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Dynamics 365 Customer Engagement (CRM)

Dynamics 365 Customer Engagement provides a scalable and extendable platform which records customer interactions from sales and customer service to marketing and much more.

Gold-standard Microsoft CRM partner

With a Microsoft Gold competency in Customer Relationship Management (CRM) amongst our 10 gold accreditations, you know you'll be working with an industry-leading Microsoft CRM expert.

Find out more about our 10 Microsoft Gold competencies

Why use a CRM system?

Properly implemented, deployed and managed, a CRM system will bring significant benefits to your organisation. It will help you manage your data, run your marketing campaigns, streamline your sales processes, prevent you losing customers to your competition and avoid missing out on new opportunities. It will make it easier for your salespeople to sell, improve customer service and a whole range of business processes in-between.

Above all, a modern, well-implemented CRM system will improve the effectiveness of your business across nearly all its key functions.

Why choose Dynamics 365 Customer Engagement?

  • Powerful out-of-the-box functionality to get you started quickly, with the ability to add sector-specific functionalities easily with additional modules

  • The cloud-based system means you can access key customer information and make informed decisions anytime, anywhere on PC, laptop, tablet or mobile

  • Seamless integration with hundreds of external services to integrate your core business systems

  • In-built business analytics and artificial intelligence, allowing you to make data-informed decisions

  • Streamline key business processes with intelligent workflows and functionalities to increase productivity

  • Subscription-based model reduces CapEx and makes the solution scalable with the flexibility to add/remove users

  • Define access requirements based on user role or job function, from the system-wide functionalities to the granular

D365 CE Customer Service overview and demo

Case studies

D365 CE Sales overview

Artificial intelligence

As with all solutions in the modern Microsoft ecosystem, Dynamics 365 Customer Engagement comes with in-built artificial intelligence (AI) to allow you to better understand your customers, including building a customer satisfaction scote (CSAT) to let you know how happy your customers are.

D365 CE Customer Insights and Marketing overview

Why work with TSG on a Dynamics 365 CRM solution?

  • Microsoft Gold competency in Customer Relationship Management (CRM) – the highest accreditation

  • A consultative approach means we get to know your business to help you implement the right solution

  • Highly qualified CRM and D365 experts will help you get the most out of your investment to see a tangible ROI

  • ISO 9001-certified, meaning we use effective quality management procedures and can help you achieve compliance

  • Experience across all sectors with specialist expertise in a number of industries including social housing

  • Dedicated applications and CRM support team available to help you resolve any queries or answer burning questions

  • We use the Microsoft Dynamics platform to build sector-specific solutions for the rail and housing industries

TSG Traveller

Traveller is the sector-specific solution used by the majority of the UK's leading train operating companies (TOCs). We built Traveller on the Microsoft Dynamics 365 platform, using our extensive CRM expertise to design a solution which solves the key issues faced by TOCs including end-to-end delay repay, comprehensive case management and regulatory reporting.

Find out more about TSG Traveller

Who we work with

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