Overview
Microsoft Dynamics 365 Customer Engagement (CE) centralizes sales, marketing, and customer service processes into a single intelligent platform. It delivers a 360° view of customers, empowering organizations to personalize interactions, improve satisfaction, and accelerate revenue growth.
At Versionz, we implement CE solutions that seamlessly integrate with other Microsoft products, automate workflows, and leverage AI insights for lead scoring, opportunity management, and predictive analytics. Our approach ensures smooth adoption and measurable business outcomes across industries.
Key Features
Sales automation: leads, opportunities, and account management
AI-driven insights: predictive lead scoring, relationship analytics
Marketing automation and campaign management
Omnichannel engagement: email, chat, social media, SMS, and self-service portals
Embedded chatbots and virtual agents
Customizable dashboards, reports, and analytics
Mobile CRM with offline capabilities
Implementation Services
Stakeholder workshops and customer journey mapping
Entity configuration, forms, workflows, and business rules setup
AI chatbot and virtual agent deployment
CRM integration with marketing, ERP, and telephony systems
Legacy CRM data migration, validation, and de-duplication
Workflow automation via Power Automate
Functional, integration, performance, and UAT testing
User adoption programs, training, and change management
Support Services
System health monitoring, usage analytics, and license management
Periodic updates, regression testing, and patch management
Tiered help-desk support with SLA guarantees
Dashboard, report, and plugin optimization
Data quality management and governance
Quarterly feature workshops and adoption planning
Dedicated Customer Success Manager
Why Choose Versionz
Rapid, high-impact CRM deployments
Certified Dynamics 365 CE and Power Platform consultants
Customer-centric approach for engagement and retention
Transparent methodology, deliverables, and flexible support
