# Dynamics 365 CRM

> Dynamics 365 Customer Engagement is Microsoft’s CRM suite. It covers Sales, Customer Service and Field Service and runs on Dataverse, the same data platform as the Power Platform.

We implement, extend and rescue Dynamics 365 Customer Engagement. That covers clean data models, sensible security and automation people actually use, with nothing customised for its own sake.

## What you get

- One view of every customer, deal and case
- Pipelines and SLAs that report themselves
- Fewer clicks for the people doing the work

## How we help

### Implementation

Discovery, solution design and rollout of D365 Sales, Customer Service and Field Service, configured before customised.

### Customisation & extension

Plugins (C#), PCF controls, web resources, business process flows and Dataverse model design.

### Migration

From spreadsheets, Salesforce, legacy CRM or on-premises Dynamics, with mapped, validated and reconciled data.

### Health check & rescue

An audit of an existing org covering performance, security roles, technical debt and adoption, plus a prioritised fix list.

## Example use cases

- **Lead-to-cash visibility**: Qualify leads, track opportunities and hand over to delivery without re-keying data.
- **Omnichannel support desk**: Cases from email, web and chat with routing, SLAs and a knowledge base.

## Tools we use

Dynamics 365 Sales, Customer Service, Field Service, Dataverse, C# plugins, PCF, Power Automate.

## Frequently asked questions

### Which Dynamics 365 apps do you work with?

We focus on Dynamics 365 Customer Engagement: Sales, Customer Service and Field Service, together with the underlying Dataverse platform and Power Platform extensions.

### Can you fix an existing Dynamics 365 system?

Yes. Our health check reviews performance, security roles, customisations, plugins and adoption, then gives you a prioritised fix list. We can carry out the fixes or support your team.

### Can you migrate us from Salesforce or spreadsheets?

Yes. We map, cleanse and migrate accounts, contacts, opportunities, cases and history, with reconciliation reports so you can prove that nothing was lost.

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Provider: KaizenAI, remote-first, working with clients worldwide. Contact: mrabdulbasit1999@gmail.com · +92 311 4095179 · +92 340 4949027 · https://kaizenai.systems/contact/
Page: https://kaizenai.systems/services/dynamics-365/