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Microsoft Dynamics 365 Customer Engagement

Customer Relationship Management Software

Microsoft Dynamics CRM is now offered as part of Microsoft Dynamics 365.
Encompassing what was formerly known as Microsoft Dynamics CRM, Microsoft Dynamics 365 Customer Engagement packages the core components of CRM as individual applications in the cloud with a whole new suite of capabilities.

Dynamics 365 Customer Engagement Capabilities

  • Sales ​(Professional and Enterprise) – Turn relationships into revenue with lead and opportunity management ​cloud-based tools.
  • Customer Service – Increase customer satisfaction with case management and knowledge ​base tools.
  • Project Service Automation – Better manage projects with integrated scheduling, billing ​and timekeeping apps.
  • Field Service – Dominate service calls by tracking customer equipment, contracts and ​managing staff in the field.
  • Marketing – Unify your marketing efforts to gain deeper insight into customer ​​interest and interaction.

Dynamics 365 for Sales ​(Professional vs. Enterprise)

​Dynamics 365 for Sales ​Professional

Utilize core sales force automation to ​execute simpler sales functions at a lower price point.

Dynamics 365 for Sales ​Enterprise

Boost productivity and gain better insight with advanced sales force automation.

Microsoft Dynamics 365 Sales Professional vs Sales Enterprise

Sales Professional
($65 per user/month)
Sales Enterprise
($95 per user/month)
Unlimited Users
Unlimited​
Unlimited
Sales Execution
​-
 > Lead and opportunity management
Included
​Included
 > Marketing lists, sales campaigns
​Included
​Included
 > Products, price lists
​Included
​Included
 > Quotes, orders, invoices
​Included
​Included
 > Competitors, sales goals, territory management
​Included
 > Product taxonomy, relationships, hierarchies
​Included
Social Engagement
​Included
Gamification, Voice of the Customer
​Included
Mobile offline sync
Included
Cases
​Included
​Included
Sales embedded intelligence
​Included
Customization
​-
 > Custom entities
Max 15
​Unlimited
 > Business process flows
Max 5
​Unlimited
 > Custom workflows
Max 15
​Unlimited
 > 3rd party application installs
Max 10
Unlimited
Reporting and analysis
​-
 > Export to Excel, advanced analytics w/ Power BI
​Included
​Included
 > Real-time sales reports and dashboards
Limited
​Included
Forms
1 form
Unlimited

Dynamics 365 for Customer ​Service

Make customer service effortless by providing a unified experience with seamless end-to-end service.

Capabilities:

  • Case management
  • Knowledge base
  • Self-service support portal
  • Complete customer view​
  • Surveys, forms & social listening
  • No-code visual tools
  • Sophisticated case routing

Dynamics 365 for Project Service Automation

Project Service Automation – optimize project resources to ensure maximum profitability.

Capabilities:

  • Robust project planning capabilities
  • Intuitive dashboards
  • Streamlined scheduling
  • Opportunity management
  • Resource management
  • Team collaboration
  • Customer billing
  • Office 365 integrations
  • KPIs
  • Time and expenses​

Dynamics 365 for Field ​Service

Increase field service efficiencies with smart onsite care and real-time data indicators.

Capabilities:

  • Automated scheduling
  • Automated dispatching
  • Streamlined inventory management
  • 360-degree view of customer preferences
  • Mobile access
  • Automatic work orders
  • Predictive maintenance
  • IoT intelligence
  • Customer portal

Dynamics 365 for Marketing

Marketing automation solution with tools that help turn prospects into business relationships.

Full Capabilities Guide

Capabilities:

  • Multi-Channel Campaigns
  • Lead Management
  • Event Management
  • Tools and Templates
  • Marketing Insights
  • Additional Capabilities

 

Additional Capabilities (Included)

  • Gamification – Turn work into play with fun and engaging in competitions to increase employee motivation and performance.
  • ​Social Listening – Discover and act on powerful social insights with automated social analytics ​​and response management.
  • ​Organization ​Insights – Monitor your CRM usage and identify training needs and ​process improvements.
  • Portal Add-Ons – Make interactions among partners and customers easier with turnkey and ​interactive portals.
  • Voice of the ​Customer – Create and send surveys to gain valuable feedback from ​your customers.

Dynamics 365 Customer Engagement Pricing

Licensing

Dynamics 365 Customer Engagement Licensing

Pricing

Dynamics 365 Customer Engagement Pricing

Pricing Definitions

Plan
Plan-based licensing allows you to leverage all functionality starting at $115 per user/month, depending on the plan. If a user needs access to more than one module, this pricing plan is the most cost-effective. The Customer Engagement Plan includes everything under Customer Engagement.
*Tiered pricing is available for high user requirements.

Apps
App-based licensing allows you to buy individual apps for $65 – $95 each per user/month. If a user only needs access to one module, this pricing plan is the most cost-effective.

Team Member
Team member-based licensing allows users who do not require full access to modules to access certain information for $8 per user/month. These users typically only need read access to data and to view reports.
*Tiered pricing is available for high user requirements.

QuickStart Implementation

Not sure where to start? LBMC Technology Solutions can provide a Business Process Review where a member of our staff will observe pertinent aspects of your business including future objectives, information flow and functional requirements. We will then provide you with detailed information on the required software components and implementation services necessary to meet your objectives.

Disclaimer:  All information provided on this website is subject to change without notice. While ongoing efforts are made to make this website helpful and accurate, due to the nature of the information, InterDyn Artis, an LBMC Technology Solutions Company does not warrant the accuracy of information obtained from this or that it will not change. InterDyn Artis, an LBMC Technology Technology Solutions Company makes no representation or warranty whatsoever regarding the completeness, accuracy, “up-to-dateness”, or adequacy of, or the suitability, functionality, availability, or operation of this information it contains.

How to Buy Dynamics 365 Customer Engagement

Getting started

Microsoft Dynamics 365 Customer Engagement can be purchased through LBMC Technology Solutions. For purchase inquires:
  • Fill out the contact us form to speak with a solution specialist
  • We will reach out to discuss your requirements and training needs
  • After the call, we will present a personalized price quote based on your needs
  • When your purchase is finalized, we will assist in a quick and easy implementation

Benefits of working with LBMC Technology Solutions

We have nearly 30 years of experience in working with Microsoft Dynamics solutions. As a part of the Microsoft Dynamics 365 Early Adopter Program, we were able to heighten our expertise by gaining critical solution knowledge before the official product launch. Benefits of working with LBMC Technology Solutions include:
  • We will get you up and running quickly with less disruption to your business
  • Our consultants have industry-specific expertise for a wide array of industries
  • Our development team will help optimize your solution for top-of-the-line results
  • We offer year-round training for continued growth and learning

Dynamics 365 Customer Engagement Support / Training

At LBMC Technology Solutions, we understand how important it can be to effectively manage relationships with your customers. That is why we are dedicated to assisting you with top of the line training and support. It doesn’t matter if you are local or across the country, or even if you are a current client of ours or not. From solution troubleshooting, workflow development, and initial or on-going training, we can help.

Support and training we offer include:

  • On-site & remote consulting
  • Telephone support
  • Annual user conference
  • Tailored training sessions
Support and trainings we offer include:  On-site & remote consulting Telephone support Annual user conference Tailored training sessions