandatory fields, validations, process steps, and data quality controls.
Make customer information accessible within Outlook, Teams, SharePoint, and Power BI, ensuring customer-centric workflows become a natural part of daily collaboration.
Client-Oriented Cooperation in One Environment.
Customer Experience requires more than fragmented tools, customer data, or isolated processes. Teams and departments need a unified environment where relationship management, follow-up, customer interaction, and insights converge. Dynamics 365 Customer Engagement allows you to create one central workplace for customer-centric teams.
Intouch365 helps you design Dynamics 365 CE strategically and practically while activating your teams and departments. We translate commercial ambitions, customer processes, and team needs into a platform that empowers employees in their daily work. This delivers complete control over customer contact, commercial opportunities, high-quality relationship management, and data-driven organizational management.
From Customer Relationships to Commercial Impact.
Lead and Opportunity Management
Track leads and commercial opportunities structurally from a single central environment, allowing you to anticipate customer needs and gain complete control over your pipeline, priorities, and sales.
Customer 360 at Scale
Record customer touchpoints, appointments, preferences, and activities within a single, unified context. Serve your customers personally and consistently by enabling teams to work together seamlessly.
AI-Driven Automation
Automate actions, tasks, and follow-ups within customer workflows using Copilot and Power Automate. This helps your teams work together more efficiently and frees up time for meaningful customer interactions.
Self-Service Portals for Customers
Give customers the autonomy to find answers and information through an intuitive portal environment for products, services, and knowledge base articles, fully supported by smart chatbots.
Dynamics 365 Customer Engagement
Managing and following up on customers, students, and other stakeholders is a shared process across various teams and departments. Dynamics 365 Customer Engagement unifies these departments completely.
Teams gain full control over relationships, follow-up actions, and customer needs by working from a single, shared customer view. From the initial lead to long-term after-sales service, Dynamics 365 Customer Engagement complemented by Copilot Studio and the Power Platform forms the all-in-one foundation for customer-centric operations across your organization.
How to fit Central Relationship Management in your sector?
Education
Manage relationships with prospective students, current students, alumni, corporate partners, and stakeholders from one central environment. From initial inquiry to enrollment, student support, and alumni relations, Dynamics 365 CE gives teams full control over every stage of the student journey.
Finance
Bring customer touchpoints, advisory sessions, commercial opportunities, and follow-up workflows together into one secure environment. Teams work from a unified customer profile, gaining more control over relationship management, customer lifetime value, and compliant client interactions.
Charities
Manage donors, volunteers, members, partners, and fundraising campaigns from a single, shared constituent profile. This approach strengthens personal engagement, streamlines follow-ups, and builds sustainable donor relationships.
Corporates
From B2C to B2B, and from retail to utilities, connect sales pipelines, customer interactions, and backend process support in one central platform. This delivers complete visibility into relationships, commercial opportunities, and overall customer value.